A common scenario we've been running into is multiple banking transactions to a single receipt/expense.
The workflow goes like this:
- Import a receipt for a purchase with a total of say $100.
- Create an expense for the receipt, again for $100.
- Company ships the order, but in two (or more) separate transactions, charging a debit/credit card each time. One for $75, one for $25.
- When trying to resolve the banking transactions to the expense, nothing can be found and its non obvious how to even find either of the expenses. It seems as if the search mechanism is "expenses less than the banking transaction amount". Since the expense is already filed for $100, but the two bank transactions are less than that, nothing can be found even if you wanted to just match one and ignore the other.
- Sadness. :(
We've run into this in many cases from several different vendors. Bestbuy, Amazon, etc. They all charge sep as items ship. Ebay for a while (back in October/November 2019) was doing multiple transactions once they started collecting sales tax. I have a whole queue of banking transactions I can't resolve because of this issue.
How in the world are you supposed to resolve your banking transactions to an expense when they can't be many -> one? What is the suggested procedure here? You can't seem to split an existing expense into multiples. What is the recommended solution?
