Classify receipts into accounts
Send each receipt to a workspace, accept the suggested account or pick one. Personal ones leave the company books.
beginner · 3 min
In Chart of accounts → Classify receipts there are three lists:
- Inbox — receipts not in any workspace yet. Send each one here, to Personal, to the family or to another company.
- To classify — receipts in this workspace without an account. Tap the green suggestion to accept it, or pick the account.
- Classified — receipts with an account.
The suggestion comes from the same vendor classified before or from the template's hints. Select several receipts to move or classify them at once.
Only reviewed receipts count in the totals; classified receipts still waiting for review are shown apart.