In this menu, you get an overview of all imported financial transactions via your digital connections to your bank account(s).
If you don't have any bank accounts linked to Billit yet this menu will be empty. Please visit the tab 'Bank' in your company profile and add a bank account.
You receive a Visa or MasterCard bill as one compiled transaction and PDF file with an overview of all purchases during a specific period.
You can import the PDF file with the overview as document in Fast input. You cannot match it with transactions.
You will receive the compiled transaction of this bill via the bank connection in the 'Bank' menu. Here you can link the different Visa or Mastercard expenses manually to the transaction.
Click on the transaction in the list and manually link eacht expense to the transaction. You can find an overview of all expenses for this transaction in the document).
If the expense amount equals the transaction amount the transaction will get the status 'Processed'.
