What you use this for, and what is stored on this device.
What you track
What is on this device
Expenses
Across every period, open and closed.
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Periods
Months and financial years that have something in them.
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Invoices kept here
A copy of each uploaded file, so an expense can show its invoice without a network. Never sent to us. Storage is where a copy in your own cloud is set up.
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Vendors remembered
Categories you corrected, so the same guess is not repeated.
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Your signature
Draw it once and it goes at the foot of every claim PDF, above your name and the date it was prepared. It is a picture of your signature, not a cryptographic one — it stands where the pen would have gone, which is what a claim form asks for.
Name under it
Your own columns
Anything your accounts department asks for that is not already here — a cost centre, a job number, who approved it. Each one is asked when you file a receipt and comes out as its own column in the spreadsheet and the CSV.
Column heading
Answers, if they are fixed
Required
None yet. The claim comes out with the usual columns.