You have two ways to assign transactions
1. Open the account transactions tab and create a new expense receipt from the transaction.
2. Create a new expense receipt, and then link the transaction to that expense.
All account transactions made from your account can be found in the Account transactions section on the left-hand side of the menu. If you've already added the related expense to the service for a transaction, you can link it to a receipt by clicking the "Assign" button and selecting the "Add to Expense" option.
Choose the expense from the dropdown menu to which you want to link the selected transaction.
If you haven't added the related expense for the transaction yet, you can do so by going to "Assign" -> "Create New Expense." Upload the receipt or invoice related to this transaction and fill in the receipt details, marking it as paid.
Expenses and transactions
You can also add a new expense through the Expenses menu by selecting "Add an expense" in the upper right corner. Attach the receipt or invoice to the expense entry and fill in the transaction details.
If the expense has already been paid, navigate in to the Payments -section,
select This entry is paid
and select Account transaction from the dropdown menu.
Choose the correct transaction from the list.
Save and exit.