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Re: Advice - Managing a remote client w/ paper bills, approvals to pay



As they say, sometimes, the old ways are the best ways. The question you seem to be asking is, how do I get my client to follow a specific, repeatable procedure to make sure we don't double count bills and A/P.


Would you prefer the client handle the data entry, or do you prefer handling everything at a single source (i.e. you)? Would you eventually want to train them to handle the process themselves? Sounds like a technological solution might be out, as per your scanner comment. What's the current and anticipated volume? And most important, what method do you think your client can actually handle that introduces the least amount of risk? The solution you presented seems to solve for most of these...