As many of you know, we are utilizing Microsoft OneDrive as our cloud storage solution. It is part of Microsoft 365, the suite of productivity apps which include Word, Excel, Outlook, PowerPoint, etc. Each user at ARM has access to 1 terabyte (that’s 1000 Gigabytes) of cloud storage.
While you can, and should, use OneDrive on your company laptop or desktop to save your documents, pictures and files, you can also use OneDrive to save copies of receipts and invoices that you might need to use later for an expense report.
Consider this scenario: You’re on the road, and you need to stop for fuel. Once you finish gassing up your vehicle, you conscientiously print out a receipt for your purchase, as you know that you will need to attach a copy to your weekly expense report. The problem is that it’s sometimes hard to know where to keep that receipt so that it won’t get lost or accidentally thrown away.
OneDrive has a quick, easy solution for this problem. You can scan the receipt as a pdf file with your phone and save it directly to your OneDrive account. If you don’t have it already, download the OneDrive app to your smartphone, and log in with your ARM (or GSET) email address and password. Next, create a folder in OneDrive which will serve as a repository for your receipts.
To scan a receipt, navigate to the folder where you want to save it, then tap on the + sign, then tap Scan.
Your phone’s camera will be activated, and a thin, blue border will display around the receipt. The border represents what will be captured when you tap on the Document button at the bottom. Be sure that the important parts of the receipt are inside of the border.
Once you tap Document, OneDrive will clean up the receipt and eliminate anything outside of the blue border, leaving only the important information.
Now that the receipt has been captured, give it an appropriate name (e.g. I put the date of the receipt, along with the location/vendor). Within a few seconds, the receipt will be uploaded to your OneDrive account and will be automatically synchronized to the corresponding folder on your computer. It will now be available to add to your expense report in Ajera, leaving you one less headache.
Here’s a quick video walk-through of these steps.
If you have any questions or experience any issues, please feel free to reach out to ARM IT support at help@armgroup.net or (717) 508-0563.