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Organising Receipts Advice

  • Member PM.Dip
  • Practice Licence
  • 91 posts
  • # 76404

Just a really quick question - I have three years worth of receipts to put into date order and enter onto an excel spreadsheet.  There are literally hundreds of receipts for small purchases and I want to do the work as quickly as possible as my client wants to get the information off to his accountant asap.  What is the quickest way for me to do this?  Would I be ok to put everything into date order and staple together one month at a time and put into a clear plastic wallet and have one folder per year?  I have never had so many small receipts at once - usually they are A4 sized and just get hole punched and put individually into a file.  Sorry if it seems like a silly question, I just want to get it right.  A previous accountant that I have spoken with in the past said that all receipts should be stapled individually onto A4 paper, hole punched and put in a file but that seems like an awful amount of work.  Surely if the receipt is on the spreadsheet and in the correct monthly clear wallet in date order then it should be simple enough to find?

Thank you in advance for reading and for any help given

  • Fellow PM.Dip
  • Practice Licence
  • 258 posts
  • # 76407

Hi Terri,


This is more a question of personal preference. Usually it is best to staple receipts to A4 paper but you wouldn't usually have that many so this is not appropriate in this situation (never mind a total waste of paper!).


I believe that as long as you reference the receipts properly so that you can find them again, then stapling them shouldn't be a problem.

Hope that helps!

Edited at 13 Nov 2011 10:03 PM GMT

  • Member PM.Dip
  • Practice Licence
  • 91 posts
  • # 76409

Thank you, that's what I thought, I just wanted to check :-D

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