Receipt Photos

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:

* 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 :)