17 Posts

GeersSullivan App Update – Logbook

Posted on August 1, 2017 by Patricia Nicole

Do you claim for business mileage – and spend hours Googling the places you’ve visited to work out the miles you’ve covered?

Well, thanks to the GeersSullivan App, you can now get all the information you need permanently recorded on your Smartphone. Just set the Logbook to ‘Start Trip’ and thanks to the wonders of GPS tracking, your precise journey and the exact mileage covered will be recorded for you. When you get to your destination, click ‘End Trip’ and all the details will be saved.

Your trips will track in the background, so you can exit the GeersSullivan App to access other sections of your device and continue tracking the journey.

You can view a list of all the trips you have made, including dates, times and miles covered and you can even email the details to your accountant, head office, payroll section – whoever needs the information.

It’s a really useful feature of the GeersSullivan App and if you haven’t used it yet, give it a try. We think you’ll be impressed.

If you have not yet downloaded our App then you can download it here and do not forget to register to receive our notifications.

GeersSullivan App Update – Receipt Management

Posted on June 7, 2017 by GeersSullivan

Simple, easy and efficient receipt management

Managing your receipts can be a tough task.  Trying to keep track of all those important business expenses and receipts can be a nightmare: pockets overflow, wallets become crammed with them and inevitably, many are lost. If you are claiming back expenses and/or GST then this can be of significant cost and frustration.

Over the years, as a firm of proactive accountants in Australia, we have seen it all.  From envelopes and shoeboxes overflowing with receipts to carrier bags and plastic wallets.

There is a much easier way and it’s free!

As a modern, forward thinking firm we are always looking for new and improved ways of doing things.  So when we launched our Apple and Android-Approved App, one of the important features was Receipt Management – A super easy way that all businesses (both clients and non-clients) could store and manage their receipts.

And here it is, the GeersSullivan Receipt Manager.

It’s built into the App, which is available free from either, the Apple or Android store. Simply go to our website https://www.gscpa.com.au/our-app/and follow the link to download the App.

How does the Receipt Manager work?

First, you need to download the GeersSullivan App.  Once you have the App, simply click on the home page icon labeled ‘Receipt Manager’.

Before you get started, enter your name and company name into the ‘My settings’ section of the receipt tool.

Photograph a Receipt

You can take a photo using the ‘Photograph a Receipt’ button.  Selecting this will automatically open the ‘Categories’ tab where it will prompt you to select the category you wish to save your receipt under, something like Travel Expenses, Property Costs, Personal Receipts and so on.

Once you have selected the category for your receipt, you can then photograph it automatically, using the in-built camera in your Smartphone or tablet.  Once you have focused and taken the picture of your receipt, it will give you the option to ‘use or retake’. Once ‘use’ is selected, you must now fill in relevant data regarding the receipt.

We have made these fields compulsory, as this data is enormously helpful if you are keeping track of numerous receipts.  It also gives you the chance to add a specific note – a very useful feature if you have a receipt that your accountant or the ATO might later question.

Once the data is entered, simply click ‘save’ and your receipt is saved. They can later be found within the category you selected to save it under.

Exporting & Managing Receipts

To view, export and manage your receipts simply click ‘Manage Receipts’ then click on a specific category eg. Travel Expenses. All receipts in that section will be shown.

Exporting your receipts is simple, fast and easy.  To export a single receipt, simply click on the receipt to manage, then scroll down and you have 3 options – Email, Export or Delete.

Exporting all receipts

To export all your receipt data, simply click ‘Manage Receipts’, then scroll down to the bottom, and select ‘Export All’. This will allow you to select the date range of the receipts you wish to export.

The image of your receipt(s) is stored locally on your device, in your ‘photo’ section.  To send these images simply send by email, use ‘photo-stream’ if it’s an iOS product or use one of the free and hugely popular cloud storage tools.

Do not forget to register when you next use the GeersSullivan app so you don’t miss out on important notifications.

If you have any queries please contact us on 9316 7000.

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