“Send all your receipts” gives a client a large task and gives the accountant little visibility into what remains outstanding.
Start with the evidence already available. Then make the follow-up request specific.
How it works
- Agree on the review period and relevant accounts with the client.
- Have the client connect the supported sources they are authorized to use.
- Search for receipts and review available transaction matches.
- Ask for the remaining evidence by merchant, date, and amount.
Terrapin searches connected sources, matches available evidence, and shows what is still missing. The 7-day free trial includes 90-day discovery.
Make the client request actionable
For each unresolved purchase, explain what is missing and where the client might look. Ask whether the receipt went to another address, sits in a merchant portal, or needs to be requested again.
Keep uncertain matches separate from missing documents. A document may exist but still require a decision about the correct transaction or accounting treatment.
What Terrapin does and does not do
Terrapin supports evidence collection and review. It does not guarantee every receipt will be found, replace professional judgment, or determine tax treatment.
Banks provide transactions, not receipts. Review original evidence before relying on it in the client's records.
FAQ
Does a client need to connect every account?
Agree on the scope first. Unconnected accounts and sources remain outside the search.
Can a found receipt be accepted without review?
Check that it belongs to the relevant transaction and contains the details your workflow requires.
Does this replace the accounting system?
No replacement is required to test receipt discovery. Evaluate how the available evidence fits your existing review and bookkeeping process.
See also: Missing receipt checker.