WhatsApp can be part of an agreed receipt collection workflow. Contact us first so we can confirm the process, what information to include and where the final accounting records will be stored.
What this means in practice
A receipt image needs to be clear and complete. Include a short business purpose note where the transaction is not obvious. Chat messages should not be the only long-term record, and sensitive information such as tax file numbers, passwords or patient details should not be sent through a general enquiry. We can agree an appropriate process during onboarding.
Your next steps
- Agree the channel before sending records
- Photograph the whole receipt
- Add context for unusual expenses
- Keep sensitive information out of general chats
Get help with the next step
If this relates to your business, tell us about your current records and the task you need help with. We can explain our service scope and the information needed before work starts.
General information prepared on 26 September 2026. Rules and individual circumstances can change. Confirm the treatment that applies to you before acting.
Prepared by the Affordable Bookkeeper content team. Our services and practitioner arrangements.
