![]() ![]() Outsourced services for accounting are popping up everywhere whether it’s for bookkeeping or bill pay. Compliance removes exceptions and errors from the process. ![]() The same is true for other accounting email addresses. If a vendor sends an invoice to the purchasing department, have the purchasing department instruct the vendor of the right AP email address. Once you have an address setup for connecting with vendors, customers, or employees, stick to it. Automation allows the team behind the accounting email address to focus on doing work rather than managing compliance. Using generic email software like Outlook or Gmail puts the burden of compliance and controls on the staff through manual routines. ![]() Unlike a personal email address which is very ad-hoc, an accounting email address has compliance and controls requirements to fulfill the accounting cycle. If you’re a sole proprietor, do you plan to have employees one day? If you’re a one-person department, do you plan to hire more people? What will your team and operations look in the future? By planning for the future of your operations, you’ll be able to scale as the business requires. Having alignment between address and process makes this possible. You want to be able to tailor your workflow to these differences. The access rights, required actions, tracking of work and keeping of records will vary for each. Accounting Email Address Do’sĪR, AP, and payroll are different, and you should design your accounting email addresses to reflect these differences. So here’s some best practice do’s and don’ts. In a perfect world, it should be simple to understand, easy to follow and be responsive to your vendors and customers, but too often, it’s a hodge-podge of one-off, hard-to-follow rules and procedures that cause delays, mistakes, and upset partners (and possibly your boss). It’s the way you exchange invoice and payment information as well as resolve inquiries, disputes, and reconciliation.īehind every accounting email address is a process. It’s how vendors and customers connect to you. Your accounting email address is the center of your accounting cycle. ![]()
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