Collecting Receipts

When: Once per week

How:

  1. Log into the amanda@rushdigitalmarketing.com email account
  2. Open the Receipts folder/label
  3. Save any unread as a PDF
    1. Always use this format: COMPANY receipt DATE
    2. Example: Zoom Receipt 10.23.20
  4. Repeat until all unread receipts have been saved as a PDF.
  5. Move all PDF's to the correct folder in Bookkeeping folder.
  6. Delete PDF's from your computer.

Video: https://www.loom.com/share/49905c99d5094a2a8eeab585306f718b