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MyCorbu  TIPS

Simplifying Records

10/26/2020

 
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When adding transactions into MyCorbu Books, you have the opportunity to reduce your record keeping.
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I recommend entering bills as soon as they are received. This eliminates the need to keep a separate file of bills that are payable. The bill itself can be scanned and attached to the bill entry by uploading it while making the entry. See https://www.mycorbu.com/help/transactions for a deeper look.
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You can easily record the due date during the same entry. Then once or twice a month, open the Payables report to see what bills you have, total amount due, and which need paying. Note the 'Mark Paid' column on the right, just click 'mark' when paid.
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Paying bills can really be simple if you use your checking account's 'bill paying' feature. Each bill just takes a date, an amount, and a click to send. No checks. No addressing envelops. No stamps.
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When logging in invoices, you can attach a copy in the same way so that you can easily see exactly what was sent. 

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MyCorbu
Greater Cincinnati
540 Beaumont, Fort Wright, KY
VM: (859) 444-4560
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