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You're facing technical issues with new accounting software. How can you keep productivity levels up?

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Facing technical issues with new accounting software is a common headache that can cripple productivity. But don't let it bring your operations to a standstill. Instead, consider this as an opportunity to re-evaluate and streamline your processes. By addressing these challenges head-on, you can keep your corporate accounting team's productivity levels consistent, ensuring that financial reporting, compliance, and day-to-day accounting tasks continue to run smoothly.

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1 Stay Calm

When faced with software glitches, maintaining composure is crucial. Panicking can lead to rushed decisions, which may exacerbate the situation. Take a deep breath and assess the scope of the problem. Communicate clearly with your team about the issues at hand and reassure them that you're working on a solution. This will help to maintain morale and keep everyone focused on their tasks. In the meantime, identify manual processes that can temporarily stand in for the software functions, ensuring that critical financial operations continue without significant delays.

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Diego Nogueira

Especialista em finan?as empresariais e controladoria | consultor empresarial | Auxilio pequenos negócios a crescerem e prosperarem, fornecendo orienta??o e suporte financeiro estratégico.
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Converse com a equipe, explique o problema e deixe claro que vocês est?o trabalhando para resolver. Isso ajuda a manter a calma e a produtividade. Enquanto isso, pense em como fazer as coisas manualmente, pelo menos até o software voltar ao normal. A gente precisa garantir que as finan?as continuem funcionando, mesmo com essa dor de cabe?a!

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Waqar Khan

Finance Business Partner (FP&A - xPA) - Driving Financial Excellence for Businesses Growth in Transportation & Treatment Facilities | Financial Analysis | Budgeting | Costing | Data Analytics | Exploring AI
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I would say maintaining productivity is crucial. Stay calm to manage the situation effectively. Assess the impact by identifying affected processes and prioritizing critical tasks. Use manual workarounds, such as spreadsheets, to continue essential tasks temporarily. Communicate clearly with your team and stakeholders about the issues and the steps being taken to resolve them. Leverage the expertise of IT support, software vendors, or knowledgeable colleagues for troubleshooting. Plan for the future by documenting the issue and the resolution process to improve response times for future occurrences. Ensure regular backups, provide additional training for manual processes, and review software contingency plans to enhance resilience.

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2 Assess Impact

Evaluate how the software issues are affecting your accounting tasks. Are they isolated to certain functions or widespread? Understanding the extent of the problem will help you prioritize your response. If the issues are contained, you may be able to work around them while seeking a resolution. If they're more extensive, consider which processes can be temporarily reverted to manual operations. This assessment will also inform you about which areas to focus on when communicating with your software vendor for support.

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Diego Nogueira

Especialista em finan?as empresariais e controladoria | consultor empresarial | Auxilio pequenos negócios a crescerem e prosperarem, fornecendo orienta??o e suporte financeiro estratégico.
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é verdade, os problemas de software podem ser um pesadelo para a gente que trabalha com contabilidade! Acho que a primeira coisa a fazer é tentar entender se o problema é um "glitch" isolado, que afeta apenas uma fun??o específica, ou se é algo mais generalizado, que está bagun?ando várias coisas. Se for um problema isolado, dá pra tentar contorná-lo enquanto buscamos uma solu??o definitiva. Mas se for algo mais amplo, talvez precisemos pensar em voltar para alguns processos manuais temporariamente, até que o problema seja resolvido. Essa análise também vai ajudar na hora de falar com o suporte do software. Se soubermos exatamente quais áreas est?o sendo afetadas, podemos ser mais específicos e eficientes na hora de pedir ajuda.

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3 Manual Workarounds

Implementing manual workarounds can keep productivity up while your software is down. Identify the most critical accounting functions that cannot be delayed and establish a temporary manual process for these tasks. Ensure that all team members are trained on these procedures to avoid errors and maintain efficiency. This might involve using spreadsheets or paper-based systems as a stopgap measure. Remember, the goal is to maintain accuracy and compliance, even if it means slowing down a bit to ensure quality.

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Diego Nogueira

Especialista em finan?as empresariais e controladoria | consultor empresarial | Auxilio pequenos negócios a crescerem e prosperarem, fornecendo orienta??o e suporte financeiro estratégico.
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é super importante manter as coisas funcionando mesmo quando o software está fora do ar! A dica é focar nas tarefas contábeis mais urgentes, tipo aquelas que n?o podem esperar. Crie um jeito de fazer essas coisas manualmente, usando planilhas ou até mesmo papel, enquanto o software volta a funcionar. Treine a equipe para usar esse método manual, para evitar erros e garantir que tudo continue fluindo. A prioridade é manter a precis?o e seguir as regras, mesmo que isso signifique trabalhar um pouco mais devagar no come?o. A qualidade vale a pena!

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4 Communicate Clearly

Clear communication is vital during technical disruptions. Keep your team, management, and stakeholders informed about the issues and the steps being taken to resolve them. This transparency helps manage expectations and reduces frustration. Regular updates can also serve to reassure everyone that progress is being made towards a solution. Additionally, clear communication with your software provider is essential to expedite the troubleshooting process.

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Diego Nogueira

Especialista em finan?as empresariais e controladoria | consultor empresarial | Auxilio pequenos negócios a crescerem e prosperarem, fornecendo orienta??o e suporte financeiro estratégico.
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é super importante manter todo mundo no loop quando acontece um problema técnico, sabe? A equipe, os chefes, os clientes... ninguém gosta de ficar na dúvida! Dar updates sobre o que está acontecendo e o que está sendo feito para resolver a situa??o deixa todo mundo mais tranquilo e evita que a gente fique com a sensa??o de que ninguém se importa. E n?o esque?a de falar com o pessoal do software também! Eles podem ter dicas valiosas para resolver o problema mais rápido. Comunica??o é a chave para superar qualquer obstáculo técnico!

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5 Leverage Expertise

If the technical issues are beyond your team's expertise, don't hesitate to seek external help. Contact the software provider's support team or hire an IT specialist with experience in accounting software. Their expertise can help diagnose the problem more quickly and propose effective solutions. While this may incur additional costs, the benefit of minimizing downtime and maintaining productivity is often worth the investment.

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Diego Nogueira

Especialista em finan?as empresariais e controladoria | consultor empresarial | Auxilio pequenos negócios a crescerem e prosperarem, fornecendo orienta??o e suporte financeiro estratégico.
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é super importante lembrar que nem sempre a gente consegue resolver tudo sozinho, né? Se o problema no seu software de contabilidade estiver mais complicado do que a sua equipe consegue lidar, n?o tenha medo de pedir ajuda! A gente pode entrar em contato com o suporte do próprio software, que geralmente tem gente especializada em resolver esses problemas. Ou, se precisar de algo mais específico, contratar um profissional de TI que já tenha experiência com esse tipo de software pode ser a melhor op??o. Claro, isso pode sair um pouco mais caro, mas pense no tempo que você vai economizar e na produtividade que vai manter. No final, pode valer muito a pena! ??

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6 Plan for Future

Use this experience as a learning opportunity. Once the immediate issues are resolved, take time to review what happened and why. Develop a contingency plan for future software problems, including regular data backups and training on manual processes. This proactive approach will help safeguard your productivity against future disruptions, ensuring that your corporate accounting functions can withstand technical challenges.

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7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Flora Leung

Payroll Accounting Specialist
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Review one more time all the data were entered correctly that can ensure have right output results. Although our side having accounting payroll techniques problems, the provider still have the right data to do the work.

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You're facing technical issues with new accounting software. How can you keep productivity levels up?

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1 Stay Calm

2 Assess Impact

3 Manual Workarounds

4 Communicate Clearly

5 Leverage Expertise

6 Plan for Future

7 Here’s what else to consider

Corporate Accounting

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