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Change receipt type (in receipts from statement)
Change receipt type (in receipts from statement)
- Fiona Hardy
Owned by Fiona Hardy, created
This guide has been reviewed against our global client base and classed as relevant to all regions
When importing a bank statement CSV file, the transaction type is taken from the details on the bank statement - the receipt will have a clearing period (determined by system configuration)
This article shows how to change individual transaction types in the Import Receipts from Bank Statement screen
From main menu:
Changing the receipt type will affect clearing times for the transaction |
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