Tips & Advice

Take the time initially to help the software learn what you do

Cloud accounting can ‘learn’ to automatically add the regular transactions to the correct place. You can save hours of processing, and by getting the system to automatically post the entry, it will reduce the amount of entries you need to review.

Never forget to post a regular adjustment

You can set up recurring journals so that regular monthly transactions are never missed. The system will then post it every month on the same day.

Automatically send recurring sales invoices

If your business has any invoices which it raises month on month, which are the same every month, you can set these up to be created and emailed to your customers automatically. You can set start and end dates to ensure no one is overcharged and they can be stopped at any time. With the time you have saved you can focus on growing your business.

Never forget to post a regular adjustment

You can set up recurring journals so that regular monthly transactions are never missed. The system will then post it every month on the same day.

Automatically send recurring sales invoices

If your business has any invoices which it raises month on month, which are the same every month, you can set these up to be created and emailed to your customers automatically. You can set start and end dates to ensure no one is overcharged and they can be stopped at any time. With the time you have saved you can focus on growing your business.

Use add-on Apps to save even more time

Example: Receipt bank

Receipt bank works by simply taking scanned images of your supplier invoices and entering the details for you into your online accounts. You can have invoices emailed direct to receipt bank from your supplier, scan them and email across or you can even post your original invoice.

The first time you use the software you will have to say where you want invoices posting but subsequent to this the system will pre-populate the details of where to post the invoice.

Because the process of adding in invoices is automated it means you can get on with running your business instead of spending hours on data entry.