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.