Monday, January 14, 2013

It's 2013. Why are we still using paper receipts? Part 2 of 2


To summarize part 1, paper-based receipts are a necessary evil-- inconvenient and archaic, but still necessary for a variety of important transactions. For anyone who has been in a situation where a receipt was necessary, only to find it inaccessible, or worse, misplaced, read on!


What you need
How to get started
  • If you don't already have an Evernote account, sign up here
  • Install the Evernote app on your mobile device
  • [Optional] Create a notebooks named "Receipts"
  • [Recommended] Allow location services
Getting receipts into Evernote
  • Open the Evernote app
  • Select the notebook for receipts
  • Select the add note button in the upper right hand corner
  • Select the camera icon on the top menu bar
  • Capture an image of the receipt

Using Evernote for receipt management
  • Multi-channel access - access an image of any receipt via mobile, web, or desktop application
  • Search - Evernote will scan all the text in the receipt and enable searching on the text. So if you purchase a plush toy from Toys 'R Us, simply search keywords such as "plush" or "toys."
  • Geo-tagging - as long as location services are enabled, Evernote will automatically tag the address and city where the receipt was photographed.
  • Organization - use tags to organize receipts. Sample tags include: "tax deduction," "share," "2012," "claim for HSA," etc.
  • Sharing - share receipts with family and friends. This is useful when a spouse is trying to return an item you purchased or for comparison shopping.
  • Consolidation - forward all online receipts to your Evernote email to store all receipts in a single repository.

Conclusion
At some point in the future, most receipts will be full functional eReceipts. In the interim, we're stuck with paper-based receipts that harm the environment, damage our health, clutter our wallets, and disappear when they're actually needed. While it requires a bit of extra effort on our side, digitizing receipts using tools like Evernote represent a step in the right direction.


Also consider
  • Neat.com
  • Expensify
  • Piikki
  • Shoeboxed
  • Lemon
  • Slice
  • One Receipt
  • JotNot
  • Receipt-Bank

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