Useful for Expenses/Purchasing

1. Bank Feed Auto-add to automatically add to books
   1. Go to Banking
   2. Select Manage Rules
   3. Set up the transaction Rule (see screenshot below)
   4. Your rule is based on your transaction meeting specific condition(s)
   5. Check ‘Automatically add to my books’ (this is useful for transactions that are always the same each month) - this bypasses the need to batch transactions and accept them by automating this.

f. Save

An Auto-Add icon will show up next to automated transactions.

Rules would add transactions automatically in your Register but it may not go into the All or Recognized Feed. This is useful to do when you don’t need to review specific transactions to accept them to the Register. If you need to review them, then don’t check the box for the automation so they show up in the feed and you can review them.

2. Recurring Transactions

You can create a recurring transaction for any type of transaction.

Once you set up the template, you can select the interval for your automation entry.

This will NOT apply to payroll, bill pay, and customer payment as these would not be classified ad recurring transactions.

3. Auto-email invoice

Here is how to set it up:

a) Go to Clients

b) Go to recurring transactions to set up a template

c) Select New > Sales Receipt

d) Select Automatically send emails under Options in the Recurring Sales Receipt

e) Fill out template fields

f) Enter Product/Service

g) Enter Description

h) Enter Qty, Rate, Amount, Tax

i) Select ACH as Payment method

i) Enter Client’s ACH / bank account information

j) Save Template

NOTE: You can NOT do this on Desktop.

Payments via ACH are free (no transaction fees but it may take up to 5 days).