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CLIENT DO IT YOURSELF PACKAGES

CLIENTS PROFESSIONAL ASSISTANTE PACKAGES

CHOOSE YOUR PLAN INVOICING
2 PACK FREE		  INVOICING 20 PACK
2.75£ ($€)		  DEDICATED INVOICING UNLIMITED
4.95£ ($€)
 PRIMARY DASHBOARD
 USER ACCESS 1 1 UNLIMITED
 MONTHLY TRANSACTIONS 20 invoices, quotations, purchase, order expense, combined entries 240 PER YEAR UNLIMITED
 INTERACTIVE
– Multi user access on cloud & application
– Collective usage instantly
– Updates all processing
– Facilitating immediate view & edit
– Print for all users
 BUSINESS SETTINGS
– Business details
– Language settings
– Email settings
– Project setup
– Income/expense categories
– Exchange rates
– Payment settings
 MULTI CURRENCY
 CASH/BANK
– Bank accounts
– Bank statement
– Bank reconciliation
  INVOICING INVOICING 20 PACK DEDICATED INVOICING UNLIMITED
 IMPORT BANK TRANSACTION AUTO PROCESSING
 ACCOUNTING
– Accounting years
– Chart of accounts
– Account categories
– Account types
– GL setup
 TAXES
– Tax rates
– Item tax types
– Sales tax settings
 SALES TAX RETURN
 SUPPLIERS
– Supplier setup
 CUSTOMERS
– Customer setup
 PRODUCT/SERVICE
– Product item setup
– Product categories
– Units of measure
– Sales pricing
– Purchasing pricing
– Stock status
  INVOICING INVOICING 20 PACK DEDICATED INVOICING UNLIMITED
 INCOME
– Add income
– Income register
 INVOICES
– New invoice
– View invoices
– Customer transactions payment
– Invoice from template
– Repeat invoices
– New quotation
– View quotations
 EXPENSE
– Add expense
– Expense register
 PURCHASES
– New purchase order
– View purchases
– Supplier transactions payments
– Repeat purchases
 REPORTING
– Printable reports
– Graphical reports
 IMPORT/EXPORT
– Import items- Import chart of accounts
– Export data
 HELP
– Online help
– Text support
– Videos
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