2070 · Bookkeeping automation
Receipts and documents
Autessa Accounting includes receipt management: Receipts lists card purchases over $75 with nothing attached. Drag a PDF or photo onto the row, or mark it as not required. After posting, attach contracts, wire confirmations or notes to any ledger entry or invoice; attaching never changes the entry.
The problem
Chasing receipts at year end
Receipts gathered months later are half missing and wholly painful. A running list of what is missing, with drag-and-drop on the row itself, turns receipts into a two-minute weekly habit, and supporting documents on posted entries answer the auditor’s questions before they are asked.
What you get
- Card purchases over $75 with no receipt are listed; refunds and transfers between your own accounts never need one.
- Drop a PDF or photo on the row, or on the transaction page.
- Mark a purchase as not required.
- Missing and Attached, not verified views.
- Supporting documents on posted entries: contracts, wire confirmations, notes. Accepted files include PDF, images, Word, Excel, text and email files.
- A later note on an entry is its own record with who wrote it; the entry’s memo is never edited.
- Receipts are kept in Accounting, with the transaction they support.
How it works
How does receipts and documents work in Autessa Accounting?
See what is missing
Open Receipts, or follow the missing-receipts item on Home.
Attach
Drag the receipt onto the row. Replace it later if needed.
Document posted entries
On the Ledger, open an entry and attach the contract or confirmation with a note on why the entry looks the way it does.
Every option
Receipt states and options
| Option | What it does |
|---|---|
| Threshold | Purchases over $75 need a receipt. |
| States | Missing, attached, verified, not required. |
| Exempt | Refunds and transfers between your own accounts. |
| Supporting document kinds | Chosen per attachment under “What is it?”, with an optional note. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Bookkeeper and up | Attach receipts and mark them not required. |
| Accountant and up | Attach documents and notes to posted entries and invoices. |
FAQ
Questions about receipts and documents
Which purchases need a receipt?
Card purchases over $75. Refunds and transfers between your own accounts never need one, and you can mark any purchase as not required. An Autessa agent can also email or call the cardholder for a missing receipt, if you ask it to.
Can I attach documents after an entry is posted?
Yes. Attach contracts, wire confirmations or notes to any posted entry or invoice. Attaching never changes the entry.
Where are receipts kept?
In Accounting, with the rest of your books.
100% customizable, code and all
Make Autessa Accounting fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
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