Expenses paperwork. Get rid of all the paper. And most of the work.
With electronic receipt imaging, Concur Breeze eliminates the need to keep paper receipts
"Our company has multiple people travelling out in the field, and the fact that all they have to do is snap a picture of their receipt makes our lives much easier."
- Amanda Bertram, Dec, 2010
Concur Breeze helps make your office paperless
No more paper receipts. No more mistakes.
What's the key to a paperless office? Automated expenses from Concur. Concur® Breeze is an online expense reporting process which captures receipt images electronically and attaches them as digital records to the appropriate expense claim. You have instant access to any receipt image for further review or audit, in compliance with HMRC guidelines (see below). Your aspiration of paperless office accounting becomes a reality with Concur Breeze.
Just fax or scan receipts directly into Concur or email them from your desktop – it's that easy. When on the go, employees can also photograph receipts and attach the HMRC compliant images to an expense type from their iPhone, iPad, Android phone or BlackBerry.
Approvers can view receipt images online for immediate processing, saving time. With Concur, receipts are saved and stored electronically and there is no need for special receipt scanners or receipt scanning software.
HMRC guidelines on the retention of records
HMRC Tax Bulletin issue 37 gives guidance on the retention of records. Records may be preserved on optical imaging systems, and the originals discarded, provided that what is retained in digital form represents a complete and unaltered image of the underlying paper documents.
Both in the case of companies and unincorporated businesses they will accept other methods, which preserve the information in the records in a different format. This is true as long as these methods capture all the information needed to demonstrate that a complete and correct tax return has been made and are capable of yielding information in a legible form. HMRC acknowledges the importance of British Standard BSI DISC PD0008.
Value Added Tax Section 5.4 of VAT notice 700/21 reads as follows: "If you keep all or part of your records and accounts on a computer, you must make sure that you can meet your legal obligations to:
- account for VAT properly
- provide information to us whenever we visit you: and
- keep records in the required detail for the required length of time"
Please note: A business should advise its VAT office of its intention to store scanned images of their paper records.
