Hi Vincent,
You’re right, most people who use Snap, don’t have too many expenses. However, we’ve also a few clients that use it a lot. Mostly they’ll use it as an on-the-go tool, snapping expenses as they happen. If you prefer to update your account on a dedicated bookkeeping day, this probably wouldn’t work so well for you.
If the majority of your expenses are being paid for on your personal card then grouping your expenses together as your Client Success Manager suggested could be the fastest option.
The way we’d advise doing this is to group your expenses by expense type and create one expense for them per week/month. For example: Add up all your public transport expenses incurred in October and create one expense for the total. Then, add up all your food and create another for your total Subsistence costs.
As you’ve paid for the items from your personal bank account, I wouldn’t worry about creating a separate line item for each expense. Instead, just have one expense line with a description that makes it very clear what this covers. EG “20 Public Transport expenses from 01/10 - 31/10”.
If you decide to group your expenses, you don’t need to attach the receipt to the expense in Crunch (as this would add additional time) but please make sure you do hold on to them still. Also, make sure that you don’t group them into blocks larger than one month - this will just help ensure they’re included in the correct accounting period. This is very important when it comes to filing VAT returns or Year End accounts.
We really appreciate all feedback and ideas from our clients. I’d advise using the Feedback tab in your Crunch account and selecting the “Submit a feature request” option. When we receive a lot of similar requests, these do often get added to our roadmap when possible.
All the best,
Katie
