Receipts
Receipts in Review Monster's CRM work the way crews actually buy things: at the counter, in a hurry. Take a photo of the receipt and walk away. The merchant, the date, the amount and the category are read from the picture.
Every receipt is stored for good, so an audit or a warranty claim years later is a search, not a hunt through the truck's glove box.
Snap it and move on
Take the photo from the phone app or the web. It uploads in the background, even if you close the app or lose signal for a while, and finishes when it can.
The amount is read from the total line, not the subtotal or the cash tendered, and the category comes from the same list of expense categories your bookkeeping uses.
- Merchant, date, amount and category read automatically
- Works from any phone
- Search by merchant, category or amount
- Kept permanently
Matched to your bank charges
If you use Bookkeeping, a receipt paid with the business card is matched to the charge in your bank feed. The receipt and the transaction end up under the same category.
Paid with something else
Sometimes the business card isn't the one that paid. Mark a receipt as paid from another account, like a personal card, cash or Venmo, and it goes on a short list for your bookkeeper so it's never forgotten.
When a crew member pays out of pocket and scans the receipt, it's added to what they're owed on their next payout, next to their hours and mileage.
In practice
A crew lead grabs a box of contractor bags and a tarp at the hardware store on the way to a job. He snaps the receipt in the parking lot, marks it paid with his own card, and drives off. The receipt reads "$46.18, Supplies," and it shows up on his next payout so he gets his money back without filling out anything.
Step-by-step help for receipts is in the Help Center, with short screen recordings.
Open the Help CenterQuestions people ask
Does the CRM read receipts automatically?
Yes. Take a photo and the merchant, date, amount and expense category are read from it. You can correct anything it got wrong.
How long are receipts kept?
Permanently. Receipts are stored for good so you can find them years later.
Can crew members get paid back for receipts?
Yes. When a crew member scans a receipt they paid for themselves, it's added to their next payout along with their hours and mileage.
Works well with
A read-only bank feed that your own rules sort into categories, so you approve in bulk at month end.
Crew app for techs and subcontractorsYour crew gets their jobs, a clock, mileage, receipts and pay history on their phone, and only what they need.
The Review Monster CRM app for iPhone and AndroidYour whole CRM on your phone: schedule, jobs, texts, calls and payments, with alerts when something needs you.
Receipts comes with the CRM
And the CRM comes with every Review Monster plan. Most people are up and running in about 30 minutes.