BMT Office Administration

JUNE 22, 2022

Keeping track of paperwork can be a challenge, It’s easy to misplace a file or even spill coffee on a document on your desk. If your desk is still cluttered with paper files or documents, it’s probably time to consider switching to electronic records management (ERM). Better file retention compliance. Saving time.

Filing 98

Filing Legal Budget Policies 98

Success

JUNE 26, 2023

Carrying more insurance than your state’s minimum requirements is generally recommended since accidents can get expensive, especially if someone is seriously injured or has a lot of property damage. If you find a mistake, file a dispute to remove the error and clean up your record. Doing so can help you save money on car insurance.

Policies 169

Policies Credit Card Customer Service Medical 169

Success

NOVEMBER 17, 2021

More advanced, and more expensive, plans come with more advanced features. The app caters to remote teams with features such as shared scheduling, doc and file sharing, project boards with activity timelines and automated daily check-ins. The app is free for personal use, and prices for teams start at $5 a month per user.

2022 352

2022 Basecamp Google Google Docs 352

Tips From T. Marie

JUNE 26, 2018

With more of us enjoying job flexibility today, and with the probability of up to 58% of workers expected to be independent contractors by 2027 , if you’re not using your smartphone for more than texting, calls and email you should be. We all know about texting, calling and emailing from our phones, but are you collaborating from it as well?

Social Media 126

Social Media Credit Card Dropbox Staples 126

Clutter Coach

MARCH 8, 2017

” When you’re at the office, you can look at physical files on your desk, but you can’t when you’re home. At the end of the day, you may not be good for anything except some data entry or doing an expense report. That also means not wasting those energy-rich times on browsing your email inbox.

Expenses 100

Expenses Filing AT&T Phones 100

Practically Perfect PA

MARCH 6, 2015

Create PDF files for scans. This app is really handy for assistants for a number of tasks; including expenses, minute taking, emailing documents and anything else that needs to be scanned and converted to PDF. Customise PDF page size: 10 page size options. How does it benefit assistants?

PDF 100

PDF Phones Expenses Filing 100

Allwork

DECEMBER 10, 2023

They’re a flexible expense. Maybe it’s a 10% increase in email sales in Q1 — but is that a year-over-year increase, or a quarter-over-quarter one? Develop a file-sharing system. They can hit the ground running. They’ve seen your tech stack before — especially if you’re a DTC brand. They’re agile hires. They have stellar resumes.

Management 299

Management 2020 Agencies Project Management 299

Tips From T. Marie

JULY 21, 2016

Fax Machine- At this point, everyone should be capable of sending attachments via email. Filing Cabinets- Electronic documents are much easier to deal with than traditional paper documents, take up less room and are easier to secure. Going paperless and using cloud technologies frees you up to get rid of expensive office space.

2002 100

2002 Fax Phones Filing 100

Recruit CRM

JANUARY 24, 2019

The only downside is that it’s extremely expensive (over $6000 per user per year) 3. It integrates with your email mailbox, which makes it easy to organize appointments, meetings etc. You can get started in minutes by uploading all your candidates into the system from an Excel/CSV file.

Expenses 52

Expenses Interviewing Filing Email 52

Practically Perfect PA

JULY 4, 2016

Organising and maintaining multiple email inboxes. Arranging travel (including training expenses), visas and accommodation and occasionally, travelling with the CEO to provide general assistance. Devising and maintaining office systems, including data management, CRM system and filing. Diary management and maintenance.

Travel 186

Travel Social Media Suppliers Email 186

Practically Perfect PA

FEBRUARY 17, 2014

Deciding which documents their executive should read (assistants should schedule time in the Executive’s diary for catching up on paperwork / reading etc), forwarding documents to other members of staff as appropriate or filing information for a later date. Email and diary management. Purchase orders, invoices and expenses.

Management 100

Management Suppliers Holidays Calendars 100

The Office Professionals Place

FEBRUARY 10, 2010

This is the time of year that most people stress over because we are waiting for documents like W2’s, mortgage statements, 1099’s, and other information in order to file taxes. Log Files As with most other websites, we collect and use the data contained in log files. Tax season doesn’t have to be a tear jerker.

Filing 100

Filing Expenses Purchasing IAAP 100

Practically Perfect PA

MARCH 16, 2017

It can be expensive to hire a professional and painstakingly difficult to do with inadequate tools and software. New images are added weekly and you can sign up to receive them via email. Again, Picjumbo is a website you sign up for and receive free photos via email. Ability to save the recording as a video file.

PowerPoint 189

PowerPoint Social Media PDF USPS 189

Practically Perfect PA

MARCH 16, 2017

It can be expensive to hire a professional and painstakingly difficult to do with inadequate tools and software. New images are added weekly and you can sign up to receive them via email. Again, Picjumbo is a website you sign up for and receive free photos via email. Ability to save the recording as a video file.

PowerPoint 189

PowerPoint Social Media PDF USPS 189

Worxbee

SEPTEMBER 13, 2021

Prepare Expense Reports In addition to contracts, AI can help you prepare all manner of business reports for your exec. One of the most important reports that you can hand off to AI is the dreaded expense report. Receipt Stash tags expenses with tracking codes or other data which makes it easy for you to reference in the future.

Expenses 52

Expenses Social Media Environment Learning 52

The Small Business Blog

MARCH 15, 2013

The Business Cloud allows your enterprise to manage a whole range of complex data without the need for overly expensive data management solutions. Email: View the full history of your correspondence with a client so that you can put any support queries they make into context.

PDF 100

PDF Filing Expenses Purchasing 100

BMT Office Administration

AUGUST 8, 2022

As a starting point, consider what these organizations say about some major types of records to keep and for what length of time: Per the Internal Revenue Service : The length of time you should keep a document depends on the action, expense, or event which the document records. Keep copies of your filed tax returns permanently.

Policies 105

Policies Legal Forms Agencies 105

All Things Admin

JUNE 23, 2021

Procedures show you, step-by-step, how to perform a specific task – for example, completing an expense report or submitting a check request. Email template for circulating date/time options. Meeting invite/email template ? Or to get your 30% discount, email sdouglas@ executivesupportmedia.com and tell them we sent you.

Agenda 90

Agenda Equipment Administrative Professionals Calendars 90

BMT Office Administration

MAY 31, 2022

Many serve as supporting evidence when the company files taxes or gives reports to other federal agencies. Electronic files allow approved people to get what they need regardless of where they are at. Others, such as emails and social media posts, are not so obvious. Access from outside the building. Reducing manual workload.

Management 52

Management Legal Policies Filing 52

Practically Perfect PA

MAY 14, 2014

I will go back and forth to it; check my emails, answer a phone call, make a coffee or just generally procrastinate. So every Friday morning I would insist my boss gave me all the receipts he had and I would spend Friday afternoon processing the expenses. Set deadlines for completing each task. Figure out when you are most productive.

Staples 100

Staples Expenses AT&T Phones 100

Office Organization Success

APRIL 14, 2009

A system simply describes HOW you do something i.e.: How do you create a new client file? How do you monitor receipts/expenses? After requesting the same information via email to several clients I decided that this process could very easily be turned into a system. Once they’ve filled it in they email it back to me.

Expenses 100

Expenses Filing Email Forms 100

Office Dynamics

FEBRUARY 20, 2013

This is the one who never has receipts but expects you to have expenses tallied and input for reimbursement. This may also be the one who turns to you the minute before a major presentation and asks you for files you've never heard of before. There are probably few things more frustrating than a disorganized boss.

Filing 100

Filing Expenses Interviewing Stress 100

Eco-Office Gals

MARCH 6, 2012

Perhaps one of the most obvious is to print fewer documents; with the advent of email this is now easier than ever, and a quick internal email can replace the old fashioned memo, and save a sheet of paper in the process. Minimize the amount of paper used. A nice starting point; this can be achieved in many ways.

Carbon Footprint 100

Carbon Footprint Equipment Environment Expenses 100

C-Suite Assistants

JANUARY 12, 2021

With tools such as email, voicemails, and mobile devices, you may wonder whether personal assistants are worth the cost. But without these jobs, many executives are left to create their travel plans, file expense reports, and schedule meetings. But how much does a personal assistant cost? Are Personal Assistants Worth It?

Salary 52

Salary Travel Calendars Expenses 52

Practically Perfect PA

APRIL 1, 2014

In the past I’d be answering phones, taking memos and maintaining files – nowadays you are an extension of your Executive. ” “When I first started as an EA, I was answering phones, filing, and typing memos. I’m now PA to him, his partner in another business (2 email addresses is fun!),

Finance 100

Finance Salary Filing Project Management 100

Stephanie LH Calahan

MAY 13, 2011

OneNote: My Filing Cabinet In The Clouds. create notebooks and files just like I would with paper, but now it is all organized on my computer. It allows us to easily email branded invoices to our clients, which they can then pay by mail or online. Find here: steph.bz/EZBackup. We can also generate reports to track our income.

Credit Card 100

Credit Card Google Docs Dropbox Filing 100

Stephanie LH Calahan

FEBRUARY 11, 2011

The tool allows us to know where the business stands at-a-glance, view client data, track sales and expenses, create and manage invoices/purchase orders as well as see industry trends. It houses so much more than a file index. This allows them to keep it within site, but all projects are kept in an organized file.

Filing 100

Filing Office Depot Microsoft Outlook Phones 100

Small Business CEO

JULY 5, 2013

If important files, such as client proposals, technical notes or legal NDAs for example, generated on laptops or Tablets belonging to outreach personnel are not backed up, then you could end up losing precious data if they are lost, stolen or tampered with. Image and video files, as an example, can be heavy on storage.

Management 40

Management Filing Legal Medical 40

Small Business CEO

JUNE 25, 2012

In a traditional office environment, business owners are forced to estimate how much server space they’ll need as they grow, investing in expensive hardware to store company data. Do you utilize web-based email services like Gmail? Better still, have you ever stored a file in Dropbox? That’s all changed in just a few years.

Dropbox 40

Dropbox Payroll Filing Restaurants 40

Practically Perfect PA

SEPTEMBER 5, 2012

This app is slightly more expensive but worth paying for if your manager travels a lot. Whenever you receive confirmation emails from any bookings you can forward it to plans@tripit.com and they will add the details to the itinerary. The app then sends you an email with their details. Here are a few of my favourites: Travel.

Restaurants 100

Restaurants Travel Phones Calendars 100

Practically Perfect PA

SEPTEMBER 5, 2012

This app is slightly more expensive but worth paying for if your manager travels a lot. Whenever you receive confirmation emails from any bookings you can forward it to plans@tripit.com and they will add the details to the itinerary. The app then sends you an email with their details. Here are a few of my favourites: Travel.

Restaurants 100

Restaurants Travel Phones Calendars 100

Eco-Office Gals

NOVEMBER 1, 2010

While going paperless and switching to recycled office supplies is usually an executive decision , because going green can be challenging, inconvenient, and let’s be honest, expensive—employers might not be so gung-ho about turning their facilities into an eco-friendly workplace. that will help in the preservation of the environment.

Carbon Footprint 100

Carbon Footprint Attire Clothes Telecommuting 100

Practically Perfect PA

MAY 16, 2012

Last week I was on annual leave and as I’m sure you can imagine on my first day back in the office I was confronted with a shed load of emails and a pile of paperwork **cough cough junk cough** that had been left on my desk. I have five different types of filing systems that I use everyday. My email filing system.

Filing 100

Filing Email Finance Expenses 100

Productivityist

DECEMBER 15, 2013

File exchange: Dropbox, WeTransfer. Here are some examples of the “recipes” I used: Sync Dropbox file with Google Drive: Every time a VA saved or updated a file in our shared folder, the file would automatically upload to a designated Google Drive folder, which was useful for editing documents. Review: Google Docs.

Dropbox 40

Dropbox Filing Google Docs Google 40

The Small Business Blog

JANUARY 11, 2010

Add up all your monthly expenses so you can estimate how much money you will have left each month. » « Previous Entries This entry was posted on Monday, January 11th, 2010 at 7:58 pm and is filed under Business Checklists. The best tip from my point of view would be to avoid unnecessary expenses.

2007 100

2007 2008 2006 2009 100

Success

FEBRUARY 16, 2023

office professionals surveyed agreed that they spend more time searching for documents and files they need than responding to emails and messages,” according to a 2021 survey conducted by Wakefield Research for Elastic. Don’t save an email or a phone call to deal with later. They don’t respond to emails as they arrive.

2022 331

2022 Email Filing Agenda 331

Laughing all the Way to Work

DECEMBER 30, 2007

We need to open new administrative files for 2008. We have to finish off any year-end expense reports and any other accounting that needs to be entered to close off 2007, and we have to do our regular work. What I have decided to do to keep track of these types of emails is to open a subfolder in Outlook called Performance Review.

2008 100

2008 2007 IAAP Email 100