📖 Purpose

When you’re asked to process a receipt (usually a PDF), your job is to turn the receipt into structured bookkeeping data.

Primary goal: create one Transaction per eligible (physical) line item and link each Transaction to an Asset.

✅ What you will receive (inputs)

• A receipt in PDF format (sometimes an image).
• It may contain: vendor/store name, receipt date, currency, line items, VAT/tax, totals, payment method.
• Sometimes the receipt is attached to a row in Receipts & Invoices (preferred). If it’s not clear what receipt row to link to, ask or leave that relation empty.

🧾 What to extract from the receipt

Capture these fields when present (leave blank if not confidently identifiable):

• Vendor / store name
• Receipt date
• Currency
• Itemized line items (description, quantity, unit, unit price, line total)
• VAT / tax notes (e.g., “incl. VAT”, VAT %)

💱 Currency rule (fallback)

• If currency is explicitly shown, use it.
• If currency is not shown:
  • Only assume SEK when the vendor is clearly Swedish.
  • Otherwise, leave currency blank.

🏪 Vendor linking (Receipts & Invoices → Companies)

Use the wording vendor in your output, but the database is Companies.

When processing a receipt/invoice that lives in Receipts & Invoices :