> ## Documentation Index
> Fetch the complete documentation index at: https://eggz.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Receipts without a date

> When eggz can't read a transaction date from a receipt, it never guesses — the receipt is flagged Needs date until you set the real one, with a one-tap bank-match suggestion or quick manual entry.

## eggz never guesses a date

Some receipts arrive without a readable transaction date — a faded docket, a screenshot with the date cropped off. Rather than silently assuming a date (and quietly putting the purchase in the wrong month), eggz holds the receipt in an explicit **Needs date** state until you set the real one.

You'll see it in two places:

* **On the Receipts list**, the **Transaction date** column shows an amber **Needs date** chip instead of a date.
* **On the receipt's detail page**, a **Needs date** panel explains: *"This receipt has no transaction date, so it's excluded from Billed reports and can't be published to Xero yet."*

## What a missing date means for your reports

An undated receipt is still real money — eggz just won't place it in a month it can't verify. Until you set a date:

| Where                          | What happens                                                                                                                                                                                                                                                  |
| ------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Billed view — month totals** | The receipt is **left out** of month-by-month numbers, so no month is padded with a guess. An amber banner keeps the total visible: **"Undated — needs review: N receipts · \$X"** — click it to jump to the Receipts list.                                   |
| **Outstanding**                | If the receipt is unpaid, it's still **counted** in what you owe — shown as its own **Undated** column in the aging chart (only while any exist), and tagged **Undated** in the list instead of a days-overdue band, since eggz can't tell how overdue it is. |
| **Publishing to Xero**         | Blocked until a date is set — see below.                                                                                                                                                                                                                      |

<Note>The Billed-view banner only appears while you have undated receipts, and only in that view — fix the dates and it disappears.</Note>

## Set the date

Open the receipt and find the **Needs date** panel. There are two ways to fix it:

### Tap a suggested bank match

If eggz finds a bank transaction that looks like this purchase — a matching amount, dated close to when you captured the receipt — it offers it as a one-tap button, for example:

> **Use 12 Jun 2026 · \$84.50 · ABC Supplies**

Tap it and eggz sets the receipt's date from that bank record — a date backed by evidence, not a guess.

### Or enter it manually

No suggestion, or none of them right? Use the date picker to pick the day yourself, then click **Set date**.

Either way, a confirmation appears: **"Date set — reports updated"**.

## Everything updates automatically

The moment a date is set, the receipt leaves the Needs-date state on its own:

* It joins the correct month in **Billed** totals.
* It leaves the **Undated** tag in Outstanding and ages normally from its real date.
* The Billed-view banner count drops (and disappears at zero).
* Publishing to Xero unlocks.

## Why publishing is blocked without a date

If eggz sent a dateless receipt to Xero, Xero would silently stamp it with **today's date** — putting the expense in the wrong period without anyone noticing. So the Publish to Xero card on an undated receipt blocks the action up front: *"Add a date before publishing to Xero — Xero would otherwise stamp today's date."* Set the date and publishing works as normal.

## Common questions

<AccordionGroup>
  <Accordion title="Where do the one-tap date suggestions come from?">
    From bank transactions already in eggz. A suggestion appears when a bank transaction matches the receipt's amount and falls within about a week of when you captured it. eggz only ever offers the match — nothing is applied until you tap it.
  </Accordion>

  <Accordion title="Is an undated receipt missing from my totals?">
    Only from **Billed month totals**, because eggz can't honestly say which month it belongs to. It still counts in **Outstanding** if unpaid, and the Billed-view banner keeps the undated total visible so nothing slips out of sight.
  </Accordion>

  <Accordion title="How is 'Undated' different from 'N with no due date'?">
    Two different missing dates. **Undated** means the receipt has no **transaction** date, so eggz can't place it in a month at all. **"N with no due date"** in the Outstanding aging card means a document has a transaction date but no **due** date, so eggz can't tell how overdue it is and shows it as Current instead. See [Understanding your three reporting views](/help/guides/reporting-views).
  </Accordion>
</AccordionGroup>
