Organising expenses

• Use categories

  How expenses are classified, and how they reach your books and your tax summary.

• Use tags

  Labels that cut across categories, such as departments, locations and cost centers.

• Track projects and clients

  See what each job costs, and name who it is for.

• Add custom fields to expenses

  Hold extra details your expenses need, such as a PO number or a site.

• Set up workspace rules

  Teach PaperTotal what to do with a merchant once, and it files every receipt after that.

• Make your own rules

  Rules that are yours alone, and run on your own expenses.

• Clean up merchants

  Set a merchant's default category, and merge different spellings into one.

• Expenses in another currency

  Each expense keeps the currency on its receipt, and totals report in your base currency.

• Add details and comments to an expense

  Line items, attendees, tags, notes and comments.

• Delete or duplicate an expense

  A deleted expense stays on record and leaves every total.

• Set budgets

  Put a limit on a category, a tag or a person, and hear about it before it is spent.

• Keep business cards as contacts

  Add a photo of a business card and PaperTotal reads it into a contact.

• Share your documents with someone

  Let someone in the workspace read your documents, ask to read theirs, or both.

Still stuck?

Write to support@papertotal.com and a person answers by email. Say what you were trying to do and what you saw, and we can start from there.