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I do something similar, although I name my receipts/documents with yyyymmdd-friendlyname.pdf for ease of lookup. For my IT consulting business, I also wrote a
by cgb_ 11y ago
I do something similar, although I name my receipts/documents with yyyymmdd-friendlyname.pdf for ease of lookup.
For my IT consulting business, I also wrote a wrapper that rejects entries that don't have a receipt tag which allows me to catch any entries that I haven't complied 100% with my practices (and tax office won't get upset in an audit).
I also autogenerate the ledger entries from the receipt name (and prompt for description/expense account/$$ with logic for handling common items like fuel etc).
I've played with PDF metadata so my entire receipt scanning => ledger is automated from just the PDF document but haven't reached a satisfactory setup there.