How to keep track of business receipts on your phone

Capture each receipt, check its purchase details and save the image with the expense. Keeping them together makes it easier to find a purchase later, understand what it was for and review your spending.

Here’s a simple routine, using a parking receipt from a client visit as an example.

Scan the receipt before you put it away

Capture paper receipts soon after a purchase, while you still have them to hand.

In Neotally, tap Scan receipt and photograph the whole receipt. Check that the text is readable, especially the merchant, date and total. Flatten any folds and move away from glare if it obscures the details.

Check the extracted details

Neotally extracts the purchase details and suggests a category for you to review.

For your parking receipt, check that the company name, purchase date and amount match the paper receipt. Correct anything the scan missed and check the suggested category.

This review keeps mistakes from carrying through into your expense records and reports.

Add a note when the purpose isn’t clear

Some receipts explain themselves. Others need a little context.

Your parking receipt shows where and when you paid, but may not explain why. A short note such as “Client visit” helps you recognise the business purpose later.

Add a note when it’s useful, then save the expense with its receipt attached.

Find the receipt when you need it

A few weeks later, you need to check that parking expense.

Search Neotally for the parking company’s name or a word printed on the receipt. Open the matching expense to see its details and receipt together.

You can also browse expenses by period when you remember roughly when a purchase happened.

Review your spending and keep a copy

Each week, capture any receipts you missed and check that the details and categories are correct.

Open Reports and choose a period to review your spending. Your parking expense will be included alongside the other expenses you recorded for that period.

Export a report with receipt copies for your own records or to share. Save an exported copy outside Neotally—for example, in a Receipts folder in iCloud Drive or Google Drive.

Start with your next receipt

Scan receipts, organise business expenses and find them when you need them.

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