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Updated over 3 years ago on . Most recent reply

User Stats

60
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Geri May
  • Rental Property Investor
  • Boise, ID
13
Votes |
60
Posts

Saving Receipts for Booking Purposes

Geri May
  • Rental Property Investor
  • Boise, ID
Posted

What do you all use for saving receipts, I started using Smart Receipts, an app, then found out they do not save items for you when you get a new phone. I am able to save and back them up to my computer but thought there might be a better system out there. What are you all using? I am really trying to get away from saving everything in my Google Drive for many reasons. 

  • Geri May
  • Most Popular Reply

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    Nathan Gesner
    • Real Estate Broker
    • Cody, WY
    41,087
    Votes |
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    Nathan Gesner
    • Real Estate Broker
    • Cody, WY
    ModeratorReplied

    We have a very nice scanner. Everything is scanned to the computer and then backed up on Google Drive. All you need is to develop a filing system to keep them organized. We use [YYYY-MM-DD_Vendor Description and Address]. Even if something is filed in the wrong place, we should be able to search and find it. Examples:

    2021-07-12 - Big Horn Glass Replacement Window for 123 Straight St

    2021-07-12 - Walmart replacement blinds for 123 Straight St

    Our receipts are uploaded to our property management system, tied to the work order and the property. We also file the receipts under the property on our Google drive (no subfolders because it's an unnecessary complexity). If I can't find it in the property management software for some reason, I could always search for a date range, the vendor (Walmart or Big Horn Glass), the purpose (window or blinds), or the address (123 Straight St) and I should be able to locate what I'm looking for.

    • Nathan Gesner
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    The DIY Landlord Book
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