BMT Office Administration

OCTOBER 6, 2022

Plan for a lower mandatory e-filing threshold. We don’t yet know whether the IRS will issue final regulations dropping the mandatory e-filing threshold down to 100 or more information returns from 250 or more returns. You can be penalized for filing W-2s, 1099s, and 1095s on which you report incorrect Social Security numbers.

Payroll 52

Payroll Fax Filing 2021 52

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

Office Organization Success

APRIL 14, 2009

As soon as you do an activity/thing/step (whatever you want to call it) more than once, then you need to create a system! What is a system? A system simply describes HOW you do something i.e.: How do you create a new client file? I created a fillable form that I simply send via email asking my clients to fill in!

Expenses 100

Expenses Filing Email Forms 100

Professional Assistant Blog

NOVEMBER 5, 2008

Home About Me Advertise Retrieve Your Files With Ease By The Professional Assistant on Wednesday, November 05, 2008 Filed Under: MS-Access , MS-Excel , Organize , Productivity D o you have quite a bit of filing to do? B eing able to retrieve the data is more important than an organized alphabetized file drawer.

Filing 100

Filing 2008 Cubicle 2007 100

Stephanie LH Calahan

DECEMBER 23, 2009

Work With Stephanie « Cause and Effect - Productivity is an Action, Not a Result @QuietSpacing | Main | Organize Your Ideas and Watch Them Unfold » Planner Or Tickler (1-31) File? - Sometimes I wonder if I am duplicating my efforts by using a calendar and the tickler files. What are your thoughts in this area?

Filing 100

Filing Calendars Networking Email 100

BMT Office Administration

OCTOBER 4, 2022

Yet, the COVID-19 pandemic of 2020 threw a wrench into this tried and true system for most companies. The history of employee monitoring’s various forms. Well, that’s a classic form of employee monitoring right there. Before the pandemic, only 6% of employees were remote workers.

Filing 52

Filing 2020 Suppliers Social Media 52

Office Organization Success

NOVEMBER 3, 2014

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. You simply print it out and fill it in each time you take on new client. Digital: Create Client Folders.

Filing 100

Filing Staples Email Fax 100

Ian's Messy Desk

JUNE 30, 2010

Home About Contact Me Links Sitemap 2 Measures of effective productivity systems… Posted by Ian McKenzie Written on June 30, 2010 If youre new here, you may want to subscribe to my RSS feed. I few years ago, when asked for my best productivity tip, I posted, use the system that works for you. Thanks for visiting!

Ergonomics 100

Ergonomics Health Medical 2006 100

BMT Office Administration

MAY 31, 2022

Such a management system utilizes information technology to organize and store records in electronic form. The benefits of electronic recordkeeping systems. Many serve as supporting evidence when the company files taxes or gives reports to other federal agencies. Paper records can take up a good deal of physical room.

Management 52

Management Legal Policies Filing 52

Laughing all the Way to Work

OCTOBER 8, 2007

The Bring-Forward System (or sometimes referred to as a BF system) might be an old term for the younger assistant, but the principle is similar to using your Tasks in Outlook: You need to have some sort of system to bring forward items that need to be handled at a future date.

Fax 100

Fax Forms 2007 Email 100

Office Organization Success

MAY 30, 2014

I’ve always maintained that 1ShoppingCart is a great all-in-one ecommerce system; you can do so much more with the system than most people realize. Web Forms — at first I was wishing for the basic HTML ones to come back, but now that I’ve created a few forms, I’m really liking the new features. That was easy enough to do.

Forms 100

Forms Filing Stress Promotion 100

Stephanie LH Calahan

FEBRUARY 18, 2011

Productive & Organized Goes Audio in 3 Different Ways » 19 Tips for Managing Your Email Even When You Dont Want To E-mail, it is the form of communication that we love to hate and love to love.    Multiple studies on business productivity will tell you that huge amounts of time are wasted on email.

Email 100

Email Management Filing Monster 100

BMT Office Administration

DECEMBER 13, 2022

In short, gone are the days of keeping track of umpteen email threads and Slack chats to stay on top of your team’s progress. For instance, if a task has complicated instructions, you can attach a Word file to the card that explains the work in more detail. All-in-all, Trello has a pretty intuitive and effective automation system.

Management 52

Management Project Management Forms Calendars 52

The Office Professionals Place

OCTOBER 19, 2009

Monday, October 19, 2009 Choose Your Method of Communication Effectively – Email, Phone, In-person, “Snail&# Mail/Memos Have you ever received an email from someone who just started at the company asking you to do something and you haven’t been introduced? DO use email for informational purposes (i.e.

Phones 100

Phones Email Filing IAAP 100

Office Organization Success

APRIL 28, 2016

These are some of the classic signs of a LACK of systems – you’re not effectively managing you business so how can you effectively market your business? You don’t have your core systems in place and your business is running you when it should be you running your business! Review your current systems. Systemize repetitive tasks.

Management 100

Management Calendars 2016 Email 100

Office Organization Success

DECEMBER 15, 2012

Don’t EVER send sensitive financial data via email – even if it is split across two emails. Sending info via email is like sending a postcard via mail. Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her. But first, a word of caution ….

Credit Card 100

Credit Card Dropbox Fax Filing 100

Office Organization Success

MAY 15, 2015

Now all you need to do is get your web site visitors to part with their name and email address so that you can start and build your database of potential clients. Your free taste can take the form of: An e-report. An audio file of, say, one of your teleclasses. FREE Online Business & Marketing Systems Checklist.

2015 100

2015 Email Gifts Filing 100

All Things Admin

JUNE 8, 2022

Another perk is that a digital portfolio can include links, downloadable files, and audio and video components that are difficult or impossible to incorporate into a print version. Next, you need to setup your account with your username, email address, and password. Make sure to add it to your email signature and reference lists, too.

Resume 98

Resume Mentoring Skills Social Media 98

Laughing all the Way to Work

MARCH 15, 2009

.© Copyright Patricia Robb 2010 15 March, 2009 When you need it later: The Bring-Forward System My boss likes me to keep him organized and the way I do that is to have a system to bring forward items, which I then bring to his attention when he needs to see it. The system I use is quite simple and has been around for a long time.

Time Zones 100

Time Zones IAAP International Meeting Minutes 100

Productivityist

DECEMBER 22, 2016

As a result, my email went from around 30 a day to well over 150. I already knew the theories of inbox zero, yet here I was, drowning in email. This made finding a specific email very time consuming. Then I brainstormed how I was going to deal with hundreds of emails a day. My system uses two e-mail folders ONLY.

Email 40

Email Keyboards Phones Project Management 40

Office Dynamics

APRIL 25, 2016

Apps for file access, e-mail, calendar, password protection, word processing, spreadsheets, presentations, virtual meetings, news, weather and travel are examples of key productivity tools mobile devices should have installed. (I Backup and store your files via a cloud service. Share and collaborate on files. Additional Apps.

Dropbox 100

Dropbox PDF Filing Google 100

Office Organization Success

FEBRUARY 26, 2010

For most business owners there will be a physical client file that you’ll need to create. One of the simplest ways of creating this file is by using a manila file folder in which you simply drop your paperwork into. You simply print it out and fill it in each time you take on new client. Digital: Create Client Folders.

Filing 100

Filing Staples Fax Email 100

Clutter Coach

NOVEMBER 17, 2014

This category includes bills, medical forms to file, an insurance or telephone plan to compare with what you have now, information about a product you intend to buy and a list of activities put on by a group you belong to. Be careful about filing too much. Most people’s file cabinets are neglected paper graveyards.

Medical 100

Medical Filing Credit Card Legal 100

Step It Up VA Coaching

FEBRUARY 6, 2014

Perhaps you spend too much time recreating every proposal or contract, every form, every letter or email each time you need it. Look at everything— the RFPs and email inquiries you respond to, requests you send out for different things, contracts, invoicing forms, etc. First— Standardize. Now standardize those things.

Social Media 100

Social Media Equipment Forms Email 100

Stephanie LH Calahan

APRIL 1, 2011

Paper Pile Elimination Trick 2 - Create an Action System.   Create an Action System!    Action Systems come in a number of different forms.  For a detailed look at how that might work for you, check out the video I did on YouTube a while back - Creating an Action Filing System for the Way You Work. 

Filing 100

Filing Phones AT&T Email 100

Step It Up VA Coaching

APRIL 11, 2013

Perhaps you spend too much time recreating every proposal or contract, every form, every letter or email each time you need it. Look at everything— the RFPs and email inquiries you respond to, requests you send out for different things, contracts, invoicing forms, etc. First— Standardize. Now standardize those things.

Social Media 100

Social Media Equipment Forms Email 100

Stephanie LH Calahan

DECEMBER 29, 2010

  I have so many piles and I don't want to file it all."   In others, you may choose an electronic storage system rather than paper.    If your computer files are organized, you will be able to do a search and find what you are looking for quickly.   I share a few ideas on both.

Credit Card 100

Credit Card Filing Email Networking 100

Page Personnel

JANUARY 12, 2023

Even a simple welcome email from the team can go a long way. Organising documents on a cloud-based file-sharing platform means that materials are accessible at all times, making collaborative efforts within the team easier. One of the most effective ways of onboarding, however, is designating a mentor to your new recruit.

2023 52

2023 Social Media Retirement Salary 52

BMT Office Administration

OCTOBER 10, 2022

Any co-worker checking social media notifications instead of reading employee emails qualifies as online procrastination. Another form of procrastination at work is presenteeism, which often gets misunderstood. Migraines or other forms of headaches. Presenteeism. What’s that? Pain (arthritis, back, neck, and joint pain).

Management 125

Management Self Esteem Social Media AT&T 125

Office Organization Success

JANUARY 29, 2011

Now all you need to do is get your web site visitors to part with their name and email address so that you can start and build your database of potential clients. The answer – provide them with a very compelling reason to give you their name and email address with an irresistible free taste of your work! A mini e-course. A tip sheet.

2011 100

2011 Email Gifts Filing 100

All Things Admin

DECEMBER 18, 2020

I receive a lot of emails from admins who’ve lost their jobs unexpectedly. Go to your human resources department and ask to see your employee file so you can write down all of the job titles, dates, and salary details for each position you’ve held with your current company. Forms and Checklists. It lies within you.”. Procedures.

Cover Letter 98

Cover Letter Resume Business Cards Networking 98

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

The Office Professionals Place

MARCH 4, 2010

Thursday, March 4, 2010 The ‘Bcc’- Friend or Foe On average, we receive over 100 emails per day. Friendly Uses • If your email has a large recipient list, you can use the Bcc to hide email addresses and protect recipients privacy. Lets grow together! Call the person or visit them in person.

Filing 100

Filing Credit Card Email IAAP 100

Stephanie LH Calahan

JANUARY 3, 2011

Work With Stephanie « Listen Live to Stephanie Share Her Story on #WIBRadio on Jan 3 @ 1pm CST | Main | Procrastination, Email, Multi-Tasking, Family Management, Soc Media Backup Etc.   They do not have systems for handling their most important areas of life.    Then use the system.  Link Lineup!

Filing 100

Filing Medical Finance Health 100

The Office Professionals Place

JUNE 7, 2010

I was online completing a form that required a phone number and I didn’t have the phone number handy, while I was conducting a search on the internet, my friend got a regular phonebook and found the phone number before my page could load to show me the results of my search. If my files were lost, how could I do my job effectively?

Filing 100

Filing Administrative Professionals 2010 IAAP 100

Office Organization Success

JULY 31, 2009

These are some of the classic signs of a LACK of systems – you’re not effectively managing you business so how can you effectively market your business? You don’t have your core systems in place and your business is running you when it should be you running your business! Review your current systems.

Management 100

Management Calendars Email 2009 100

Practically Perfect PA

DECEMBER 10, 2012

The next exercise is to create a system that enables you to retrieve your things quickly and efficiently. So store all of your everyday items within easy reach, this could be anything from a stapler, to active files to a printer. All of your files and papers etc. should be labelled and that label should be easily viewed.

Filing 100

Filing Project Management Environment Holidays 100