JiffyTrade^™ stores expense records and uploaded receipts using a secure private storage system designed to protect your financial data.

Receipts often contain sensitive information such as supplier details, purchase amounts, and transaction records. For this reason, JiffyTrade^™ stores these files privately rather than using the standard WordPress Media Library.

This helps ensure your financial records remain private and accessible only to authorised users.

Private Receipt Storage

All uploaded receipts are stored inside a secure private folder created by JiffyTrade^™ within your WordPress uploads directory.

These files are not added to the WordPress Media Library, which means:

• Receipts are not publicly visible
• Files cannot be accessed through public media URLs
• Receipts are not searchable by website visitors
• Files remain part of your internal business records only

This provides a safer way to store financial documents and purchase records.

Secure Access to Receipts

Receipts can only be accessed through the JiffyTrade^™ dashboard.

To download or view a receipt, a user must:

1. Be logged into WordPress
2. Have permission to access JiffyTrade^™
3. Request the file through the secure download system

This prevents unauthorised access and protects your financial documentation.

Permission-Based Access

Access to expenses and receipts follows the role-based permissions configured in JiffyTrade.

This ensures that only authorised users can:

• Create expense records
• Upload receipts
• Download receipt files
• Edit expense details
• Delete expense records

Administrators can configure which roles have access through the Role Based Access Control (RBAC) settings.

Locking Expense Records

Expense records can be locked to prevent accidental editing or deletion.

Locking is useful for protecting records once they have been finalised or used for accounting purposes.

For example, you may choose to lock expenses after:

• A tax return has been prepared
• Accounts have been completed
• Financial records have been reviewed

Locked records must be unlocked before they can be modified or removed, helping preserve the accuracy of your financial records.

Backups and Financial Record Protection

Expenses and receipts are included in the JiffyTrade^™ Backup System.

When you create a backup, the following are stored together:

• Expense records
• Uploaded receipts
• Business documents
• System data

This ensures your financial records can be fully restored if needed.

Keeping Your Financial Records Secure

JiffyTrade^™ is designed to help small businesses maintain clear and secure financial records.

By storing receipts privately, controlling user permissions, and supporting reliable backups, the Expenses system ensures your financial documentation remains protected, organised, and accessible when you need it.