WEEKLY BUSINESS RECEIPT CHECKLIST
ScannerPilot | Suggested organization routine

Business: ____________________  Review date: ____________________
Reviewer: ____________________ Next review: ____________________

[ ] COLLECT: Check agreed channels and confirm each complete receipt reached
    the correct business inbox. Keep separate businesses separate.
[ ] REVIEW: Check readability, supplier, date, items, amount, purpose, who
    paid, and a recognizable payment-account label (not a full card number).
[ ] RESOLVE: Follow up on missing details and identify repeated submissions.
    Record a specific question, its owner, and the next action.
[ ] RECORD: Check whether the purchase is already in the books. A payment
    receipt for an existing Bill does not automatically need a new Expense.
    Complete the required accounting review and approval.
[ ] VERIFY: Open the intended transaction. Check the correct source receipt
    is attached or referenced, readable, and retrievable.

UNFINISHED ITEMS (use a separate note if needed)
Receipt/reference: ______________________________________________
Question: ______________________________________________________
Owner / next action: ____________________________________________

Keep unfinished items visible. An empty inbox is not the only measure.
Inbox, Needs Details, and Recorded are suggested labels, not ScannerPilot
menu names. Use equivalent queues in your existing software when suitable.
Keep originals until your business has confirmed its retention policy.

Full guide: https://scannerpilot.com/blog/how-to-organize-business-receipts