Receipt
Proof of a purchase you already paid. In the app, the photo or PDF attached to a quick expense or bill.
In Solo Superstars
Snap it on your phone or upload it. Alison reads the vendor, date, total and tax; you confirm. Receipts you drop in the Document vault are matched to bank transactions later.
Example
A café receipt for $14.50 becomes a quick expense to 6205 Business Meals with the image attached.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- proof of purchase
Related
- Source document — The receipt, invoice, statement, or contract that proves a transaction happened and where its numbers came from.
- Quick expense — A purchase you already paid for, entered in one screen. Books the expense straight against your bank account and skips accounts payable.
- OCR extraction — Reading a receipt or bill image into fields (vendor, date, total, tax). The app always shows you the result to confirm before saving.
- Document match — Linking a bank transaction to the receipt, bill image or check that supports it, from the Document vault.