Tag Archive for: accounting automation

Save Time with Automated Finance Tasks

As a small or medium-sized business, your time is valuable — and so is your budget. Hiring extra staff just to keep up with finance and admin tasks isn’t always realistic.

Fortunately, with the right tools, you can automate many of these processes, freeing up resources to focus on what matters most: growing your business. If you’re using Sage software, you’re already equipped to simplify a range of daily tasks without adding headcount. Here’s how:

✅ Automate Invoicing and Payment Reminders

Stop manually drafting and chasing invoices. With Sage’s built-in automation features, you can:

  • Set up recurring invoices for repeat customers.
  • Automatically email invoices on specific dates.
  • Send friendly payment reminders without lifting a finger.

Tip: Make sure your customer records are up to date with correct email addresses and payment terms to maximise this feature.

✅ Bank Feeds and Automatic Reconciliations

Gone are the days of manually entering transactions. Sage’s bank feeds allow you to:

  • Link your business bank accounts directly to your accounting software.
  • Automatically import transactions daily.
  • Match payments and receipts automatically, reducing errors and saving hours each month.

Tip: Set rules for regular transactions (like rent or subscriptions) so they auto-categorise correctly every time.

✅ Improve Debtor Management

Automate your debtor collection process to stay on top of outstanding accounts and improve cash flow.

  • Track overdue invoices and spot risky accounts early
  • Send automated follow-ups and payment reminders
  • Generate reports to monitor debtor trends and recoveries

Tip: Set regular review dates to act on overdue accounts quickly.

✅ Simplify VAT Submissions

VAT calculations and returns can be complex — but Sage makes it easier:

  • Automate VAT tracking throughout the month.
  • Produce VAT reconciliation reports.
  • Generate VAT submission reports with a click, ensuring nothing is missed.

Tip: Run a VAT report monthly (even if not submitting yet) to catch any issues early.

 

Need help setting up Sage automations? Get in touch: info@mrbm.co.za  /  031 818 9030.

Start 2025 with Confidence in Your Accounting and Payroll

Here’s to new beginnings and fresh opportunities in 2025! 

We hope your festive season brought you joy and relaxation, even amidst the occasional workplace interruptions. Whether you spent meaningful time with loved ones or reflected on areas for growth, we’re committed to helping you turn your accounting and payroll business aspirations into achievements.

✅ Streamlining Solutions for Your Success:
As your business evolves, you may find it’s time for an upgrade to a more advanced accounting system. Perhaps the holiday season highlighted the challenges of managing payroll and employee leave during staff absences. If so, now is the ideal moment to explore automation and other efficient solutions to simplify your operations, or simply outsource your payroll to MRBM Consultants.

✅ Expanding Our National Presence:
While our head office is in Durban, we proudly serve clients across South Africa. Our teams in Pietermaritzburg, the KZN Midlands, and Cape Town ensure that we are always within reach. We’re also excited to share that two team members have moved to Cape Town from Durban, enhancing our Sage Pastel Payroll and Payroll Bureau services for the region.

✅ Partnering for Your Success:
It’s a privilege to assist with your accounting, payroll, and HR needs. Let’s make 2025 a year of growth and efficiency for your business.

If you’re ready to optimise your solutions, we’d love to hear from you.
info@mrbm.co.za | 031 818 9030

If you’re ready to optimise your solutions, we’d love to hear from you.

info@mrbm.co.za  /  031 818 9030.

Prepare your accounting processes for the holiday season

As we approach the end of 2024, it’s a great time to assess your accounting processes.

The festive period can often be challenging, with reduced staff putting added pressure on those responsible for year-end tasks. Now’s the time to ensure your accounting processes are as efficient and effective as possible.

Here are some key ways the right accounting tools can help streamline your processes:

Automate Repetitive Tasks

Automation can significantly reduce the manual effort needed to manage invoices, cashbooks, payroll, and reconciliations, which is particularly useful during December when fewer hands are on deck, and thereafter.

Collaborative Access and Efficiency

Ensure your team has access to shared financial data and resources, allowing multiple departments to work together efficiently, even when operating with a reduced workforce.

Prepare for New Budget Cycles

If you’re looking to enhance your accounting processes, now is the perfect time to start planning. Getting the right systems in place now can make it easier to manage budgets and projections for the new financial year.

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Let’s chat about how we can help optimise your accounting processes and navigate this busy time of year.

info@mrbm.co.za or 031 818 9030.