![]() ![]() ![]() ![]() It makes it easy for me to outsource this task.I don’t need to expend any energy remembering what to do. If I need to produce that proof, I know where they are stored, as the process prevents mistakes caused by me forgetting what to do here. I know that any reconciled transaction will have an associated invoice or receipt.Following this practice around bank reconciliations has benefits: This is not creative work, it’s a rote task. Upload a PDF version of the receipt to Xero and also store it in Dropbox named with a reference for the account name it came out of.Check that, if tax has been applied, I have entered the correct rate, and that it is detailed on the receipt.Add the details from the receipt into Xero.Find the receipt or invoice for this transaction.My process for reconciling transactions in Xero is: When we turn a task into a process or system, we identify all of the steps we go through to perform that task and make that a checklist. Documenting procedures for tasks that benefit from a structured approach can leave more flexibility when tackling creative work. This suggested that you can either value people and their creativity, or you can develop a very process-driven business, where you can slot in any person to step through the tasks. On a recent Startups for the Rest of Us podcast, the discussion was about people versus process. Brief books for people who make websites. ![]()
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