Tips From T. Marie

JUNE 16, 2023

Picture this: you’re searching for that important document amidst a sea of random files named “Untitled” or “Final_Final_Final_Version.” Remember the days of faxing documents , emailing hefty attachments or carrying USB drives like precious cargo? Sharing: Let the Files Fly! It’s a win-win!

Filing 163

Filing Dropbox Collaborate Google 163

Productivity Bits

JUNE 20, 2017

We’ve all been there: Keeping and storing documents that we deemed important throughout the years only to walk into the home office space one day and see a mountain of papers staring back. Another great feature of quality scanners is the ability to make documents searchable. This can be magnified ten-fold if you work from home.

Home Office 100

Home Office Filing Google Docs Credit Card 100

BMT Office Administration

AUGUST 9, 2023

You can e-file your 941s directly with the IRS after purchasing IRS-approved software and scanning and attaching Form 8453-EMP. By the 2026 filing season, the IRS says all paper documents—correspondence, nontax forms and notice responses—will be processed digitally. MeF accepts files in the XML format only.

Forms 52

Forms Filing Payroll Agencies 52

Small Business CEO

JULY 5, 2013

With flexible working and Bring your own Device (BOYD) policies becoming the norm, it is increasingly difficult for business owners to keep track of one of their most valuable company assets, i.e. their business-related documentation. Entrepreneurs documents management' Do you need an onsite, hosted or hybrid solution?

Management 40

Management Filing Legal Medical 40

Eco-Office Gals

MAY 29, 2018

Check out the list below: Go Paperless – Are you still printing out documents and sending correspondence through the postal service? There is software that can be used to draft documents, store files, and email correspondence electronically eliminating, or at least, reducing the need for physical paper.

Carbon Footprint 140

Carbon Footprint Postal Service Telecommuting Environment 140

BMT Office Administration

MAY 9, 2022

Implementing and documenting standard operating procedures (SOPs) is a great way to make sure that all staff members are completing their tasks in the correct manner. A standard operating procedure (SOP) is a detailed document with step-by-step instructions on how to properly complete a task. What is an SOP? How to format an SOP.

Payroll 72

Payroll Forms Expenses International 72

BMT Office Administration

DECEMBER 19, 2022

Then there are performance reviews and each employee’s history of disciplinary action, both of which are essential documents that can help you avoid litigation following a termination. Whether you use cloud-based software or old-school metal filing cabinets, having an employee recordkeeping system in place at your company is a must.

Medical 52

Medical Payroll Filing Legal 52

BMT Office Administration

DECEMBER 13, 2022

Cloud-based project management software has revolutionized how companies manage their workflows, time-tracking, and communications for years now. Yet, how do you know which project management software tool to recommend? Trello was the brainchild of New York software company Glitch in 2011 before launching as its own company in 2014.

Management 52

Management Project Management Forms Calendars 52

BMT Office Administration

MAY 31, 2022

He put Laura in charge of going through a bunch of drawers with instructions to make folders to organize papers of current worth, box up other documents that somebody might need down the line, and toss insignificant and old material. Fires, floods, and even spilled cups of coffee can render physical copies of documents unreadable.

Management 52

Management Legal Policies Filing 52

Small Business CEO

JULY 20, 2010

The solution for this is to find software specifically designed to do some of these tasks and help eliminate the burden. Many business managers are on the lookout for software that can help them do the tasks while improving their business. But of course, the software is not only limited to this functionality.

Management 40

Management Project Management Calendars Purchasing 40

Jen Lawrence

JULY 28, 2022

Every software sends you a “Welcome/Getting Started” email. For this, you will want to gather the necessary information, such as client contact information and existing contracts, and other documentation. Your Account settings are used throughout the entire CRM so ensure you handle that upfront. Watch the Onboarding Video.

Legal 52

Legal Forms Finance Purchasing 52

Tips From T. Marie

APRIL 11, 2016

In my experience many law offices often have antiquated computer equipment and software. So much so that I’m no longer shocked to find a paralegal asking me to send a.doc formatted document because they are still running Word 2002 or to find out the operating system they are on is Windows 98. I’m not shocked at all.

2002 100

2002 Equipment Purchasing Stress 100

Tips From T. Marie

JANUARY 29, 2015

I already had my computer, Microsoft Office software and internet connection, so for everything else I needed I looked for free alternatives. The free graphics program I used required more steps to the desired result than a purchased one would have. I purchased my domain, hosting and use a premium (paid) theme for my website(s).

Purchasing 100

Purchasing Fax Training Budget 100

BMT Office Administration

OCTOBER 4, 2022

That led to the creation of numerous employee monitoring solutions, including computer monitoring through cloud-based software, GPS tracking, keylogging, and other methods. Not only that, but certain businesses have used employee monitoring software for many years before 2020. The history of employee monitoring’s various forms.

Filing 52

Filing 2020 Suppliers Social Media 52

Ian's Messy Desk

MARCH 1, 2012

When the HVAC system was installed, someone thought we might want the user manual for the system: a 400 page PDF document. Instead of filing the PDF on the network, the document was printed and placed in a filing cabinet , where it will sit until doomsday. Invest in equipment and software. We really didn’t need the manual.

PDF 100

PDF Filing Policies Purchasing 100

Ian's Messy Desk

AUGUST 3, 2011

Version 1 came bundled as bonus software with a scanner I had purchased and I have stuck with it through its evolution to version 4.5 (pre-release). Apart from e-mail service, it is my most used piece of software. Like any good software, familiarity with tips, tricks, shortcuts, etc., pre-release).

Social Media 100

Social Media Purchasing Travel Email 100

Ian's Messy Desk

JANUARY 15, 2014

When the HVAC system was installed, someone thought we might want the user manual for the system: a 400 page PDF document. Instead of filing the PDF on the network, the document was printed and placed in a filing cabinet , where it will sit until doomsday or at least until someone cleans out those files. Personnel and payroll records.

PDF 100

PDF Filing Policies Purchasing 100

Recruit CRM

FEBRUARY 5, 2019

Basically, if you pay your recruiters $3000 per month expect to spend between $30-$90 on their CRM software. This happens all the time, you buy something only to realize that half of the things you need are not available in the software you bought. Make sure you discuss this with the ATS provider before you make the purchase.

Resume 88

Resume Agencies Budget Social Media 88

Stephanie LH Calahan

FEBRUARY 7, 2013

You either needed to purchase expensive software or have a graphics person create the file for you. When you go to "print" a file, there's an option that allows you to save it as a pdf document. The other day my client asked me how to create a PDF file. "  ~Meggin McIntosh. 3 -- "I use a Mac.

PDF 100

PDF Filing Microsoft Word Expenses 100

Professional Assistant Blog

OCTOBER 15, 2008

Dont Have the Software? If you are interested in purchasing a copy, you can find Adobe Acrobat products here. There are other ways to implement this, depending on the software that you are using, but let’s keep this simple for now. Now select Microsoft Office Document Image Writer. Dont Panic!

PDF 100

PDF 2008 Cubicle PowerPoint 100

The Small Business Blog

MARCH 15, 2013

With the Single Customer View in our Cloud CRM software you are able to get the most out of any project that your business decides to embark on and ultimately improve your efficiency. Product history: Store a historical record of what the customer purchases and any service requirements or issues they might have had.

PDF 100

PDF Filing Expenses Purchasing 100

Jen Lawrence

JANUARY 18, 2019

Even being small, I still have to keep track of business licenses, client contracts, EIN documentation, web logins… the list can go on and on. My business license was sitting in a folder amongst a bunch of other random documents. And oh yeah, what is my password for that software? Enough was enough. Perfection!

ASAP 40

ASAP PDF Legal Finance 40

Page Personnel

AUGUST 26, 2022

Those in an office manager role need to know how to manage processes, procedures, documentation, project management and communications. For example, answering phones, taking messages, purchasing office equipment, working with relevant software and filing paperwork.

Management 52

Management Payroll Fax Suppliers 52

Productivity Bits

AUGUST 25, 2011

It can provide pricing and even reviews so you can see whether your purchase is worthwhile. Document Scanner. Often, documentation goes missing, receipts seem to vanish into thin air, or sending a copy of something requires you to find the nearest Kinkos. College student? Auditors beware, receipts have gone digital. Google Docs.

Phones 100

Phones Google Docs PDF Google 100

Eco-Office Gals

DECEMBER 2, 2010

This takes away the need for people print and sign physical documents and helping to change habits. use; holiday forms, purchase order sign-off, invoice sign off, expenses, just to name a few. It is well documented that staff that work from home are often more content, more organized and more productive and they take less sick time!

Carbon Footprint 100

Carbon Footprint Equipment Expenses Budget 100

Eco-Office Gals

MARCH 1, 2012

Innovative, progressive companies will look at a variety of ways to please their personnel and scale up their information infrastructure—be it investing in comfortable chairs for back pain or doubling down on new software. Many cloud services use a pay-as-you-go model. The cloud saves paper.

Carbon Footprint 100

Carbon Footprint Phones Expenses Purchasing 100

Productivity Bits

OCTOBER 28, 2011

A CRM system can create, record and effectively manage order fulfillment data such as transaction documents, sales orders, invoices, purchase orders and credit notes. This article was written by Workbooks, leading supplier of web-based CRM software. Order Fulfillment. Customer Support. Photo Courtesy Of Hayley Vallejo.

Suppliers 100

Suppliers 2011 Customer Service Copyright 100

Small Business CEO

OCTOBER 25, 2011

With proprietary software, it is difficult to find external resources who can quickly take on support. If you use Windows systems and they use open source software, there can be some real challenges if the personnel are “evangelists” for their system and philosophy. Are processes documented? Are contracts documented?

PDF 40

PDF Purchasing Equipment Finance 40

The Office Professionals Place

JUNE 7, 2010

My suggestion would be to backup your documents, electronic files, spreadsheets, etc. In the event your system crashes or you get some terrible virus, you will be able to access documents and work on another computer while IT restores your data. A good practice is to perform a weekly backup of documents and files.

Filing 100

Filing Administrative Professionals 2010 IAAP 100

Tips From T. Marie

DECEMBER 30, 2014

You can no longer deny the benefits of cloud services like document storage, subscription based cloud software services and virtual office space with shared project management. That means responsive websites, cloud storage of shared documents and ease of communicating via email and social media. Being CONNECTED.

2015 100

2015 Social Media 2014 Customer Service 100

The Office Professionals Place

AUGUST 13, 2009

Computer Software Technology Having the basic knowledge of the todays computer technology is essential to being a top ranking soldier in any company. You have to be able to create a PowerPoint presentation, merge a document in Word, or create a report in Excel. Utilize spell check and review the document for grammar errors.

IAAP 100

IAAP Filing Administrative Professionals Skills 100

www.officearrow.com

OCTOBER 28, 2010

Plus, well-documented business systems are a useful tool for training someone new or for meeting regulatory compliance. How will you document your procedures and what resources or tools are you going to use? Software such as PowerPoint, Visio or SmartDraw can aid in the development. Step One: Start at the End.

PowerPoint 40

PowerPoint Purchasing 2010 Forms 40

Andrea Kalli

MAY 4, 2010

From small purchases to big business relationships, the entire business world is built on connections and networking. Using email marketing software, you can easily distribute marketing materials and information to your entire client, customer and prospect list. However, it is important to follow some road rules while you do so.

Social Media 100

Social Media Purchasing Microsoft Outlook Twitter 100

The Office Professionals Place

JULY 29, 2009

These responsibilities require an individual who is proficient in computer software programs, communication skills, negotiation, time management, and organizational skills- to name a few. computer software). Look into purchasing an all-in-one fax, printer, and copier. When the computer is not in use put it in sleep mode.

Filing 100

Filing IAAP Fax Calendars 100

Stephanie LH Calahan

DECEMBER 2, 2009

  One item frequently purchased at this time of year is a calendar or planner for the upcoming year.  Recommended Tool: Oprius [link]  is a PC Software great for Business Professional - especially designed for network marketers, but others could use it too.    But, what is the right kind of planner to use? 

Calendars 100

Calendars Microsoft Outlook Twitter Purchasing 100

The Small Business Blog

MAY 16, 2010

Benefits of Online Software for Small Business. Don’t purchase containers to store more documents and files – throw away as much of your old stuff as possible instead. Use WinWeb ’s Online Calendar and Online Document Store to cut down on physical waste. What is Small Business Infrastructure?

2007 100

2007 2008 2006 2009 100

Andrea Kalli

MAY 11, 2010

By allowing customers to purchase just a month of access at a time, membership companies have empowered consumers to only pay for what they think is worthwhile. Subscriptions can build communities: Building a community around a one-off purchase is difficult. Of course, benefits are not just limited to the publisher’s side.

Social Media 100

Social Media Purchasing Microsoft Outlook Training 100