Capture the supporting record
Keep a readable copy of the receipt or invoice, including the date, vendor and item detail. A bank description may identify a payment without explaining what it purchased.
Attach it in context
Store the document with the appropriate entry or property record. Use notes to explain a shared purchase, refund or correction so the context survives beyond the month you entered it.
Review missing documents
Make document review part of your monthly routine. Check larger or unfamiliar entries first and keep a list of records you still need from vendors or property managers.
Prepare for collaboration
Give your accountant access to the same books and records, or export the relevant reports. Avoid sending unnecessary account credentials or full bank account details when asking for help.
Keep your next step simple.
Use the product guide for the app workflow, or contact support with your question. Bookkeeping reports are not tax advice; review filing decisions with a qualified professional.