"Leah, what are some simple organizational tips you can offer to help get out from the awful pile of papers I always seem to have on my desk?" ~Janet, Store Owner, ON, Canada
COLOR CODING FOR YOUR "IN BOX":
Don't have time to file paperwork every day? Color code and "fast track" your in pile. Have a few different colors of post it tags; matching to things like HR/EMPLOYEES, ACCOUNTING, INVOICES (A/R), INVOICES A/P).. so maybe red for A/P (Accounts Payable).
So your staff expense the odd paid out receipt from the till for postage, UPS drivers, Paper towels etc.. most computer/till software programs print out a receipt at the time of the cash payout. Take your actual product/expense receipt and your till pay out copy and staple them together BACK TO BACK. Scan them.
If you have a SCANSNAP scanner, it scans 2 sides at the same time, your staff can scan in your paid out receipts for you or your accountant, this way you have the till paid out copy with reason code and details of the paid out if there are any questions).
SAVVY STAPLING, SCANNING & STORAGE!
One of my filing pet peeves might seem trivial, but when you are reconciling daily reports for 7 retail stores, you will get organized FAST!
Leah Chevallier, serial entrepreneur in the Juvenile Industry sharing insight, success and 18 years of award winning retail experience! Took $2000 Micro-credit loan and turned it into $30 million!