The receipt number field is displayed after importing a voucher and is part of the data that is exported to the configured accounting system.
Regardless of how a receipt is imported into Pliant - by upload or via the voucher inbox - the system will try to detect the receipt number automatically. If the receipt number is automatically detected, we display it below the receipt thumbnail in a blue font.
In some cases (e.g. due to the quality of the uploaded document) the receipt number cannot be determined automatically. This is indicated by a hyphen.
The document number can be overwritten manually at any time by clicking on the ✏️ symbol.
Important:
As all receipts of a transaction are merged into one PDF when exporting to an accounting system, only the receipt number of the first uploaded receipt is determined when uploading several receipts for a transaction.
When exporting to the respective accounting system, we remove special characters and spaces that are not permitted.
For more details on importing receipts, see our article: Uploading receipts and using the receipt inbox.