Creating Receipts

Estimated reading: 2 minutes

Akaunting makes creating receipts easy and convenient. To use the receipts feature, you need the Receipts app (Check out how to Install and Purchase an app).

On-Premise Users: The receipt type options of "Bill" and "Expense" are only available for users of Amazon Textract service. Other service providers (Taggun, Mindee) can only create expense transactions.

Creating Receipts

Convert Receipt to Bill

  • From your Akaunting Dashboard, Click Purchases on the Navigation Menu Panel.
  • Click Receipts from the expanded options.
Convert Receipt to Bill
  • On the Receipts page, Click New Receipt.
create a new receipt
  • On the New Receipt page, Select the document type: Bill
  • Click Select File
  • Upload a Receipt document from your computer directory. (Please ensure that the currency code matches the default currency in your Akaunting profile.)

Example:

example of a receipt
  • Click Save.

You are redirected to the Receipts page.

  • From the Receipts page, click the recently uploaded receipt.
  • On the Receipt details page, Click Convert to Bill in the Bill section.
Convert scanned receipt to bill

You will be redirected to the Bill page of the converted Receipt.

Bill page of the converted Receipt.

Convert Expense to Transaction

  • From your Akaunting Dashboard, Click Purchases on the Navigation Menu Panel.
  • Click Receipts from the expanded options.
  • On the Receipts page, Click New Receipt.
  • On the New Receipt page, Select the document type: Expense
Convert Expense to Transaction
  • Click Select File
  • Upload an Expense document from your computer directory. (Please ensure that the currency code matches the default currency in your Akaunting profile.)
  • Click Save.

You are redirected to the Receipts page.

  • From the Receipts page, click the recently uploaded receipt.
  • On the Receipt details page, Click Convert to Transaction in the Transaction section.
Convert to Transaction
  • On the pop-up window, click Save. (You are redirected back to the receipt details page)
  • Click the Date to view the created Transaction.
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Creating Receipts

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