Where do I put this receipt?
Send it to Kwilo from your phone or by email. If there is no receipt, add the missing cost as a lost receipt or overhead instead.
Know which receipts and expenses still need you.
Send receipts in, add costs that did not come with one and review what Kwilo has prepared. The expenses view keeps the items still being processed, waiting for you and already sorted apart.
See the books without emptying a drawer first.
The desktop expenses view shows three items to review and five already sorted. Each row keeps the supplier, date, category, receipt state and amount together.
Search the list or narrow it by period when you need to find a particular cost. The inbox stays separate from the full expenses record, so unfinished checks remain visible.
Deal with a receipt while it is still in your hand.
On mobile, send Kwilo a receipt, use the business email address or record a lost receipt or overhead. The inbox then brings back the items that are ready for you to check.
The example from Copper & Coil Merchants shows the amount, date, supplier and category together. You can confirm it in bulk or open it when something needs changing.
The records stay yours to check.
Kwilo helps organise and prepare the records. Your business remains responsible for checking them, keeping the evidence it needs and deciding what is relied on for bookkeeping or tax.
Questions that help keep the books from becoming an evening job.
What has already been sorted?
The expenses view separates items being processed, items waiting for review and items that have already been sorted.
What still needs me?
Open the inbox to check the amount, date, supplier and category, then confirm the record or make a correction.
See what MTD for Income Tax means for your records.
Read the current MTD Income Tax scope, what Kwilo prepares and where your responsibility remains.