What is included if I activate a collaboration in Bookkeeping & Invoicing?

A collaboration in Bookkeeping & Invoicing is suitable when a client wishes to create invoices and do the accounting, but need the advice from experts in your office. As an accountant, you help and support on an ongoing basis and you can also decide if you wish to divide the accounting between you. It is up to you and your client to decide who does what. Advice and reconciliations can be easily managed directly through the solution.

In this package the client will have access to all smart services and automation such as automatic accounting suggestions that will help your client to enter the same entries on recurring posts. A smart connection to the clients internet bank that helps the client to match bank transactions with accounting entries, that will make manual checks unnecessary. In addition, you will be reminded of important dates so that you do not miss anything.

Your customer will also have access to Spiris Scanner and Financial overview, Budget & Forecast. This simplifies sharing information such as receipts, supplier invoices and financial information in a secure way. With Financial overview, Budget & Forecast you and your customer will always have access to the latest information. You can use explicit charts in order to keep your client updated, not having to go through the numbers in a profit and loss statement. All in all a better collaboration between you and your client.

As an accountant, you will still be working in Bookkeeping & Invoicing +. Your client will have all the features needed to create their invoices and do their accounting in Bookkeeping & Invoicing.

Read more in Activate collaboration with Bookkeeping & Invoicing.