Tagged “bookkeeping”
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Why the tax amount is harder to extract than the total
Every receipt shows a total. Not every receipt shows its tax as a number you can read. Six reasons the tax field fails, and what to do instead.
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What to expect from an accounting software integration
Integrations move data, not judgement. Six questions to ask before you connect two systems, and the failure modes each one prevents.
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Where receipt scanning fits in a bookkeeping workflow
Scanning is one step in a five-step chain, and its output is a draft entry rather than a finished one. Knowing the difference prevents a lot of mess.
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What to do about expenses with no receipt
A missing receipt is a record-keeping problem with a partial solution: document it now, from memory, while the memory is still worth something.
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Matching receipts to card transactions
The bank feed knows how many expenses happened. Matching receipts against it is the check that finds missing evidence while it can still be found.
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What AI expense categorisation gets right and wrong
Automatic categorisation is excellent at repetition and poor at intent. The split explains which expenses you can automate and which need a human.
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When you need line items and when the total is enough
Line-item extraction is the least reliable part of receipt scanning. Four situations justify the trouble, and most expenses are not among them.
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A quarterly check on your own expense data
Individually correct entries can add up to wrong reports. Six aggregate checks that find the errors no per-receipt review will ever catch.