How do I change an imported Bill to an Expense?

Question asked by Andy Nichols 9 years ago

I've imported my banks statements and I've found that all of my outgoings have gone under the bills column. Is it possible to change a bill to an expense easily or do i have to start again?

1 Reply

Hello Andy,

The best way to allocate the bank import to an expense is to create it first and then have it approved. This will give you an expense claim form which will be accurately recorded but also give you a PUR bill.

The PUR bill can then be allocated when you get a bank import. Doing this method will be the best way to get the expense claim on the system while explaining your transaction.

I would suggest you try this out on your demo account so that you can see how the system handles it.

Let me know if you need further guidance.



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