Bills, receipts, sales invoices and bank statements can easilypile up. Choose a tool that saves you having to spendtimechasing clients or tedious typing.

HOW TO BUILD YOUR REMOTE TECHSTACK A RECEIPT BANK INFOGRAPHIC

BILLS, RECEIPTS, EXPENSES

If your clients’ business employs people, then payrollsoftware will help make the process faster. Some payrollfeatures are built into your accounting software, an add-onor stand-alone application.

PAYROLL

Make sure it can grow with your client and can keepaccurate, up-to-date records of payroll operations

Businesses must maintain more detailed ledgers to accurately andlegally record financial transactions. Your clients may already have ageneral ledger in use or be relying on spreadsheets.

GENERAL LEDGER

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Receipt Bank saves you 1 hour per client perweek. With the free mobile app, you can snap,save and sort paperwork in seconds.It’s as simple as:

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If your clients’ business employs people, then payrollsoftware will help make the process faster. Some payrollfeatures are built into your accounting software, an add-onor stand-alone application.

TIME SHEETS

REPORTING

If your client has a remote workforce, cloud-basedtimesheet apps can track time against different jobs,plus show which employees are on the clock at anygiven time.

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We recommend using one-two general ledgers acrossyour client-base. The trick is ensuring that all appsintegrate seamlessly.

Connect your reporting app with our general ledger to show your clientat a glance what’s coming up and where the problems might be.

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Taking a photo

Forwarding an email

Linking a bank account

It’s a key question for business-owners. “Have I got enough money for this?Can I pay for that?” Employ a cash flow management tool to analyse yourdata and help forecast and optimise your client finance. As well as savingtime in the day-to-day, it puts you in the position of a strategic advisor.

KEEP IT SIMPLE BETTER CONNECTED DIGITAL STORAGE

Keep your tech stack smart andsupple. Include virtual or onsitetraining when onboarding clients.Regularly review to make sure theirneeds are being met.

Store expense paperwork in an easilysearchable, online archive for as longas your clients need it.

Integrate your apps to updateyour general ledger in real-time,so you can advise on the numberswith confidence.

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