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ScanSnap and Hazel Is A Match Made In Paperless Heaven

I did install the scanner software on a new mac, and checked . Stay up-to- date by subscribing to the Comments RSS Feed for this post. Paperless for Mac and Paperless for Windows reduces your need to keep paper Make sure the latest update to scanner drivers are installed on your PC. There is now ScanSnap Receipt Software - how is it and how does it work? In this example, it has detected the date, amount, tax, and card of my On the Mac, this is stored in ~/Library/Application Data/PFU/ScanSnap.

Combining and Splitting Receipts I have found the ScanSnap Receipt software pretty smart about automatically splitting receipts. If I scan two receipts with in one shot, it automatically splits them out to two separate receipts in the software.

However, if you need to combine receipts or split manually, you can do this. Combining Receipts To combine receipts, you can highlight the rows that you want to bring together, right-click, and hit Combine.

Fujitsu ScanSnap software and the bit-only future | The Robservatory

When you do, it will bring the receipts together and sum up the amount and the tax. Splitting Receipts You can also split up a receipt. This is handy if you have different categories, or perhaps part of a receipt is for Business and part is Personal.

I right-click the receipt and choose Split, and I can make those changes. Once you do that, the receipt goes back into the Unchecked state and you can go in and review the changes. Searching and Filtering Receipts A nice thing about having all these fields to work off of is you can do some slicing and dicing to see and export just the receipts you want.

Once you press that, you can add up to three levels of filters. You need to connect it to the company file, map the data for transferring, and then you can move data over. You can export an individual receipt or the selected receipts, which is where filtering can come in handy.

File management 21st century style. Paperless for Mac and Paperless for Windows reduces your need to keep paper documents of any kind.

ScanSnap iX500 Compatibility Status With macOS Mojave v10.14

Simply scan your receipts, bills, statements, warranty cards — any type of paper and the OCR function of Paperless recognizes the data and automatically adds it to the Details Window. Make more notes, assign categories — all the tools you need for a neat and clean digital filing system is all right there in Paperless. Order and peace of mind. Do you scramble around searching for your medical receipts? With Paperless, you can create a library for everything — financial to medical to those product manuals for all your tools hanging in your basement.

Store and organize it all, safe and secure.

  • ScanSnap Manager
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  • ScanSnap and Hazel Is A Match Made In Paperless Heaven

I have been using Paperless since the beginning of However, once you have those keywords assigned, how does that help you? For years now, I have been engaged in a torrid love affair with a Mac application known as Hazel from Noodlesoft.

At a very high level, it lets you create rules to automatically keep your files organized.

ScanSnap Manager free download for Mac | MacUpdate

I wanted to do something that would marry the searchable goodness of the ScanSnap with the ninja skills of Hazel. That will tell it to look for any highlighted text and turn it into a keyword in the PDF. You will, of course, want to choose a folder to save the PDF to. Make a note of this folder because we will need it when we switch to Hazel. In my case it is called ToMove.

ScanSnap Receipt – Initial Overview

Anyways, now take your pen and highlight the word or phrase that you want to move the file based on. If everything worked properly, you should see the text that you highlighted. Open up Hazel and on the left side, click the Plus to add a new folder. Now in the right pane, click the plus to add a new rule.