For some transactions, such as online subscriptions from Spotify or Youtube, your accountant does not necessarily need a document or invoice. It is also not always that easy to get an invoice from these suppliers. The fact that the transaction exists (on your current account or on the statement of your credit card) is sometimes already sufficient.
To easily process these transactions, you can, for example, create an 'Online subscription' tag that you attach to each transaction of that type. And as soon as it is tagged, you can set that transaction to 'Done' and OkiOki will remove it from your to-do list.
From then on, OkiOki can usually automatically process these transactions for you via an automation rule. OkiOki will suggest to automate these kind of transactions as soon as you let her know that there is no document available and that you will indicate it via a tag.
Please sign in to leave a comment.