Are you tired of your Accountant asking you for paperwork at the end of the financial year? Are you sick of filing mountains of paper work? Did you know that there are a number of cloud software storage solutions you can use to organise your paperwork?
At Yield we understand the burden and overwhelm of paperwork and recommend cloud document storage solutions to help reduce the excessive paperwork. We recommend our clients use Xero–File Library and MYOB–In Tray, both of which are inbuilt and free with your software, or alternatively Dext which is a low cost cloud document storage solution that can integrate with both MYOB & Xero.
All of these products have the ability to email documents directly to the software or via their mobile phone App to take photos and have advanced Optical Character Recognition (OCR) technology to identify key information in the document, speeding up transaction entry by filling in what it can for you.
Cloud Document Storage Solutions
Xero File Library contains an Inbox and Contacts folder. You can add any additional folders you need and attach documents to your transactions.
MYOB In Tray can store your supplier bills ready for processing as spend money transactions, creating bills or linking to transactions you have already processed.
Dext allows you to process bills/receipts/invoices/statements directly to MYOB or Xero and can also Archive documents by Supplier, Date, Invoice Number or Category for any document you do not need to send through to your Accounting Package.
If you have MYOB or Xero but have not utilised these features yet or are looking for an online document storage solution, call and speak to Sue to find out more information or to organise training.
Yield Business Advisory
Yield Business Advisory has a team of qualified experienced professionals to guide clients through the many challenges they may face.
We offer comprehensive business advice and financial solutions, and can assist in the following areas:
- Business and product profitability reviews
- Analysis of key performance indicators
- Analysis of industry benchmarking
- Assist with the purchase and sale of a business
- Bank finance and funding reviews
- Employer obligations
- Business restructuring
- Strategic planning
- Asset protection strategies
- Business valuations.
- Family and business succession and estate planning
Contact us today to see how we can help you and your business.
Phone: 08 8562 4332
Email Yield Business Advisory