Effortlessly Add Receipts to Transactions with Vergo
In this tutorial, we explore how to seamlessly add receipts to credit card transactions using the Vergo app. Learn how to manage and update transactions that are missing receipts and ensure they are coded correctly. The video walks through the application dashboard, showing how to attach images, update transaction data, and sync everything in real-time for your accounting team. By following these steps, you can enhance your team's ability to close books faster and more efficiently.
00:00 Adding a Receipt to a Transaction
00:20 Intro to Vergo App
00:49 Transaction Overview
01:20 Adding a Receipt to a Transaction
02:55 Verifying Data on the Dashboard
03:26 Recap of Adding a Receipt to a Transaction