Posting
I have been using Desco for more than 5 years. I have been a QB and Enterprise User since 2003 with 3 licenses and now 1. My file size has grown to 364,120k With Desco/ ESC becoming easier to use for invoicing, collections and receiving payments I have eliminated the need to post. My file in Enterprise will not grow like this monster it has become and saving the file and sending it to my accountant will not be so cumbersome. Improving this I will be creating a new Enterprise file come Jan 1 that will make sending the file to my accountant a lot easier.
There is no loner a need to post invoices to QB - my accountant is not interested in invoices. Cayan payment reporting is accurate enough where I can record a deposit in QB for those deposits. Payroll and vendor payments and deposits are all that is of interest to my acct.
Hopefully this might help someone out there - I wish I had done it sooner.
Comments
Hey Heather! That's awesome to hear! Yes, I am POSITIVE, this could be immensely helpful to a lot of people.
So, are you just using the general sales reports in ESC? What tools are you using in ESC have made this possible for you?
I would say the majority of our customers, using an accounting package, are using Quickbooks. So if you have found some tricks/reports/workflows that have made you rely on QuickBooks less, which is certainly sounds like you've done, I think a bajillion (technical term for sure) would love to hear more of the details around this.
I am using P&L Reports in QB / Sales by Tech in Desco formerly used in QB / Spiffs in Desco formerly used in QB/
Since we don't post invoices all invoices are unposted so we had to find a way to help my husband sift through that to correct each invoice before we bill to customer. We decided to set up a personal view for him. check it out : once we import the invoices form IPADS we place those invoices on hold so we set up a personal view to view invoices on hold. Cool huh?
Bottom line I am saving $2000.00 a year so if I did this 5 years ago that would be $10,000.00.
So you guys have a couple techs, yeah? Do each have their own particular list view, and all their Invoices are on hold?
That's a nice chunk of money ;)
we have 3 techs not allowed to email invoices to customers yet because we have gone to the flat rate so we are all very new at the invoicing thing. So we are especially careful about auditing invoices. we all answer the phone but we have a dispatcher who does it all.
She imports all the invoices and puts them on hold for my husband. We print them out the way they write it and then after he audits it we go over it in the morning meeting on how each invoice could be improved.
Its a work in progress.
OH yeah how could I forget about this - your collection manager is great - I have formatted friendly reminders,formal reminders and harsh reminders so I no longer need QB for that either. yay!
Glad to hear it's working for you Heather! Also, I moved this post to the "best practices" since this is relevant to that forum :)
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