The app automatically attempts to match your bills to outgoing payments whenever the amounts are an exact match. If a payment doesn't link automatically, for example, if the amount differs or you paid multiple suppliers at once, you can manually match the transaction. This keeps your bookkeeping accurate and ensures your bills are marked as settled. 🔄
Matching via the Accounting tab
If you are looking at your list of bills and want to mark one as paid, follow these steps:
Open the app and tap the Accounting tab on the bottom navigation bar.
Tap Bills.
Find and select the bill you wish to match.
Tap Match, then select Find a payment.
Matching via the Home tab
If you have just made a payment and want to link it to a bill immediately, you can do so from your transaction list:
On the Home tab, tap See all transactions.
Tap on the specific payment you want to match.
Tap Match to a bill.
Tap Find payment to select the corresponding bill from your list.
Once matched, the status of the bill will update to "Paid," and the transaction will be correctly categorised in your financial overview.