Bookkeeping Prompting Guide

In cases where multiple expenses are combined into a single report, such as an employee reimbursement expense form, it is sufficient to upload only the expense form and prompt:

Add this as an expense to quickbooks

However keep in mind that:

• If the form includes tax amounts, make sure they are fully accurate. Incorrect tax figures may cause LayerNext to misinterpret the data and record an incorrect total.
• If the total amount includes both taxable and non-taxable components, ensure they are shown as separate line items on the form.
• If tax details are unclear or incomplete, it is safer to simply specify whether GST or PST is enabled or not, without providing tax amounts.

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