How do I upload receipts or assign them to transactions?
Modified on Thu, 24 Sep at 10:02 AM
This article is about Unzer Financial Services – click here to view the entire collection on this topic.
Receipts are proof of expenses, for example invoices or till receipts. So that accounting can process a payment correctly, the matching receipt should be attached directly to the transaction.
- Option 1: Upload a file. If the receipt is already saved on your computer, you can upload it directly from your hard drive.
- Option 2: Take a photo via the app. If you have a paper receipt, photograph it with the mobile app and attach it to the matching transaction.
- Option 3: Send by email. You can send receipts to a customer-specific receipt address. The platform can then match the receipt to the corresponding transaction.
- Add extra information: You can add comments, VAT rate, cost center, or cost unit so accounting has fewer follow-up questions.
Rule of thumb: Every transaction should ideally include the matching receipt directly. This saves time later on follow-up questions and month-end closings.
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