Manual Uploads

Question asked by Amanda Hinton 1 week ago

I have uploaded some invoices not linked to my bank account, do I have to add these amounts manually? The same as receipts which were paisd as cash.

1 Reply

Hi Amanda,

For any income/ expenses that are paid from a personal account or by cash. You can use the Manually Record Income and Manually Record Expense buttons on the Dashboard.

Once created, these will appear under Dashboard > Income and Dashboard Expenses. You can then click the paper clip icon on the right hand side of the manually recorded transaction if you'd like to attach the receipt.

Tommy

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are