inBuild’s Post

At Milient, we've witnessed how inefficient invoicing can hinder business operations. Our blog post dives into methods to simplify invoicing, like distributing tasks effectively and involving project managers more. #BusinessOperations #InvoicingTips

What does a root canal and invoicing clients have in common? No one wants to do either of them... I often hear from too many Owners that they are spending weekends catching up on 3 weeks worth of time entries to catch up on billing rather than spending time doing the things they truly enjoy. As a business owner, I understand. But, the truth is, you should not have to give up your weekends to get your invoices sent out to clients... There IS a better way. In my latest blog article I dive into the real reason why streamlining and automating your Autotask Invoice process is CRUCIAL to you and your business.. Ready to reclaim your weekends and boost your profits? Read on...

The future of management is here. PaperLite: Not just a platform, it's a game-changer. Get ready to win! Book your slot for a personalized demo. https://shorturl.at/gyC49. #PaperLiteClientFocus #OrganizeAndConquer #PaperLiteWins #PaperLite #PaperLiteManagement #taskmanagement #management #PaperLite #PL #TaskManagement #Accounting #Finance #ManagementTool #taskmanagement #productivity #projectmanagement #timemanagement #software #business #productivitytips #task #management

Are your contracts scattered across emails, folders and desks, making it a challenge to stay organized? Say goodbye to the chaos with our CONTRACT MANAGEMENT SOFTWARE. 💻 We understand the pain of manual contract management – the missed deadlines, overlooked terms, and the sheer time drain. Our solution streamlines the entire process, bringing all your contracts under one digital roof. 📂 Bid farewell to the hassle of version control and embrace efficiency. Our solution automates routine tasks, allowing you to focus on strategic aspects of your business. The pain of manual contract management is real, but so is the relief our software brings. Elevate your contract management game - organized, efficient, stress-free! 🙂 Call now for Demo: +91-9819384405 UME Innovations Pvt. Ltd. www.umeinnov.in #Contract #ContractManagementSystem #Automation #Reminders #Alerts #StayOrganized #Streamline #UnderOneRoof #Efficiency #Automate #Strategic #Elevate #Organised #Efficient #StressFree #UME #UMEinnovations #umeinnov #EntrepreneurSolutions #Accounting #Software #eInvoice #AccountingSoftware #BookKeeping #Finance #ContractManagement #DividendDistribution #ComplianceManagement #GST #MultiStateGST

What could go wrong with your finance implementation? I asked Catherine Jirak, Nick Blades and Philip Peck that question, and they gave a variety of answers that looks like a how-to guide on what to do...and what to avoid. More at www.AFPonline.com and https://lnkd.in/dBTNxtX. Some of my favorite bits about where clients go wrong: ➡ Overly focused on features. Too many clients just define the features and functions that they are looking for, but it’s even more important to define what business objectives are paramount to the success of the project.  ➡ Vendors who agree too easily. Avoid vendors that just agree with everything their customer says. Our customers spend a lot of money on their implementation partners and are looking for our advice a lot of times. We encourage our teams to push back on the customers when we believe they are going down the wrong path. ➡ Cost cannot be the only decision criteria. The choice of the software vendor and the implementation partner should incorporate a balanced approach, looking at multiple variables and lenses. ➡ Remember...An IT implementation is not about the technology and the go-live date; it is about integrating people and data to facilitate business planning.

📝 Documenting workflows, procedures, and policies is critical for delegating work while maintaining consistency and efficiency in client work. You can’t delegate effectively without clear guidelines—heck, you may not even be able to do the work well yourself without clear processes. “The hardest part of going for a run is putting on your shoes.” Don’t let yourself be overwhelmed with the thought of crafting up workflows. Start small, with the easiest ones to implement that will create the biggest wins for you. 1️⃣ Document where you are comfortable—likely a spreadsheet. Then, import it into a workflow app to add fun elements like client communications and tasks, dependencies, and automation. Always be iterating. Don’t think you need to build the perfect workflow. Just get started. 2️⃣ Build your workflows based on the outcome you are trying to achieve. • Work backwards from the goal of the process. 3️⃣ Build your workflows based on milestones. Bookkeeping could look like this: • Collect/verify receipts • Clear bank feeds • Reconcile accounts • Review and report • Close books • Add subtasks, best practices and descriptions as you go. 4️⃣ If it is critical it gets done, even if it seems silly to add it as a task - add it. Closing the books is critical and seems like such an obvious task. But it’s easy to forget, and the fallout can be enormous. Don’t let starting be the thing that stops you. Check out Financial Cents here - https://hubs.li/Q02NsSQh0 (20% off for 3 months with code: TWWH)

DocLink by Altec eliminates your manual processes, automating and streamlining transactions in accounts payable and beyond. DocLink helps companies better manage their data by going paperless and touchless, automating workflows and streamlining all vital document processes. With DocLink you can #digitally transform your operations for increased visibility and productivity in any department – accounts payable, accounts receivable, #humanresource , sales order processing, legal, and more. #documentmanagement

Invoicing is a critical aspect of professional services project management, as it affects your cash flow, your profitability, and your client relationships. But invoicing can also be a complex and time-consuming process, especially if you use manual or outdated methods. That's why you need to leverage technology to simplify and streamline your invoicing. #projectmanagement #professionalservices #invoicing #technology https://wix.to/AL3XG6Y

Digital Transformation with DocLink will be a game changer for your business! #DocLinkbyAltec #digitaltransformation #artificialintelligence #documentmanagement

This automation organized 38 documents into date-based folders in... *checks stopwatch* 60 seconds. Now it checks for new ones every day. This automation was built for a bookkeeping client. It checks daily for statements from LedgerSync LLC, organizing them in client folders by month and year. By implementing this system across 100 clients, it saves a substantial amount of administrative time. For small to medium-sized businesses, manually managing documents for multiple clients can be a major time drain. This automation is a practical example of streamlining routine tasks and improving efficiency using no-code. By ensuring that all records are accurately organized and easily accessible, the client can maintain high standards and overall business operations.