Why are my receipts defaulting to manual entry?
Firstly, when you upload receipts, make sure you've uploaded them to fit the conditions outlined.
If once you've uploaded them and they default to Manual Entry from the Processing tab indicated with the keyboard icon (
), this means you might not have set up your default tax and/or default tax free rates.
As an Admin, head over to Settings > Accountancy Software > Tax Rates > Edit
and select your default tax rates. A detailed walkthrough can be found in this link
After you've set the tax rates, you can re-upload your documents anew to process as a Receipt again, but this time successfully!
If you're still having any issues after that, please contact email@example.com
with more information on any errors you are experiencing.
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