Guides / Receipts and expense claims
Receipts and expense claims
Chasing receipts and typing up staff expense claims. Typical: about 2 hours a person a week. AI could take roughly 50% (illustrative).
5 steps
- 1
Pick one place for receipts: an app or a single forwarding email address.
- 2
Ask staff to snap the receipt on the day, not at month end.
- 3
Let the tool read the date, supplier and amount.
- 4
A manager approves claims in one weekly batch.
- 5
Your bookkeeper checks tax codes. Not tax advice.
🧰 Tools that can do this
Your accounting tool's receipt capture or expenses app, a shared email inbox.
🆓 Do it free
Paperless-ngx for receipt filing. See free tools and StackSwitcher for switching guides.
🔒 Keep it safe
Do not paste personal, staff or client details into public AI tools. A person checks the output before it counts.
🆓 Option 1: Do it free
Open source tools you can run yourself, no licence fees. You will need someone handy to set them up and keep them updated.
- Paperless-ngx: scan, read and file documents.
📦 Option 2: Get the click by click pack
Plain guides and prompts in a ZIP. Pay once, no subscription. It is a set of guides, not software. The packs cover the 18 most common boring office jobs. This one does not have its own section in the pack yet.
Last checked 4 Nov 2026. Menus change, so check the tool's own help pages.