I’ve only just starting using your software and am trying to understand how to deal with bank transactions.
Your guide says “If you receive a supplier invoice that you already paid or will pay immediately, record the expense as a regular cash purchase.” but how do I do that? I’m looking at one transaction and I have assigned an account, tax rate and region and saved it. However the transaction is still sitting there. I previously used Xero.com and when you perform this action and save it, the transaction was reconciled. Am I missing another step? How do I reconcile that transaction after editing it?
Also how do I reconcile a sales invoice with a particular bank transaction?