QuickBooks Online is a real time accounting platform. Thanks to a variety of integrations with banks, crit cards, and more, categorization and data verification happens on a constant cycle. looking, meaningful, and actionable financial data for Calmwater’s clients. Without these fes reporting would be after-the-fact, and less useful for informing proactive decisions.
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Dext has enabl Parks and her clients to go paperless. “Dext makes it simple to capture, process, and share client documents. No one has to complete data entries or keep track of paper receipts!”, she explains.
The annoyance of collecting and organizing receipts: “Go get the mail. Open the mail. Go get a bandage for the paper cut. Discard envelopes. Flatten receipts, sort receipts by vendor/date…” As most accounting professionals know, the process can be tious. Dext allows you to upload receipts on the app, drag and drop, scan, or via email. It automatically extracts the data, preventing what Kellie terms the “squinty eyeball-method of entering receipts”.
“Dext was truly a game changer,” states Kellie.
PlootoPlooto allows you to manage payables and receivables in minutes. Collect payments and pay vendors simply and without breaking the bank. “Plooto is a payment processing platform that eliminates the whole cheque thing,” Parks explains.
This simple management of payables and receivables has fre up Kellie to focus on less menial tasks. Aside from not neing to mail cheques – “Don’t get me start on cheques!” she france phone number list adds – Plooto! spes up the AP and AR workflow.
Kellie describes her process
Sort through to match playground on suhler straße to open bills in the accounting program. Sort and filter in an accounting program to initiate payments. Make sure they coincide with hard copies. Click off payments to be made. Get out cheques betting email list or check the printer to make sure it’s full. Click print now. Reprint rogue checks and add toner. Take cheques to the approver’s desk. Track down approver to let them know cheques are ready.”
Now, using Plooto, she has a simple AP and AR process. “Sort and filter bills to be paid in Plooto. Check off payments to be made, and click ‘pay now’. An email goes to the client for payment approval with attach images of bills. The client approves the payment online on their schule.” No more cheques requir.
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