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A freelancer's desk covered with receipts

Before You File: How Freelancers Can Sort a Year of Receipts in One Month

2026-08-18 · Freelancers

No company accountant to lean on — so how does a freelancer manage a year of receipts? Six steps: separate personal from work, file by expense category, keep proof, do a monthly review, handle foreign currency and year-end items, and run a final check before filing.

A laptop and a calculator on a desk

How do you reconcile a monthly statement? A process that turns thirty minutes into three

2026-08-17 · Reconciliation

Matching a credit card statement against receipts line by line is the slowest part of any claim. Here's how to find everything that's on the statement with no receipt, and every receipt that isn't on the statement, in one pass — plus how to handle date gaps, foreign currency, instalments and tips.

E-receipts on a phone and a laptop

The fastest way to handle e-receipts: from inbox hell to automatic filing

2026-08-17 · Workflow

How do you stop digging through your inbox at month-end for Uber, Klook, online shopping and SaaS subscription receipts? Four steps to an automated workflow: a dedicated forwarding address, forward on arrival, treat subscriptions separately, and one-click export at month-end.

Charts shown on a laptop screen

What fields does an expense report need? A template that won't get sent back

2026-08-17 · Tools & Templates

Ten essential fields, three bonus fields, and an expense report structure you can copy straight off. Plus how to lay it out, how to name your attachments, and how to avoid the three most common reasons a claim gets bounced.

Working on a laptop at a desk by the window

Lost a Receipt? Six Ways to Recover It, From Reprints to Written Statements

2026-08-17 · Claim Tips

A lost receipt doesn't automatically mean you can't claim. From card statements and merchant reprints to email confirmations and a written statement, here are six fixes from easiest to hardest, plus how to stop it happening again.

A taxi on a city street at night

How to claim transport costs: taxis, Octopus and ride-hailing apps sorted

2026-08-17 · Claim tips

Transport is the most scattered expense and the easiest one to forget to claim. Taxi slips, Octopus, ride-hailing apps, cross-border trips and driving — how to keep proof and note the purpose for each, all in one place.

A calculator and a stack of receipts

The Complete Guide to Expense Claims: Five Habits So You Never Hunt for Receipts at Month-End

2026-08-16 · Expense Tips

Five habits that keep month-end receipt hunting off your plate: snap it the moment you get it, forward e-receipts, standardise categories, review weekly, and export to Excel in one click. Plus fading thermal paper, common slip-ups, and three rules for choosing a tool.

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