Tagged “workflow”
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Getting email and PDF receipts into the same system
Digital-original receipts need no OCR and cause more duplicates than photos do. How to ingest them without ending up with three records per purchase.
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Approval rules for a small team's expenses
Approval asks whether the money should have been spent. Review asks whether the data is right. Conflating them makes both worse.
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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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Designing a review queue people actually use
Automated capture still needs human eyes, but only on the right items. What belongs in a review queue, and what should never reach one.
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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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Duplicate receipts are the most common data problem
Most receipt data quality issues are not misread amounts. They are the same expense entered twice, and the same expense in two forms.
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What automated expense reports actually automate
The tedious part of an expense report was never the form. It was collecting evidence, and that is the part automation genuinely removes.