How to record an incoming email transfer

When you receive an email transfer, you should record it in Nojumi

To record an incoming e-transfer, take the following steps

  1. Accept the email transfer in your bank
  2. Browse the Matter Transactions Page and click on Add Incoming Funds and select Received Funds

  3. In the modal that appears, enter the amount, select E-Transfer under Method, enter the name of the Source, and a description for the payment and click on Add Received Funds

  4. You will then see the e-transfer payment appearing in yellow, which reflects that while it has been received, it has not been matched with a transaction in the bank yet. You will also note that the actual balance is increased by the amount of the e-transfer.

  5. Once the funds show up in your bank feed, you will be able to match the transaction with the bank feed.