The best expense process is the one people will actually use. A shared WhatsApp capture number lets staff send a clear photo before the receipt reaches a pocket, van or desk drawer.
Match each sender’s mobile number to their team profile so the expense lands on the right person’s sheet automatically. Ask for a quick note when the business purpose is not obvious.
Review unmatched senders and unreadable images regularly. Small, frequent checks prevent a month-end pile-up.
QUICK CHECKLIST
- ✓Photograph the full receipt
- ✓Send it as soon as the purchase is made
- ✓Add a short business-purpose note when needed
General information only, not tax or accounting advice. Ask a qualified adviser about your circumstances.