Remove Calendars Remove Credit Card Remove Gifts Remove Policies
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How to Get Organized Using Lists

Ian's Messy Desk

She has lists of gift ideas, quotes for greeting cards, honey-do’s and much more. These are a few of the lists he keeps on his handheld device: Account and $ numbers - credit card #s, PIN #s, etc. ( Gifts - organized by people and/or a general list of neat things to buy for others and where to get them.

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The tricky world of expenses

Practically Perfect PA

Do you have an expense policy in place? If you don’t have an expense policy, speak to other assistants and see if there is a common approach to expenses. You have to decipher all of this by looking at the date on the receipt and in their calendar and try to work out what they were doing… Sounds familiar?

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