Simple, easy and efficient receipt management
Managing your receipts 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 GST then this can be a significant cost and frustration.
Over the years, as a firm of proactive accountants 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 DFK Crosbie Receipt Manager.
It’s built into the App, which is available free from either, the Apple or Android store. Simply search for DFK Crosbie in the relevant store and download the App free.
How does the DFK Crosbie Receipt Manager work?
First, you need to download the relevant App (see above). Once you have the App, simply click on the home page icon labeled ‘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 very useful feature if you have a receipt that your accountant or the ATO 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 it 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 will be shown.
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 one of the free and hugely popular tools such as Dropbox.
If you haven't downloaded this useful tool aready then download it here.
Flexible work arrangements – our experience so far
16th January 2017
There has been a fair amount of media around fully flexible work arrangements and a much broader idea that people can now work from anywhere in the world, so should we let them. Here are some of the... more
How to close Apps in iOS on a iPhone, Ipad or other Apple devices
22nd April 2016
As more and more of our clients are using iPhones, iPads and other iOS devices we want to blog about closing Apps in iOS.
Your smartphone or iPad is a hardworking tool capable of literally... more
What business leaders can learn from introverts
27th January 2016
In our early days we lived in what historians call a culture of character, where we valued people for their inner selves and their moral integrity. Then we hit the 20th century and... more