Searching and filtering receipts¶

In short: Open Receipts, use the Filters panel on the left (Section 18A, Receipt Method, Tax Year, Sort by, Show Revoked Receipts), and click Apply Filters. To sort receipts by date, use the Sort by dropdown (Date: Newest first / Date: Oldest first).

Overview¶

The Receipts page lists every receipt your organisation has captured and lets you filter and sort the list — for example all receipts paid through a particular bank account, all that still need a Section 18A certificate, or all in a given tax year. This article explains the filters and sorting on that page.

Before you start¶

You'll need:

The Manage Receipts permission to view the Receipts list.

Opening the list¶

Click Receipts in the top navigation bar. The receipts appear in a table with columns No (receipt number), Date, Donor, Amount, Certificate (whether a Section 18A certificate was issued) and Manage. You can search and page through the table using the controls above and below it.

Filters¶

A Filters panel sits on the left. Set any combination of the following, then click Apply Filters:

Section 18A — limit to receipts whose certificate status is All, Issued, or Not Issued.
Receipt Method — limit to a single receipt method (the dropdown lists all your methods), or All.
Tax Year — limit to one South African tax year, or All (which spans from your first receipt to the present).
Sort by — order the list. Options are:
Date: Newest first / Date: Oldest first
Amount: Highest first / Amount: Lowest first
Donor: A → Z / Donor: Z → A
Receipt No: Newest / Receipt No: Oldest
Show Revoked Receipts — tick to include voided (revoked) receipts in the list. By default they're hidden.

Click Apply Filters to update the list, or RESET to clear all filters and show the default view.

Your filter choices are remembered¶

The filters you apply are remembered for your session, so the list stays filtered as you move around and come back. Click RESET to return to the default (newest first, all methods, all tax years, revoked hidden).

Opening a receipt¶

Click a row to open the receipt in a pop-up, from where you can edit, void, email, download or print it. See Printing, downloading and emailing a receipt and Editing or deleting a receipt.

FAQ¶

How do I sort receipts by date? Open the Sort by dropdown in the Filters panel and choose Date: Newest first or Date: Oldest first, then click Apply Filters. Newest first is the default.

How do I see all receipts for one bank account or method? Set Receipt Method in the Filters panel to that method and click Apply Filters.

How do I find receipts that still need a Section 18A certificate? Set the Section 18A filter to Not Issued and click Apply Filters.

Where are my voided receipts? They're hidden by default. Tick Show Revoked Receipts in the Filters panel to include them.

Why is the list still filtered when I come back? Filters are remembered for your session. Click RESET to clear them.

Editing or deleting a receipt
Printing, downloading and emailing a receipt
Viewing all receipts for a donor
Receipts report
Saving and reusing list filters