Tax Receipts

Section: Purchase Management
URL: /admin/purchase/mytaxreceipts
Page title: Purchase Tax Receipts

Overview

Tax Receipts record fiscal receipts (chitanțe fiscale) received from vendors — simplified tax documents issued at point of purchase that serve as proof of expenditure for accounting and VAT recovery purposes. They are distinct from full purchase invoices and are typically used for cash or card purchases below the invoice-threshold required by local tax law.

Business value

Many jurisdictions permit vendors to issue a simplified fiscal receipt instead of a full VAT invoice for low-value purchases. Capturing these receipts in CRMConnect ensures every supplier expenditure — including petty cash and card transactions — is accounted for, claimable, and auditable alongside formal purchase invoices.

• Who uses it: Finance, accountants, staff submitting expense-style vendor receipts
• Key benefit: Complete supplier spend visibility; no gap between formally invoiced and receipt-documented purchases.
• Metrics it influences: Total vendor spend, VAT recoverability, audit completeness

Typical use cases:

• Field staff buys materials with a company card; the receipt is logged as a tax receipt against the vendor.
• A petty-cash purchase under the invoice threshold is documented for month-end reconciliation.
• An accountant needs to reconcile all vendor-issued fiscal documents, not just full invoices.

At a glance

Navigate to Purchase → Tax Receipts in the sidebar, or open:

/admin/purchase/mytaxreceipts

List view

The list view displays all tax receipts with columns for receipt number, vendor, date, amount, tax, and status. Filters include vendor, staff member who entered the receipt, linked purchase order, and date range.

Create / edit form

Open the create form via Add in the list view, or navigate directly to a receipt to edit it.

Key fields:

• Vendor — the supplier who issued the receipt.
• Receipt number — the fiscal receipt reference number printed on the document.
• Date — date of purchase/issue.
• Items — goods or services purchased, quantity, unit price, and applicable tax rate.
• Linked Purchase Order — optional; link to an existing PO for traceability.
• Attachments — scan or photo of the physical receipt.

Common actions

1. Record a receipt — click Add, select the vendor, enter the receipt number, date, and line items.
2. Attach the document — upload a scan or photo of the physical receipt for audit purposes.
3. Add a payment — once recorded, log the payment method (cash, card) via Add Payment.
4. View receipt detail — open a receipt to see the full line items, tax breakdown, and payment history.
5. Clone a receipt — use Clone to duplicate a receipt as the basis for a similar entry.
6. Export to Excel — use the Export action on the list view to download all filtered receipts for accounting handoff.
7. Delete a receipt — requires the purchase_tax_receipts delete permission; soft-deletion preserves audit history.

Permissions

Access is controlled by the purchase_tax_receipts permission group:

Source: demo.crmconnect.io/admin/purchase/mytaxreceipts