How do I turn an "Unlinked" receipt into an expense transaction?
Disclaimer: FlipperForce does not provide tax, legal, or accounting advice. This report and FAQ are for informational purposes only and should not be soley relied upon for tax compliance. Because IRS rules are complex and subject to change, we strongly recommend consulting with a qualified tax professional or accountant before making business decisions or filing returns.
Navigate to your Receipts table within your project's accounting section.
Click on the "Unlinked" receipt you wish to process.
In the details panel that opens, enter the required Transaction details (Date, Company, Account).
Enter the detailed expense line items and categorize them to the correct project category.
Click "Save" or "Create Transaction." FlipperForce will instantly create the official transaction and update the receipt status to "Linked."
