Have you ever put a work receipt in a “safe place” and then forgot where that “safe place” was? Been there, done that! Microsoft OneNote allows you to keep track of your receipts. The best way to do this is within Office365 this way your phone syncs with your online OneNote!
I will be showing you how to do this with an iPhone today. It works even better with a Windows Phone, but it’s pretty spiffy on the iPhone as well!
The best place to start is OneNote in Office365 on your computer. You’ll need to create a new section in an existing notebook or create a new notebook and make sure it is syncing to your OneDrive. Open up OneNote on your computer it looks like this:
To create a new notebook you can find instructions here, which includes instructions on how to hook it up to your OneDrive.
To create a new tabbed section in an existing notebook, simply click on the + sign on one of the tabs. It will open a new tab and you will be able to name it. I named my Receipts.
So now you will want to make sure it syncs up with your OneNote on your OneDrive. This way you will be able to access it on your phone using your Office365 account. Go to the name of your notebook, and right click on it. These options will show up. Click on Sync This Notebook Now. If you are unsure if this is syncing to your OneDrive, select Notebook Sync Status.
When you open Notebook Sync Status, you have the option to Sync automatically whenever there are changes ( I recommend this one), or you can sync it manually.
If don’t see your notebook in here you can add it. Exit out of this screen and go back to the notebook. Right click on the notebook, and bring up the menu, and select properties which is highlighted in pink here.
When you open up the properties of the notebook this screen will pop up. Where it says Change Location, if it isn’t set up to your OneDrive, select Change Location and find your OneDrive on your system, and have it save there and then it will sync up for you. It will then be accessible by your phone.
It should then show up in your list of notebooks to sync and you should set it to automatically sync when there are changes.
After you have the receipts tab set up and your notebook syncing with your OneDrive you can now go to your phone. This works with iPhones, Windows and Android phones. I’ll be showing you on an iPhone. Open up OneNote on your phone. It will probably ask you to sign in. Make sure you sign in with the account that is syncing with your OneNote/OneDrive on your computer.
When you open up OneNote on your phone make sure you are in the Notebook you created the Receipts Tab. Click on the Receipts tab.
Click on the + button and it will give you options on what you can do, one option is to take a picture. Select the camera icon and take a picture of your receipt. Once you have a nice clean picture of your receipt, select the ellipse at the top right hand corner.
It will bring up some options. Select Sync Now.
Now open OneNote on your computer and make sure it is synced up. There should now be a receipt in your Receipts notebook!
One amusing question, do you see what the arrow is pointing at on the receipt? Why do I need a Bathroom Code??? Should I be afraid?
Do you need to turn this into Accounting? Easy Peasy! Click on the email this page icon.
This will bring up Outlook and you can email it to your Accounting Department! Now you have one place to keep all your receipts!