Keep Business Diary Upto Date - My Process Documented

Look at business emails and pick the next one after the last matching receipt note on the business diary.

Make sure the last one in the records of the spreadsheet matches up with the last recorded invoice in the local business folder as a PDF.

Verify that the last one saved locally has a star on it in the mailbox. (this stays until a backup link is provided in the business spreadsheet as a link to the saved cloud document.

Print the email to PDF and store it in the business folder locally

Use the following rules for folder storage:

• Invoices (year date)
• Direct Debits
• Admin
• Accounts Related
• Info from Accountant
• Years accounts
• Emails

Update the business diary online with the same file name description as put for the local filename.

Input relevant amounts and or details to the diary.

Finish starring all current emails, and confirm printed out as pdf and inside spreadsheet recorded.

Once inside the spreadsheet, confirm the cloud link with the uploaded receipt or account document for each.

After the cloud link backup of all invoices, account-related.

Then, archive emails from the inbox in Thunderbird.

Then, back up the mailbox and save it to emails.

Then, upload the email backup file to cloud storage.

Process finished.

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