Cleaning receipts

Which fields to keep

Start with the business name, actual purchase date, currency, and payment method. Add the known details for this transaction:

• Service type and date
• Hours and rate or fixed package
• Supplies, add-ons, and tip

Review subtotal, tax, tip, and fees

For an hourly job, match the recorded hours to the agreed rate. For a fixed package, avoid adding those hours as a second charge. List deep-cleaning extras or supplies only if separately charged.

Add the line amounts, subtract discounts once, and reconcile tax, tip, and fees with the amount paid. If there is a difference, review the source before adding an adjustment. An unknown amount is not the same as a confirmed zero.

Create or recreate this record

1. Gather the available records and ask the merchant for a copy if you need its original.
2. Open Create Receipt, choose the style and width, and enter only known details of a real transaction.
3. Review line items and totals. Leave unknown details blank or identify them as unknown.
4. Set Payment → Purchase date and review the preview before saving. A recreated record does not become a merchant-issued original.

Save and organize in CMR Vault

Use a Vault name that identifies the visit or service period. Keep the provider’s business name in the merchant field, and verify the actual payment date before exporting.

Sign in, save to CMR Vault, and wait for confirmation. The local draft belongs to this browser; it is not a confirmed cloud copy. Check Purchase date so filters, dates, and exports agree.

Choose CSV, XLSX, or the Expense Workbook

Use summary CSV for one row per receipt and itemized CSV for line items. Do not add a repeated receipt total as if it were another item. The XLSX CMR Expense Workbook brings together a Dashboard, receipts, line items, and summaries by month, category, merchant, and payment method. Check currency, merchant, and Purchase date before sharing; output options depend on available export access.

Common questions