Data
Turn receipts into a sheet
One row per receipt, categorised, with totals that reconcile.
Fill it in
Photos, PDFs or scans.
Convert everything to one currency.
The ones your accountant expects.
Your prompt
Turn the receipts in into an expense sheet. Categories: [your categories] Report everything in [your report in], and show the original amount and the rate you used next to it. One row per receipt: date, merchant, net, tax, gross, category, and the file it came from. That last column is what makes the sheet auditable, and without it nobody can check a number that looks wrong. Read the tax separately where the receipt shows it. Reclaiming it is usually the reason the sheet exists, and a gross-only sheet has to be redone by hand. Flag rather than guess: an unreadable total, a missing date, or a receipt in a currency you were not told about. A guessed number in an expense claim is a problem with a person's name on it.
Continue and pick your folderOpens with everything above already filled in.
Why this works
A gross-only expense sheet has to be redone by hand, because reclaiming the tax is usually why it exists. This reads the tax separately, keeps the source filename on every row so a number can be checked, and flags unreadable totals instead of guessing at them.
Questions
- Photos of receipts?
- Yes, photos, scans or PDFs.