Processing receipts is done in the same way as registering payments for both purchase and sales invoices.
You can upload receipts in InformerOnline via the InformerOnline smartphone app.
Bonnetje verwerken
Bonnetjes bekijken
Once the receipts are uploaded, they will appear under Receipts. To access this, follow the steps below:
Navigate to Expenses in the left-hand menu;
Choose Receipts.
Processing receipts
This functionality is not available in the Accountancy - Invoicing packages. In that case, your advisor will need to process the transactions.
Would you like to handle this yourself? Discuss with your accountant whether an upgrade to your subscription is possible.
To process a receipt, follow the steps below:
Navigate to Bank/Cash in the left-hand menu;
Find a transaction with a grey label and open it;
In the Receipts tab, find the corresponding receipt and select it;
If you need to allocate the receipt across multiple general ledger accounts, the receipt must be split. To split a receipt, click on the scissors icon
next to the item;
Save to process the payment;
The label of the transaction will change from Grey to Green;
The status of the receipt will be updated to Processed.