For individuals and families
Keep everyday receipts ready before tax time asks for them
A simple receipt organiser for households and individuals who want work, medical, warranty, supplier, and tax records in one searchable place instead of a last-minute hunt through drawers, emails, and phone photos.
The everyday bottleneck
The work is simple. Keeping it together is not.
The problem is rarely one missing document. It is the time spent rebuilding the story after work is done, a payment is late, or your bookkeeper needs answers.
The receipt is available when you buy something, then impossible to find when it matters
Warranty, health, work, and supplier records are saved in different places for different reasons
Tax time starts with searching old emails, camera rolls, downloads, and drawers
A record might be saved, but its original email or file is no longer attached to it
What changes
One workspace, fewer loose ends
- Forward a receipt email or upload a photo before it becomes another item to remember
- Review the captured record with its original source file still attached
- Use one searchable library for routine expenses, supplier invoices, and supporting evidence
- Export the relevant period when a tax checklist, warranty claim, or adviser needs it
A practical walkthrough
- 1Forward a digital receipt or photograph a paper one when you receive it.
- 2Let the record land in your receipt library with the source file linked.
- 3Review supplier, date, category, and any missing-evidence prompt at a convenient time.
- 4Filter and export the period when your accountant, tax checklist, or warranty claim needs it.
- Tax Evidence & Expenses
What receipts can an individual or family store?
Use Expense Receipt for tax-related, work, medical, supplier, warranty, paper, photo, PDF, and email receipts that you want to keep organised with their source evidence.
Do I need the Sales, Payroll, or Timesheets modules?
No. Expense Receipt works as a standalone receipt and source-evidence organiser. You can add other modules later only if your workflow changes.
Can I export records and the original files?
Yes. The paid Expenses module supports CSV, PDF, and ZIP evidence exports designed for tax, adviser, or bookkeeper handover.
Ready to see it in your workspace?
Start with one module, choose the Bundle when you need everything connected, and keep your historical records readable as your billing changes.