How bookkeepers can manage their workload more efficiently

One thing that stands out about running your own business, is being your own boss and being able to manage your own workload. No one is there to tell you what to do, you can make those decisions yourself! However, this also means that you have no one to guide and support you with your workload especially when it starts to get out of hand.

Whether you’re a bookkeeper looking after client accounts or if you’re a business owner trying to manage your own accounts, I bet you’re always thinking there must be an easier way? Right?! 

Doing the bookkeeping isn’t an easy task like some may assume. It’s a lot more complex than just data entry and you only know this when you start doing it yourself. 

At Sage Accounts Solutions we know what it’s like doing the bookkeeping and we help business owners and bookkeepers’ just like you to get the most out of their Sage 50 software.  We are always looking at ways to help you streamline your processes and get some time back to concentrate on other aspects of your business or just to get that work and social life balance. 

If you’re looking for some extra support when using your Sage software why not take a look at our Sage 50 Bookkeepers’ Bespoke Report Bundle.

This bundle comprises of 12 everyday customised reports with a super power to help you with your everyday processes;

✅ Aged Debtors Analysis (Detailed) Red SA’s

Displays any SA transaction types in red.

Sage Module: Customers

✅ Sage Ledger Unallocated SA Transactions Only

Reports only SA transaction types per customer account

Sage Module: Customers

✅ Aged Creditors Analysis (Detailed) Red PA’s

Displays any PA transaction types in red text

Sage Module: Suppliers

✅ Purchase Ledger Unallocated PA Transactions Only

Reports only PA transaction types per customer account

Sage Module: Supplier

✅ A4 Plain Remittance (with Long ref)

The reference field is wider and details wrap text

Sage Module: Bank

✅ Unreconciled Receipts (Date Order)

List transactions in date order as opposed to transaction number order

Sage Module: Bank

✅ Unreconciled Payments (Date Order)

List transactions in date order as opposed to transaction number order

Sage Module: Bank

✅ Nominal Activity (Wrap Text)

Wraps text on all detail lines so the text doesn’t get cut off

Sage Module: Bank

✅ Nominal Activity Excluding No transactions (Wrap Text)

Wraps text on all detail lines so the text doesn’t get cut off

Sage Module: Nominal

✅ Nominal Activity (Wrap Text) P&L only 4000-9999

Automatically runs the report for the P&L nominal codes 4000-9999

✅ Nominal Activity Excluding No Transactions (Wrap Text) Date order

List transactions in date order as opposed to transaction number order

Sage Module: Nominal

Having these 12 reports to help you will really change how you do your bookkeeping. We also have a Sage 50 Accounts Community Support group on Facebook where you can ask any questions you have and offer advice to others. You’re never alone when you’re part of this community.

I look forward to seeing your in the group

01/02/2022

“Any advice relating to accounts or tax should be sought from your tax accountant. Sage Accounts Solutions Limited will not be held responsible for any loss or damage caused as a result of the information contained herein.”

Share this...

Leave a Reply

Your email address will not be published.

This site uses Akismet to reduce spam. Learn how your comment data is processed.