Step Four. Time to make a new habit.
These days, receipts and invoices can reach us in a variety of ways - physically handed to us, posted, emailed…
Step away from the pile! Instead…
For physical receipts and invoices…
If you’re handed a physical receipt or invoice, just take one minute to scan it on your phone, name it and file it in your cloud storage.
If you give each receipt an easily searchable name, you will be able to quickly organise your spend by date order later - this is a good format to use:
DDMMYY [Short Description] [Type of expense, i.e. stationery or meals]
Now, from within the scan app you can easily save it to the relevant month/year folder in your Cloud storage.
Using this method, when you return to your cloud storage later, you can click the file name top bar and your receipts for that month will be sorted in date order, helping you to match them back to your bank statements.
For emailed receipts and invoices…
If you receive email receipts or invoices, again just file them straight into your cloud storage.
On your computer, using either the desktop app or by logging in online through your browser, just drag and drop the receipt on the relevant month/ year folder in your Cloud storage.
If you’re on your phone, just click to open the receipt, choose the “forward” icon and navigate to the right folder in your cloud drive.