The reference number is automatically proposed and incremented after confirmation. Is it March or April? For this reason, there is this setting option, which is automatically set to the latter value in the USA. Predominantly in the USA, the month is set before the day when the date is displayed, which can lead to confusion in, for example. This distinction is reflected in the so-called actual and target taxes. However, the practice at many companies is that the date of payment is relevant. Relevant Dateīy default, the document date is displayed and used in lists and filters. They also play a decisive role in the analysis in order to achieve high-quality results. Also offered as columns for export and reports. In the user interface these tax rates are also displayed for input.
The tax rates, which are usually VAT rates, can be separated by spaces if the default values are incorrect. It is also used as the starting point for automatic conversion of other currencies. The standard currency influences the recognition of the amounts. To open under Preferences in the main menu or CMD +. The settings mainly refer to the current library and are saved with it. This warning can be turned off permanently. Receipts warns if it detects the use of such a folder. In newer operating system versions, the desktop and the document folder are also often automatically synchronized via iCloud. NAS) or in folders that are synchronized by corresponding services ( Dropbox, iCloud Drive). simultaneous access from several computers to the same library should be avoided.Ĭaution is also required if the libraries are used outside the local storage medium (hard disk, SSD), e.g. by TimeMachine is possible without problems and is recommended.Īttention! Synchronization is not yet available, i.e. by double-clicking.Ī creation of backups e.g. Libraries can also be opened directly in the Finder, e.g. In this way, it is also possible to manage several mandates or closed areas. In the following, Receipts will always open the last used library, but only one instance at a time.Īdditional libraries can be created or opened via the main menu. This is a so-called package that can be viewed via the Finder if required.Īt the first start a library must be created. receipts and contains all data and files. Library / ClientsĪ Receipts library ends in the name. Many other features facilitate the work with receipts in detail, descriptions can be found in the following documentation and especially in the tips and tricks. An icon at the bottom right provides access to additional functions for printing, exporting, reporting or advance return for tax on sales/purchases. The results appear in the dashboard as a summary and in the form of diagrams. This can be specified using filters and the search. The sidebar on the left provides quick access to various views. If an IBAN has been recognized or maintained for the contact, the document can be paid directly from here using various integrations. If contact and category are now entered, receipts learn to make these assignments independently after a short time. Should an incorrect value have been used, it can be corrected by clicking on the coloured areas in the document view. Receipts now automatically recognize the document date, amount, currency, individual taxes and IBANs. If necessary, text recognition also starts automatically.
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in PNG, JPG format, etc.Īll imported files are automatically processed and converted to PDF format. This can be files in PDF, e-mail or HTML (web pages) format as well as image files, e.g. To import, simply drag the documents onto the window or the app icon. Receipts make it easy to manage receipts, sales taxes and payments to be prepared for accounting and tax returns.
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