With increasing digitization in every department of an organization, bookkeeping is also in the process of digital transformation. No matter whether you’ve learned bookkeeping concepts with a pen and paper or on an excel sheet, developed economies like the UK, cannot rely just on your skills.
Also, it is a smart business choice to upskill digital bookkeeping standards for enhanced productivity and quality presentation. Therefore, a cloud-based UK bookkeeping software is a digital answer to all your time-consuming physical bookkeeping tasks.
It gives you a full financial picture of your business with updated information in a simplified manner.
Technically, a UK bookkeeping software is a cloud-based solution for accountants, business owners, or entrepreneurs to manage their accounting numbers and books virtually with its smart features.
It eases out large financial operations which are time-consuming and complex if done manually. Broadly, you have the following benefits with UK bookkeeping software:
- Easy invoices generation
- Automatic payment alerts to clients
- Integration with bank accounts
- Automatic financial statements and reports generation
- Availability in a mobile app
- Digital Security of data
- Technical assistance by software experts
Even if you opt for the best bookkeeping software in the market, you need to be smart and cost-effective when it comes to training your UK employees for the same.
Here’s how you should handle the training process.
Select Onboarding By Software Provider
When you select the best UK bookkeeping software, onboarding and training become easy. With onboarding, the software provider equips you with a dedicated account manager to guide you through the software.
It also provides full support and training for processes like automated sign-ups for clients, workshops for onboarding, and processes that are tailored to your business goals.
You get this feature included with the purchase, but sometimes it is not enough to train your employees. That’s why remember to utilize onboarding resources optimally for training your employees so that may save some costs in the future.
Draft A Simplified User Manual
Before attending any lecture or training session on UK bookkeeping software, your employees should go through the user manual thoroughly. Though the software providers provide sufficient updated user manuals and text resources for learning and training their clients, it may not be suitable for all types of employees.
For this, you may go a step further by simplifying the user manual with the help of a technical writer, to include information necessary for training the employees. Also, the information should be drafted in such a manner that even a non-accounting background or a non-tech background employee can learn it easily.
Equip-Well Your Tech And Accounts Team
This is the easiest way to train your employees for UK bookkeeping software. When you have both the technical and accounts team sitting in one room or a zoom call, learning the UK bookkeeping software’s technical features and accounting systems becomes quicker and more cost-effective.
Once your accounts and tech team has learned the software, you can slowly adapt your other employees to equip them to the same on their learning level. As with many departments at work, it is impractical for every employee to learn new UK bookkeeping software know-hows in a quick manner.
With this, you can conduct department-wise training for your employees by the accounts and tech team members.
With so many groups learning at the same time may hamper the workload, but with few groups learning at scheduled time balances both the training and working hours.
This way also provides individual attention to the employees due to less number of people in a learning session, which increases employee productivity and satisfaction.
Conduct Task-based Workshops For Respective Groups
There is another innovative way to train your UK employees for the bookkeeping software. There are many features of bookkeeping software, but not all are required by your business.
For the HR department, the project timelines, employee retention, and employee-client interaction are relevant. So, you only need to train them to manage those operations on the bookkeeping software.
Similarly, for the finance department, financial statements and reports generation, invoices, payments by clients, etc. are relevant features. Though the finance team would need to learn almost everything about the bookkeeping software, tasks managed by other teams can be excluded from the package.
Therefore, you can design the training sessions with respect to the groups. This will reduce your training time and costs and eventually will lead to optimum training of the employees.
Provide pre-recorded videos to employees
Though the software providers include pre-recorded and live training videos in their onboarding kit or technical training kit, you can sort them in a personalized manner.
The accounts team of your business can record that information in a video format that is customized to the business needs and objectives. And those videos can be uploaded to the company’s cloud where any employee can access the videos at any time of the day.
This will provide a breather to the employees to learn about the software any time they consider it productive. Also, the videos must include solutions to the problems aroused while training the employees which will help employees resolve post-training doubts and issues.
Prepare a dashboard for query resolution
You can prepare a query dashboard for your employees to sustain the knowledge gained during training sessions of the UK bookkeeping software. You cannot expect your employees to retain every bit of information about training for a long time.
Even if you conduct an examination to check the training program’s efficiency, with time the score can decrease.
Hence, with a dashboard to upload queries regarding the UK bookkeeping software, it will be easy for the employees to resolve their queries within less time.
The alternatives include contacting technical support, disturbing accounts team members, going through a bunch of videos or resources to find the solution to the problem. Of course, you know which one is feasible and cost-saving.
So, with this, you know how to train your UK employees for bookkeeping software.
Conclusion
As tough as the process of selecting the best UK bookkeeping software is, the tougher is to train your employees for the same. But with the above pointers, your training becomes not only easy but time-saving and cost-effective.
You should always think about the learning curve and general employee capabilities while deciding the training method.
What challenges are you facing in the training process of your employees for the bookkeeping software? Let us know if you have any queries regarding the training methodology for UK bookkeeping software.