We all know how frustrating email can be, especially for accounting teams. Sometimes it just doesn’t work as you want it to. Email often becomes a major source of frustration – especially when things go wrong. In Part I and II of this series, we took a look at some of the most common accounting email blunders that can cost time and money. In Part III, we’ll take a look at some more accounting email blunders that teams should avoid.
Part 3: SPAM, Deleted Correspondence and More Accounting Email Blunders!
One of the most frustrating email blunders is when you send an email and it gets caught in a spam filter. This can happen for several reasons – you may have used a word that’s commonly associated with spam, or you may have been sending it to a large number of people. Whatever the cause, it can be a frustrating experience. Not only will you have to spend time correcting the issue, but you may need to reset your IP address and take other time-consuming (and sometimes costly) measures. To prevent your emails from going into spam or junk folders, watch for spam-like subject lines and ask your customers’ AP departments to add you to their “known sender list.”
Another common accounting email blunder is when you accidentally CC yourself on an email. You may have been trying to BCC yourself or you may have been trying to CC someone else. Whatever the cause, it can be a headscratcher for your customers, but otherwise, it may be difficult for you to track and monitor where you are in an activity stream or communication flow with customers, extremely important for tracking late payments. This, of course, just leads to a cluttered and disorganized AR inbox.
One of the most frustrating accounting email blunders is when you accidentally delete an email. You may have been trying to delete another email, or you may have been trying to move an email to another folder, but when you go to sort or search for it later, “poof” the email is gone. Whatever the cause, it can be a frustrating experience. Not only will you have to spend time correcting the issue, but you may also lose important information that was in the email. Thankfully, there are a few ways you can try to recover the email. First, check your “Trash” or “Deleted Items” folder. If it’s not there, try using a email recovery tool. These tools can help you recover accidentally deleted emails from your Outlook account.
These are just some of the common email blunders accountants face today. By taking a moment to double-check your email before sending it, you can avoid these and other costly mistakes. In many ways, this is why we’ve created Lockstep Inbox. The only platform that connects Outlook and your accounting system, Lockstep Inbox brings all of your workflows to one place, making accounting email blunders like these, a thing of the past.
Do you have any funny or frustrating email blunders to share? Tag Lockstep on social or comment in our community.
Email blunders are frustrating, but with Lockstep Inbox, you can avoid them. Sign up for early access today, it’s free!