Cambraceres 1 Posted December 31, 2013 Share Posted December 31, 2013 Hello everyone, and thanks in Advance for your assistance. I'm currently in the nascent stages of using Evernote to run office operations for a small developing firm in Va. We build less than 10 houses per year, and are constantly developing new subdivisions. This lead to a daunting amount of paperwork, and the management team was becoming overwhelmed and demoralized by the strain. I was called in from the field to streamline operations and setup a new system. I intend to use Evernote for Invoice review. The owners are in the field, and their oversight is critical to the success of our projects. They are constantly heading back to the home office to review paperwork, just driving all the way in, to sit around and look at pieces of paper. To do away with that nonsense, I want to scan every invoice in, and tag all transactions up for review with an "Attention" tag. The owner performs a search function, for the tag "Attention", and if he is content with the veracity of the invoice, tags it with a signature tag. I then process payment, then scan in the payment record, merge it with the original note, delete the attention tag, and move forward. My current concern is that I tag everything by Date. We will have hundreds upon hundreds of date tags within the year. This will lead to a very cumbersome search function. How can I minimize this? create just one tag per month and allow OCR search to do the rest? Or have no date tags whatsoever? Do I write the date in the title to ensure EN search function will find the information. Thanks a million, also, any other relevant advice is very welcome. FYI, I'm using QB Premier 2014, and dropbox for excel spreadsheets Link to comment
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