Do you have to connect your bank account for the App to work?

Simpco · ‎June 25, 2019

I'm considering using the self employed app, trying the free trial version at the moment.

Love the mileage tracker and receipt snapper.

However none of my 4 clients want me to send them invoices, so as it seemed you needed to email an invoice for it to be recognised, I sent them to my own email address and manually marked them as paid.

However no income is showing up on the Dashboard, just my expenses.

Does my bank account HAVE to be connected for the app to work properly?

Thanks.

TaliaI · ‎June 25, 2019

Hello Simpco,

Welcome to the Community - thank you for your question!

You do not need your bank to be connected - you need to record receiving payment for the invoices manually. To do this, go to your transactions section of the app, and select Add transaction.

Marking an invoice as paid does not automatically post to your income on the Self Employed product.

Thanks,

Talia

View solution in original post

TaliaI · ‎June 25, 2019

Hello Simpco,

Welcome to the Community - thank you for your question!

You do not need your bank to be connected - you need to record receiving payment for the invoices manually. To do this, go to your transactions section of the app, and select Add transaction.

Marking an invoice as paid does not automatically post to your income on the Self Employed product.

Thanks,

Talia

Simpco · ‎June 25, 2019

Oh, right, Thanks.

Seems rather strange that a paid invoice isn't added automatically (or be able to be added manually) to the profits section, seeing that it is supposed to be a book keeping software/app.

GeorgiaC · ‎June 25, 2019

Hi Simpco,

Currently the two sections don't interlink, as above the invoice is only for invoicing customers and keeping track of who's paid, all income and expenses need to be entered under 'Transactions'.

We do think it would be a great idea to have the two integrate automatically - you can leave feedback for this under the Gear icon > Feedback, which will go directly to the engineers who develop the product :)

Simpco · ‎August 17, 2022

3 years after I asked the question!

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Do you have to connect your bank account for the App to work?