Receipts and recorded costs

Open Codex → Bank → Receipts to record a purchase from a receipt. This records an internal cost; it does not send the client an invoice or create a provider-direct charge.

Capture, check, save

1. Photograph or choose a receipt image. The picker accepts JPEG, PNG, WebP, and GIF images.
2. Review the extracted vendor, date, amount, and category. If extraction cannot read the image, enter the missing details yourself; do not assume an AI-read amount is correct.
3. Select the job that incurred the cost, or leave the project blank for business overhead.
4. Click Save cost after checking the details. Reading an image alone is not approval to save a financial record.

Avoid counting the purchase twice

A receipt may document a charge already imported from your bank. Check All transactions and the job's costs before recording another cost. Reports de-duplicate recorded costs that have been matched to bank transactions, but an unlinked duplicate can still overstate spending. A receipt is evidence for a cost, not automatically a second expense.

Find older receipts

Your receipts lists the recorded date, vendor, category, job or Overhead, and amount. It shows 20 entries per page; use Older and Newer to navigate the history. A job name opens its Codex financial detail.

Receipt costs contribute to the relevant job/P&L records. Bank Cash flow follows posted bank movements instead, so adding a receipt without a corresponding bank debit does not create a second cash outflow. See Job profit, P&L, and cash flow for these differences.