Update to Outstanding Paperwork
Get insiders tips on improving bookkeeper efficiency with Outstanding Paperwork!
We’re so excited about the new update to Outstanding Paperwork!
Find out what’s new to Outstanding Paperwork, and what makes this version even better than the original release. Finally, meet the product owner to get some insider knowledge, tips, and tricks to get the most out of this feature!
WHAT IS OUTSTANDING PAPERWORK?
We know one of accountants and bookkeepers biggest pain points is having to spend valuable time chasing clients to submit their paperwork. In October last year we launched Outstanding Paperwork as a solution to get your clients to submit paperwork.
Outstanding Paperwork provides you with a quick and easy way to see which clients have items to submit in order to get their books up-to-date. It creates an accurate reconciliation report of all the items that are awaiting submission, that can be exported as a PDF, CSV or Google Sheets, to send to your client - creating a straightforward solution.
Find more details here.
WHAT’S NEW?
We’ve made Outstanding Paperwork even better!
Send only the items that need your clients attention with this update. Filter outstanding paperwork by bank account, date range and amount, so it’s easy for you to create customized reports for your clients. This means that instead of requesting unessential paperwork, you can request just the paperwork that needs immediate attention.
Send customized reconciliation reports straight through to your client’s Receipt Bank mobile app! This means no more chasing, no more endless email chains, all whilst ensuring high-level transparency. The mobile report will provide your client with a list of everything that requires submission, so all they need to do is find the receipt and submit - job done.
Want to find out some insider tips and tricks about how to maximize your potential with Outstanding Paperwork? See what Product Owner, Mustafa, has to say about his top tips and tricks for Outstanding Paperwork.
MEET MUSTAFA – PRODUCT OWNER
Meet Mustafa, one of our Product Owners at Receipt Bank, who was involved in the development and evolution of Outstanding Paperwork - his mission is to “... help take the vision and the ideas from the business side and work alongside the development team to make these into fully fledged features.”
What’s your best advice for Partners getting started with Outstanding Paperwork?
“Set standards with clients to begin with: ‘I’m only going to ask for paperwork through here.’ It’s going to elevate so much concern from the client, so that they won't have to check multiple sources and won't get frustrated when they are doing the work - and for Partners, they won't have to keep chasing clients up.”
What are the benefits of this update to help improve bookkeeping efficiency?
“Not only can Partners see who they’ve sent Outstanding Paperwork reports to, they can see if their client has dismissed it. That’s really big right? No more having to follow up and say: ‘did you actually mean to send that through, was that something you had?’ There will be a nice red icon that says this client has dismissed the item - a big benefit for Partners.”
What about our Partner's Clients? What benefits does it bring them?
For clients, stop looking at multiple sources, you don’t have to check your email, you don’t have to check your phone for a voicemail, you can just concentrate on the mobile app. It provides a nice, easy to read list. All you have to do, is go through the list and submit the items you have and dismiss the items you do not have or are not responsible for.
Conquer client communication with Outstanding Paperwork and save yourself valuable time and work, with this new straightforward method of retrieving clients paperwork.
