we use NINOs too.
Just out of interest, are hackers looking to intercept random payslip emails.
I thought they're mainly after the emails that ask a client to make a payment.
A couple of clients recently had emails where the hacker intercepted the email and changed the sort code and account number for the payment details.
Xero is a pain if you have a lot of data entries to make.
Has anyone else found this, as I was about to start using Xero for a relatively big client (200 bank transactions a month) ?
If the client knows how to log on to their bank, why not get them to download into csv format. You can either show them how to do it yourself, or send them a link to the instructions?
Downside is that some accounts only allow a short period for downloads eg Barclays current a/c csv is 42 days max, you need to send reminders to the client each month.
(NB the way technology seems to be going is towards direct bank feeds, which obivates the need for csv imports altogether)
Thanks for your answers, some food for thought.
Funnily enough we have been advised to use sharepoint, but our IT support arent so familiar with it, so we felt we are going out on a limb.
But you have now reawakened my interest. However do you know
1. is there a demo showing a fully blown sharepoint workflow in operation with recurring deadlines (monthly, quarterly, annual) ?
2. presumably it's not feasible to integrate a sharepoint worfklow system into some form of practice management system, with billing, WIP, communications etc ?
agreed first come first served is usually modus operandi, however previous blog comment mentioned extenuating circumstances for jumping the list (eg mortgage, loan, divorce)
It would be great if there was some software that can take the basic workflow data such as
1. client info still missing
2. how far bookkeeping/ accounts are (assuming they could start with missing info)
3. extentuating circmstances for jumping the queue
and present it with filterable lists/ calendars for the manager to happily prioritise
I have a hunch that the fanciest of practice management software cannot with (3) otherwise known as real life
Paul Scholes wrote:
Admin support was originally needed to handling paper & information flow but, hopefully, for most, this has moved to the latter only.
By information flow, do you mean from client to practice or also within practice eg workflow?
Howard many thanks, have just worked way through all the comments on your original email, plenty to digest, but this is great start
Quickbooks Premier keeps old bank recs
One of the few things you get in the Quickbooks Premier version, which is their top of the range version, upgradable from QB Pro, is this very feature - you can view reports for ALL previous bank reconciliations. Howver apart from this and the reversing journal feature, I dont find QB Premier much better than QB Pro
Thanks for your tips on this, I look forward to getting my teeth into this.