Receipts Space 3.0

Big ideas on your mind, stacks of receipts on your desk? While you’re busy dreaming of fresh ideas and exciting new projects, tax season and mounting paperwork are already knocking at your door.

Focus on what matters – with Receipts Space 3.0.

Our latest update is designed to clear your head. Discover new audit compliance, an informative dashboard, and our “receipt merge” feature to streamline your workflow. With smart folder libraries for seamless synchronization, an elegant “Liquid Glass” look, and end-to-end encryption, receipts management finally becomes a side task.

A Fresh Look for Your Settings: Click, Don’t Scroll

Stop hunting through endless overviews! We’ve given the Library Settings a complete makeover. Thanks to the new tab-based navigation, you can now jump straight to the section you need instead of scrolling through long pages.

We’ve also significantly upgraded the “General” tab:

Display Name for Changes

Who made that edit? From now on, you can set a custom Display Name to be linked to your changes—whether it’s your first name or a device label (e.g., “Mac”). This allows you to see at a glance in the Change Log who did what and when.

Audit Compliance / GoBD

Safety first: Our “Audit Compliance” feature helps you store receipts and documents in accordance with the proper accounting principles required in Germany, known as GoBD.

• Seamless History: Who changed what? A quick look at the new History Timeline in the bottom right corner instantly reveals the “When, What, and Who.”
• The Receipt Safe: Activate “Audit Compliance” to mark your entries as “confirmed,” providing extra protection. Once confirmed, entries are write-protected; however, you can still update notes, tags, and marks as needed.
• Full Transparency: Need to make an edit after all? No problem! You can remove the write-protection, but the action will be clearly logged to maintain integrity.

Pro Tip: For the “big picture,” check out our Audit Compliance details and remember to ensure that other areas of your business processes are GoBD-compliant as well.

Duplicate Detection

No duplicates: Receipts Space stays alert—double receipts are automatically detected and flagged during import.

• Now you decide: If you actually need a duplicate, you can easily disable this feature in the library settings.
• Manual copies: Use the “Duplicate” function whenever you need to manually clone an entry.

Automatic Currency Conversion

Tailored conversion: By default, foreign currencies are converted using daily exchange rates. If you prefer to use specific rates from your bank statements, simply turn off the automation and enter your values manually.

Default Document Type

Beyond “Expense”: Previously, all imports were categorized as expenses by default. Now, you’re in control. Managing a library purely for outgoing invoices or general documents? Simply set your default for new imports to Income, Expense, or Document.

Smart Exception: Imports from MoneyMoney or GrandTotal will always be categorized correctly, regardless of your default settings.

Auto-assign Contact and Category

Classification your way: Prefer to assign contacts and categories entirely by hand? No problem—you can now easily disable the automatic classification feature in the settings.

Use Invoice Number as Title

Say goodbye to cryptic filenames like “SCAN_123.pdf”! Enable this feature to let the app automatically set the invoice number as the title saving you the effort of manual renaming.

Detect Currency

Focus on your currency: Do you work exclusively with Euros (or your specific default currency)? Simply turn off Currency Detection. This speeds up processing even further and prevents errors on receipts that might contain ambiguous symbols.

Logs

Located on the far right of your Library Settings, you’ll find our new Logs. It ensures that everything runs smoothly behind the scenes.

• Full Overview: Important events occurring during the loading or saving of your data are precisely logged here.
• Instant Alerts: If a hiccup occurs, a warning in the sidebar will immediately draw your attention to it—no need to go searching for issues proactively.
• Help at Your Fingertips: We won’t leave you stranded with cryptic error messages. For almost every entry in the Logbook, you’ll find a direct solution or helpful guidance.

Cleanup

For those who love a “clean desk” at the end of the day: Our new Cleanup feature in the personal app settings ensures you leave no trace on your computer.

• Leave No Trace: When “Clean Up” is activated, all locally stored temporary data (in plain text) is automatically deleted when the app is closed.
• Security vs. Speed: A quick note for the impatient—since the app will need to reload everything from scratch at the next launch, opening your library may take a moment longer.

Merge Receipts

Put an end to paperwork chaos: You can now combine related documents with just two clicks.

• How it works: Simply select multiple receipts. Right-click on the “primary” document and select Merge into this entry" from the context menu—done.
• Payment Matching: Directly link imported placeholders from MoneyMoney with the corresponding digital receipt.
• Project Context: Keep order confirmation, delivery note, and invoice together by grouping them into a single entry.

More Power for Your Contacts: The New “Contact Level”

Managing your receipts is now even easier. By clicking the menu icon next to a contact’s name, you can store specific details that ensure much more precise categorization:

• Custom Document Type per Contact: You can now define whether a specific contact always represents “Income,” “Expenses,” or “Documents.” This allows Receipts Space to automatically distinguish between customers and suppliers, regardless of your global library settings.
• The IBAN & VAT Fingerprint: Store an IBAN or VAT ID to verify the assignment. This is particularly helpful for contacts who use common invoicing software that might otherwise be difficult to distinguish.
• Lightning-Fast Assignment: While processing a receipt, you can simply right-click an IBAN or VAT ID to instantly assign it to that contact.

The New Dashboard: Clarity at a Glance

Your dashboard features a fresh look and even smarter functionality.

• Better Overview: Keep a direct eye on unpaid receipts alongside your income and expenses.
• Trends: Instantly see how your numbers compare to the previous year or month.
• Smart Titles: Automatically generated titles for your views provide more clarity, while remaining fully customizable for maximum flexibility.
• Power Shortcuts: Navigate faster—a simple click on a group name (Contact, Category, or Tag) selects it in the sidebar. Hold the ⌥ (Option) key while clicking to apply it as a filter instead.
• Smart Copy: Click on any amount or tax rate to copy it directly to your clipboard.

Right-Click Instead of Detours: New Context Menus

We’ve powered up the sidebar to save you time!

• Just Right-Click: Adjust your Journal (relevant date & layout) on the fly, without having to dive into the main settings.
• Smart Archiving: Send unused tags, categories, and contacts into “retirement” with a simple right-click.

Library Copy – More Than Just a Duplicate

While you can still manually copy your library in Finder, the new “Save Copy As…” function in the main menu is much smarter. It helps you optimize your data and adjust security settings with ease.

Four key advantages:

1. Format Updates: If synchronization is acting up, switching to the latest file format often helps. The copy process handles this migration for you automatically.
2. A Slimmer Library: Every change is logged. By creating a copy without this revision historyand without old original files, your library becomes significantly more compact, saving storage space.
3. Manage Encryption: The password of an encrypted library cannot be changed after the fact. Using the copy function, you can set a new password or secure a previously unencrypted library for the first time.
4. Repair Mode: Should a library ever become corrupted, creating a copy is often the fastest way to repair the data structure.

Good to know: A copy is a standalone file. Changes made within it are not transferred back to the original library. Device synchronization only occurs when all devices access the exact same file.

Choosing Your Storage Format

One of the core features of Receipts Space is multi-device capability—allowing simultaneous access to your data from different computers. To ensure that synchronization via cloud services (e.g., Dropbox, OneDrive, or iCloud) runs even more smoothly, you can now choose your preferred file format:

• Single File (Package) – The Standard: In Finder, your library looks like a single file. Technically, however, it is a “package” consisting of many folders and sub-files. This remains the default setting.
• Folder – Cloud Optimization:** You now have the option to save your library as an actual folder. Some synchronization services struggle with packages. By using the Folder format, these services no longer need to check the entire package when a change occurs; instead, they specifically transfer only the individual files that have actually changed.

How to change the format:

• New Library: Simply select your preferred format when creating a new library.
• Existing Library: Use the "Save Copy As…"function to transfer your current library into the other format.

Tip for the curious: Want to see how your data is structured? Simply right-click a package library in Finder and select Show Package Contents."You can also find more details in our Technical Documentation.

Encryption

If you store your library in locations that are not fully under your control—such as shared directories, cloud storage, or USB sticks—encryption provides an essential extra layer of protection.

By setting a password, you achieve true end-to-end encryption. This means that even when your data is synchronized via an intermediary (like a cloud provider), no one there can read your receipts. Synchronization between your own devices remains fully functional, as long as the same key (password) is stored on each device.

For technical reasons, encryption cannot be activated or changed while the library is in use. You have two options:

1. At Creation: Set a password immediately when starting a new library.
2. Existing Libraries: If you want to encrypt an existing library or change a current password, use the “Save Copy As…” function.