Receipt organizer app for mac

And, if you want to upload it to multiple locations or send it as an email, you can do that as well. One thing that helps me remember to process the receipts is by making a folder that appears on my Desktop as well. I created a folder in Dropbox called To Process that I then created an alias for on my desktop. See this quick tip for more details on that process. Scanbot also offers the ability to customize the file naming conventions.

You can add things like location, date, time, etc. This is helpful for reporting locations of purchases.

I keep mine simple: When it comes to digital receipts, there are two types: Either way, my goal is to get these files into PDFs. On macOS, this feature has been available for years through the Print menu. In the bottom left corner, there is a PDF dropdown menu. Click this to save it as a PDF. On iOS, this is a feature that was released in iOS Like macOS, you need to visit the print screen.

Why A Receipt Scanner?

Instead of selecting a printer, use 3D Touch to peek at the document preview. Press harder to pop into the full view. From this window, select the Share icon in the bottom left to bring up the Share Sheet. You can now save to whatever file syncing service you are using. I find this extremely handy for processing receipts via iOS rather than having to leave them in my inbox until I get back to a Mac. I have a pretty simple organization method for my business receipts.

I have a folder for each year, and inside each year is a subfolder for each month: January, February, March, etc. To sustain this free service, we receive affiliate commissions via some of our links. Our review process. Reduce paper clutter from all those receipts, business cards and other important documents that pile up on your desk. A receipt scanner, a mobile phone receipt organizer app or another receipt scanning service may be your answer.

So why spend the time scanning your receipts in the first place? It saves you time in the long run and helps reduce stress. Here are six more reasons you should keep your receipts. This is one of the best-selling scanners on the market today. Customers are extremely happy with their purchase and the quality of this scanner. Shoeboxed is the winner here and our personal choice, we use it to scan and organize all our expenses too due to the easiness and timeliness of it. Either snap a photo with your smartphone right from the app or mail all your items into Shoeboxed and they do it for you.

Every single receipt is human verified for precise reporting of your expenses.

If you upgrade past the Lite package, you even get the receipts sent back to you. Pricing is reasonable, and there are nearly zero complaints about this receipt scanning software. They recently added the ability to scan business cards into your account as well if that is of interest to you and your business. Learn more in our interview with Shoeboxed founder, Taylor Mingos. Concur is an app you can download and use on your smartphone to track your receipts. Simply download the app and start emptying that box of receipts by adding them to your account.

Users have reported Concur to be easy to use, but also say it is lacking integrations and other features. If you know more about Concur, please share with us! Expensify is strictly for businesses to help track company expenses for each employee.

Tracking business expenses can be a daunting task but Expensify tries to relieve that. The NeatDesk Desktop Scanner and Digital Filing System features a quicker scan speed when compared to the NeatReceipts and has the ability to feed documents automatically. It does have a very large maximum page size and integrates with many other programs. When deciding between the mobile scanner and the desktop scanner offered by NeatScanner, it came down to price.

It seems like more of a benefit to have a scanner that is small and compact and also easy to travel with than one that is larger and takes up more space on your desk.

Of course, different things appeal to different people. NeatReceipts Mobile Scanner and Digital Filing System will help you eliminate that paper clutter around your office and home in no time. It connects right into the USB port on your computer to allow immediate scanning. However, if you are in need of a dependable scanner that can automatically organize your receipts and other documents without your tedious care this may be the product for you. Receipt Bank allows you to submit receipts, bills, and invoices by email or using the app.

It extracts the key information including the name of the supplier, invoice number, currency form, tax, date, and total amount. You can then download the data into Excel to create expense reports or use one of the many other add-on partners including Dropbox, Crunch, FreeAgent, Sage 50, Xero, and others.

The downfall to Receipt Bank is tha t you have to scan or take a photo of each item yourself and send it in via email or the smartphone app. But if you are just looking to scan occasional expenses as they are incurred, then Receipt Bank will not be too troublesome. If you have the time to do the scanning yourself and your just wanting a way to organize your items, this may be a good choice for you.

Using a scanner and filing away other important documents electronically is a great way to reduce clutter and stay organized. Learn more about our top picks for scanners. And read more ways to stay on top of your business finances with an online accounting software service. This website contains reviews, opinions and information regarding products and services manufactured or provided by third parties. We are not responsible in any way for such products and services, and nothing contained here should be construed as a guarantee of the functionality, utility, safety or reliability of any product or services reviewed or discussed.

Please follow the directions provided by the manufacturer or service provider when using any product or service reviewed or discussed on this website. View on Amazon.

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Read Review. Visit Website. We are a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for us to earn fees by linking to Amazon. Kimberly Alt.

Kimberly has always enjoyed testing out the latest tech gadgets and loves seeing how things evolve. Although she loves technology, she also enjoys escaping the online world and likes to spend time outside away from the gadgets. Buildium Reviews: The Best Value for Property Managers?

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