A receipt with no context
You have the photo, but still need to ask what it was for.
Answers beside the upload
Add a file field to a form so the receipt and explanation arrive together.
Get the receipts and the answers together
Ask clients for receipts, supporting notes and payroll changes in one place. See what is missing before month-end, and spend less time asking what a payment was for.
14 days free. No card needed.
Reuse your month-end checklist for each client.
Collect a receipt and its explanation in the same form.
Clients can upload from a phone or post paper with a cover sheet.
Your logo and colours, from the login page to the customer portal.
bookkeeper-example.portald.co.uk
EBPowered by PORTALD
- Dashboard
- /Checklists
- /Month-end bookkeeping
Checklist
Month-end bookkeeping
Please send these each month so we can keep your books up to date.
1 thing to do2 of 3 sent
Sales invoices
Copies of the invoices you sent this month.
Needed
Bank statement
In the post
Purchase receipts
Photos or PDFs of this month's receipts.
Sent – we’re checking it6 files uploaded
Need to post documents instead?
Send them to Example Bookkeeping.
Try this with your own documents
Try one request you normally send by email. 14 days free, no card needed.
Less back-and-forth at month-end
A receipt without an explanation is another question to send. Ask for both together.
Missing files close to the deadline
You find a gap when you were expecting to finish the work.
See what is outstanding
The dashboard shows progress for each client, so you know which items need a follow-up.
Payroll changes arrive late
Starter details and pay changes are buried in a message.
Ask the questions once
Reuse a short payroll-changes form and keep the answers on the client record.
Build your next month-end list
Start with one client, then reuse the items each month.
Add your branding
Your logo appears on the portal and invite emails.
Write the list
Add the records and questions you already ask for at month-end.
Invite and review
Clients upload from their phone. You see what has arrived and what still needs attention.
Guides for bookkeepers
Features for bookkeepers
Other industries
Try it for this month’s records
Send one client your usual list. You have 14 days free to see whether receipts with answers mean less chasing.
Start free trial
14 days free. No card needed. Solo is £25 + VAT/month if you subscribe.
Can clients photograph receipts?
Yes. They can take a photo or choose a file from their phone. Add a form question if you also need an explanation.
Is PORTALD bookkeeping software?
No. Keep doing the bookkeeping in your existing software. PORTALD collects the records and answers you need from clients.
Will it chase clients for me?
There are no automatic reminders. You can see what is outstanding and how long it has waited, then follow up with the right client.
Do I need a card, and what happens after 14 days?
No card needed. Try Solo free for 14 days, then subscribe for £25 + VAT/month if it works for you. Otherwise, customer access pauses and your setup stays saved. Solo covers up to 100 active customers.