Organising

Purchases, Sales, Bank, and Petty Cash

AutoBooks files each document under a tab. You can move a file if it landed in the wrong one.

Updated 10 October 20261 min read

On this page

Tab	What usually lands there
Purchases	Supplier invoices, receipts, and most spreadsheet imports.
Sales	Z-Reports and income-side invoices or receipts.
Bank	Bank statements, and spreadsheets named like a bank export.
Petty Cash	Mobile-money statements and handwritten petty-cash vouchers.
All	Everything, including files that are still being read.

AutoBooks makes a first guess from the file name and a quick look at the page, so a file often lands on the right tab before reading finishes.

Move a file to another tab

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