How can I connect expenses with corresponding refunds?

If you receive a refund for a previous purchase (e.g., returning a faulty laptop and waiting for the money back), Grassfeld allows you to link the refund to the original expense. This keeps your records accurate and helps with better analytics.

How to link reimbursement

1. Open the transaction details or create a new transaction;
2. Select the ‘Reimbursement’ option;
3. Choose the refund matching option. Bind Smaller - link a partial refund to a larger original transaction. Bind to Larger - link the refund to a smaller original transaction.
4. Suggested match: Grassfeld may suggest the most likely matching transaction based on the amount.
4. Review and choose the transaction you’re getting reimbursed for;
5. Confirm your selection, ensuring the refund value is opposite (negative or positive) to the original expense.