Can't Assign Receipts/Purchases to Folders

1

I’ve just started using Manager for my business and so far like it very much. The ability to download bank transactions automatically and create “bank rules” to auto allocate them correctly is a huge time saver.
I now want to use Folders to group some receipts, purchases, and internal transfers together so I can see them all on the one screen.

The Guides state that:

When creating or editing any transaction, you can assign it to a folder using the Folder field.

Unfortunately this Folder field doe not exist for me despite going through all the suggestions given by the chat bot:

Great—here’s a quick, click-by-click for Manager Desktop 26.1.5. If anything looks different on your screen, tell me your OS (Windows/Mac/Linux) and I’ll tailor it.

Step 1 — Make sure the Folders tab is enabled

  • Open Manager.

  • Go to Settings.

  • Look for the option to enable/disable tabs (sometimes shown as Customize or a list of available tabs).

  • Ensure “Folders” is turned on so it appears in the left sidebar.

Step 2 — Create the folder you want to use

  • In the left sidebar, click Folders.

  • Click New Folder.

  • Give it a clear name (e.g., “Q1 2026” or “Client – Acme”) and Save.

Step 3 — Assign a receipt to that folder

  • Go to Receipts & Payments.

  • Open an existing Receipt (View > Edit) or click New Receipt.

  • Find the Folder field on the form (usually in the main section or near the bottom; on smaller windows it may be under an expandable More/Additional fields area).

  • Select the folder you created.

  • Click Create or Update to save.

Step 4 — Attach the receipt image/PDF (optional)

  • While you’re editing or viewing the receipt, use Attachments (top-right or near the bottom of the form).

  • Drag-and-drop or Browse to add your file, then Update.

  • The attachment is tied to the receipt; organizing the receipt into a folder effectively organizes its attachment too.

How to review by folder

  • Open the Folders tab and click the folder name to see all linked transactions, including your receipt.

  • In Receipts & Payments, you can also use Search/filters and add Folder as a column if available to quickly group or export.

If you don’t see the Folder field on receipts:

  • Confirm the Folders tab is enabled in Settings.

  • Make sure at least one folder exists (Step 2); the field appears once the module is active.

  • Close and reopen the receipt form (or restart Manager) after enabling.

Want me to provide screenshots and the exact menu labels for your OS? If you tell me Windows/Mac/Linux, I’ll map the precise buttons you’ll see.

U

I’m using Desktop version 26.1.5 and have enabled folders and created a folder but there is no Folder field on the receipts form

A

Thanks for the details. In current Manager builds, the Folder field should appear on the Edit screen of any transaction (including Receipts) once Folders is enabled and at least one folder exists. ()

A few quick checks on Desktop 26.1.5:

  • Create a brand‑new test receipt (Receipts & Payments > New Receipt), not one created via bank import or cloned. Sometimes UI fields only appear on a fresh form.

  • On the Edit screen, look for a “More”/expand section near the bottom; on some window sizes optional fields collapse there.

  • Try another transaction type (e.g., Sales Invoice > New). If you see the Folder field there but not on Receipts, it points to a receipts‑form bug in your build.

If the Folder field still isn’t there on Receipts, it’s likely a UI bug in 26.1.5. I recommend:

  1. Back up your business (Top bar > Businesses > Backup).

  2. Update to the latest Desktop release and re‑check the receipt form. Manager issues like missing fields are regularly fixed in newer builds. ()

If updating isn’t possible right now, a temporary workaround is to assign folders on a different transaction type (where the field is visible) or keep using attachments on the receipt and later move/organize once you upgrade. The intended behavior is that every transaction can be assigned to a folder directly on its Edit form. ()

If you’d like, tell me:

  • Your OS (Windows/macOS/Linux) and screen resolution,

  • Whether the Folder field appears on Sales Invoices or Payments,
    and I’ll guide you step‑by‑step with that exact UI.

Unfortunately I still can’t find a Folder field on any transactions. Is this a bug or is the chat-bot advice incorrect? I’m running Manager Desktop version 26.1.5 on Linux Mint 20.3 Cinnamon 5.2.7 Kernel 5.4.0-216-generic x86_64

Thank you for providing a great piece of software and I hope the fix is simple.
Cheers