Question 1

how do I approve a bill

Accepted Answer

New bills land in Pending and stay there until you approve them.

Question 2

I paid a business expense from my personal card, how do I record it

Accepted Answer

This is normal in a small business and Talisk has a specific path for it, because the accounting isn't the same as a business paid expense.

Question 3

how do I put two bills to one payment

Accepted Answer

You can. One bank payment can settle several bills at once: a batched supplier payment, one cheque covering two invoices, a single transfer clearing a month of accounts. Do it from the bill side: 1. Go to Ledger › Expenses 2. On an approved bill, click its purple Match pill 3. Pick the bank…

Question 4

what's the difference between a receipt and a bill

Accepted Answer

They're different points in time, and Talisk treats them differently on purpose.

Question 5

can Talisk auto-categorize bills from the same supplier

Accepted Answer

Yes. A vendor rule sets the defaults Talisk applies every time a bill arrives from that supplier: its currency, expense category, and tax handling. Set it once and you stop fixing the same vendor by hand. How to set one up. 1. Go to Ledger › Expenses › Vendor Rules and click Add Rule . (A rule is…

Bills and expenses