Better use of receipt linking before transactions are posted

[cj1]

When uploading receipts, it would be nice for them to be tagged as “needs review,” if they have not been linked to a bank / card transaction.

For example I just made this purchase, and have it categorized which is great, but this transaction is not complete until it has been linked…There have been many examples where I have duplicate transactions since I upload the receipt immediately, and then forget to go back and try to reconcile when the transaction actually posts to my card/bank…

I am asking for transactions that do not link to a bank/card to be flagged for review until linked

Would be very helpful for me, and I am assuming others..

[tlatuga]

@cj1

What I do for myself and all of my bookkeeping clients, where appropriate, is I will put a unique tag in the description section for review. Something unique with some symbols, so that way I can just search for that and automatically go back. The other option is if you pay for the pro subscription, you will automatically get the red flag feature, in which case it tags the entire transaction as for review.

Hope that helps.

-Tom

www.realcentsorganized .com

[meritageinvestmentpa]

Stessa has a review function (Flag) for pro accounts. If a transaction is loaded without all the fields populated there is a Need Review tab