Managing Transaction Classification
Guidance for doing bookkeeping and receipt tracking
By Matt1 author4 articles
- How to Code a TransactionSee all transaction details, view/attach receipts, split transactions, use custom tags, and more!
- What is a ledger account?What a ledger account is and how to choose the right one when coding a transaction.
- 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.
- 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.