August 6th, 2011
You probably already know if the options are essential to your business. Read “what do the options mean” and “what’s best for me”.
Selecting your basic package is simply a matter of thinking about the paperwork you receive. Use our “calculator” to assess the right Capacity level.
August 6th, 2011
We have a fair usage policy so you don’t need to upgrade just because one or two months exceed your Capacity, but where you exceed Capacity continually you should upgrade.
Upgrading, or indeed downgrading, is very easy, log into your account, go to Services and select your new package and the options you want. The new package applies from the beginning of the next calendar month.
You can change as often as you want, but our fair usage policy is designed to avoid this becoming repetitive for small changes in your business.
If you find you need the optional services just follow the same process to add a new option.
August 6th, 2011
Capacity refers to the number of physical documents we receive and process.
Typically this means purchase invoices, expense receipts, cash vouchers, but if you don’t use automated bank feeds or export your bank statements and email us the file you may have to add bank transactions as well.
To help you keep costs down we provide templates in the form of Excel spreadsheers for you to record sales invoices, daily takings and cash or employee expenses. Each template counts as 1 document becuase we can import the details as one process. People use templates when they dont want to use the online accounting system to input sales or for employees to enter themselves.
Our Capacity calculator can help you select the right level.
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