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Categorizing a Receipt to a Chart of Account

Every receipt you upload must be categorized to a chart of account, which is what ties the receipt to your business's financial records.

Steps

  1. Open the Upload receipt dialog (or edit an existing receipt from its row Actions).
  2. Click the Chart of Account dropdown, labeled "Select chart of acc...".
  3. Search or scroll to find the account that best matches the expense - for example, a specific operating expense or cost-of-goods-sold account.
  4. Select the account. It will now show in the receipt's Category column on the main Receipts table.

Good to Know

Related Articles

  • How to Upload a Receipt in Sumung
  • Required Fields When Uploading a Receipt

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