Ecommerce Platforms With eBay Integration.Project Management Software For Healthcare.Collaborative Project Management Software.Project Management Software With Outlook Integration.Project Management Software For Video Production.Project Management Software For Game Development.Getting your receipts organized has never been easier thanks to awesome mobile scanning (Scanbot), so now is a great time to get started. My accountant can compare the numbers and sort the data as he pleases. While this isn’t an earth shattering organization method, it does keep everything organized by month. This works in Excel, Numbers, Google Sheets, or any spreadsheet application. Another bonus to having it all in a single spreadsheet is you can sort and calculate totals with simple formulas (coming up with a total expense dollar amount for the year as an example). As my accountant is matching everything and comparing my receipts, this helps him easily double-check my calculations. Under each month, I list the title of the expense (apps), the dollar amount ($4.99), and which 1099 it applies to (The Sweet Setup). I get a couple of different 1099s, so I list which company the expense is associated with by month. I also have a spreadsheet where I track everything. I store the scanned receipts in the corresponding month to which they occurred. I have a folder for each year, and inside each year is a subfolder for each month: January, February, March, etc. I have a pretty simple organization method for my business receipts. I find this extremely handy for processing receipts via iOS rather than having to leave them in my inbox until I get back to a Mac. You can now save to whatever file syncing service you are using. From this window, select the Share icon in the bottom left to bring up the Share Sheet. If you don’t have 3D touch, you can pinch and zoom to replicate this. Instead of selecting a printer, use 3D Touch to peek at the document preview. Like macOS, you need to visit the print screen. On iOS, this is a feature that was released in iOS 10. In the bottom left corner, there is a PDF dropdown menu. To turn a web receipt or email into a PDF, simply press CMD + P (or click File → Print). On macOS, this feature has been available for years through the Print menu. Either way, my goal is to get these files into PDFs. When it comes to digital receipts, there are two types: desktop and mobile. I keep mine simple: Scan-Date-Street-City-Zip-State.pdf Digital Receipts This is helpful for reporting locations of purchases. You can add things like location, date, time, etc. If you go to Advanced Settings → Name Template, you’ll find the settings. Scanbot also offers the ability to customize the file naming conventions. See this quick tip for more details on that process. I created a folder in Dropbox called To Process that I then created an alias for on my desktop. One thing that helps me remember to process the receipts is by making a folder that appears on my Desktop as well. And, if you want to upload it to multiple locations or send it as an email, you can do that as well. Once I hit Save in the top right, it is uploaded to my cloud service of choice. Once you have the image scanned, you can crop it, add an image filter, or rotate it. It does a great job of catching the page edges automatically. I have Scanbot set to open to the camera ( Advanced Settings → Start with Camera) so that there is no delay in scanning. When you get a paper receipt, it’s time to scan it. I would also recommend turning on Text Recognition (OCR) in the settings to make it easier to search for certain documents later. This is an inbox area for my documents since I am often scanning at a time when I don’t want to process the receipt into the appropriate folder. With this configuration, any receipt I scan through Scanbot will go into this folder. Once you configure your platform of choice, you can choose your default folder. To set this up in Scanbot, go to Settings → Cloud Services. One of the features of Scanbot I love most is that you can create a default upload folder inside the file syncing platform of your choice. I’ve been using the iPhone for document scanning since the beginning of the App Store, and Scanbot is fantastic. It should come as no surprise that I am a huge fan of Scanbot.
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