Track business expenses without a ledger.
Keep dockets, match them to jobs, and know what the business spent — especially before tax time.
Capture at the counter
Photo the receipt when you pay. Write the job name on the back of the docket if it is for one customer. A shoebox in the ute is fine for three days; Sunday night, put it somewhere searchable.
Split mixed trolleys when you can: materials for the Smith job vs stock for the van. Perfection is optional; direction matters.
Match spend to work
Your accountant cares whether an expense was business. You care whether it was for the job you priced. Tag the job on the expense in Daybook so margin on that kitchen reno is honest later.
Bank feed (Standard)
When Standard billing is live, bank lines can become draft expenses you confirm — same idea as Solo’s feed, but tied to jobs and invoices in Daybook. Free stays manual: amount, date, photo.
GST on purchases
If you are GST registered, eligible business purchases often include GST you can claim. Your accountant signs off; keep the receipt either way.