Accounting: scan receipts with AI, manage invoices and your tax profile
The Accounting module bundles three tabs — Receipts (incoming invoices/expenses with AI scanning), Income (the same invoice management as the standalone "Invoices" module) and Settings (tax profile plus BMD export profiles for Austria).
- You're signed in and your organization has the "Accounting" module activated.
- The tax profile and BMD export profiles under Settings require the Owner or Admin role — other roles see the profile read-only.
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Upload receipts and let AI scan them automatically
As soon as you pick a file (PDF or image) in the upload dialog, an AI scan starts in the background and fills date, amount and merchant straight into the form fields — nothing to type manually, though you can correct the values before saving. A receipt with a successful scan gets a purple "AI" badge in the list with a tooltip (the required AI-feature disclaimer).
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Duplicate detection on upload
If the system detects an existing receipt with the same date, you get a yellow notice with the duplicate's date instead of an error — a button lets you decide whether to upload anyway or cancel.
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Filter receipts and assign a project
The filter icon opens a popover for date range, status (Uploaded, Failed, Archived) and project. Clicking a row opens the detail view, where name, date, amount, merchant, project and a review status (New, To review, Reviewed) can be adjusted afterward.
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Income — the same invoice management as the "Invoices" module
The "Income" tab shows the exact same interface as the standalone "Invoices" module (filter tabs, tiles, templates, product catalog, sending) — see the dedicated "Invoices" article for details. Both use the same data; there's no separate invoice set.
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Settings: tax profile
The "Settings" tab holds legal jurisdiction (country), tax ID/VAT number, tax regime (e.g. small-business exemption), timezone, fiscal year start month, and a default invoice number prefix. Without the Owner/Admin role the form is read-only, with a notice saying so.
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Settings: BMD export profiles (Austria)
Further down you manage BMD export profiles (BMD NTCS accounting software) — one profile per firm/client mapping, with a name, a JSON mapping and a default toggle. Any change to an existing profile creates a new, versioned revision instead of overwriting the mapping; older mappings stay traceable.
The AI scan is a snapshot, not a booking
The scan only fills in the upload form; the receipt only really exists after you save it. If the scan fails, the receipt can still be filled in and uploaded manually as normal (a background "scan skipped" flag).
The Income tab and the Invoices module are one data source
An invoice created or edited here shows up identically in the separate Invoices module and vice versa — it's the same embedded interface, not two parallel systems.
BMD revisions don't overwrite anything
"Create revision" on an existing profile creates a new version; the previous mapping is kept in the background rather than deleted.
Tax profile and export profiles are Owner/Admin only
Regular members see the current values on the Settings tab but can save neither the tax profile nor BMD profiles.
More articles are coming soon.