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Practice Tips

Practical advice, guidance and case studies written for faculty members working in practice. Aimed at helping you benefit from the capabilities and navigate the risks arising from new technology

The top excuses for not going paperless

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In the current working environment, which is predominantly remote for many, access is still required to information relating to clients. It is of little use when it is stuck in a filing cabinet in the office!

Mobile apps or desktop versions?

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Many software products these days have mobile apps – be it accounts software, add-on partners such as invoice processing, banks, email, office apps (word processing, spreadsheets, etc) …. the list goes on.

Please download the bank statements for the year - "How do I do that?"

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With accounting software, bank feeds and growing digital knowledge across accountants and clients this is a question that increasingly seems a little old-fashioned…it certainly becomes increasingly tiresome and time consuming to try to help.

What does 2021 have in store for IT

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There is no doubt 2020 saw some significant changes to working methods and practices and all the signs are that this will continue into 2021.

Open banking

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A whole new way to view your financial information and interact with your money.

Exceptions - exceptions - exceptions!

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Exception reports are a favourite tool. It is all very well having reports but is the underlying data in those reports a) correct and b) complete?

To Excel or not to Excel

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There is a never-ending debate as to whether Excel, and spreadsheets in general, have a place in the working world.

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