You can attach receipts to your transactions, either using your phone’s camera, photo library, or cloud storage apps that you’ve got on your phone.
You can add notes to your transactions too, should you wish to remind yourself or notify your accountant of something, later down the line. Here's a quick demo showing you how:
Exporting photos of my receipts and attachments
If you've uploaded photos of receipts or other attachments to sit alongside a transaction in the Coconut app, you might need to round them up at some point or another.
Just chat to the team in-app or let us know via [email protected] and we'll be happy to help.
We'll then send over all attachments you've uploaded to your email address on file.
Do I need to keep my receipts?
We store your receipt images on our server with a backup so you don't have to, but some customers find peace in having their receipts stored in their phones too.
You can find further guidance and advice directly from HMRC below to help you decide what's best for your business: