How Does the Transactions Feature Work in Osome Accounting?

The Transactions feature is where all your financial activity comes together. Once your accounts are connected, transactions sync automatically and appear in a single, searchable list.

You can:

• See which transactions are pending, processed, or need your input.
• Filter by date or account to focus on specific periods.
• Upload receipts individually or in bulk by dragging and dropping files.
• Comment directly on transactions to clarify details with your accountant.

Each transaction has a clear status, so you always know whether it has been reviewed, reconciled, or is still waiting for action. This reduces back-and-forth and helps keep monthly bookkeeping on track.

Note: This feature is available to Osome Accounting clients (not Xero clients).