A New Year’s Resolution for More Streamlined Payments

While making your list of resolutions for the new year, don’t forget that financial management may also be in need of an updating or enhancement. Make your money work better for you by reducing late payments, extraneous fees, and bookkeeping inaccuracies with a few upgrades that can help you keep better track of revenue and expenses.

Automating tools

Online, cloud-based tools for financial management can help with everyday bookkeeping and budgeting, and keep you alerted about where your money is going. Online accounts offer real-time updates, giving business owners up-to-date snapshots of their spending and available cash flow. They also offer remote access so that you can check them from anywhere, any time of the day, using only your mobile device.

Online check printing

Businesses still rely heavily on checks for issuing and collecting payments. While varying payment options are widely available, many come with service and transaction fees, and they are not always the most secure or expedient way to transact funds. Checkeeper offers customizable templates for creating, printing, and mailing business checks. Contact information, bank account numbers, and business logos can be updated on demand, eliminating the need for check reordering every time a piece of information becomes outdated.

Check mailing services

Professionals who travel, work from the road, or utilize professional bookkeeping services appreciate the convenience and affordability of check printing and mailing services that handle most of the work for you. Upload a CSV file into your Checkeeper account, or input the payment data yourself, and have checks generated by Checkeeper that can be printed and mailed for you according to the priority delivery speed of your choice. Keeping a mailing credit balance in your account is a convenient way to exercise check mailing options while you are on the go, out of town, or away from a printer.

Automatic recording

Recording every received payment, issued payment, and cleared transaction, along with dates, amounts, and payee/payor names, is essential for accurate financial management. Opting for online, cloud-based tools gives users access to automatic recording and data-syncing features that offer far greater accuracy and efficiency than manual data entry. Make spending less time entering (and fixing) financial transactions part of the New Year resolve by taking advantage of cloud-based storage and automated bookkeeping features.

User permissions for greater accountability

Reduce some of the work without reducing the control and oversight over the funds. Checkeeper offers user permission settings at no additional fee so that account holders can delegate some work to team members or remote bookkeepers while still maintaining a high level of accountability and security. Streamline the payment system to make it more efficient this year by delegating some work with systems that allow for control and transparency. Set the user permissions in Checkeeper to authorize additional users, and limit those permissions to only designated features; add an approval requirement, as well, if you seek additional oversight. Reports run through Checkeeper will list, along with the pertinent payment data, the authorized user who created the check so that everyone stays accountable in a more streamlined payment process.

Multiple business management

Business owners and bookkeepers who manage payments for many businesses at once can reduce the time spent logging into and managing multiple accounts by selecting software services that consolidate all your usage into one place. Professionals who run multiple businesses or who issue payments for more than one company appreciate the convenience that Checkeeper’s consolidated account access can offer. Register for a free account, create a single login, and add as many businesses to your dashboard as necessary. Each added business takes on its own subscription and has access to unlimited check printing, as well as unlimited saved templates, uploaded logos and designs, designated software add-ons, and mailing credit balances. Most importantly, each business has its own online smart check registry for recording and storing check transactions. Run reports for each business separately—without overlap—all from a single account login and navigation page. Consolidated access to multiple businesses from one access point saves time and reduces opportunities for errors and omissions; it also streamlines the process for issuing payments for all your clients at once.