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Tech Update - June 2020


With restrictions beginning to relax, we hope you continue to stay healthy and safe.

Working from home for many has become their new normal. When the pandemic restrictions end, some form of this new normal is likely to continue. One step that an oganization can take to improve workflow now is the automation of bills and receipts. Tools, like Receipt Bank, provide organizations with an efficient way to collect, process and file bills and receipts. This month's blog post will look at some of the options and how this automation works.

In addition to the automation posting, we have some great tips on using Excel and Word in the links below.

As always, we appreciate receiving your questions or comments.

Take Care


With the world in a major state of change, more accountants and bookkeepers than ever are looking to improve their ability to work effectively with their clients remotely. Save time by automating your data entry and spend it supporting your clients with crucial cash flow insights using real-time data.

Automation of Bills and Receipts

With today’s automation tools it is quick and easy to capture data from receipts, bills, invoices and bank statements. Applications like Auto Entry, Hub Doc, and Receipt Bank provide a low-cost system to save significant time in processing your organization’s bills and receipts. 

Five Ways You Should Use Microsoft Teams Today

Since its introduction, Microsoft’s Teams platform has enjoyed widespread success and adoption. However, most organizations are not taking full advantage of all Teams has to offer. Beyond just a tool for hosting meetings, Teams offers so much more!  In this article, you will learn about five specific features in Teams that you should be using today.

Click here to read this article

Managing Slicer Filters in Power BI

If you are working with Power BI, you probably already know how powerful Slicer filters are. The ability to add a Slicer and have it automatically filter everything on the report can be great! But, what about instances where you do not want the Slicer to filter all your tiles? Instead, you want the Slicer to filter only some of your tiles. How can you control your Slicers? Fortunately, as you will learn in this tip, managing Slicer filters in Power BI is exceptionally easy.

Click here to read this article

Rethinking Sorting and Filtering in Excel

When sorting or filtering data in Excel, most users instinctively click the drop-down arrows at the top of a column to initiate the process.  Alternatively, they flock to the Data tab of the Ribbon and click on the Sort or Filter icons there. While there is certainly nothing wrong with either of these approaches, better options exist if you are using Excel provided through a Microsoft 365 or Office 365 subscription. In this tip, you will learn how to take advantage of these better options, namely Excel’s SORT and FILTER functions.

Click here to read this article

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