Here is a handy workflow to keep track of your reimbursable / billable expenses on the road.

Set-up:

I have an Evernote Notebook that is used solely for professional receipts. This notebook is named “Receipts_Work”. I’ve set up an If This Then That (IFTTT) Applet to send an email when the notebook receives a new note.

When I receive a receipt on the road, I immediately scan it with Scannable then save it to my Receipts_Work Notebook. IFTTT monitors the Receipts_Work Notebook. When the new note is detected, it automatically sends an email to both my assistant and my Omnifocus Maildrop address (so the item is added to my Omnifocus Inbox).

After my trip, I can go back to my Evernote, select all the receipts/notes from my trip and make a “Table of Contents” using a single button push in Evernote.

This workflow simplifies management of reimbursement receipts. Hope it works as well for you as it does for me.

Tagged with →  

2 Responses to Travel Receipt Workflow

  1. Can you add a note to your ToC note after its been created?

    • Jeff Taekman says:

      Yes. It is easy to edit the TOC Note. One caveat: if you plan to share the note with someone else you have to individually cut and paste each note’s public URL.

Leave a Reply

%d bloggers like this: