How to Add a Receipt
Receipts let you store images or PDFs of your purchase documentation and optionally break them into itemized line items.
Opening the Receipt Form
- Dashboard — Click Add Receipt in the toolbar (desktop) or tap the FAB and select Add Receipt (mobile).
- Ledger — Click Add Receipt in the toolbar.
Uploading a Receipt File
The top of the form shows two upload options:
- Choose file — Browse your device for an image, PDF, or stored file.
- Scan receipt (mobile only) — Use your device camera to capture a receipt photo directly.
After selecting a file, the filename appears as a chip. Click Remove to clear it and choose a different file.
Filling Out the Form
| Field | Required | Description |
|---|---|---|
| Merchant | No | The store or vendor name. |
| Receipt date | Yes | The date on the receipt. |
| Total Amount | Yes | The total dollar amount of the receipt. |
| Notes | No | Any additional notes about this receipt. |
Extracting Data with AI
If you upload a receipt image or PDF, you can click Extract from receipt to have Cattle360 automatically read the receipt using AI. The system will attempt to fill in:
- Merchant name
- Receipt date
- Total amount
- Individual line items
See Scanning and Extracting Receipt Data with AI for the full walkthrough.
Adding Line Items
See Working with Receipt Line Items for details on adding itemized entries.
Creating a Transaction at the Same Time
When adding a new receipt, a checkbox appears at the bottom: Also create a transaction when saving.
When checked:
- Saving the receipt will immediately open the transaction form, pre-filled with details from the receipt.
- The button label changes to Save receipt & create transaction.
This is a convenient way to record a receipt and its corresponding expense in one flow.
Saving
Click Save when you're ready. The receipt is saved to your account and can be viewed or attached to transactions later.