It’s hard to believe it’s been a year since last year’s NAPO conference! That’s the National Association of Professional Organizers, in case you’re not familiar. I got to travel to the beautiful city of New Orleans to represent Neat at this event last year, and I’ll be heading to Scottsdale next month for this year’s conference, which I greatly look forward to. But it got me thinking about last year’s trip…
Being on assignment for the company, I had to keep detailed records of every dollar spent (excluding recreational spending, not that anyone has time for such a thing in New Orleans) so that I could be reimbursed upon my return. It’s a good thing Neat is the perfect tool for creating expense reports! This process started well before I left Philadelphia, with booking a hotel room. The hotel sent me an e-receipt that normally would have languished in my inbox along with thousands of other previously read emails. There was a time when e-receipts like this would need to be printed out and stapled onto an expense report – which frankly I see as a total waste of paper.
Neat feels the same way, which is why NeatCloud comes with a built-in email address where you can forward important files, like receipts, and have them automatically undergo the Neat treatment. I forwarded the email from the hotel into NeatCloud and moments later it was alive and well in my Neat filing cabinet, with all of its relevant information parsed by Neat’s technology, just like a traditional receipt.
With my first official NAPO receipt in Neat, I decided it was time to create a folder for the trip. In a few seconds, I carved out a little niche of digital real estate to store everything that I needed for my upcoming adventure. Besides a place to keep all my receipts, I also made a subfolder where I could keep things like maps, conference information, flight info, and other important stuff that I thought I might need to have handy.
Speaking of flights – it wasn’t long after booking the hotel that I also got to forward the receipt for my plane tickets into NeatCloud. Now that hotel receipt didn’t look so lonely !
The next receipt in came a few weeks later, from my cab to the airport. Here’s where things really started getting fun – I used the Neat mobile app on my phone to snap a picture of the receipt, and into NeatCloud it went! This became the theme of things for the trip. Get a receipt, take a picture, file it away. Couldn’t be easier. And I never once had to worry about losing the original, because I had the security of a digital copy. My expense report was being built piece by piece, and instead of making more work for me, it was actually all making things easier.
At the end of it all, creating my expense report was as easy as pulling up the app, going to the folder I’d created for the receipts, and tapping a button. Neat knew all the numbers already (with NeatVerify, anything I scanned on my phone had already been double-checked by a real, live person, so all of the info was as accurate as can be). Literally I just had to tap a button, and the expense report was created and ready to be emailed right from the app. It could not have been easier.