Every small business owner has to deal with paper throughout the day. But not all tasks have to be printed on paper. Here are 5 going paperless apps no small business owner can do without. I know I sure can’t.
Apps to help you go paperless
Trip Travel Apps
Apps like Tripit hold all your travel information, such as hotel, airline, and car rental. You can even email your itinerary to a person so they have your information as well. This is great for sharing your schedule with your coworkers and clients (Affiliate Link).
Business Reward card apps
Some apps are Keyring, GoogleWallet, or Apple Wallet. These apps hold all your reward cards in one place. Tip: Save money on your national restaurant rewards cards on the go.
Have a Password Protecting App
LastPass is one of the most popular password manager apps for both personal and business use. This app offers business teams sharing password service packages. Visit their website for more information.
Notetaking apps
Notetaking apps like Microsoft OneNote and Evernote offer you a place to store clients (Affiliate Link) and associate reference information. They look like a notebook and can be used like one.
GPS apps
While these apps are on every phone, making sure you stick with one will greatly help you. Store all your client addresses and locations in your GPS app by adding them to your favorites. This will help if you are unfamiliar with it and need to get to another client. It will be easy to look up the address if you have it in there already, saving you time on travel and money on gas. I like to save locations that I go to frequently so I do not need to retype the address every time.
Pick up an Online Bookkeeping App
Using an online application like QuickBooks Online or FreshBooks (affiliate) will help you keep the paper to a minimum. Ask your clients (Affiliate Link) if they are OK with emailed invoices. Explain to them that you want to go paperless for the environment. If they agree, you can gather email addresses for your clients (Affiliate Link) and add them into the app for easy sending when you invoice.
Keep in mind that these apps are subscriptions and will be additional charges.
Try this if you wish to download the invoices on your computer to keep a digital copy. Ensure each filename has a distinct invoice description, such as 2024-Smith-5. Creating filenames like the year invoiced, the client’s last name, and their assigned invoice number works nicely. You can easily find and print them if you need to print them out.
Create well-organized systems to keep paperless business bills on your computer.
If you decide to keep bills in PDF form only, make a folder for each payee so you can have all the payee bills in one section if you even need to reference it. Not all sites keep the bills accessible for over six months, so keeping them on your computer will give you a backup. Visit our post, which will help you create digital filing systems for your home. How to Make a Well-Organized Business Digital Receipt Organizer
If you want information on organizing paper and digital file systems, check out our ebook. The Best Practices for Digital and Physical Filing Systems
Scan your expense receipts.
When you have receipts that are physical papers, you can scan them into your system using an app like:
Android version:
Apple:
Tiny Scanner – (You will need to purchase it – the free version doesn’t allow many scans).
Where to place scanned documents?
You can connect these apps to Dropbox, Google Drive, OneDrive, and Evernote, where you can create a folder just for this year’s receipts.
Creating a digital file structure will help you keep your documents organized and easy to use. Always start with the calendar year as your main folder. Change the filename so you know what it was for. Using the payee name and date works nicely for easily retrieving the digital document.
If you physically need a scanner (Affiliate Link) in your office, check out your printer. There may be a scanner (Affiliate Link) built-in. If not, you can purchase a small scanner (Affiliate Link) for your office. I found these on Amazon (affiliate).
Scanner: Epson WorkForce ES-50 Portable Sheet-Fed Document Scanner for PC and Mac
Buy Now →
Buy Now → (Affiliate Link)
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Conclusion:
Well, there you have it. Going paperless may be easier these days, but be careful; not having a system when going paperless can create more of a stressful workplace than having papers stacked in your office. Make sure to keep your system easy to use and be sure everyone in your office knows and understands the process.
Note: I used these apps in the past and recently. If you wish to use any of these apps, be sure to do your research to make sure these apps would work for you as well.
Disclosure: I will get a small commission at no additional cost to you if you click-through and purchase from Amazon or FreshBooks.
Let me know how you went paperless. I would love to hear from you.
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