Sebastian de GoeijShort answer
Digitise receipts by having clients take a photo in an app or via WhatsApp right after spending. The photo arrives in the administration, is recognised and booked with AI and linked to the bank transaction where possible. If a receipt is missing for a payment, the software requests it automatically.
Key takeaways
- A photo right after spending is the basis, not a shoebox per quarter.
- Offer several routes: app, WhatsApp and email.
- Request missing receipts automatically from bank matching.
- A digital receipt is allowed as long as it is and stays complete and legible.
Which routes work for clients?
The client app for iOS and Android, WhatsApp, the purchase email address, and digital receipts fetched from Gmail or Outlook.
What happens to a photographed receipt?
It is recognised like an invoice, coded from history and instructions (for example fuel always to one GL account), booked above the threshold and matched to the payment where available.
How do you request missing receipts without emailing?
Let bank matching show which payments lack a document.
- 1Synchronise and match bank lines.
- 2Payments without a match become a client question automatically.
- 3The client answers in the app with a photo.
- 4The answer is analysed, booked and matched.
FAQ
Questions about this topic.
Yes, Connect files them in the right administration.
Through bank matching: payments without a document are surfaced and requested.
How Autoboeker solves it
