Back to work? Organise your bookkeeping flow with Qonto. We have just released new additions to check your transactions.
🔬 Step 1: List transactions that require action
From the History section, you can now filter with multiple criteria.
Expenses above 50 euros? Last week's transactions? Marketing team's transfers? Leverage our "OR" condition to display all results in one go.
E.g. Transactions above 50 euros "OR" from last week.
⚡ Step 2: Add missing receipts in a flash
Some transactions have missing receipts? No need to panic.
- For transactions made by your team members, send reminders directly from the transaction by clicking on Request attachment.
- For the efficiency lovers: easily match any digital receipt with one click by forwarding it to a unique email address. Go to Bookkeeping > Receipts forward and copy/paste the email address.
✅ Step 3: Mark transactions as verified
Your transaction has the receipt and the right VAT indicated? You can now tick Mark as verified from your desktop app. No more coming back on verified transactions! Your transactions are pinpointed, ready for bookkeeping.
See you soon,
The Qonto team,
New filters are available for all.
Bookkeeping functionalities are available for Admin and Owners from Solo Smart plan and above.