Anyone want to get behind a few minor improvements we could do with? if I have to open the app, sign in, select receipt entry, scan, categorise, wait for confirmation, then a few more steps like “d...
This is exactly what I’m after. A receipt holding page. I do the reconciliation for my daughter’s business and I am finding duplicate expenses as she takes photos and adds them in after I have completed the reconciliation. So I have to go back then take a screenshot of the receipt (as there is no download option) then attach it to the reconciled expense. Then delete the duplicate transaction.
Hi CatSim70
Your comment has sparked some questions for me, in the best way! Both to see if there's some cool ideas for our product team, but also to see if we can work out an easier way of working for you and your daughter 😄
Sounds like you and your daughter are working in tandem, but sometimes that leads to some fiddly work. I want to make sure I got the full picture, so I want to run an example by you:
- You create an expense and fully complete it (marking as paid, categorising, matching transaction from a connected account, all that jazz)
- Then, your daughter goes into Capture expense -> Paid expense and snaps a photo of the receipt.
- She doesn't save this expense; instead, she exits and clicks Save photo for later for you to pick it up from the Unrecorded expenses queue in the Action hub.
- But from there, the only options are to create a new expense, so you grab a screenshot and upload that to the existing expense record.
Did I get that right?
And your ideal scenario is a spot where you or your daughter can simply snap a photo or upload a receipt, without having to start the expense creation process; then, when ready, you can simply add it to an existing expense in one click?
As for potentially better ways for working with our current set-up, I have some ideas 😄
- First option is for your daughter to upload the receipt directly to the expense record after you have saved it: Tap Money Out -> Find the correct expense record and open it -> tap Add receipt. From there she can upload it from her saved photos of documents, or snap a photo with her camera.
- The other option is to hang back on creating the expense until your daughter has uploaded the receipt. Then you can create the expense using the Auto-fill function, and if there's a corresponding transaction to match to it you can jump into the action hub and take care of that from there.
Keen to hear your thoughts on this! And if there are other scenarios or nuances I've missed then let me know!
Hi Sigrid,
This is part is spot on: And your ideal scenario is a spot where you or your daughter can simply snap a photo or upload a receipt, without having to start the expense creation process; then, when ready, you can simply add it to an existing expense in one click? - Although I will just add it to the bank feed transaction.
The process we use, i think I explained it a bit messy, I'll try again below.
Me:
- I start at the Action Hub - Transactions to review (Bank Feed)
- Select a transaction
- Choose Categorise/Match
Daughter
- Uploads photo at later stage (I will change this process)
- Adds expense as per receipt
- Categorsies
- Saves Transaction
This is where the duplication is, I know it's our crossover, which we can change our process.
My process from here;
- Go into expense that has the receipt
- Take a screenshot of receipt - as I cannot download it
- Go to the Bank Rec transaction
- Add receipt
- Delete daughters original expense record
- Back to action Hub to delete 'unrecorded expenses' (as the deleted ones now appear here.
Thanks Cathie
Ahh yes, I can definitely see why things have felt fiddly, since you are essentially both creating full expense records each time.
Thanks for sharing your process in such great detail CatSim70. From what you have described, I think the simplest way of working is option 1 from my previous response, which will take you from roughly 13 steps to only 6 steps:
You (keep doing what you're doing):
- Start at the Action Hub - Transactions to review (Bank Feed)
- Select a transaction
- Choose Categorise/Match
Your daughter:
- Tap Money out
- Find the correct expense record and open it
- Tap Add receipt.
Having a receipt widget or a "holding bucket" is still a great idea, and would be super useful when you're on the go and just want to snap quickly and then tackle it properly later on, but I have a feeling this new way of working will make a world of difference!😄
Keep us posted on how you and your daughter go with this new process, and keep the feedback and great ideas coming! 🙌
