🚧 Beta: The receipt overview is being rolled out gradually and is not visible to all clients yet. If Receipts does not appear in your web app yet, feel free to get in touch at kontakt-team@smarta-steuern.de – we will let you know when it is available for you.
Under Receipts in the web app you find every receipt that has reached smarta – whether you sent it by email, photographed it in the Belege app, uploaded it here, or connected it through an accounting integration. smarta reads the receipts automatically and matches them to the corresponding payments. The overview shows you what has arrived, what is new, and which receipts the automatic matching has not managed yet.
Before you start
You have access to the smarta web app.
The receipt overview has been enabled for you.
Receipts have already reached smarta. How to submit them is described in How can I upload receipts?
What the overview shows
In the web app, open Receipts in the sidebar on the left.
Receipts are grouped by month. Click a month to expand or collapse it.
Each tile shows a preview of the receipt, its name, the amount, and the invoice date.
Two markers help you place a receipt:
New – this receipt arrived at smarta within the last 24 hours. If you have not visited the receipt overview for a while, everything that has arrived since your last visit is marked.
Matched – the matching payment for this receipt has been found. The receipt and the bank transaction are linked, so everything your bookkeeping needs is together.
Good to know: With no selection of your own, the overview shows the last 12 months. To find older receipts, set an earlier period in the date fields.
smarta matches your receipts automatically
Matching is normally nothing you have to take care of. As soon as a receipt reaches smarta, we read the amount, date, and invoice number automatically and look for the matching payment in your connected bank accounts. When that works, the receipt is marked Matched and is ready for your bookkeeping.
Only the receipts where this does not work need your attention – for example because the receipt is hard to read, because you paid in cash, or because the payment ran through an account that is not connected to smarta. You find those receipts through the Matching status → Unmatched filter.
Filter and sort receipts
At the top of the page you can narrow down the view:
Invoice date or Upload date – first choose which date the period should refer to, then set the period in the date fields. The invoice date is printed on the receipt; the upload date is the day the receipt arrived at smarta.
Matching status – show only matched or only unmatched receipts.
Upload source – filter by how the receipt reached smarta: email, mobile app, web upload, uploaded by smarta, or from a connected accounting integration.
Clear filters – takes you back to the full view.
Sort receipts lets you choose between upload date and invoice date. Thumbnail size switches between large and small previews – smarta remembers your choice for your next visit.
Upload receipts
Receipt Upload in the top right lets you upload several receipts at once, as PDF or image. smarta recognises receipts that are already there and does not add them a second time.
Check and complete receipt details
smarta reads the amount, date, and invoice number from the receipt automatically. If a tile says Amount unavailable or Invoice date unavailable, that did not work – you can fill in the details yourself:
Click the receipt's tile. The detail view opens.
Add or correct Name, Payment date, Amount (incl. VAT), Invoice number, and Invoice date.
Click Save.
The amount incl. VAT is the gross amount – the sum that was actually debited from your account. It is this amount that helps to find the matching payment.
Check a matched receipt
For a matched receipt, the detail view shows under Matched transaction which payment the receipt belongs to, with name, date, and amount. That lets you check at a glance whether the automatic match is right.
View matched transaction details takes you straight to the transaction in your bookkeeping. There you can review the booking, adjust details, or add further receipts.
If it says Linked transaction draft, the receipt belongs to a cash or external-account payment that is not complete yet. Complete transaction draft lets you fill in the missing details.
When automatic matching does not work
If a receipt stays unmatched, you can select the matching payment yourself:
Click the receipt's tile.
Under Suggested transactions, smarta shows the most likely payments, found through the receipt's amount and date.
If the right one is there, click Match next to it and confirm with Confirm match.
If none of them fit, use Search for a transaction to search by amount or name.
If you paid in cash or used an account that is not connected to smarta, there is no bank transaction for it. Click Create transaction and choose Cash transaction or Other bank. smarta creates the matching transaction so the receipt does not stay open.
Delete a receipt
In the detail view, Delete receipt removes a receipt from your overview. This cannot be undone. If you need the receipt later after all, you can upload it again.
Common questions
I cannot see "Receipts" in my web app at all.
I cannot see "Receipts" in my web app at all.
The view is still in beta and has been enabled for a small group so far. Feel free to write to us at kontakt-team@smarta-steuern.de – we will let you know when it is available for you.
A receipt is missing from the overview.
A receipt is missing from the overview.
Check the period first: with no selection of your own, the view only reaches back 12 months. Also check whether a filter is still active and reset it with Clear filters. Receipts you uploaded directly to a single transaction in your bookkeeping stay with that transaction and do not appear in this overview as well.
A receipt appears twice.
A receipt appears twice.
Please do not delete it yourself – get in touch with us instead, and we will clean it up for you without losing the matched copy.
When does the "New" marker disappear?
When does the "New" marker disappear?
24 hours after the receipt arrived. If you have not visited the receipt overview for a while, everything that arrived since your last visit stays marked, so you do not miss anything.
Why does a receipt show no amount?
Why does a receipt show no amount?
smarta could not read the amount automatically, for example from a blurry photo. You can enter it yourself in the detail view.
Can I download receipts from here?
Can I download receipts from here?
Yes, as a batch under Downloads → Receipts. See Can you download receipts and invoices from the Web-App?
How long does smarta try to match a receipt?
How long does smarta try to match a receipt?
As soon as a receipt arrives, a first matching attempt runs immediately. If that doesn't work, smarta retries automatically every night for up to 14 days.
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