I have a document that was paid for by credit card. How do I handle this in OkiOki?

If there is a document in your to-do list that you paid for with your credit card, OkiOki cannot link this document to the corresponding transaction until you have received and added your credit card spending statement. Therefore, you will have to snooze this document for the time being. By this we mean that the OkiOki will remove the document from your to-do list for the time being. When your statement is available, OkiOki will automatically link the snoozed document with the corresponding transaction.

How do you proceed?

1. In your to-do list, select the document paid which you paid for with your credit card.

2. In the quick menu (the green bar) at the bottom, choose "Paid by Credit Card"

This marks the document as paid by credit card. The document will now be temporarily deleted from your to-do list and will be automatically matched to the transaction when you upload your next expense report. So you don't have to do anything else!

By the way, OkiOki automatically recognizes some documents as credit card expenses. She will then automatically mark them as "Paid by credit card" and snooze them until your next expense report is added.