Go Paperless

所在平台: Udemy

课程主页: https://www.udemy.com/course/go-paperless/

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课程简介

这门名为“无纸化办公”的Coursera课程,旨在帮助学员克服 the daunting task of going paperless. 课程强调循序渐进的方法,避免学员因任务量过大而感到不知所措。 课程内容涵盖了个人和小型企业两大领域: **个人文件管理:** * 家庭和汽车记录 * 税务记录 * 银行记录 * 健康和医疗记录 * 房产、船只、房车等资产记录 * 子女和学校记录 * 宠物记录 * 家庭照片等家族记录 **小型企业文件管理:** * 扫描常用的商业文件和表格 * 追踪收据和费用 * 追踪收入 * 评估何时升级到专业的会计系统(如Quickbooks) **贯穿始终的关键主题:** * **安全:** 密码和网络安全,以及存储备份的重要性。 * **组织:** 如何组织文件以便于查找。 * **系统性:** 建立和维护能够改变工作方式的长期纸化系统 这门课程特别适合那些在无纸化过程中苦于不知如何有效管理重要记录的学员,无论目标是家庭还是办公室,甚至是两者兼顾。它将教你如何安全、有条理地迁移到无纸化工作流程。

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课程详情

It's the chore on everyone's to-do list, but somehow we never get around to it: Going paperless.Whether you've been meaning to start moving your household documents to the cloud, or you want to start scanning an automating the paperwork related to your very small business or home office, now is the time!Every January, I hear so many of my self-employed friends complain about having to dig through receipts and get their records in order before tax time.So let's get this done.Over the years, I've figured out ways to make going paperless easier and less intimidating.We'll talk about how to tackle a little at a time so you don't get completely overwhelmed at this big task in front of you.We'll figure out what systems will work best for you, and how to put them in place.I'll show you how to handle ordinary household documents, like:House and car recordsTax recordsBanking recordsHealth and medical recordsRental propertiesBoats, RVs and other toysKids and school recordsPetsFamily records like old family photosAnd we'll work on small business records. For this, we'll dive into:Scanning business documents and forms that you use over and overTracking receipts and expensesTracking incomeDeciding when to upgrade to a full accounting system like QuickbooksWhether you're going paperless for your home, office, or both, we'll pay special attention to:Password and internet securityStoring back-upsOrganizing documents so they're easy to findKeeping systems in place that will change how you work going forward.I made this class for all of you who are still struggling with how to go paperless without losing control of all your important records. Let's go!

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