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Expenses & receipts

Keep locum expenses and their receipts together

Record locum business costs, attach private invoices and receipts, and download supporting records for a selected date range.

Give each cost a useful record

A receipt is easier to find when it lives with an explanation. In LocumFolio, each expense has a date, amount, category and description, with supporting files attached to the same entry. Use it for the costs you need to keep track of while working across different locations.

Categories include professional fees, insurance, training, travel and parking, equipment, accounting and other costs. These labels help organise your records; they do not determine whether a cost qualifies for tax relief.

Keep the supporting file close

  • Attach a supplier invoice, receipt or photo in PDF, JPG, PNG or WebP format.
  • Add up to five files to an expense, with a maximum of 10 MB per file.
  • Download saved attachments from the expense record when you need to check them.
  • Edit the description or category when you have more information about a purchase.
  • Sign in with your original Google, Apple or email account to return to the same cloud workspace.

Take your records with you

Choose a start and end date to download a bundle of supporting records. It can include detailed CSVs, invoice PDFs, uploaded expense documents and a JSON extract. Review the selected period before sharing it with your accountant or using it for your own bookkeeping.

Each bundle supports up to 400 uploaded documents or 250 MB of uploads; use shorter periods for larger collections. The date-range download prepares records for review. It does not calculate or submit a tax return.

Receipt files require sign-in and stay within your private account. Keep any copies you download somewhere private too, and retain the separate supporting evidence your business needs.

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