In the Bookkeeping tool, you’ll see two separate tabs:
- Incoming - these are all your incoming transactions, including revenue, expense refunds, Director’s loans, tax rebates, etc.
- Outgoing - these are all your outgoing transactions, which includes your business expenses, client refunds, tax payments, etc.
Under each of these tabs, you’ll see two headers – one for ‘completed’ transactions and one for transactions that still require some action left ‘to do’.