Cryptoworth allows you to manually link your on-chain transactions to specific invoices or bills, ensuring your financial records are perfectly reconciled. This process connects the movement of funds on the blockchain directly to your accounts payable or receivable documents.
1. Locate the Transaction
Navigate to the Transactions page and find the specific incoming or outgoing transaction you wish to reconcile. Click on the transaction row to open the Transaction Details view.
2. Access the Invoices/Bills Tab
In the Transaction Details window, click on the Invoices / Bills tab located in the top navigation bar.
3. Select Invoices or Bills
Depending on the nature of the transaction, choose the appropriate sub-tab:
Invoices: For incoming revenue (sales).
Bills: For outgoing payments (expenses).
Then, click the blue Invoices (or Bills) button on the right side of the panel to open the selection list.
4. Bind the bill or invoice
A list of available invoices or bills will appear. Locate the document that matches your transaction.
Example: If you have an outgoing transaction of $1280 USD, look for the corresponding unpaid bill with the matching amount of $1280 USD.
Click the blue Bind button next to the correct document to link it to the transaction.
Filtering Bound Transactions
To easily track which transactions have been reconciled, you can use the transaction filter.
Navigate to the main Transactions list.
Use the filter labeled Bill or Invoice to isolate transactions that have invoices or bills successfully bound to them.
This ensures you can quickly audit your ledger and identify any payments that still need to be matched to their supporting documentation.