My Organized Biz

Wednesday Makeover - Jen gets help with receipts!

by Jennifer Hofmann on April 16th, 2008

(www.myorganizedbiz.com) - The b5 Business Channel is hosting an April Scramble where all the bloggers switch blogs and topics for a day. Today’s Makeover Wednesday is written by by guest blogger Yvonne Russell from www.homebiznotes.com.

Jennifer Hofmann is the queen of organization here at My Organized Biz, so the pressure was on when she asked me to help with one of her own organization issues.

Jennifer sent me a photo of her receipts piling up and said -

I can’t get myself motivated to enter my receipts. The picture features my system of sorting them, but it’s not working because they’re now piling up on my desk.

Seriously, it’s embarrassing, but I haven’t put them in my Excel spreadsheet since the end of January. And every time I try to use the desk, I have to shove them around or try to ignore them but it’s not working.

In a perfect world, I’d enter them regularly, like weekly. But I am so busy it’s just not happening. I’d love some ideas about how to make it more fun, less painful, or just have them disappear into thin air. :)

My Suggestions:

My first suggestion is to minimize the number of receipts you need to deal with by -

• Direct debits – For regular expenses e.g. phone, internet, mail etc. see if you can get your bank to direct debit these from your account so the payment goes through the bank.
• Credit card payments – For non regular purchases, use a credit card, but make sure you pay it off before the interest starts to kick in so it is cost neutral. Both direct debits and credit card payments will show on your bank statement so you have the details without the receipts.

For the remaining receipts -

Instead of letting them pile up, put them straight into an accordion file or 3-ring binder with pockets, divided into suppliers and/or date order. They will be in order ready for you to enter them on your Excel spreadsheet when you are ready.

They will also be off your desk, and out of sight, which may help both space wise and psychologically.

If you really hate this task, and thinking about it is affecting productivity, would you consider outsourcing to a virtual assistant? If you can’t justify the expense, maybe there is a task or service you could barter as a swap.

Have fun, Jennifer. I look forward to the “After” photo when you have tamed those pesky receipts.

Yvonne Russell is a freelance writer and professional blogger at Grow Your Writing Business, Small Biz Mentor and Home Biz Notes.

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POSTED IN: Declutter and downsize, Finances organized, Wednesday Makeover