Create & manage client billing
Track & securely store receipts
Employee payroll run & submitted
Upload your bank statements directly for fast data entry
Data in safe hands
- Our platform uses the same technology used by banks, with 256 bit encryption
- We have multiple layers of failsafe redundancy with multisite backups
- No maximum transactions or financial period cut-off, data is always available
Record Income, Bank Interest and Loans Received
You have the option of recording income as a single entry, or creating a customised invoice with your own uploaded logos and payments notes etc.
You can also upload all transactions directly from your bank account csv’s.
Keep track of your current tax position and up-coming payments for VAT, PAYE and Corporation Tax
You can also view a snapshot of profit/loss, cash flow and outstanding income & expenses.
Create multi-line, multi-currency Invoices
Upload your logo, add payment terms, add rechargeable expenses and email direct from the portal to your clients.
You can mark as paid or O/S to help keep track of money due.
Record reimbursable expenses and mileage travelled in your own car
If you buy things on behalf of the company, use the check-box to mark as reimbursable. These are then stored and totalled, and can be paid in bulk back to the director.
If you use your own car, motorbike, or bicycle on company business, then record the mileage on the portal. The correct mileage rates for the total miles covered in the tax year and mode of transport will be automatically calculated. Again, these are marked as reimbursements to be reclaimed.
Company RTI Payroll is run for all employees
You just need to set the salary level, and indicate gross or net to be paid, and we do the rest. The portal will show you a history of all employees paid and you can print and email payslips at any time.
Vat returns are automatically calculated
Whether standard or flat rate, the portal calculates your Vat return automatically from the transaction entered. We then verify the return before electronically submitting it via the government gateway.
Project and time-tracking
Optionally, you can use the portal to create projects and subdivide these into tasks. You can then assign an hourly or daily rate to tasks. This project time can then be used as line items in your client invoice, along with any expenses you have marked as rechargeable.
Import bank statements directly into the portal
If you prefer not to enter transactions individually, you have the option of importing bank statements in csv format and defining a rules set so that payee or descriptions are automatically allocated to particular customers or suppliers and expense codes. This can save time when reconciling the bank.
Reports and graphs help you keep track of your finances
Sales, expenses, profit and loss, dividend reports etc are all available and always up to date.
Online secure desktop built into the portal
Drag and drop files from your desktop onto the browser for secure file sharing and permanent storage of company documentation.
Integrated online services
We’re hooked into HMRC’s government gateway to reduce paperwork and speed up processing.
Vat, Paye, Self Assessment, Payroll and all statutory filings.
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