This document discusses tips and processes for staying organized with receipts using Evernote. It provides instructions on photographing, scanning, and emailing receipts into Evernote. It also describes processes for reconciling receipts with accounting software and tracking expenses. Tips are provided for tagging notes, naming conventions, and moving notes between notebooks to track status. The document promotes joining an online community called #GetUntethered on social media to learn more.
7. #GetUntethered | @GetUntethered
Skill 3: E-mailing receipts
@ Notebook
# Tag
! Reminder
Turn on auto-filing
to have
Evernote file
with similar
notes
11. #GetUntethered | @GetUntethered
Kristi’s Process: Reconciling Receipts
1. Cross-reference
expense
note with
Freshbooks.
2. Categorize expense
in Freshbooks, then
tag with same
category in
Evernote.
15. Kristi’s Process: Paying Employee Expenses
#GetUntethered | @GetUntethered
1. Employee logs expenses in Expensify.
2. E-mails a report that I can approve and pay
electronically.
3. Export report to Evernote for permanent reference.
18. Stacey’s thought process:
Question: How am I going to track status?
#GetUntethered | @GetUntethered
Available Tools:
● Tags [notes]
● Inbox/Outbox [notebooks]
● Naming Conventions [notes]
32. Join the #GetUntethered Community
#GetUntethered | @GetUntethered
groups/GetUntethered
+GetUntetheredBook
/GetUntethered
@GetUntethered
GetUntethered.com
33.
34. Get Untethered with Evernote today!
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35. Save the Date!
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