The Receipts tab is designed to log funds received into your business's bank or cash accounts.
To record a new receipt, click the New Receipt button.
Note: There's no need to manually create new receipts with the New Receipt button every time. A more efficient method is to import your bank statements, which will automatically generate new payments and receipts. See Import Bank Statements for more information.
The Receipts tab includes several columns:
Displays the date when the receipt was received.
Shows the date when this receipt was processed on the bank statement, if it is a bank receipt.
The reference number of the receipt.
Indicates the name of the bank or cash account where this receipt was received.
A description of the receipt.
If applicable, provides the name of the customer, supplier, or other individual who made this payment.
Shows a list of accounts involved in this receipt, separated by commas, indicating the categories assigned to this receipt.
If you haven't activated the Projects tab, this column will appear empty. It is intended for the name of the project or projects associated with this receipt. See Projects for more information.
The total sum of the receipt.
You can customize which columns are displayed in the Receipts tab. Click on the Edit Columns button to choose which columns you want to display.
For more details on customizing columns, see Edit Columns.