DownloadReleasesGuidesAccountantsForumCloud Edition



The Receipts tab is used to record money received across all business bank or cash accounts.


New Receipt

To create new receipt, click New Receipt button.

ReceiptsNew Receipt

Edit columns

By default, you will see the following columns:

DateReferenceReceived inDescriptionPaid byAmount
Date Date of the Receipt
Reference Receipt number
Received in This is name of Bank or Cash Account where the amount on the Receipt
Description Description of the receipt
Paid by Name of customer, supplier or other contact that has paid the amount
Amount Total amount received in Bank or Cash Account

Use Edit columns button to customize what columns should be visible under Receipts tab.

Edit columns

Clicking Edit columns button allows you to add additional columns to better suit your business requirements.

Cleared If you are tracking whether receipt is being cleared as per bank statement.
Accounts List of accounts where the Amount has been categorized into.