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egw91145
Florida
62 Posts |
 Posted - 10/13/2012 : 10:25:39 AM
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I track everything on Excel. Date of the signing, date I get paid, borrower's name, mileage, expenses, companies (across the top) and in the correct cell the fee. The fee cell is changed to green once paid so it's real easy to see what transactions haven't paid yet. And each month I run a total and a cumulative total. Also I hold checks that come in each month for the month so they all get deposited at once - it's alot easier for me to know monthly income that way rather than putting them in as they come.
EGW |
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arlenemills
Florida
15 Posts |
Posted - 10/13/2012 : 06:16:58 AM
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I have an 8 X 10 appointment book, which I put down the borrowers, name, address, and mileage. When I am completed with a job, I put the confirmatin sheet as well as the mapquest map in a file. When I get paid I log that in my Excel spreedsheet, along with mileage and tolls. Every week or so I go through my completed file and pull confirmation sheets that are way past due and contact the company. I then have a plastic tote which I put my paid confirmation sheets and always retain the copies of the mapquest directions for IRS purposes for the mileage.
arlene mills |
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jbelmont
California
3106 Posts |
Posted - 10/13/2012 : 01:43:25 AM
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We asked this question on facebook and got many great comments from the notaries. One signing has a record sheet for each signing showing dates, and all other pertinent information. Another uses a Blackberry to stay organized. One keeps an appointment book with the daily mileage for the IRS. Another keeps a log book of all appointments, mileage, timing, etc.
One notary keeps virtual files for each company she works for.
I recommend having lots for EACH company you work for tracking how fast they pay, and what types of problems you have with them.
You also need a log or 5*8 cards for each signing to track all of the information and when you got paid -- or didn't get paid. There will be a lot of copying info from the signing log to the log for each signing company. computers can help you keep track of this, but paper is good because it doesn't CRASH!
What are your techniques?
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