Whether you are out and about and have just paid for something, or have a folder of old receipts gathering dust, DoubleAgent can get your receipts into FreeAgent for you faster than using FreeAgent itself.
Here's how it works:
- Go to the Upload a receipt photo page (it's a good one to bookmark on your phone).
- Click Choose a photo... and photograph your receipt — or choose a photo you've already taken.
- Next type the receipt's amount (more reliable than some machine-learning algorithm trying to read the receipt!).
What happens next depends on whether the receipt is for:
- an out-of-pocket expense → pick a category, enter a description, hit save
- an explained transaction → simply click the transaction DoubleAgent is showing you
- an unexplained transaction → click the transaction, pick a category, optionally enter a description, hit save
- a pending transaction* → pick a category, enter a description, hit save
* This is where you have just paid from your bank account but the transaction hasn't had time to reach FreeAgent yet.
Example: you're out of the office and have just bought lunch / a train ticket / taxi fare / etc
- On your phone, click your bookmark for Upload a receipt photo.
- Photo the receipt.
- Type the amount.
- Choose whether it's a bank transaction or an out-of-pocket expense; pick the category; enter a brief description; save.
Done!
Example: going through a pile of old receipts from a business trip / last month / etc
- On your phone, click your bookmark for Upload a receipt photo.
- Photo the receipt.
- Type the amount.
- DoubleAgent shows you all matching explained and unexplained transactions.
- If it's a transaction you've already explained, click it.
- If it's an unexplained transaction, click it, pick the category, maybe enter a description, save.
- If it's an out-of-pocket expense, pick the category, enter a description, save.
Done!
I think this is the fastest possible way to get receipts of any kind into FreeAgent. But if you think of a way it could be even faster, let me know :)