5 Ways To Get More From Accounting Software With Online Check Printing

Get more out of online, automating software for financial management by maximizing some features and adding online check printing to the array of software tools you may already be using. Checkeeper offers a platform for online check printing and mailing that can work by itself, or it can be added to and integrated with other widely-used accounting, payment, and payroll software. Consider some ways to get more out of the features only online, cloud-based software can offer:

1. Use online storage for receipts and records

While keeping physical backups of important documents, contracts, and financial statements is advisable, many receipts for simple, ordinary purchases can be secured in online storage that reduces paperwork and saves tons of space. Online storage also offers better organization for records, as items are often categorized automatically and retrievable in only an instant. Searching for records stored online is much faster and more convenient that rummaging through drawers, boxes, and filing cabinets for papers that may or may not have been filed in a consistent or organized fashion.

2. Update and integrate

Instead of investing in software that doesn’t fill all your payment and management needs—or investing in multiple products that provide overlapping services—make the most cost-effective upgrade in financial management by utilizing software specific to your business size and type, and by selecting products that work compatibly together to reduce manual data entry and redundancy. Checkeeper offers a custom check option with automatic recording that can integrate with many of the most widely-used accounting and payroll software for small businesses, requiring less data entry to sync information in multiple places, and therefore requiring less time and producing fewer errors.

3. Run reports for faster account reconciliation

Reconciling bank statements and matching up financial statements with in-house bookkeeping records is important for managing cash flow, budgeting accurately, and spotting errors or overcharges. It is also a time-consuming task that can be easy to put off. Online tools make all aspects of financial management simpler and faster by automating the process and producing documentation quickly. Checkeeper offers powerful searching and reporting features for any time a user needs to track a specific payment, a specific series of payments, a list of payments made within a designated time frame, or the entire check spending history. Search the smart check registry according to any payment criterion to pull up a check in question, or input a date range for the month, quarter, or other custom time frame to generate a list of all payments made within those dates. Need a more comprehensive report? Use the Checkeeper ‘Reporting’ feature to generate a spreadsheet of all checks created in the account, complete with all payment information as well as the authorized user who initiated each payment and the date and time of creation. Checkeeper reports make bank reconciliation and alliance of bookkeeping and expense records a faster, more accurate process that can be completed in just a few clicks.

4. Add, limit, change who is authorized

Users who want to delegate some of the financial management tasks benefit from services that allow multi-user access for low or no fee. Checkeeper enables account holders to authorize employees or remote bookkeepers to access the Checkeeper account to print and mail custom business checks on the business’s behalf. Input the names and email addresses of users you wish to authorize, and Checkeeper will contact them with a secure link to initiate account setup. Limit the user permissions to only designated features, and expand or revoke them at any time. Keep track of everyone’s usage by running reports that list the authorized user responsible for creating each check. Give everyone real-time, updated access to payment data through the online smart check registry that records and stores all payment data for you.

5. Consolidate tasks

Online software services that work together can be optimized to reduce redundancy and get multiple tasks done at once. Link Checkeeper to a compatible account software to have check payments automatically recorded and categorized as expenses. Checkeeper also offers direct bill-to-check conversion options with certain payment software so that data from an unpaid invoice can be turned into a check payment with less data entry involved. This saves time, reduces paperwork, and eliminates redundancy of multiple data entries. Checkeeper also offers multi-business management from a single account for those bookkeepers and business owners who manage payments for more than one business. Create one Checkeeper account and go back and forth among the businesses added, keeping all records and reports separate. Each added business has its own check registry, linked checking accounts, check templates, uploaded logos and images, and saved settings, so that there is no overlap and less time spent managing multiple passwords and logins for payment accounts.