The lightweight workflow
- Scan the receipt before it goes into a bag, drawer, or car console.
- Check that merchant, date, total, and tax are readable.
- Add a simple category such as travel, meals, office supplies, subscriptions, or fuel.
- Write one short note when the business purpose is not obvious.
- Review weekly or monthly before exporting records.
What to capture
| Field | Example | Why it helps |
|---|---|---|
| Date | 2026-04-24 | Supports monthly sorting and reports. |
| Merchant | Office supply store | Makes search easier later. |
| Category | Equipment | Reduces accounting cleanup. |
| Project note | Client workshop materials | Explains the business reason. |
Keep tax records simple
This guide is not tax advice. Requirements vary by country and business type. The practical goal is to preserve readable records, keep business expenses separated, and make it easier to answer questions when your accountant or tax software needs detail.
How ReceiptFlow helps
ReceiptFlow supports OCR capture, organization, cleanup, and export workflows for freelancers who want something lighter than a full bookkeeping platform.