Whether you’re traveling around the world for business trips or simply taking a local client out to lunch, chances are you incur some expenses in the course of doing your work. For record-keeping, taxes, and reimbursement, it’s key to implement a system to organize the money you’re spending on behalf of your company. Here’s how to manage your expenses in Evernote Business:
Capture – Lost receipts and misplaced bills can mean not getting reimbursed for the money you’ve spent. The next time you have a receipt from a business lunch or a bill that you need to submit to accounting, snap a photo using the Document Camera in Evernote on your mobile device, or use the ScanSnap Evernote Edition to scan directly to Evernote Business. Add details about each expense, and also note whether it’s been reimbursed. To give you a head start, here’s an Expense Tracker example note.
Organize – As you collect expenses, add them to a Business Notebook for each year. That way, if you ever need to refer back to receipts from a certain time period, you can easily see them all in one spot. Additionally, you can create an extra layer of organization by adding tags by expense category, client, or trip.
Automate – As you snap photos of your receipts and other expenses, submit them manually to accounting simply by sharing your Business Notebook or by emailing a note with an individual expense. Alternatively, App Center tool Expensify can automatically generate expense reports from receipts you capture in Evernote Business, making it even easier for you to get reimbursed.