How to register receipts and payments

Before you start

You already have the matching Income & Expenses record, and (if using a company account) a usable cash account.

Steps

1. Open Receipts & Payments.
2. Add, then choose receipt or payment.
3. Link the target record, then fill in amount, date, and fund source (company account / shareholder / employee, and similar).
4. After save, check Account Entries to confirm it posted.
5. You can also click AI chat in the top right. For AI staff, choose Accounting, create a conversation, then click Confirm. Tell the AI the receipt and payment information and let the AI add it.

Done when

The receipts and payments list has a new record, and the linked account balance or entries are updated.