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How to Link a Receipt to a Transaction

Linking a receipt to a bank transaction connects your supporting documentation to the actual money movement, which is reflected in the Linked to Transactions…

Steps

  1. Go to Pay & Expenses > Receipts.
  2. Open the receipt you want to link by clicking it, or use the row's Actions menu.
  3. From the receipt detail view, look for the option to link a transaction (this is also where the Linked to Transactions card description - "Link a transaction from receipt detail" - points you).
  4. Select the matching bank transaction and confirm the link.

Good to Know

Related Articles

  • Understanding the Receipts Summary Cards
  • Getting Started with Receipts in Sumung

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