FREQUENTLY ASKED QUESTIONS
does it work?"
is to provide you with an easy to implement
system designed to speed up and simplify your
book-keeping, BAS and end-of-year tax
After the system is setup. (which
you can do or you can have it done for you) , you’ll find
yourself following a simple
- Downloading the transactions from
your bank and simply bringing (modifying and importing) them into the
program; and then...
- Going through an easy coding
process that we call ‘turning off the lights’. The program
starts teaching itself to do your accounts from the
first transaction that you click on a drop down list and choose the
description for. Once you have chosen a description there is
a light for that transaction that gets switched off. The program then
goes searching for transactions that it knows what the description is .
It will automatically choose a description and switch the light off for
you so that you dont have to do anything. You then just go down the
list of transactions and switch off any lights that havent been switched
off by the program.
- The more transactions you
have the quicker the program will actually teach itself and you will
soon have most of your transcations automatically coded.
that your data is in there and classified, the system
will provide you with your BAS reports, or you and your
accountant with a cash flow and profit and trial
balance (or related) reports for your accountant for completing
your year-end tax returns and managing ypur business.
come you say there is minimal (or no) data
reason for this is we’ll be using your electronic statements
from your savings and credit card accounts or any data that can be
copied into excel.
show you a simple process to follow – and one that will work
with all the common banks we’ve come across.
"Will it do my
accounts even though I can’t download the transactions from the
please keep in mind that if you can’t download the transactions
into the program, they will have to be entered in
manually. However even though you are entering the data in manually
there is a fast way to do it using the unique features of the program.
Once the data is in then the
program will also save you more time as it’ll be
‘learning’ how to code them along the way. Yet your
full benefits are obviously there when you can copy and
paste most (if not all) transactions directly into the
I need much computer experience to use the
can switch your computer on, use email and generally know your
way around the basics of a mouse and keyboard, you’ll be
you need any other accounting program with
system is designed to work on Windows based computers
(Windows® 2000 and
up). You will
also need to have Microsoft Excel®
(version 97 and up, except 2000) installed on your
"Will it run on an
simple answer here is no. The program is designed to be used
on the Windows®
some Mac® users
to allow them to run Windows-based applications, unfortunately
we can’t guarantee full functionality using the program in this
I need to use your accounting services in order to buy the
program is designed as a stand-alone solution. Our goal is to
simply help you get things up to speed so that you’ll be
saving time and $$ in doing your books and
point, you’ll then also be able to create the necessary reports
to provide to your own accountant. They'll then be able to use
them to submit your end of year tax returns.
said that, in the case that you may also need a specialist
small-business accountant, we can of course help you here as well. Just
call or email our office and we'll gladly discuss your needs.)
"What kind of
support do you provide for the
you get started, you’ll receive a Quick Start User
Guide and also some very handy User
Videos that you can access online.
of your investment, we speak with you and then create your
own customised Chart Of Accounts. If you prefer, you or your
accountant/book-keeper can create that instead. The choice
is 100% yours.
After this, we find that most business owners rarely need more
than a few brief (around 5 minute) phone calls with us to help
them get the most out of their program. These
included in the cost of your
addition to the above, you then also have
phone and email support for a full 12 months.
all the above is
in your one-time
is it different from other accounting packages like MYOB®
those programs are very good.
The main difference is that
our system isn’t simply a piece of
desigining the program great emphasis was focused on taking all
the accounting out of the process. We wanted a
involved the user as little as possible, the program
how to do your accounts and GST, it forced the user to do things in a
methodical accounting like way without ever knowing that was
produced data that was useful to an accountant with bank reconcilations
and balanced meaningful trial balances and the user could also
valuable information such as cash flow and profit.
It’s an integrated
solution, designed for small business.
Our goal is to provide you with an easy to follow book-keeping
and BAS system - and one specifically tailored to
business from the outset.
if I have some
additional needs to what the system provides? Does your
software then allow
on what a client needs, we can sometimes further customise the
software to their needs. (Understandably, there may be an
additional investment in doing this level of
"Does it come with a
solution comes with a full 60 Day Money Back
Guarantee. It's a no questions asked guarantee, we’ll
give you your money back in
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