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16) Track your business like a pro


  1. The business dashboard portlets
  2. Select the numbers that are relevant to your business

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14) Track your receivables and send out statements


  1. You allow your customer a certain time to pay the invoice
  2. Tracking your receivables is one of the most important activities
  3. Look at the graph
  4. Produce and send statements to customers

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13) A simple payroll system


  1. You have to create and keep payslips to company employees - even yourself
  2. Employee details are kept for salary, superannuation, tax etc
  3. Employees get paid in cycles
  4. Payslips are created in each cycles
  5. Some employees have a salary and some are paid by the hour

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12) Do you use PayPal? How to get paid and record it.


  1. Pay Pal is easy to setup and allows an alternative way to get paid, some businesses use it as only form of payment (nominal included)
  2. You can add a Buy-Now button to your invoice, which will get the customer straight to the payment page.
  3. If you use PayPal to pay and receive payments, you need to synchronise with your PayPal account
  4. Spend money in PayPal creates a purchase
  5. Receive money in PayPal creates an invoice
  6. Fees in PayPal creates expenses
  7. Transfers between bank account to PayPal a

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11) Synchronising with your bank account


  1. Why? Because you need to make sure all your records are recorded
  2. Perhaps you forgot a receipt on an expense, or there a bank fees to consider.
  3. The point is to make sure that all your bank records are accounted for
  4. How? Mostly auto-magically but you will need to do some of it manually
  5. It is important so pay attention

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9) Setting up contacts for customers and suppliers


 

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10) Purchasing items or paying for services


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8) Setting up contacts for customers and suppliers


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7) Letting someone else write your blog


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6) Managing your items & services


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