Belege digitalisieren wie ein Profi: Effizienter Workflow für Geschäftsführer
Die monatliche Buchhaltung kann schnell zur Belastung werden – insbesondere, wenn sich Belege stapeln und erst am Monatsende gesichtet werden. Dabei ist die Lösung simpel: Wer Belege direkt beim Erhalt digitalisiert, spart sich viel Aufwand, Zeit und Nerven.
Der einfachste Weg zur digitalen Ordnung Mit der kostenlosen App «Adobe Scan» lassen sich Belege in Sekundenschnelle mit dem Smartphone erfassen. Die App erkennt Dokumente automatisch, wandelt sie in PDF-Dateien um und speichert sie auf Wunsch direkt in einer Cloud Ihrer Wahl, beispielsweise Google Drive oder OneDrive (Microsoft 365).
Unsere Empfehlung: Legen Sie einen klar strukturierten Ordner an (z. B. /Belege/2025/April), damit Sie oder Ihre Buchhaltung die Dokumente jederzeit schnell wiederfinden.
Der Ablauf im Alltag:
- Beleg erhalten (z. B. Tankstelle, Restaurant, Online-Tool)
- Adobe Scan öffnen, Beleg scannen, speichern
- Zielordner auswählen (z. B. Google Drive oder OneDrive)
- Fertig
Der Vorteil dieses Workflows: Sie haben die Belege sofort erfasst und sparen sich das Nachholen am Monatsende. Besonders praktisch: Teilen Sie Ihren Beleg-Ordner direkt mit Ihrem Treuhänder, damit auch dieser jederzeit Zugriff auf alle Unterlagen hat.
Schlussfolgerung
Wer als Geschäftsführer seine Belege direkt einscannt und cloudbasiert ablegt, sorgt für Ordnung und spart wertvolle Zeit. So wird Buchhaltung zur Nebensache – und das Unternehmen bleibt digital organisiert. Je einfacher der Prozess, desto eher wird er zur Gewohnheit. Genau darum lohnt es sich, in diesen digitalen Workflow zu investieren. Was heute Sekunden dauert, spart Ihnen morgen Stunden. Jetzt ist der richtige Zeitpunkt, Ihre internen Abläufe zu optimieren. Wenn Sie dabei Unterstützung brauchen oder weitere Fragen zu digitalen Tools haben, stehen wir Ihnen gerne zur Seite.
Je einfacher der Prozess, desto eher wird er zur Gewohnheit. Genau darum lohnt es sich, in diesen digitalen Workflow zu investieren. Was heute Sekunden dauert, spart Ihnen morgen Stunden. Jetzt ist der richtige Zeitpunkt, Ihre internen Abläufe zu optimieren. Wenn Sie dabei Unterstützung brauchen oder weitere Fragen zu digitalen Tools haben, stehen wir Ihnen gerne zur Seite.
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