I don’t know about you but I find one of the toughest things to do whilst travelling is keeping track of your expenses and trying to remember where you safely put all those tax deductable expense receipts. Even if you have managed to do the sensible thing and store all the receipts in the one place, you then have the time consuming task of deciphering them and processing them onto your accounting package.

All in all it’s a time consuming multiple handling process that I for one don’t like wasting my time on, BUT I recently worked out creating a bit of process in Evernote I could make this whole process so much more efficient and far less painful.

So here’s the deal, step by step:

  1. Open evernote on your mobile device and click on the + to add a new note150119 Simplify your paper trail 1

 

 

 

 

 

 

 

 

2. Select “Camera”as the note type

150119 Simplify your paper trail 2

  1. Slide across to “Document” and take the photo (your mobile device camera should focus so that it is clear), then click on the tick

150119 Simplify your paper trail 3

4. Click on “Done”

150119 Simplify your paper trail 4

5. This will save your note to your default notebook location (albiet with a random name) , click on the note to open it for editing

150119 Simplify your paper trail 5

6. Click on the edit icon

150119 Simplify your paper trail 6

7. Change the title of the note to a name based on your file naming system

150119 Simplify your paper trail 7

8. Move it to the notebook based on your system, It’s a good idea to set up a “Visa Card to Process” or “Accounts to process” notebook to create a workflow

150119 Simplify your paper trail 8a 150119 Simplify your paper trail 8b

9. Your invoice/receipt is now stored in your “Visa to process” notebook for processing at a later time

150119 Simplify your paper trail 9

So there you have it, more time to enjoy your free time whilst on a business trip!!!

Do you have any productivity tips you would like to share?

“The more you share, the more you receive to share.”
― Lailah Gifty Akita

 

Andy Willis
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Andy Willis

Andy is the founder of WFA.Life, he has a passion for unlocking freedom in peoples lives by finding, testing and sharing the tips, tools and advice to allow people to live the "Working from Anywhere" Lifestyle.
Andy spends his time away from the computer cycling or hiking up mountains or catching a wave on his SUP.
Andy Willis
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