Does all incoming money categorise itself as a sale? I've categorised a payment as a Directors Loan/Liability but its still recorded in my sales figures. Is there a fix?

Hi accessorypocket,

Thanks for joining us here on the Community :waving_hand:

The most likely reason for this is when a VAT code for sales, e.g. No VAT (sales) has been selected on the transaction when adding directly from the For-Review tab. 

To fix this, undo the transaction from the 'Reviewed' tab in Banking, then manually record a deposit following the steps below:

1) Go to + New > Bank deposit

2) Enter the bank account the money was deposited to under Account

3) Select the date this money was received 

4) Set the 'Amounts are' dropdown to 'No VAT'

5) Under 'Add funds to this deposit' select the Directors Loan/Liability account under Account 

6) Enter the amount then save & close 

You'll then be able to match this to the transaction in your bank, and it will be no longer impacting the sales. 

Thanks