Keeping track of expenses is a hassle, plain and simple. You can buy special scanners or box them up and ship them off to different services to scan. Or, you can just sign up for Evernote.
For each business receipt I receive, I use Evernote’s mobile app on either my iOS or Android device to snap a photo of the receipt and dump it into an Evernote notebook marked by year say, “2016 Expenses.” Sometimes I tag the photo, too, but mostly, I just snap the photo and upload.
One way to tame your inbox is to get emails you’re storing for reference purposes out of your inbox. This leaves you with a clutter-free inbox containing just emails you need to process.
Evernote for Outlook makes extracting the important information from your inbox a breeze. The Evernote add-in means you can ‘clip’ email messages, as well as attachments, directly from Outlook to Evernote.
One under-used feature of Evernote is templates. Here’s a way you can use a template, complete with checkboxes, to make sure your sales team uses the correct workflow when ‘closing’ a customer. By assuring nothing is missed, you’ll avoid both the time and frustration of having to go back for items that slipped through the cracks.
First, let’s get set up:
1. Create a new notebook in Evernote. Call it Templates.