Simple steps to make your accounting paperless
Digitaalsele raamatupidamisele üle minnes on väga oluline kindel projektijuht, kes paberivabaks muutumist eest veab ja tuleb jooksvalt toime väljakutsetega. Näiteks häälestab kolleege muutusele ja selgitab järjepidavalt selle kasulikkust.
Enne alustamist tuleks leida lahendused:
- how to digitize paper documents;
- find a suitable confirmation or processing platform;
- Find and choose the most suitable digital archive for the company, for this there are various service providers (e.g. Omniva, Telema eFolw, Fitek) or on your own server. It is important that the solution is secure and secure copies are made of it.
It should be emphasized that Dropbox and Google Drive are not suitable for a digital archive of accounting.
This is because it is very easy to delete data from them without leaving a trace. With a digital archive, the structure of the archive must also be thought through so that data can be found as quickly as possible. For this, it is necessary to decide which notes should be attached to each document in order to find it as quickly as possible and how to delete documents that no longer need to be archived.
Some accounting software allows you to archive and resolve the procedure in the accounting software itself
Selliseks tarkvaraks on näiteks Directo. Majandustarkvaras arhiveerimise juures on oluline, et arhiivi dokumete peab saama lihtsalt kätte ja nii, et dokument ka hiljem vastaks raamatupidamisseadusele ehk kirjendi number peab küljes olema.
Kui on võetud vastu otsus, et firma soovib minna digitaalse raamatupidamise peale üle, siis peab määrama ka kindla kuupäeva, mis hetkest alates on kõik dokumendid leitavad ainult digitaalselt. Niiviisi ei teki segadust ja innustab muudatuseks valmis olema. Kui teil sellegipoolest tuleb ka paberarveid, siis need tuleb skaneerida.
Grow partner Anna-Liisa Orglaan kirjutab paberivaba raamatupidamisest pikemalt raha.geniuses.ee
Kui vajad konsultatsiooni, siis aitab sind Grow
From here you'll find five things an accountant might want to avoid. At Grow, our accounting office, we have always stood for modern solutions.
If you want a valuable partner for your company, contact Grow accounting office - call us +372 5629 3090 or send an e-mail to info@grow.ee.