Simple, easy and efficient receipt management
Receipt management can be a tough task. Trying to keep track of all those important business expenses and receipts can be a nightmare: pockets overflow, wallets become crammed with them and inevitably, many are lost. If you are claiming back expenses and/or the VAT then this can be a significant cost and frustration.
Over the years, as a firm of proactive accountants in North Devon, we have seen it all. From envelopes and shoeboxes overflowing with receipts to carrier bags and plastic wallets.
There is a much easier way and it’s free
As a modern, forward thinking firm we are always looking for new and improved ways of doing things. So when we launched our Apple and Android-approved App, one of the important features was Receipt Management – A super easy way that all businesses (both clients and non-clients) could store and manage their receipts. And here it is, the Accountancy Edge Receipt manager.
It’s built into the main App, which is available free from either, the Apple or Android store. Simply search for Accountancy Edge Tax in the relevant store and download the App free.
How does the Accountancy Edge Receipt Management App work?
First, you need to download the App (see above). Once you have the App, simply click on the home page icon labelled ‘Receipt Manager’. This will open a window just like the one opposite.
Before you get started, enter your name and company name into the ‘My settings’ section of the receipt tool.
Photograph a Receipt
You can take a photo using the ‘Photograph a Receipt’ button. Selecting this will automatically open the ‘Categories’ tab where it will prompt you to select the category you wish to save your receipt under, for example Travel Expenses.
Once you have selected the category for your receipt you can then photograph it automatically, using the in-built camera in your Smartphone or tablet. Once you have focused and taken the picture of your receipt, it will give you the option to ‘use or retake’. Once ‘use’ is selected you must now fill in relevant data regarding the receipt.
We have made these fields compulsory, as this data is enormously helpful if you are keeping track of numerous receipts.
It also gives you the chance to add a specific note. A great feature if you have a receipt that your accountant or HMRC might later question.
Once the data is entered simply click ‘save’ and your receipt is saved and can later be found within the category you selected to save the receipt under.
Exporting & Managing Receipts
To view, export and manage your receipts simply click ‘Manage Receipts’ then click on a specific category i.e. Travel Expenses and all those taken within that category are featured.
Exporting your receipts is simple, fast and easy. To export a single receipt simply click on the receipt to manage, then scroll down and you have 3 options – Email, Export or Delete
Exporting all receipts
To export all your receipt data, simply click ‘Manage Receipts’ then scroll down to the bottom, select ‘export all’ and this will allow you to select the date range of the receipts you wish to export.
The image of your receipt(s) is stored locally on your device, in your ‘photo’ section. To send these images, simply send by email when on a good wifi connection, use ‘photo-stream’ if an iOS product, or use the free and hugely popular tools such as drop box.
You can download the App completely free of charge using the links or QR code below:
