filing

A simple checklist for a new financial year

A simple checklist for a new financial year

If you're dreading getting ready for your accountant, then it's extra reason to check out the tips I have for you today.

The new financial year is a great chance to review your P&L for the year gone and plan how you'll get a jump on the new one. But I also want to remind you to make a fresh start of your filing. So you can cruise through the next 12 months knowing exactly where to put anything tax related. AND you can feel super clever and calm when it comes to tax time next year.

VIDEO: Filing your Reference Information - Office Basics series

VIDEO: Filing your Reference Information - Office Basics series

This is the final part of a series where I briefly explain the main systems that can help your personal productivity in the office.

We all keep information for future reference, for just in case. The key is being able to find it again when you need it...

Important Questions about Information Management in your Business

Important Questions about Information Management in your Business

Over the last few months, I have been busily furthering my organising and productivity knowledge with a well respected industry veteran in the US, Barbara Hemphill. I will soon be able to add the title Certified Productive Environment Specialist (CPES) to my accomplishments and it's already given me some really effective extra tools to help my small business clients to manage their information and be more productive.

Making filing paperwork easier

Making filing paperwork easier

Let's face it, most people hate filing. It's boring. 
But more than that, one of the common getting stuck points is those documents that don't really fit into any category that you have set up. Sometimes this results in piles of miscellaneous papers or you just put off the filing all together.. And the piles grow.

So how can we avoid this and make filing easier?

Digital Filing with Evernote

So much of the information we have coming at us these days is via some digital medium. Whether its a bill or quote emailed to us, an article read online or a picture that we want to save for future reference. So how do you save all this info in a way that you can find it when and where you need it?

My preferred method is with an app called Evernote. It's so easy to learn, it's convenient and it's free (unless you become are really heavy duty user but even then it's quite reasonable).
evernote digital storage

Easy ways to capture info

When you come across something that you want to save for future reference, no matter where you are or what it is, you can add it to Evernote!
There are free apps for Windows, Mac, iPhone, iPad and Android, or you can just log in to the website on any computer. Whichever device you use, it all syncs to the cloud. You even get a special email address set up so you can forward emails to it and it appears as a new note in Evernote!

What can you capture?

Type text, take a photo, record an audio note, clip info from a website, import a photo from your phone or save PDFs to read later.

Organising all that Info

Everything you put into Evernote becomes a "note". You can sort your notes into "Notebooks" which are just like folders. Add extra text or images to existing notes and you can also add "tags" to notes to help you sort them and find them later. You can make it as basic or complicated as you want but a good way to set it up, as with any filing, is to think about how you would search for it later.

Finding it again

One of the great features in Evernote is the search that lets you find a word that appears in your note, even if its an image! So for example if you take a photo of a recipe from a magazine, you can search for one of the ingredients and Evernote will still find it!

I have so many uses for Evernote! Including:
  • Recipes - with notes added about how good it is and pics of the end result
  • Photos of dresses or furniture that I like - can add the details of where to buy from
  • Receipts that I need to keep for product warranties - whether from an email or just a photo of the cash receipt
  • Contact info - Photos of business cards or information clipped from a website
  • Travel itineraries and information - booking numbers, ideas of places to visit, weather forecasts, packing checklists
  • Instruction manuals for gadgets - You can download these from the manufacturers website and throw out the paper version
  • To-do lists - sometimes I even make a wishlist so that next time someone asks what I want for my birthday there are no more mind-blanks! 

I don't know how I managed before I found Evernote, how do you keep track of things you want to remember later?

Personal Filing for Beginners

When you're first starting out, whether it's when you first start working, or move into your own place, is usually also when you have to start thinking about how to handle all the new paperwork that comes with it. Bills, rental agreements, car rego, insurance, medical records, it can all pile up quite quickly and so it's a good idea to set up a personal filing system

4 Tips for Organising your Digital Photos

Alot of us use the camera in our smartphone now for everyday snapshots. It makes it easy to show them to others as they're right there in your pocket. But for those special occasions and holidays, we want better quality photos, so out comes the trusty digital camera. I'm someone who has always loved to take photos, my family sometimes calls me "the papparazzi" at special occasions, so having a way of keeping track of all those photos is really important.
Do you still have photos from Christmas or your last holiday still on your camera? Or maybe you've got a heap of photos from all different events jumbled up in the same folder on your computer?
It's easy enough to get motivated to transfer your pics to the computer because you want to see them on a bigger screen and see which ones really turned out well. There are a couple of extra steps though, that are quick and easy and if followed every time, will save alot of messing around searching for lost photos later.

Create a new folder for each occasion

I always organise my photos in folders in Windows. There are plenty of photo programs out there that have an organising component but some of them duplicate or resize your photos when you don't want to, and also sometimes software gets outdated. A simple folder in Windows (or Mac OS) will always be compatible later on. So I set up a folder for each different group of photoswithin the main "Photos" folder. How you want to categorise them is totally up to you and how you think you're likely to look for them later. It could be by date, event, place, people etc.

Give the folders meaningful names

For naming the folders, I use a system that includes the date and the event name. It goes: [YEAR]-[MONTH] - Event name, so for example 2012-08 - Mums birthday. So if you sort your folder by name, the dates are going to all group together but I can also search by name if I'm looking for birthdays etc. If I have lots of miscellaneous pics from a period of time, I'll just call it 2012-08 - mixed
digital organising

Delete the Dodgy Photos

This is one I have always struggled with, but if a photo is out of focus, overexposed, or someones head is cut off, then you are never going to print or display it anywhere, so it's just taking up valuable hard drive space. Hit Delete! Once you get past the initial hesitation it starts to feel good to get rid of that photo clutter. What you are left with is a folder of photos that you are proud to show off and won't bore your friends to tears.
professional organiser

Clear your memory card

Finally, once you've transferred your pics and you've made sure they are stored safely, make sure your memory card goes back in your camera and is erased, ready for the next photo opportunity. This way you won't be accidentally transferring and storing the same photos twice because you forgot you already did it. This is also a good time to charge your camera battery so it's ready to go at a moments notice.
Happy snapping!