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Insights

Receipts and Invoices Storage

Every document processed through Receiptflow is stored securely and searchable in one place, ready whenever it is needed, not filed away and forgotten.

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Rowan & Vale Accountants/Selby Trade Supplies Ltd

Costs (100)

Alex Doyle
Processed100Ready1Archived0Requires review6
Search by document...All ownersRelevantExportUpload
SupplierTotalVATDateCategoryOwner
Pennine Flooring Wholesale Ltd-£24.08-£4.0130/10/2024Equipment & FurnitureAlex Doyle
Motor Fuel Limited-£87.00-£14.5025/09/2024Fuel & MileageAlex Doyle
Asda-£10.50-22/07/2024Miscellaneous ExpensesAlex Doyle
Booker-£959.41-£149.5726/07/2022Miscellaneous ExpensesAlex Doyle
Citygate Cash & Carry Ltd-£80.69-30/09/2021Miscellaneous ExpensesAlex Doyle
Kestrel Payments Ltd-£18.00-05/11/2024Payment Processing FeesAlex Doyle

Every document ever captured stays here, searchable.

Insights stage

  • Insights Dashboard
  • Receipts and Invoices Storage

Receipt and invoice storage keeps every processed document secure and searchable by supplier, date, or client, so nothing depends on remembering which folder a document was filed in. Storage supports HMRC retention requirements and stays intact regardless of how the receipt was originally captured.

The original document is always kept

Once a receipt or invoice is processed, both the original image and its extracted data are retained, not just the extracted fields, so the source document remains available for any later query.

DocsAsda3 of 100Details
Search documents…

Pennine Flooring Wh…

Oct 30, 2024£24.08

Motor Fuel Limited

Sep 25, 2024£87.00

Asda

Jul 22, 2024£10.50

Booker

Jul 26, 2022£959.41

Citygate Cash & Carr…

Sep 30, 2021£80.69

receipt
Document✕

Supplier

Asda

Total

£10.50

VAT

£0.00

Date

July 22nd, 2024
Original file retained
ArchiveMark as ready

Search by what you remember, not when it arrived

Finding a specific document does not require knowing when it was uploaded, searching by supplier, date, or client brings it up directly instead of scrolling through a chronological list.

Rowan & Vale Accountants/Selby Trade Supplies Ltd

Costs (100)

Alex Doyle
Processed100Ready1Archived0Requires review6
sAll ownersRelevantExportUpload
SupplierTotalVATDateCategoryOwner
Pennine Flooring Wholesale Ltd-£24.08-£4.0130/10/2024Equipment & FurnitureAlex Doyle
Motor Fuel Limited-£87.00-£14.5025/09/2024Fuel & MileageAlex Doyle
Asda-£10.50-22/07/2024Miscellaneous ExpensesAlex Doyle
Booker-£959.41-£149.5726/07/2022Miscellaneous ExpensesAlex Doyle
Citygate Cash & Carry Ltd-£80.69-30/09/2021Miscellaneous ExpensesAlex Doyle
Kestrel Payments Ltd-£18.00-05/11/2024Payment Processing FeesAlex Doyle

Every document stored securely and searchable in one place.

Ready whenever it is actually needed

Whether for a client query, a year-end file, or an HMRC enquiry, the original document is retrievable without a separate archive request or a wait for someone to dig it out.

Rowan & Vale Accountants/Selby Trade Supplies LtdYear-end request

Costs (3)

Alex Doyle
Processed100Ready1Archived0Requires review6
screwfix 2023All ownersRelevantExportUpload
SupplierTotalVATDateCategoryOwner
Screwfix-£79.98-08/03/2023Equipment & FurnitureAlex Doyle
Screwfix-£79.99-£13.3319/10/2024Equipment & FurnitureAlex Doyle
Screwfix-£3.19-£0.5328/07/2021Cleaning & RepairsAlex Doyle

Three years on, the receipt is still one search away.

The same storage regardless of how it was captured

A receipt photographed on a phone, emailed in, or uploaded through the client portal all end up in the same searchable storage, with no method-specific archive to check separately.

The same storage, regardless of how it was captured

Phone photo

Email forward

Client portal

Bulk upload

One searchable document store

original file always kept

Search by supplier, date or client - not by how it arrived.

Further reading: Valid VAT Receipt Requirements UK

The problem it removes

Why storage needs to outlast the paper

Thermal receipts fade, paper gets lost, and a filing cabinet is only searchable if someone remembers where they put something. Digital storage that survives as long as the record needs to, and is actually searchable, removes the risk of a document being unrecoverable exactly when it matters most.

No fading

A digital copy does not degrade the way thermal print does, so legibility is not a concern years later.

No lost paperwork

Nothing depends on a physical folder surviving intact until it is needed for a query or an enquiry.

No unsearchable archive

Documents are found by supplier, date, or client, not by remembering which box or folder something sits in.

Who it's for

Practices that need records to hold up under scrutiny

Practices facing HMRC enquiries

A retrievable original document, not just extracted figures, supports responding to a query with confidence.

Clients approaching year end

Searchable storage means a year-end file does not require re-gathering documents from scattered sources.

Practices moving off physical filing

Clients switching from a paper-based system get a searchable digital record from the point of switching onward.

FAQs

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FAQs

Questions about receipt and invoice storage

Storage builds on documents processed through Super Fast Data Extraction and reviewed in the Accountant Review Dashboard.

How long are receipts and invoices stored?

Documents are retained for as long as the account remains active, in line with typical HMRC record-keeping expectations, see current retention details on the account settings page.

Can I search for a receipt without knowing when it was uploaded?

Yes, search works by supplier, date, or client, not just upload order, so a document can be found without remembering when it arrived.

Is the original image kept, or just the extracted data?

Both. The original receipt or invoice image is retained alongside the extracted data, useful for any query that needs the source document.

Is stored data secure and GDPR compliant?

Yes, documents are stored securely with data protection practices aligned to GDPR requirements for UK accounting practices.

Can clients access their own stored documents?

Yes, clients can view their own submission history through the Client Submission Portal.

What happens to stored documents if I close my account?

Retention on account closure follows standard data handling practices, contact support ahead of closure for specifics on export or retention.

Can I export stored documents in bulk?

Documents can be retrieved as needed, contact support for bulk export options if you need to move a large volume at once.