TAP TAP GO
Define what the reviewer actually needs
Create a receipt checklist focused on supplier, date, business purpose, amount, currency and relevant reference. Ask the provider which masked identifiers are sufficient for matching transactions. Avoid requesting full card numbers or security codes in an expense form. A well-designed process reduces the temptation for employees to send screenshots of entire payment screens just because nobody explained which small set of details was needed to resolve a question.
Make the safe route the easy route
Use an approved submission channel with appropriate access, retention and deletion settings. Show staff one example of a useful receipt submission and one example with unnecessary sensitive information removed. Ask your security adviser or payment provider about requirements applicable to your setup. This is operational design rather than a claim that one form makes a business compliant; the aim is to collect less unnecessary information while preserving enough evidence for accurate reconciliation.
Hypothetical example
A hypothetical studio replaces an open messaging thread with a structured expense form. Staff submit receipts and business purposes without screenshots showing payment credentials. Finance still has the information needed to match purchases, while the team stops duplicating sensitive information across personal devices and informal conversations.
Make it practical.
Use this checklist as you read. Checks are not stored.References & further reading
Background reading — PCI Security Standards Council: merchant resources ↗Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.
