Receipt organisation guides

Name invoice and receipt copies consistently

Choose a reviewed document date, merchant, total and currency. Understand the fixed client-and-month folder structure, ambiguous dates and conflicting names.

Prepare a client’s month-end handover

Define the batch, review documents, handle duplicates and outstanding files, then inspect the ZIP before using your approved sharing process.

Check the receipt CSV against its source files

Follow the file mapping, distinguish totals from subtotals, review currencies and credit notes, and understand what a checksum can verify.

Practise before choosing client documents

The free workbench includes a fictional PDF invoice and PNG receipt. They use the same reading and review flow as your own files. No account or payment is required.

Read Help & limits and the privacy explanation first. The beta prepares document copies and a manifest; it does not post accounting entries or determine tax treatment.