Does Smart Attach assign receipts without my confirmation?

No. nextesy Smart Attach suggests the matching assignment, but you make the decision. The receipt is only attached to the transaction once you confirm.

Suggestion instead of automatic assignment

• nextesy searches: Smart Attach continuously matches new receipts with your transactions and finds the appropriate booking.

• You review: You can see the suggestion with the receipt and transaction side by side.

• You confirm: Individually or in bulk mode for multiple transactions at once.

This saves you the effort of searching, while you keep full control over your accounting.

More automation, if you want

If you want recurring transactions to be booked without any manual review, you can activate your own booking rules. You decide which cases run automatically. Without such a rule, nothing happens without your confirmation.

More about Smart Attach

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