How to organise business documents on OneDrive
A plain guide for South African small business owners on setting up OneDrive so documents are easy to find, share and keep safe.
Read the note →Blog
What is happening in this space,
and what it means
for you.
Short reads on the news that matters to a small business, in plain words. What changed, whether it affects you, and what we would do about it.
What your debtors list tells you about your admin
Owners who want to know how to get clients to pay on time in South Africa often have an admin problem, not just a cash-flow problem.
Read the note →How to answer the same client questions every day
Owners waste the best part of their day repeating the same answers. Here is what a practical fix looks like for a small South African business.
Read the note →Five invoicing myths that cost South African owners time
Common beliefs about invoicing hold small South African businesses back. Here is what is actually true, and where AI fits in.
Read the note →Connect Xero to Excel without the copy-paste
Copying figures from Xero into Excel by hand is a weekly job for most small business owners. Here is what to do instead.
Read the note →How to collect documents from new clients online
Chasing ID copies, bank details and signed forms slows every new client down. Here is a cleaner way to do it.
Read the note →What a Client Onboarding Checklist Means for Your Accounting Practice
A client onboarding checklist for your accounting practice stops work falling through the cracks. Here is how to build one that actually runs itself.
Read the note →Capture orders into Sage automatically, and keep your data yours
When you automate order capture into Sage, the question of who holds your data matters. Here is what small business owners should think about.
Read the note →Automatic payment reminders in Xero: what they do and what they don't
Xero can send automatic payment reminders, but the chasing still needs a plan. Here is what to set up and where the gaps are.
Read the note →Automate quotes in Sage before the week runs away
If you build quotes by hand and retype them into Sage, that job is the first thing worth automating. Here is how Legarix approaches it.
Read the note →Do you still need Google Workspace or Microsoft 365?
AI tools now build documents and presentations inside a chat window. Here is what that means for a small South African business owner.
Read the note →Who answers after hours enquiries for your small business?
Most small business owners lose work to missed after-hours enquiries. Here is what handling them automatically actually involves.
Read the note →Stop chasing invoices: make the reminders send themselves
Unpaid invoices pile up when chasing depends on memory. Here is what a systematic reminder process looks like for a small business.
Read the note →How to send quotes faster in a small business
Quotes go out late because they are built by hand every time. Here is what that job looks like, and how to change it.
Read the note →Stop retyping orders from email into every system
If an order arrives by email and you type it into three places, here is why that keeps happening and what the automated version looks like.
Read the note →WhatsApp auto reply for small business in South Africa
Same five questions, every day. Here is what a WhatsApp auto reply looks like for a small South African business, and when it is worth setting up.
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