![]() ![]() Under the mac’s PDF menu, there is an option to “Add as receipt to NeatWorks”. Check with your accountant.ĭigital receipts from online purchases get added to NeatWorks through the print dialogue. Note that the IRS accepts digital copies of most receipts, but if it’s over a certain amount I think they still require the original. Receipts get scanned on my ScanSnap, but I use the software from Neat Receipts to organize it all (the standalone software is called NeatWorks). I used to use “Yep” for this purpose, but after the latest updates to Yep I find I like Leap much better. I use “Leap” to organize and view my PDFs. Once they’re OCR’d, I file them in their folders manually (some of this could be further automated with Hazel when I get around to it). They all go into an “Incoming” folder to start out, and then I can drag them onto an applescript droplet that will batch-OCR them with Acrobat. Other things that exist as paper - model releases, contracts, etc - get scanned on my Fujitsu Scansnap. I use Hazel to watch my Downloads folder and automatically move things into appropriate folders (so, for example, any PDF that contains the phrases “Consolidated Edison” and “Total Amount Due” is definitely a bill, so Hazel files it in my “ConEd Bills” folder by year and renames it appropriately). Things that I can get paperless to begin with (bills, etc) get downloaded as PDFs. I have a folder called “Filing cabinet” that contains folders and documents in the same structure as my old hardware filing cabinet. I’m still working on this myself, but here’s how far I’ve gotten: I don’t use either personally but have been told great things about them all. Now once you get everything in digital format, how to track it all, at least on local machines? Unfortunately, since we run OS X everywhere and live a very pain- and anguish-free office life (“Have you tried it? It’s new but good!”) I have zero Windows recommendations…īut check out both Papers ( ) and Ironic’s products ( ). And for open source, it “feels commercial.” I usually raise an eyebrow at most open source-based end-user experiences, but Redmine is simply without peer. Can serve as an intranet – tracking tasks, projects, dates, host wikis, host document, files, track time, etc. It’s not hardcoded for software development conventions, and is pretty damn easy to customize for specific industry needs. The reality though is that it could be used for all sorts of other industries. Technically it’s a bug & project tracker for software development. Great for long-form note taking, accessible from anywhere. Basically anything I’d normally use a Post-It for, or a page-as-todo-list in my one paper-based (!) notebook, goes into Things instead. I don’t do that new-fangled GTD stuff but Things is indispensable as a test-based knowledge repository. And for a less pricey option (err, for the horde), Doxie. What services do you use? Or dream of? What services does your company use to help you go digital? I now log onto my Google Docs account while in class, check the boxes and save. I used to bring a print out of my Class Rooster to class every week to keep track of attending students. I have all my files on me at all times, at a click of a button. As well always accessible on my iPhone and iPad. All my files, always synced on my various computers, at all times. Online based Project Management Tool Basecamp keeps me from printing out documents, knowing they are all up there in the cloud, always accessible.ĭropbox. Fantastic app, highly recommend it to turn that receipt, that you might otherwise lose, into a pdf and store it in your files.ĭon’t own one yet, but it’s on my wishlist: Neat Receipts Scanner and Filing Software. Email your photos as a PDF, back them up with various different services like Evernote or fax them. JotNot iPhone App, basically a scanner in your pocket. Here are some of the ones I use on a daily basis: What tools do you use (or know of) that help us in the quest to go digital and say goodbye to paper? ![]() Based on my question from two days ago, I would like take the conversation a step further by asking the following: ![]()
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