member badge
Dave Robertson
Create a dedicated "Receipts" page to store your receipts – your digital "shoebox" for receipts.
  • Easy Mobile Uploads: Quickly snap and upload receipts from your phone.
  • Central "Shoebox": Use the "Receipts" folder as your digital shoebox, eliminating physical receipt piles.
  • Clear Separation of Duties: Contractors/PMs can upload receipts and the bookkeepers can convert to transactions.
  • "Linked" Status: See which receipts are "Linked" to expenses at a glance.
  • Expense Tracker Integration: Easily link receipts to expenses.
  • Granular Permissions: Give upload to project managers or contractors without access to other budget/expense features.
Benefits:
  • Simplified Receipt Management: Turn your phone into a receipt scanner and ditch the shoebox.
  • Team Collaboration: Streamline receipt handoff between field and office. Team members in the field can snap a pic of the receipt, and then the bookkeeper can convert it to a transaction.
  • Accurate Expense Tracking: Ensure receipts are linked to the correct transactions.
Future Benefits (AI Integration):
  • Automatic Transaction Creation: Imagine simply uploading a receipt and hitting "Convert to Transaction." Our AI receipt scanner will automatically extract the date, account, vendor & itemized amounts. A manual data entry process that would typically take 5 minutes, would now take seconds.
  • Bulk Conversion: Select multiple receipts and automatically convert them to transactions in seconds. Imagine bulk converting 10 receipts in the matter of seconds, saving you an hour of data entry, per project per week.
  • Reduced Errors: AI-powered extraction minimizes manual data entry errors, ensuring accurate expense tracking.