Financial and operational systems.
WHAT THEY PROVIDE
Accounting, invoicing, payroll, stock, customer records.
WHY THEY SUIT
Accessible to you and your accountant Updates handled No installation to maintain
WHAT TO ESTABLISH BEFORE ADOPTING
Whether your accountant can work with it Whether it suits local requirements How you export everything
THE ACCOUNTANT QUESTION
Ask before choosing.
A system your accountant cannot work with costs you in fees.
WHAT TO SET UP
Individual accounts with appropriate permissions A second authentication step Restricted access to payment functions
WHAT TO RESTRICT
Who can change payment details Who can export customer data Who can authorise payments
WHAT TO BACK UP
Exports of your data, regularly.
WHY
It is your financial record, and you must be able to produce it.
WHAT TO CHECK
Retention after cancellation, before you ever need to leave.
WHAT TO REVIEW
Whether the user count matches actual users.
