In Business Finance Assistant, you have the option to justify your transactions directly from the Bank Transactions page or the Expenses page. This allows you to instantly attach photos of receipts or other evidence to transactions, providing proof of payment and enhancing record-keeping. Follow these steps to justify expenses with receipts:
1. Justifying from the Bank Transactions Page:
- When categorising transactions from the Bank Transactions page, click on the transaction to reveal an expanded view.
- Locate the 'Justify' section, represented by a passport-sized space.
- Click on this space to add a photo of your receipt.
- The uploaded photo will be displayed alongside the expense for easy reference.
2. Indicating Justification:
- An image icon will appear on the transaction line after successfully justifying an expense with a photo.
- For unconfirmed transactions, the icon will be displayed in green, while for confirmed transactions, it will be coloured black.
- This visual indicator helps you identify transactions that have been justified with receipts.
3. Avoiding Duplicate Expenses:
- Do not upload the receipt as a 'New Expense' on the Expenses page if you want to justify an existing expense.
- Creating a new expense for an existing transaction can result in duplicate entries with an 'Unpaid' status.
- Duplicate entries could also impact your VAT return, potentially leading to inaccuracies.
By following these steps, you can effectively justify expenses with receipts in Business Finance Assistant, ensuring thorough documentation and accurate record-keeping. Avoiding duplicate entries helps maintain financial integrity and reduces the risk of errors in your accounting processes.