Tip · Receipt and Invoice Match Review
Receipt and charge differ? Note the reason once
A tip for bookkeepers: when a receipt and the charge for it differ by a few dollars, decide whether it is a tip, a fee or something else, and write down which. Then nobody answers the same question twice next month.
The pilot
Receipt and Invoice Match Review (pilot)
Our receipt and invoice match pilot lists every amount that differs, with what it found and the decision the bookkeeper needs to make. It is read-only and gives no tax or accounting advice. A person reviews it first.
Pilot. The sample is made from invented data.
See the Receipt and Invoice Match Review pilot and its sample