📂 Receipt Files

Each receipt file is a separate Google Sheet. Tap ⋮ → New receipt file to create one, or Add shared file to link a file someone shared with you.

➕ Adding a Receipt

Tap + Add receipt to record a receipt. Fill in:

• Supplier — required; links to your global supplier list (see Suppliers)
• Date — the receipt date
• Total amount — with sales tax input (see below)
• Status — workflow status, pre-filled with your default
• Tags — optional labels
• Notes — optional additional detail

🧾 Sales Tax

The total (and each line item) uses a tax input: toggle whether the amount is tax-inclusive or exclusive, pick a tax rate (e.g. GST), and the tax is calculated automatically — or override it manually. The detail screen shows the net (ex-tax) figure alongside. Manage rates and the default rate for receipts in System Settings → Tax → Tax rates.

🚦 Receipt Statuses

Receipts and individual lines carry a workflow status — New, Submitted, Processed by default. Change a receipt's status via ⋮ → Change status… on the detail screen. Manage the status list and the default for new receipts in System Settings → Receipts.

📋 Line Items

Open a receipt to add individual line items. Each line has a description, amount, tax, optional status, and an optional link to an expense entry.

🔗 Linking Lines to Expenses

When adding or editing a line, the expense picker helps you find the matching expense fast:

• Candidates are limited to expenses near the receipt date (adjustable window, ±7 days by default) and not already linked to another line
• A best match card suggests an expense with a matching description within a day of the receipt date — tap "Use" to accept it

✨ Scan with AI

⋮ → Scan with AI… lets you photograph or upload a receipt (PDF or image). Gemini AI extracts the supplier, date, totals, and line items for you to review and edit before saving. The supplier is matched to your supplier list automatically (or created). Optionally flip on Create linked expenses to create an expense per line in a chosen expense file. Requires a Gemini API key — see AI features.

↩️ Credit Receipts

Toggle This is a credit when recording a credit note or refund. You can optionally link the credit receipt to the original invoice receipt for tracking purposes.

Credit receipts are shown with a red icon and appear in the Credits total in the summary bar.

📅 Filtering by Date

The collapsible Filters section offers the same date window as Expenses: Past and Future preset dropdowns, Custom range…, and All time. The summary totals always reflect the full file.

💱 Currency

Each receipt records the currency it was issued in (lines inherit it). Linking to an expense file in another currency prompts for a conversion. See Multi-currency.

🤝 Shared Files

Tap ⋮ → Add shared file and paste a Google Sheets URL to link a receipt file someone else shared with you. Read-only files are labelled.