Receipts and payments

1

Hi

How do I add the Payments and Receipts option to my account. It’s Christmas/New Year, so my accountant is not available. Without it, I can’t do my bank recs.

Thanks
Clare

2

Two points:

  1. If you are accessing Manager through an account set up by your accountant, as a user, your permissions are under your accountant’s control. No one else can help you. If those permissions allow, add new capabilities as described in this Guide: Simplify Manager | Manager.

  2. Bank reconciliations are not done in the Receipts & Payments tab, but in the Bank Accounts tab. See Reconcile bank accounts | Manager.

3

Hey…
As soon as I downloaded my first transactions, the Payment and Receipts option magically appeared!

I’m off and running