Ask.
There is no point in reinventing the wheel, other people have been where you are and will have a solution for you. Use that knowledge.
I had a conversation with a client today. He needed help with a report from the new payroll software that he had never used before. That was fine, I showed him what he needed to know.
I had done some tidy up work for this client after some sudden staff movements which meant that the current staff member had not been given enough training due to Covid getting in the way.
While I had the client on the phone I asked if there was anything else that he needed help with or wanted me to have a look at in Xero. Yes he said there was, he was unsure why something was coded to a clearing account but he could not remember which one, so I showed him an easy way to find the information he was looking for.
It turned out he was missing 6 months’ worth of credit card payments not being applied to debtors’ invoices as no synchronizing had been done between their online bookings system Enrolmy and Xero. In the end, we solved 2 of his questions but still needed to resolve 3 more created by this situation.
The point of my story is ASK.
ASK the little niggling questions.
ASK why if something doesn’t make sense.
Even if it is a little thing at the time, it is better to ask straight away to stop it turning into a bigger issue that could get out of hand.
I prefer to have little questions during the day that are easy to resolve, either by email or a quick phone call, rather than trying to unravel 6 months of transactions that have been done incorrectly.
What questions do you have today that need to be answered? Give us a call and we can help you sort through them.