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Permalink Reply by John on May 27, 2011 at 23:56

Getting to grips with Office Excell makes life easy, it is amazing what can be done by just using the auto sum function.

 If you intend to employ anyone then just download the Inland Revenues- Basic Paye tools, then add their weekly wage, it then calculates their NI and their tax.

 This is deducted from their wages, and at the end of the month in the employers section just click on the,  Create a P 32, this will total the Tax and the NI due to the Inland Revenue for that employee. This is then paid online using a credit/debit card. 

 

 

 

 

 

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Permalink Reply by Fenlandphil on May 28, 2011 at 6:46

Whilst my wife runs many of the office functions from home, I do the invoicing, I made a template in Excel that does the job. I have made other templates to help me track production and for costing jobs. Not there yet completely but I keep adding bits and pieces as I go, the children are a useful source of help and information.

I learned computer skills at our local library first with Learndirect and then took Clait courses to level 2, as soon as the opportunity arises in terms of time I will take a level 3 course in Excel. I tried Sage software but I found it unsatisfactory for me, although it may suit other people.

The most important thing is to be able to understand what you are doing, I rarely use something I do not fully understand or have confidence in.  
A D Landscapes said:

 

I find it so strange how my text can be taken so wrongly, of course I have a system how could I run a business without it.

 

I merely meant I am sure there are better ways and would love to see how this is done.

 

I may just take you up on your offer Mr Rowley.

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PRO MemberPermalink Reply by Jen@A&J Owenwindows&gardens on May 28, 2011 at 13:31

I'm constantly trying to tweak things to make the 'admin' side of things more efficient. This time of year I think when you're busy the bookwork can take a back seat so I have got a 'hit list' (self imposed) of what I've got to do by when which I do stick to!

For quoting, invoicing, cash flow etc I use quickbooks basic edition and I find it more than adequate for a business such as ours.

For scheduling, I have a manual diary but I also have an excel spreadsheet where I note each client as red/amber/green. Red means that I need to order something/get back to/visit urgently, amber means that I need to be aware of doing something in the next few days and green means all is in order. I aim to have no more than 10% red clients.

I also tend to e-mail through a work sheet each day which we then pick up off our blackberrys (that's a comparatively new thing I'm doing and it is improving efficiency)

The other half hates office work so I do all of it, I did spend 20 years sitting in an office so I suppose I'm best placed to do it!

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