Does Smart Attach also work for transactions that I have already booked?

Yes. nextesy Smart Attach also finds the matching receipt retroactively for transactions you have already booked. You don't need to open, edit, or re-enter the booking for this.

Retroactively complete

Have you booked a transaction, but the receipt is still missing? As soon as it arrives in nextesy, Smart Attach detects which booking it belongs to and suggests the assignment to you. You confirm, and the receipt is attached to the correct booking.

• Without searching: You don't have to look up the booking in the journal.

• In control: nextesy assigns nothing without your confirmation.

• In bulk mode: Accept multiple suggestions all at once.

Also possible manually

If you want to assign a receipt yourself, you can link it directly to the existing booking at any time, either from the journal or from the document.

More about Smart Attach

Find all the details on the page for nextesy Smart Attach.