By job
Each job's receipts grouped by its tag, with supplier, amount, and attached photo.
Trade finance · Material receipts
Most trades run three or four supply runs a day — the electrical supply house in the morning, the big-box store for a missing fitting, the lumberyard for the deck — and every slip ends up crumpled in the glovebox or the dash. By month-end you've got a paper bag of receipts and no idea which job each one belongs to. The fix isn't more paper; it's recording each receipt the same day with its supplier, amount, and job tag. Cash Workspace gives you one place to do that.
The problem
Receipts come in fast from several suppliers across several jobs, and the longer they sit, the harder it is to remember which job each belongs to.
The workflow
Make a habit of recording each slip before it leaves the truck, tagging the job and supplier every time.
Before you leave the job, record the receipt with supplier, amount, and date and attach a photo of the slip.
Attach a job tag so the cost is attributable from the moment it's recorded.
Record which supplier — supply house, big-box, lumberyard — so costs group by vendor too.
Once the photo is attached and the record is saved, the fading thermal slip no longer matters.
Scan the week's receipts for any that slipped through untagged.
Record structure
A short, consistent set of fields turns every slip into a job-attributable record.
Example setup
One way to keep material receipts organized inside your workspace.
Each job's receipts grouped by its tag, with supplier, amount, and attached photo.
A view of all receipts from one supply house, useful for reconciling a monthly statement.
A short holding spot for slips recorded in a rush, cleared during the weekly review.
Common mistakes
How it helps
Record each slip with supplier, amount, date, and job tag so a glovebox of paper becomes job-attributable expense records.
Attach a photo of the slip so the cost keeps its backup even after a thermal receipt fades.
Tag the job and the supplier so you can view a job's full material spend or reconcile against a supplier statement.
Related
The same-day habit for attaching receipts to records.
Pull a job's tagged receipts into one exportable report.
Reconcile receipts against a supplier's monthly statement.
General receipt-organizing guidance for any business.
Browse the full Cash Workspace workflow library.
FAQ
Cash Workspace is a free workspace for organizing invoices, expenses, receipts, clients, and documents. This page is organizing guidance only — not tax, accounting, legal, or bookkeeping guidance. Cash Workspace does not connect to your bank, does not scan or read your receipts for you, and does not move or collect payments. Whether an expense is deductible depends on your situation, so confirm it with a qualified accountant or tax professional.
Start a free workspace and record each material receipt the same day with its supplier, amount, and job tag so every slip is attributable before it fades.