Receipt ID
A unique internal reference that helps connect the row with its source file.
Free receipt log template
Business receipt log template
Download the CSV for a spreadsheet or print the blank log below. Use it to keep transaction details connected to the original receipt and mark records that still need review.
Included columns
What to record in a business receipt log
The template separates transaction facts, business context, source-document details, and review status. Remove columns you do not need or add fields requested by your accountant.
Date and merchant
Identifies when the transaction occurred and the supplier that was paid.
Description
A concise description of the goods or services shown on the receipt.
Amount and currency
Records the receipt total without assuming every transaction uses the same currency.
Category and purpose
Groups similar expenses and preserves why a less obvious purchase related to the business.
Source and status
Records the original filename and whether the entry is reviewed or still needs attention.
Printable worksheet
Business receipt log
| Receipt ID | Date | Merchant | Description | Amount | Currency | Category | Business purpose | Payment method | Original file | Status | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|
How to use it
Keep the log connected to the receipts.
- Give each receipt a unique ID.
- Save the original image or PDF using that ID or record its filename.
- Enter transaction details and business context.
- Mark incomplete rows as “Needs review.”
- Review the log monthly and before accountant handoff.
This template provides general record-organization fields, not tax advice. Documentation and retention requirements depend on your jurisdiction and circumstances. Confirm what you need with the applicable tax authority or a qualified professional.
Read the full guide to tracking business receipts, or explore the Slipfolio receipt tracker for small business.