How do you handle paper work, receipts, etc?

[Magic Miguel]

Anyone move to a paperless office? How do you handle keeping receipts nice and neat and organized? I put my receipts into my wallet and they get all bent out of shape and more often than not if I leave them in the wallet the thermal print actually eventually disappears so it becomes useless. I've been wanting to invest in a Fujitsu ScanSnap scanner to scan all of my receipts. What are you doing/using?

 

[Mainstay]

agreed - if there is a bar code then a bar code scanner would be lightening quick.

You could have an excel sheet and have it read in, hit enter, scan next.

Super quick and likely more reliable than OCR.

Bar code scanners are quite cheap and don't require anything special.

 

[acscva]

I have been using Evernote for about a year for my receipts. I do have the Fujitsu ScanSnap Scanner and love it. But I have been using the new Evernote Scannable this week and I am really impressed with it too.

 

[PBComputer]

I use a scansnap, then file the paper copy on our loft just in case and use the electronic version. It then gets sent to my book keeper, to add to sage. I store it on my file server under under the file structure of year, month.

The scansnap is one of the best items I bought last year and paid for it's self in a few months with the time it saves.

I only keep a paper copy as I'm required to by law for 7 years (from memory)

Paul

 

[Martyn]

Is it worth using your phone camera for receipts Paul? Every establishment seems to accept them.

 

[PBComputer]

I don't use my phone camera, the scanner is connected to my desktop and set to save in the correct folder. I can link it to my phone if needed but never used, scan times is around 3 seconds that's duplex a4 full colour.

Paul

 

[untoldtech]

neatscanner, best investment ever. integrates with quickbooks and lets you 'search' for specific receipts. I dont recommend you keep your receipts in their database, after a few years it gets super slow. I have a technician that uses neat for all receipts then exports to PDF and categorizes by month/year

 

[AndyM]

I was curious about the Scansnap, so did a search on it and came up with an Evernote Edition. However, I kept reading, and then found a service that the scanner integrates to called Expensify. Had a look at the website, and signed up there and then (Free Account). I've only had it running for a few minutes, and it integrates with Evernote so that you can archive your expenses, Quickbooks (not available in the free version), and a whole load of other services.

They have support for all the Smart Phones out there, and you can set mileage rates, and have the GPS on the smart phone report the mileage you have driven. It also allows manual input as well. In addition, you can track time, and add manual expenses. It looks good, but that's all I can say. I just wish it had 2FA.

Andy