Categorise business expenses

In this article you will learn how to manually categorise business expenses from the bank feed.  

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The bank transactions in the New tab are yet to be categorised. Select the business expense transaction from the list, then click on the briefcase icon.

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Next, complete the following details:

1. Upload expense receipt if required. It's optional.
2. Select supplier if applicable. Again this is optional.
3. Select expense category.
4. Select GST if applicable. The bank transaction amount will be automatically updated to exclude GST.
5. Click on Save.

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