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Bank Reconcilation

  • I'm changing to a new bank provider, what should I do?
  • Can I delete bank accounts?
  • Can I split a refund between categories?
  • How do I reconcile a credit card balance payment?
  • Can I auto quick match income transactions, split across mixed categories?
  • How should we account for expenditure where the cost is covered by or shared with another organisation?
  • Does ExpensePlus support GoodBox?
  • Something has gone wrong with my Payment Processor Transaction uploads
  • Can I duplicate or copy details from a previous direct debit or standing order?
  • Why is a payment not showing on the right-hand table of the bank matching screen?
  • How do I record a deposit that we are holding?
  • Entering a purchase with a zero budget line
  • How do I deal with invoice overpayments received?
  • Can I upload documents for income transactions?
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Categories

  • Task Management
  • Invoicing
  • Bank Deposits
  • Purchases
  • Receipts
  • Approvals
  • Payments
  • Bank Reconcilation
  • Petty Cash
  • Adjustments
  • Payroll Upload
  • Investments
  • Loans
  • Fixed Assets
  • Finance Reports
  • Year End Accounts
  • Manage Donors
  • LoveGiving
  • Gift Aid
  • ChurchSuite Export
  • Donations Reports
  • VAT
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