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

1 answer

Peter Connor Staff February 6, 2016
Public

Hi Eavan,
So when you pay for something either by Business Visa or the Business account then you just mark it as “Paid For By Business”. 
If it’s paid personally then you mark is as paid personally. 
Your credit card is paid for by your bank account, it’s an extension of your bank account. 
You don’t need to do any of the above. 
You can’t have multiple bank accounts and pick a bank account though. But you should be able to operate your receipts as normal. 
Hope that makes sense. 

#answer-2723
  1. Yes, but that doesn't allow me to have a print out with all my visa purchases together. Where as when I enter through the website entirely I can opt for EDDI Studio main account or the Visa account. I know they are coming from the same account but it is much easier for my bank reconciliation when I have my visa purchase kept separately. I think i will just need to keep putting them in manually. Thanks. E
  2. Peter Connor February 6, 2016
    Why do you need a printout?
    Ok if you're happier with that. We (Bullet) don't use it and we use credit cards payments a lot.
    Pete
  3. to cross reference the payments made on my visa bill with those that I have entered into bullet.
  4. Eavan
  5. Peter Connor February 6, 2016
    Ok but all that info is in Bullet.

    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?
  6. Okay, I need to look at this. I never import my bank statement into bullet. I print it out and cross reference against the receipts I enter into bullet, keeping my visa and main account separate as they are separate statements. E
  7. Peter Connor February 6, 2016
    Ah - ok you can import it. If your bank isn't listed you'll see a xls you can download. Just copy the bank/visa statement from the web into the spreadsheet and import it. Then Bullet will help you with the rec.

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