Help › Bookkeeping
Snap a receipt with your phone
On your phone, capture a receipt the moment you get it:
- Tap the center ⦿ Do button in the bottom bar, then Scan receipt.
- Take the photo. Talisk reads it in the background and moves you to a confirm screen.
- Choose How did you pay? (Bank / Card or Cash / Personal (and which account)) check the vendor, total, and tax, then tap Check & approve.
That records the expense and adds it to your books; you'll see Approved: added to your expenses. Cash or a personal card settles it right away; a business bank or card waits to match the bank line.
If the date falls in a locked period, Talisk saves it as a bill to finish later: you'll see Saved — finalize it in your Bills when you can.
Good to know: Scanning is a mobile flow (the ⦿ Do button, then Scan receipt). If the period
you're posting into is locked, the scan is saved as a bill to finalize later in
Bills rather than approved on the spot. You can have at most five receipts
processing at once.