A bit confused

DavidKane

I’ve used Crunch to connect to my Tide account and it has pulled in the transactions under the Banking section, but I can’t seem to do anything useful with them such as compute a VAT return or view expenses. I was expecting to have to categorise everything, but I can’t actually see anyway to use the imported data. I’m not sure what the point of the connection is, perhaps it is only useful from this point onwards? I can’t see anyway to manually upload data either.

If anyone can provide some context that would be lovely.

Katie

Hi David,

The Open Banking connection is there as a way to import your bank statement entries into Crunch in preparation for reconciling your account.

Reconciling is a way of checking you’ve correctly recorded all your business transactions. You’ll be matching the statement entries against what you’ve recorded in Crunch - this helps ensure you’ve not forgotten anything.

If you’ve not already done so, you’ll need to record your trading activity (invoices and expenses). You can do this either by creating an entry in the relevant sections of your Crunch account or by using the ‘+ New Crunch Payment’ button in the reconciliation screen.

We’ve lots of guides in our Help Centre that show you how to use all the features in your account. To help you get started, I recommend this guide.

All the best,
Katie

DavidKane

Thanks, that is very clear.

I have all the data in a spreadsheet so I’m not really willing to manually add the data.

If there was a way to upload a file with all the invoice and expense data I’d absolutely give this a go.

I take from this that Crunch looks like a good tool if you use if from the get-go, but is a huge faff to switch over too from another system.

Katie

Hi David,

We don’t have any features to import data from other systems. However, we always appreciate feedback and suggestions. You can share any ideas with us using the Feedback tab in your account.

If you’re part way through your company year there will usually be some bookkeeping to backdate. Some people do decide to switch near the beginning of their year to prevent this from being a need. You can also do some things to get up to date relatively quickly, such as setting up recurring expenses to record any regular payments, using our receipt capturing app ‘Snap’ or the ‘raise similar’ function.

For our paid subscriptions, there are also some bookkeeping options that can be used ad-hoc or monthly.

All the best,
Katie

DavidKane

Understood, and thanks for the really clear replies.

DavidKane

I tried to make a feature suggestion but the page is locked to me.

Worth noting that Crunch is telling me that invoices are legal documents that can’t be deleted (I made an error in one).

By this logic, recreating my invoices that I created elsewhere is essentially fraud. How can I get around this?

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