Page 14 - CBS Client Handbook

8. ​DO​ keep your records in order

1. If you are ‘out and about’ frequently in your business, you can still keep good records. Keep your
receipts in a plastic envelope wallet or a separate pocket in your purse or wallet. You can write

short notes on the receipt itself to remind yourself or tell your bookkeeper who you met, when

where and why, or what the expense was for.

2. Snap the receipt on the go

3. If you are certain the image is clear – then you can throw away the receipt. If you would rather
keep it until reconciled – fold it in half. tear if down the middle and this is a simple reminder that

this one has already been submitted to Receipt Bank and does not need to be done again.

9. ​DO​ strike out any personal spends on the receipt

If you are standing at the checkout with business and personal spends – try
to put them through separately and get a separate receipt for business
expenses and personal expenses.

If you did make a personal spend on a business card – strike it out, or write
personal beside the personal items. These can be offset against your
expenses account or repaid later.

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