Capture the evidence while the purchase is fresh
A clear receipt image is more useful when it comes with a short explanation of the business purpose. We help establish a routine for sending documents and matching them to transactions. WhatsApp can be part of that routine, but the conversation is not a substitute for an organised accounting file.
How we can help
- Agreed receipt collection process
- Clear photo and document checklist
- Business purpose notes
- Transaction matching
- Missing document follow-up
- GST coding review
- Duplicate receipt checks
- Ongoing bookkeeping support
A process that fits your business
Start with an enquiry so we can confirm the appropriate channel for your records. Do not send tax file numbers, passwords, bank access details or patient information through a general enquiry. Sensitive documents can be handled through an agreed process after onboarding.
What to expect from our support
We confirm who will send receipts, how often records are processed and where the final documents are retained. Your scope may also include bank reconciliation, BAS preparation and regular reporting.
Getting started
Tell us about your business structure, accounting software and the work you want help with. We review the information and agree the scope, responsibilities and fee before beginning. Existing accountant relationships can be retained, with a clear handover of the records needed.
During onboarding, we confirm access permissions, document collection and any authority required for lodgements. You keep control of approvals and receive questions where a transaction or decision needs your input.
Questions about whatsapp receipts
Can I start by sending a WhatsApp message?
Yes. Use the WhatsApp enquiry link to tell us about your business. We will agree the receipt workflow before you send financial documents.
Is a photo of a receipt enough?
It must be clear, complete and readable, and show the relevant purchase details. Additional evidence or information may still be needed.
Should I send my tax file number through WhatsApp?
No. Do not include a TFN, passwords or sensitive account information in a general enquiry. Ask for the appropriate secure document process.
