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How Do YOU Handle Receipts?


TTP

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  • 3 months later...

George, thanks for the reply. I just became a Mitchell user, signed up last week. I like that idea, going to give it a try.

When you say that the office person double checks them before they are separated, How are the "seperated" by vendor, date, customer???

Please elaborate

 

We do the same as Joe has said above, in the main office the invoices are stored by Vendor, each vendor has a folder and inside that folder the invoices are separated by month, and in sequence by invoice number.

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We store all invoices by vendor. Each vendor has a file. As we pay the month invoices we have another drawer that has each vendor and we file the paid invoices in it. We also use Mitchell.

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  • 1 month later...

I prefer to keep my system pretty simple. I have a file box with copies of all outgoing invoices organized by date with the parts receipts used for that particular repair stapled to the invoice.

 

The electronic copies of the invoices are saved in my computer with the name and date as the file name so that they are automatically organized for me by name and then date of repair (example file name would be "Smith, Jerry 2013-07-02").

 

This system seems to be working very well for me. If I need to look up warranty on a part or pull a customer's previous repair invoice I simply find their name listed on my computer and the repair date linked to that file name tells me exactly what file folder to pull the paper invoice from my file box out of.

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I am opening my first shop in a few weeks and have been sifting through the seemingly endless list of management programs. Protractor, rowriter, mitchell, bay master, a few others. Mitchell seems like the most user friendly program. Although I could not get a very good demo of it do to the sales guys lack of knowledge of his own program. The social module of it seems like a great advertisement tool to propel the business. Someone please just tell me which program to pick! LOL.

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  • Have you checked out Joe's Latest Blog?

         4 comments
      A recent study, done by Harvard Business School, concluded that the real problem with attracting and retaining employees has more to do with the workplace environment, not pay or benefits. While the study did find that an adequate pay plan and offering an attractive benefits package did help with recruiting and retention, it’s not enough to satisfy the needs of employees, especially those of front-line workers.
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      Step one to attracting and retaining quality employees: Create an amazing workplace environment for your employees!  Trust me, happy employees make happy shop owners too!
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