Receipt review checklist

Use before confirming an expense. Keep the original document with the record.

• The complete receipt is readable, including the final total.
• The amount matches the amount paid, rather than the subtotal.
• The currency and date are checked against the original document.
• The merchant is identified correctly.
• The space, account and category are correct.
• The job or project is included when relevant.
• A search by amount and date does not reveal an existing record.
• Uncertain fields are verified before confirmation.

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