Document Workflow Services
Now, more than ever, it’s important to be efficient. Many managers are doing more work with less staff. Time spent looking for important documents is time wasted. Forgetting to process critical documents in a timely fashion can cost you money.
Initially, paper clutter can be sorted into three piles: Active (requires action by you), Pending (awaiting someone else’s action) and Passive (needs to be filed/stored for possible future retrieval). It’s the next step that confounds most people - the creation of a sub-system. If you have 100 papers that need to be filed, how do you sub-divide them into categories?
For example, if you have to store a copy of your 941 tax return, do you file it under “Federal” or “Taxes” or “Payroll?” There’s no “right” answer. The solution depends on how you think, what your physical workspace allows, and on what makes sense to you.
Our consultant, Cheryl Norris, was a professional organizer for 10 years, specializing in construction office organization. Her business was aptly called Order Out of Chaos. She has also worked with Sage Timberline Office for over 15 years, first as a user, and now as a Certified Consultant in both Accounting and Project Management. She works with two products which boost efficiency and productivity, Document Management and My Assistant.
Document Management is a Sage application which electronically stores, organizes, shares and retrieves your documents. With a compatible scanner, it can handle paper-based documents, as well as those created electronically. Some of you have already purchased this product, but have yet to take advantage of its many time-saving features.
My Assistant is a third-party product designed to work with the Sage database. It can send you an e-mail reminder to file your quarterly payroll taxes. It can automatically generate an e-mail to your vendor (or to their insurance agent) whose workers’ comp is about to expire. Imagine the hours this alone would save in preparing for your annual insurance audit.
Don’t wait for the arrival of the New Year to put new processes in place that will save your company time and money. Call today to schedule a consultation. You can reach Cheryl Norris directly at 703/534-0166, ext. 115 or E/M Cheryl.Norris@fcatech.com
Document Workflow Services
Now, more than ever, it’s important to be efficient. Many managers are doing more work with less staff. Time spent looking for important documents is time wasted. Forgetting to process critical documents in a timely fashion can cost you money.
Initially, paper clutter can be sorted into three piles: Active (requires action by you), Pending (awaiting someone else’s action) and Passive (needs to be filed/stored for possible future retrieval). It’s the next step that confounds most people - the creation of a sub-system. If you have 100 papers that need to be filed, how do you sub-divide them into categories?
For example, if you have to store a copy of your 941 tax return, do you file it under “Federal” or “Taxes” or “Payroll?” There’s no “right” answer. The solution depends on how you think, what your physical workspace allows, and on what makes sense to you.
Our consultant, Cheryl Norris, was a professional organizer for 10 years, specializing in construction office organization. Her business was aptly called Order Out of Chaos. She has also worked with Sage Timberline Office for over 15 years, first as a user, and now as a Certified Consultant in both Accounting and Project Management. She works with two products which boost efficiency and productivity, Document Management and My Assistant.
Document Management is a Sage application which electronically stores, organizes, shares and retrieves your documents. With a compatible scanner, it can handle paper-based documents, as well as those created electronically. Some of you have already purchased this product, but have yet to take advantage of its many time-saving features.
My Assistant is a third-party product designed to work with the Sage database. It can send you an e-mail reminder to file your quarterly payroll taxes. It can automatically generate an e-mail to your vendor (or to their insurance agent) whose workers’ comp is about to expire. Imagine the hours this alone would save in preparing for your annual insurance audit.
Don’t wait for the arrival of the New Year to put new processes in place that will save your company time and money. Call today to schedule a consultation. You can reach Cheryl Norris directly at 703/534-0166, ext. 115 or E/M Cheryl.Norris@fcatech.com