With an organized process for storing receipts, you won’t have to waste any time searching when you need them. Here’s a recipe to get your receipts into storage and you back to your business. Bon Appetit!
Before we get cooking, here are a few helpful hints:
- Tell your employees where to put receipts. Write a policy for receipts that includes where they go, how quickly they should be put there, and if they need an attached a memo about where they’re from and what they were for. Then give the policy to your employees.
- Keep receipts in a bin in your office. Label a bin “receipts” and have your employees drop receipts into it per your policy. You can also request that employees email you any digital receipts.
- Choose an envelope size that best fits your business. If you have more transactions, you might need a bigger envelope to keep your receipts in. Just remember that you still have to store the envelope somewhere, so don’t go overboard!
If you’re ready to cook up your own perfect process for storing receipts, let’s get cooking!
Easy Process for Storing Receipts
Essential ingredients
- Receipts
- 12 envelopes
- Pen
- File folder
Optional ingredients
- Good handwriting
- Bin for your desk
- Paperclips
- Labels
Directions
- Get twelve envelopes and label them with the month and the year.
- Store them in a file folder.
- At the end of the month, gather all loose receipts and put them in the corresponding month’s envelope.
- Seal the envelope and return it to the file folder.
- Optional: Organize receipts in chronological order and write a memo on each receipt of what it was for. That way everything is ready when you need it.
At Pretty Books, we are always whipping up new and helpful ways to keep your business moving. While there are tons of ways to prepare these processes, we believe that this one is the best. Enjoy!
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