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.

2. Stacey Harmon Kristi Willis
#GetUntethered | @GetUntethered
@staceyharmon
www.HarmonEnterprises.com
@kristifarm2tbl
www.KWSolutionsGroup.com

3. Join the #GetUntethered Community
#GetUntethered | @GetUntethered
groups/GetUntethered
+GetUntetheredBook
/GetUntethered
@GetUntethered
GetUntethered.com

4. #GetUntethered | @GetUntethered
Avalanche of Receipts

5. Skill 1: Photographing receipts
#GetUntethered | @GetUntethered
CamScanner
Android
iPhone
DroidScan
Android
ScanBot
Android
iPhone

6. #GetUntethered | @GetUntethered
Skill 2: Scanning receipts

7. #GetUntethered | @GetUntethered
Skill 3: E-mailing receipts
@ Notebook
# Tag
! Reminder
Turn on auto-filing
to have
Evernote file
with similar
notes

8. #GetUntethered | @GetUntethered
Skill 3: E-mailing receipts

9. #GetUntethered | @GetUntethered
Skill 4: Digital Retrievers
FileThis, IFTTT, Zapier collect
receipts for you and add them
to Evernote

10. #GetUntethered | @GetUntethered
Kristi’s Process: Reconciling Receipts

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.

12. #GetUntethered | @GetUntethered
Kristi’s Process: Reconciling Receipts

13. #GetUntethered | @GetUntethered
Kristi’s Process: Billable Expenses

14. #GetUntethered | @GetUntethered
Kristi’s Process: Billable Expenses

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.

16. Kristi’s Process: Paying Employee Expenses
#GetUntethered | @GetUntethered

17. #GetUntethered | @GetUntethered
Q&A

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]

19. #GetUntethered | @GetUntethered

20. Step 1: Digitize & Centralize
#GetUntethered | @GetUntethered
1. Photograph receipts
2. Scan receipts
3. Email in
4. FileThis

21. #GetUntethered | @GetUntethered
FileThis

22. #GetUntethered | @GetUntethered
Step 2: Clean Up & Review

23. #GetUntethered | @GetUntethered
Step 3: Find & Move Notes

24. Step 4: Bookkeeper inputs into QuickBooks
#GetUntethered | @GetUntethered

25. #GetUntethered | @GetUntethered
Step 5: Move to Processed

26. #GetUntethered | @GetUntethered
At Tax Time:

27. #GetUntethered | @GetUntethered
For the CPA:

28. #GetUntethered | @GetUntethered

29. #GetUntethered | @GetUntethered
Evernote Business Example:

30. #GetUntethered | @GetUntethered
Q&A

31. #GetUntethered | @GetUntethered
www.GetUntethered.com

32. Join the #GetUntethered Community
#GetUntethered | @GetUntethered
groups/GetUntethered
+GetUntetheredBook
/GetUntethered
@GetUntethered
GetUntethered.com

34. Get Untethered with Evernote today!
Code Sept10GH to get 10% off your purchase.
(exp. September 25th)
.pdf / .epub / .mobi
available at GetUntethered.com
Already purchased the .pdf but want to upgrade? Upgrades available for
$4.99. E-mail info@getuntethered.com with your order number.

35. Save the Date!
Next #GetUntethered Hangouts
October 16, 2014 | 10 - 11am CST

36. Special #GetUntethered Hangout
TBD October 2-3, 2014 from San Francisco

37. Stacey Harmon Kristi Willis
#GetUntethered | @GetUntethered
@staceyharmon
www.HarmonEnterprises.com
@kristifarm2tbl
www.KWSolutionsGroup.com