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Bookkeeping

Expense and receipt management without the shoebox

Expense and receipt management captures every business cost the moment it happens, so nothing is lost and no allowable claim is missed. Photograph the receipt and the rest is handled.

What's involved

What expense & receipt management covers.

  • Capturing receipts by photo through apps like Dext or Hubdoc
  • Recording and categorising staff and business expenses
  • Matching expenses to the right transactions in your books
  • Tracking mileage, subsistence and out-of-pocket claims
  • Keeping digital records that meet Making Tax Digital rules
  • Reclaiming the right VAT on qualifying purchases

Why it matters

Lost receipts mean lost tax relief, and messy expense records cost you time and money at year end. A good local firm puts a simple capture process in place and keeps it tidy, so every allowable cost is claimed and your records stand up to HMRC scrutiny.

FAQ

Good to know.

Tap any question to read the answer. Still wondering something? Send us a message and we will reply within one working day.

In most cases no. Once a receipt is captured digitally and stored, it satisfies HMRC and Making Tax Digital, so you can recycle the paper copy.

Dext and Hubdoc are common, and Xero, QuickBooks and FreeAgent have built-in capture too. The firm we match you with will set up whichever fits your routine.

One small step

Get matched with a firm that handles this.

Take the free, no-obligation review. Tell us what you need and we'll introduce you to a local firm that does it well.