First of all, the importance of communication. We've been sending out info pretty regularly and some of you have been kind enough to say that you found our emails useful.
Of course, it's a balancing act - we didn't want to bombard our clients with a million emails but at the same time there was a lot of info to share!
Secondly, we've learned that no matter how much we thought we used technology there was always more we could do.
So, Zoom came into our lives and we've been having a lot of Zoom meetings both with the team (who are still working from home) and with new and existing clients too.
But even more than Zoom, QuickBooks and Dext (which used to be known as ReceiptBank) have been phenomenal for us.
And it's the simple things that have been most useful.
So, for example, Dext allows you to take photos of your receipts (or email invoices if received electronically) and then submit them using an app on your smartphone. The software then extracts the data from the receipt: date, amount, VAT and even how it was paid (cash, card and so on).
That's clever but the really clever bit is that info can then be posted directly into bookkeeping software - whatever software you use. If you don't use software we can still see everything you've added to Dext and download is as a spreadsheet.
It's brilliant.
And we've learned a thing about QuickBooks, too. QuickBooks is our preferred bookkeeping package but we can work with any software.
So, one of the really neat things is this... when we need info from you (let's say we ask for a missing invoice). You download it from Amazon (say), attach it to an email and send off to us.
Instead, with QuickBooks you can simply drag and drop it into a documents section of the software. We can see it and it's available for you too.
And that's just one of the time saving features we've learned about... there are literally hundreds more.
So, now that we (seem to be) are coming out of the pandemic and the restrictions we'll soon be back in the office. But we are going to keep the lessons we've learned and move to an even more tech focus.
We've created out Digital Package. We’ll provide both QuickBooks
and Dext for a monthly fee of £18 including the VAT. This is a one off deal which we will leave in place for the next month or so.
