Once youʼve installed the software, youʼll need to set up your scanner to scan your receipts, as well as customize your preferences for documents and receipts. After exporting you can easily import receipts into Quicken. Paperless supports exporting receipts to the Quicken QIF format. Next, select the receipts, hit print, and you've already handled most of the work. With Paperless, put items into a category called Medical or Flexible Spending, then create a smart collection for the time period - say, the last six months. Youʼll now be able to search for and find the rebate, without even leaving your desk!ĭo you have a flexible spending plan or a cafeteria plan at work? If so, then you know how much of a pain it is to gather up all the paperwork when the time comes to submit the receipts. With Paperless, scan the rebate in, along with a note that it is a rebate. With Paperless, simply scan in the receipt and warranty, add some notes about the product, and youʼll be able to find them at a momentʼs notice.Įveryone is enticed by rebates, but handling the paperwork and remembering them is a huge hassle. If you have ever had to get a product repaired under warranty, you know how hard it is to find the receipt, or even the information to prove it is under warranty.
Paperless makes gathering information for taxes a snap! In many cases, the IRS (or other tax authority) will accept electronic copies of your receipts. Once you store your receipts in Paperless, you can select the receipts to email, print, or export to PDF. You can also take advantage of your scannerʼs OCR (Optical Character Recognition) software, or the built-in Paperless OCR engine, which can at times automatically recognize and autofill certain fields.ĭo you have to prepare expense reports? If so, Paperless can help. Actually, Paperless can significantly reduce data entry effort: as you add more items to your library, Paperless makes things faster by looking at previous receipts and documents and filling in the information for you. Given all the power that Paperless brings, you may think it takes lots of time to enter new receipts and documents. With Paperless, receipts, documents, and other library items are located quickly and easily. If you've ever looked for a receipt for a warranty repair, or for a document you filed weeks ago, youʼve probably felt the frustration that comes with all the trouble finding them. Quick Retrieval of Documents, Receipts, and other Items Here are some things you can do with Paperless: By storing documents digitally, you’ll reduce the clutter around you, and your use of paper. Paperless allows you to easily scan, store and organize receipts and documents.
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