Opening the ledger…
Scanner not started
Take a photo of a receipt, or add scans with several receipts on one page, or PDFs from the copier. Each receipt is found and read on this device, then you check it and submit it to the company ledger.
Each receipt is checked before you submit it: KRA PIN format, the VAT sums, the CU invoice number against the QR code, the company's supplier list, and whether anyone has already submitted it. Once submitted, a receipt can't be changed; if something is wrong, open it under My receipts and report the mistake.
Pages you add appear here while each receipt on them is found and read. Click a page to see what was found, or to mark a receipt that was missed.
| Date | Supplier | Total (KES) | Status | Submitted |
|---|
Receipts that were submitted with an open check, issued to another buyer PIN, look like a duplicate, have no picture, or that someone reported as wrong. Open one to correct it, mark it as checked, or void it. A month can be closed once nothing in it needs attention.
| Date | Supplier | Category | VAT | Total (KES) | Submitted by | Status |
|---|
Receipts are filed under the month on the receipt. Close a month after its VAT return is filed: its receipts are then frozen, and late receipts for it go to the first open month, marked late. A month can be reopened with a reason.
| Month | Status | Receipts | Need attention | Late | VAT | Total (KES) | Actions |
|---|
Staff submit receipts and see only their own. Admins see everything, correct and void receipts, close months and manage people.
| Person | Role | Invitation | Actions |
|---|
| Person | Role | Status | Receipts | Last submitted | Actions |
|---|