Receipt Capture Routine
Never lose a receipt again.
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Design a receipt capture routine. How I pay (cash, cards, online, mobile): [PAYMENT_METHODS]. Where purchases happen: [PURCHASE_LOCATIONS]. Tools available: [TOOLS]. Past problems: [PROBLEMS]. Create: 1. A rule for each payment method (photograph at purchase, forward email receipts to a dedicated address, download statements monthly). 2. A naming convention: YYYY-MM-DD_Supplier_Amount_Category (with an example). 3. Folder structure by year and month. 4. A 5-minute weekly routine and a monthly reconciliation against bank and card statements. 5. A lost-receipt procedure: how to document a purchase without a receipt (statement line, written note of purpose and date) and the limits of that, marked [VERIFY] for [JURISDICTION]. 6. Retention periods as a question to confirm with an accountant, not a stated rule. 7. A checklist for staff who spend on the business, and a one-page policy (100 words). Add a table of failure points and the habit that prevents each. Include what to do with a receipt that is faded thermal paper (photograph it immediately, note the amount and date in the file name), a receipt in a foreign language, and a shared card used by two people.
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