TurboTenant’s Accounting system is designed to do the heavy lifting for you. By analyzing your previously booked transactions, the system provides intelligent suggestions for new entries, helping you keep your books accurate with minimal manual entry.
How the 'Accept' Button Works
When you import or view new bank transactions, TurboTenant Accounting suggests a Transaction Type and Scope (such as the specific property or unit) based on your history.
Reviewing: Look over the suggested details provided by the system.
Booking: If the suggestion is correct, click the Accept button.
Finalizing: Once accepted, the transaction is officially "booked," and it will reflect in your financial reports.
What if a Suggestion is Incorrect?
If the system suggests a category or property (Scope) that doesn't match the actual transaction, you have full control to correct it before it hits your books.
Manual Booking: Select the Transaction row to open up the booking menu
Custom Entry: From here, you can manually select the correct Transaction Type and Scope, ensuring your data remains 100% accurate.
Adding Receipts and Documentation
Keeping digital records of your expenses is crucial for tax season. If you need to attach a receipt to a transaction you just accepted:
Navigate to the Transactions page.
Locate the transaction and click Edit
Click the Add Pictures or Files button to upload your receipt or document.
🚀 Consistently clicking 'Accept' on correct suggestions helps the system learn your habits, making future suggestions even more accurate.
Frequently Asked Questions (FAQ)
What happens if I click "Accept" by mistake?
Don't worry! You can simply click the Ellipses (⋮) (the three vertical dots) next to the transaction and select Edit.
Can I still book transactions manually?
Yes. While the Accept Button is there for speed, you can always use the Ellipses (⋮) to book a transaction manually if you want to define the criteria yourself.
Why don't I see an "Accept" button on some transactions?
The "Accept" button only appears when the system finds a strong match based on your history. If it's a brand-new type of expense or a new vendor, you'll need to book it manually first so the system can learn for next time.