Tips for an accountant on automating the accounting of services with a large number of clients Lviv.

To achieve an effect in the automation of accounting for services, two processes need to be effectively automated - the process of charging fees for services and the process of receiving funds. To keep records, you need an accounting program. Although micro-entrepreneurs may not use programs with double entry, the value of these programs lies precisely in double entry and the fact that all events of the company's activity can be grouped in one information base.

The author of these lines has been working as a chief accountant for over thirty years and has been writing accounting programs for himself all this time. For a large number of clients, standard accounting documents will not be enough. For example, you have 300 customers, then you need to create 300 acts per month in the classic version using the copying method. This is a very time-consuming procedure. Table documents or tabular document processing are used for automation. Then one document in accounting replaces three hundred. The simplest table is the customer code and the amount charged. Also, if necessary, you can add other indicators that need to be indicated in acts, invoices or summary tables. It is good if you will be able to change the amounts of certain columns by entering data from the outside in the format of spreadsheets (client code and amount). This significantly reduces your dependence on programmers. For example, you need to provide discounts or perform calculations. You can easily do it in Excel or OpenOffice, withdraw ready amounts and that's it.

To automate payment accounting, it is good to have several different data indentation options. Even if you set up automatic data collection, over time either the bank may change something or very often clients show creativity in writing the purpose of payment. Therefore, if you still have the opportunity to add data in the format (client code and amount), then you can easily edit the errors in the Excel or OpenOffice program and enter the ready amounts.

It is also good for an accountant to know the capabilities of Excel or OpenOffice macros and to be able to work with Word program bookmarks. This will allow you to prepare many necessary documents, starting with invoices and ending with contracts. Twenty years ago, the programming language of accounting languages was simple and many accountants could make edits themselves. Now we need an accountant, a programmer and a translator of the accountant's problems into the programmer's language and vice versa, and a lot of nerve cells.