Hi Peter, I have always entered my receipts manually as I can’t figure out how to add bank accounts to the iphone app. ie, if I take a photo of the receipt and upload them I only have the option to say paid by buisness or paid from personal account on the iphone app. When I then complete the entry of the receipts on the website they are not given a specific account. I separate all my receipts into 2 categories – Main Business Account & Visa Account. As such it takes much longer if I take photos of them because I have to go into the main website and then assign the Vendor and mark as paid and then go into overview find the receipt again, open it, edit it, mark as unpaid, so that I can then mark it as paid and assign the right bank account. Does this make sense. Is there a way I can use the phone app to assign the right bank account from the outset? Thanks Eavan
Hi Peter,
I have always entered my receipts manually as I can’t figure out how to add bank accounts to the iphone app. ie, if I take a photo of the receipt and upload them I only have the option to say paid by buisness or paid from personal account on the iphone app. When I then complete the entry of the receipts on the website they are not given a specific account. I separate all my receipts into 2 categories – Main Business Account & Visa Account. As such it takes much longer if I take photos of them because I have to go into the main website and then assign the Vendor and mark as paid and then go into overview find the receipt again, open it, edit it, mark as unpaid, so that I can then mark it as paid and assign the right bank account. Does this make sense. Is there a way I can use the phone app to assign the right bank account from the outset?
Thanks Eavan
Ok if you're happier with that. We (Bullet) don't use it and we use credit cards payments a lot.
Pete
Bullet looks through the imported bank statement and asks does anything in your Money Out match this. If it doesn't then it asks you do you want to create a bill.
Am I missing something?