Expense recording without manually creating purchase invoices

[Aeona]

Hi, I have a lot of expenses that are just small things that don’t have purchase orders. I need to be able to link the expense payment with the receipt but do not have the time to create purchase invoices for every expense like bus tickets, cups of coffee, stationary etc etc etc. This is a real waste of time. Why can’t you just upload a receipt and have it read the various amounts and import that direct into your account system, like you can in wave. Unfortunately Wave is US based and doesn’t report to UK for VAT etc, so I’ve had to switch to quickfile. In general I prefer the way quickfile works, but this aspect of having to manually set up individual purchase invoices for every single little expense is an absolute nightmare.

Have i missed something? I tried importing receipts to the hub but you can only assign it to a manually created purchase invoice. How do you allocate your receipts to the purchase payment without having to manually create a purchase invoice?

[ian_roberts]

@Aeona

you can only assign it to a manually created purchase invoice.

If you mean you’re currently having to create the purchases first outside of the receipt hub and then just use the hub to attach the scans then no, you don’t have to do that, you can create the purchase record as part of the receipt hub tagging process (using the “create new purchase” button). But if you mean you have found this option and you want it to extract the details from the scan by OCR then you’re right that QuickFile doesn’t currently support this.