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DC71's avatar
DC71
Experienced User
4 years ago
Solved

Archiving hard copies of invoices/receipts

Hi All

Are you still archiving any hard copies of receipts/invoices etc now they can attach to our bills/spend moneys?

Not sure what the legalities are. Thanks in advance!

  • Emily_B's avatar
    Emily_B
    4 years ago

    Hello DC71 

     

    While I am not aware of any particular legalities surrounding your method of retaining paper copies of receipts and invoices, from a software point of view it is important to note that should you stop using AccountRight in the future, documents attached to bills by using the In Tray will eventually become unavailable. We do allow a period of time for these documents to be reaccessed and downloaded onto a local PC, but it is worth noting.

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  • Emily_B's avatar
    Emily_B
    Former Staff
    4 years ago

    Hello DC71 

     

    While I am not aware of any particular legalities surrounding your method of retaining paper copies of receipts and invoices, from a software point of view it is important to note that should you stop using AccountRight in the future, documents attached to bills by using the In Tray will eventually become unavailable. We do allow a period of time for these documents to be reaccessed and downloaded onto a local PC, but it is worth noting.

    • DC71's avatar
      DC71
      Experienced User
      4 years ago

      Thankyou! That makes sense, and thanks for taking the time to answer.

      • gavin12345's avatar
        gavin12345
        Ultimate User
        4 years ago

        Hi DC71 

         

        The legalities around record keeping are generally Tax Office related. See their link here - if you have queries about how they must be kept in this digital age, the ATO would be the best place to enquire.

         

        Regards

        Gavin