Wednesday checklist
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Wednesday checklist (by LeePookie [IN]) Jan 12, 2022 5:50 AM
       Wednesday checklist (by WMH [NC]) Jan 12, 2022 10:17 AM
       Wednesday checklist (by MMIT [VA]) Jan 12, 2022 12:33 PM
       Wednesday checklist (by 6x6 [TN]) Jan 12, 2022 1:31 PM
       Wednesday checklist (by 6x6 [TN]) Jan 12, 2022 1:33 PM
       Wednesday checklist (by LordZen [MA]) Jan 12, 2022 7:02 PM
       Wednesday checklist (by BRAD 20,000 [IN]) Jan 13, 2022 12:59 AM
       Wednesday checklist (by BRAD 20,000 [IN]) Jan 13, 2022 1:01 AM

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Wednesday checklist (by LeePookie [IN]) Posted on: Jan 12, 2022 5:50 AM
Message:

One routine that really helps us.

Wednesday, every Wednesday one of our major priorities is to send all receipts to our Virtual Assistant for Quickbooks input. It's on our task list.

This simple task learned from a few friends we met on here and at the Conventions has really helped/saved time and headaches. I touch the receipts once and scan them in and send them.

Done. Now get out there and find another deal, property, or opportunity to grow.

Happy Hump Day. Heading to the Gym with Pookie! --96.31.xxx.xxx




Wednesday checklist (by WMH [NC]) Posted on: Jan 12, 2022 10:17 AM
Message:

Lee we buy most of our supplies from Home Depot because 1) it's right there 2) we have an account and 3) they email every single receipt to me. Every single one. I know exactly where DH sometime by the time on the receipt!

Obviously there are times when we have to do real receipts from other stores, but this handy emailing of receipts is a huge time saver. Outlook rules sorts them by year, and I download the folder into an annual PDF file for safety, but they are also in my email all the time.

Just having this feature saves SO much time. I can even search on a random item ("granite sink") that we bought once but can't remember when or for which house...or find ALL the receipts for a certain job, as having an account with them means we can assign a PO/Job Name to every single receipt right at the register.

Or how about, "Hmm, did we use KHAKI Oak Allure on that house or was it Brushed Oak?" (Since we switched colors a few years ago.) We don't need to go look - I have the receipt on hand. --50.82.xxx.xxx




Wednesday checklist (by MMIT [VA]) Posted on: Jan 12, 2022 12:33 PM
Message:

WMH, do you also get paper receipts?

Is that part of the pro rewards package?

Thanks --174.206.xx.xxx




Wednesday checklist (by 6x6 [TN]) Posted on: Jan 12, 2022 1:31 PM
Message:

WMH, how do you take your email receipts and use outlook to sort them by year?

Are you taking your email receipt and copying them onto some sort of microsft office document and then able to sort them by year?

What folder are you downloading, did you create one? --73.120.xx.xxx




Wednesday checklist (by 6x6 [TN]) Posted on: Jan 12, 2022 1:33 PM
Message:

LeePookie, how do you store your scanned receipts?

Thank you for sharing your processes. --73.120.xx.xxx




Wednesday checklist (by LordZen [MA]) Posted on: Jan 12, 2022 7:02 PM
Message:

Very good thread, thanks for sharing your awesome process everyone. --98.216.xx.xxx




Wednesday checklist (by BRAD 20,000 [IN]) Posted on: Jan 13, 2022 12:59 AM
Message:

Lee and Pookie,

Son20,000 (who you know!) has his VA pay employees and subs via Venmo. No checks to fiddle with.

BRAD

PS Can we shorten your Couple Name to Leookie?:)

--73.102.xxx.xxx




Wednesday checklist (by BRAD 20,000 [IN]) Posted on: Jan 13, 2022 1:01 AM
Message:

Or Leekie?

BRAD --73.102.xxx.xxx



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