Scanned invoices not connecting to bank feed transactions

Question

The bank feed is working and bringing the transactions ok. I scan in purchase receipts (ie petrol receipts) on the go, and I would expect this to match with the payment imported from bank feed. Instead, I am left with every scanned invoice left in draft and the bank feed transaction completed and no receipt attached. Are you not meant to scan the invoice if you are using bank feed? Or is there a way to join the 2 together?

AndyR. · Accepted Answer

Hi Samantha,

If you have a connected Bank feed, we recommend waiting until the transactions have come in to Sole Trader and been completed then attach the images. This avoids duplication of transactions.

You can add attachments to the Complete transactions.

I hope this helps,

Andy,
Sage UKI

Sage Accounting & Sage Sole Trader

Scanned invoices not connecting to bank feed transactions

Top Replies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING