{"id":3056,"date":"2024-10-07T14:22:43","date_gmt":"2024-10-07T11:22:43","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/receipts\/creating-receipts\/"},"modified":"2024-10-15T12:48:24","modified_gmt":"2024-10-15T09:48:24","slug":"creating-receipts","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/receipts\/creating-receipts\/","title":{"rendered":"Creating Receipts"},"content":{"rendered":"\n<p>Akaunting makes creating receipts easy and convenient. To use the receipts feature, you need the <a href=\"https:\/\/akaunting.com\/apps\/receipt\" rel=\"noreferrer noopener\" target=\"_blank\">Receipts app<\/a> (<code><em>Check out how to <a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/installing-an-app\/\" rel=\"noreferrer noopener\" target=\"_blank\">Install<\/a> and <a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/purchasing-an-app\/\" rel=\"noreferrer noopener\" target=\"_blank\">Purchase<\/a> an app<\/em><\/code>).<\/p>\n\n\n\n<p><code><em>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.<\/em><\/code><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Creating Receipts<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#convertbill\">Convert Bill<\/a><\/li>\n\n\n\n<li><a href=\"#ConvertExpense\">Convert Expense<\/a><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"convertbill\"><strong>Convert Receipt to Bill<\/strong><\/h3>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1680\" style=\"aspect-ratio: 2880 \/ 1680;\" width=\"2880\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2024\/10\/15124508\/receipt-bill.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From your Akaunting Dashboard, <strong>Click<\/strong> <strong>Purchases<\/strong> on the Navigation Menu Panel.<\/li>\n\n\n\n<li>Click <strong>Receipts<\/strong> from the expanded options.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"457\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142608\/image-51-1024x457.png\" alt=\"Convert Receipt to Bill\" class=\"wp-image-3059\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142608\/image-51-1024x457.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142608\/image-51-300x134.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142608\/image-51-768x343.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142608\/image-51-1536x686.png 1536w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142608\/image-51.png 1998w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the Receipts page, Click <strong>New Receipt.<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"406\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142645\/image-52-1024x406.png\" alt=\"create a new receipt\" class=\"wp-image-3060\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142645\/image-52-1024x406.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142645\/image-52-300x119.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142645\/image-52-768x304.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142645\/image-52-1536x609.png 1536w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142645\/image-52.png 1620w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the New Receipt page, Select the document type: <code>Bill<\/code><\/li>\n\n\n\n<li>Click <strong>Select File<\/strong><\/li>\n\n\n\n<li>Upload a Receipt document from your computer directory. (<code><em>Please ensure that the currency code matches the default currency in your Akaunting profile.<\/em><\/code>)<\/li>\n<\/ul>\n\n\n\n<p><strong><em>Example:<\/em><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"811\" height=\"597\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142734\/Screenshot-2024-10-02-at-16.17.54-e1728300492375.png\" alt=\"example of a receipt\" class=\"wp-image-3061\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142734\/Screenshot-2024-10-02-at-16.17.54-e1728300492375.png 811w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142734\/Screenshot-2024-10-02-at-16.17.54-e1728300492375-300x221.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142734\/Screenshot-2024-10-02-at-16.17.54-e1728300492375-768x565.png 768w\" sizes=\"auto, (max-width: 811px) 100vw, 811px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Save.<\/strong><\/li>\n<\/ul>\n\n\n\n<p><em>You are redirected to the <\/em><strong><em>Receipts<\/em><\/strong><em> page.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From the Receipts page, click the recently uploaded receipt.<\/li>\n\n\n\n<li>On the Receipt details page, Click <strong>Convert to Bill <\/strong>in the Bill section.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"488\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142836\/image-53-1024x488.png\" alt=\"Convert scanned receipt to bill\" class=\"wp-image-3062\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142836\/image-53-1024x488.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142836\/image-53-300x143.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142836\/image-53-768x366.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142836\/image-53-1536x731.png 1536w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142836\/image-53-2048x975.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><em>You will be redirected to the Bill page of the converted Receipt.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"760\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142926\/image-54-1024x760.png\" alt=\"Bill page of the converted Receipt.\" class=\"wp-image-3063\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142926\/image-54-1024x760.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142926\/image-54-300x223.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142926\/image-54-768x570.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142926\/image-54-1536x1141.png 1536w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07142926\/image-54.png 1826w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"ConvertExpense\"><strong>Convert Expense to Transaction<\/strong><\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From your Akaunting Dashboard, <strong>Click<\/strong> <strong>Purchases<\/strong> on the Navigation Menu Panel.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1680\" style=\"aspect-ratio: 2880 \/ 1680;\" width=\"2880\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2024\/10\/15124726\/receipt-expense.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Receipts<\/strong> from the expanded options.<\/li>\n\n\n\n<li>On the Receipts page, Click <strong>New Receipt.<\/strong><\/li>\n\n\n\n<li>On the New Receipt page, Select the document type: <code>Expense<\/code><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"590\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/10\/07143000\/image-55-1024x590.png\" alt=\"Convert Expense to Transaction\" class=\"wp-image-3064\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/10\/07143000\/image-55-1024x590.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07143000\/image-55-300x173.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07143000\/image-55-768x443.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07143000\/image-55.png 1502w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Select File<\/strong><\/li>\n\n\n\n<li>Upload an Expense document from your computer directory. (<code><em>Please ensure that the currency code matches the default currency in your Akaunting profile.<\/em><\/code>)<\/li>\n\n\n\n<li>Click <strong>Save.<\/strong><\/li>\n<\/ul>\n\n\n\n<p><em>You are redirected to the <\/em><strong><em>Receipts<\/em><\/strong><em> page.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From the Receipts page, click the recently uploaded receipt.<\/li>\n\n\n\n<li>On the Receipt details page, Click <strong>Convert to Transaction <\/strong>in the Transaction section.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"582\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/10\/07143342\/image-56-1024x582.png\" alt=\"Convert to Transaction\" class=\"wp-image-3066\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/10\/07143342\/image-56-1024x582.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07143342\/image-56-300x170.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07143342\/image-56-768x436.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07143342\/image-56-1536x873.png 1536w, https:\/\/assets.akaunting.com\/hc\/2024\/10\/07143342\/image-56.png 1894w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the pop-up window, click <strong>Save. <\/strong>(<em>You are redirected back to the receipt details page<\/em>)<\/li>\n\n\n\n<li>Click the <strong>Date<\/strong> to view the created Transaction.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/t4755221.p.clickup-attachments.com\/t4755221\/cbf7630a-9943-42c5-aef4-9a004e1f288f\/image.png\" alt=\"\"\/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>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 &#8220;Bill&#8221; and &#8220;Expense&#8221; are only available for users of Amazon Textract service. Other service providers (Taggun, Mindee) can only create expense transactions. [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":3055,"menu_order":2,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-3056","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/3056","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=3056"}],"version-history":[{"count":4,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/3056\/revisions"}],"predecessor-version":[{"id":3081,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/3056\/revisions\/3081"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/3055"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=3056"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=3056"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}