Hello, Raven. The short answer is no. Receipts uploaded but not linked or converted to a transaction (expense, bill, etc.) will not appear in financial reports. They're stored as attachments only.
Reports pulled from actual transactions in your books (expenses, income, bills, etc.). The best way to appear in your reports is to link them to transactions you've already recorded, or that came from connected accounts. Follow these steps:
- Go to the Transactions tab, then Receipts.
- Under the Action column, click the Link dropdown.
- Find the transactions to link.
- Once done, click Save.
This process does not create a duplicate; it just links the receipt image to the existing transactions, and the entry will already be in your reports.
Please let us know if you require any more assistance.
