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.
Once the receipts are uploaded, they will be located under Expenses -> Receipts.
Uploading Receipts
Receipts, like purchase and sales invoices, can be processed in two ways:
Via bank transactions
Via memorial entries
This help item explains the process via bank transactions.
Processing Receipts
This functionality is not available for Accountancy - Invoicing packages. In that case, your advisor must process the transactions.
Would you like to do this yourself? Then discuss with your accountant whether an upgrade of your subscription is possible.
Via bank transactions, you look up the statement of the receipt payment.
The screen with the bank transaction will be opened.
As is known, a match is searched for by amount and/or relation. Since the relation is not known in the case of receipts, a match is only made on the amount. After clicking on the receipt, the booking line will be filled in. Depending on what has been specified, the category will also be filled in automatically.
Check Status
After saving this booking, the relevant receipt will have the status "Processed" in the receipts overview (Expenses -> Receipts).