Bank Transactions
As part of our ongoing changes to Business Finance Assistant, we’re updating the Bank Transaction page on your Business Finance Assistant. Giving you a more simplified view, without losing any of the information.
- Why do my deleted transactions keep reappearing?
- How can I manually import a cash payment or a one-off transaction?
- How do I delete a bank account that I added in error?
- Why does my invoice show as ‘Unpaid’ when I have already categorised and confirmed the associated transaction?
- How can I edit an incorrectly categorised transaction?
- How do I sync my bank account manually?
- What's new about the new Bank Transactions design?
- How can I add or customise the categories?
- How to 'Justify' your expenses from the Bank Transactions page
- How do I create an expense, including photo capture of receipts and supplier invoices?
- How do I 'confirm' or 'review' a bank transaction?
- How can I change a transaction that has been automatically matched to the wrong invoice?
- How should I categorise a Payroll transaction that has National Insurance, and other taxes deducted at the source?
- How do I match multiple invoices to a single transaction?
- How do I manually mark an invoice as paid and send a receipt back to my client?
- How do I record the fees and shipping deducted from a customer's payment?
- How do I record the partial payment of an invoice?
- How do I add multiple Customers, Suppliers, Categories and VAT rates to a transaction?
- How do I review a bank transaction?
- How can I record cash transactions?
- How do I switch off bank synchronisation?
- Why is it important to review my bank transactions
- How do I review and categorise a bank transaction?
- How do I handle part-payment of a multi-item supplier invoice / expense?
- How to delete a transaction from an account
- Can I claim back mileage using Business Finance Assistant?