Match each new receipt to a job and category, then file it under the right month.
Part of Bookkeeping handoff
Tools
Expensify, Wave, QuickBooks Online
Outcomes
Receipts filed the day they arrive • Month folders ready for the bookkeeper
Documentation
Instruction-ready detail below
For each <in:documents>new receipt</in:documents>, match the job and category, then file it in the <files>monthly folder</files> with the date and vendor in the name.
For each <in:documents>new receipt</in:documents>, match the job and category, then file it in the <files>monthly folder</files> with the date and vendor in the name.Tools
Expensify, Wave, QuickBooks Online
Trigger
When a new receipt is submitted
Setup time
10 minutes
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Download
Download the app and begin with drafts and checklists before you write anything back.