Stay on top of your expenses by uploading all your receipts directly from your mobile phone. Here’s how in four simple steps:
- Log into your Business Finance Assistant account on your mobile browser at: https://businessfinanceassistant.lloydsbank.com/
- Press 'View bank statement' to access to your 'Bank Transactions' page
- Tap the 'Actions' menu and select 'Upload Expenses' and either take a clear photo of your receipt using your phone’s camera or select the receipt from your library
3. Verify the details and populate the supplier/category and VAT information if relevant and the receipt will automatically match your account transaction
4. To manually match a receipt to a transaction, simply press 'Attach/Match Document' > 'Expense' and select the receipt you want to link to the transaction