Receipts
Receipts is where small purchases with a paper slip are captured - a taxi, a hardware-shop run, fuel, refreshments. Instead of an envelope of slips reconciled at month end, each one is photographed, coded to an account, and posted as it happens.
Menu path: Purchases > Receipts
What a receipt records
| Field | Purpose |
|---|---|
| Merchant | Who was paid - the shop or supplier on the slip |
| Date | When the money was spent |
| Subtotal and total | The amount, before and after tax |
| Account | Which account the spend posts to |
| Category | The expense category, for reporting |
| Receipt image | A photograph of the physical slip |
| English receipt | Marks a slip issued in English, for reporting and review |
| Note | The business reason for the spend |
The receipt image is the whole point. A photographed slip is the evidence that turns a line in your accounts into a defensible deduction, and it does not fade in a drawer. The list shows merchant, date, total, status and the account and category each one was coded to, so a month of small spending can be reviewed in one screen.
Capture a receipt
- Photograph the slip at the moment of purchase, before it is folded into a pocket.
- Enter the merchant exactly as printed and the date on the slip, not the date you are entering it.
- Enter the subtotal and total. The gap between them is the tax, and it needs to be right for tax reporting to work.
- Code it to an Account and a Category. This is the field people rush, and it is the field that decides whether your expense reports mean anything.
- Write a note explaining the business reason - not "taxi" but "taxi to supplier meeting, Shuwaikh".
- Save.
Full reference
Every option and control on this page, at a glance.
Filters (1)
- Dates and periods: Last date
Standard list tools
Every list page in OSOSS shares these controls:
- Manage columns - the icon at the right edge of the header row: search columns, tick to show or hide, drag to reorder. Your selection persists for your user.
- Quick search - matches the page's primary field.
- Filter chips + More Filters - the chips are your defaults; More Filters exposes the full set below.
- Save Filter / Saved Filters - name a filter combination and recall it in one click; one can be your default view.
- Reset - clears filters back to defaults.
- Export All - downloads the current filtered rows with exactly the columns you have selected.
- Focus - hides the surrounding chrome for a full-width table.
- Row selection - the header checkbox selects the page or all matching rows, enabling bulk actions.
- Rows per page and page jumper - at the foot of the table.
- Custom fields - anything you define under Settings > Custom Fields appears here as both a column and a filter.
Related pages
- Expenses - larger invoiced spending
- Chart of Accounts - the accounts a receipt codes to
- Purchase Invoices - supplier invoices rather than slips
What you can do on this page
Every action on this page, step by step. What you see depends on your role, so a control your account is not set up for simply does not appear.
Export the list
- Filter and choose your columns first - the export mirrors exactly what is on screen, not the whole table.
- Click Export All.
- The file downloads as a spreadsheet: one row per record, your visible columns in your order.