Handle Transactions
Information on editing, adding, and managing transactions
By Amrit1 author3 articles
Beginners Guide: How to Code a TransactionSee all transaction details, view/attach receipts, split transactions, use custom tags, and more!
Coding Refunds and ReversalsUse the Show All toggle to code refunds back to the original expense account (or reversals back to revenue) when the default filter hides what you need.
Add Receipts to TransactionsFour ways to attach receipts — bulk AI matching, upload on the transaction, email-in, or reply to your Spend Card email — plus how to view, download, and manage them.