Slipfolio templates
Start with a receipt log you can inspect.
Use a simple CSV or printable worksheet to record the details attached to each business receipt before choosing a larger record-keeping workflow.
Free resource
Business receipt log template
Record the merchant, purchase date, amount, currency, category, business purpose, payment method, project or client, tax year, original filename, and review status.
The included example row shows how the fields fit together. Delete it before entering your own records.
Build the habit
Capture the source file as well as the row.
A spreadsheet can summarize purchases, but it should not become the only copy of the evidence. Keep the original image or PDF in a consistent location and use the source-file field to connect the row to that document.
Read the guide to tracking business receipts, or explore how the tax receipt organizer combines source files, reviewed details, readiness checks, mileage records, and exports.