This used to take a morning. Now it takes about a minute. Drop in the timesheet and the tool builds your accountancy data import, all the subbie invoices, and the bank payments for you - and checks every total ties up before you touch anything. This is the demo - every name and number in it is fictional.
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How this works: I'll guide you one step at a time and point to exactly what to do. You can't get it wrong. Ready?
Your data never leaves this computer. The timesheet and subbie details are read here, on this machine. Nothing is uploaded or sent anywhere.
Step 1 of 3
Drop in this week's timesheet.
Find this week's timesheet on your computer and drag it onto the blue box below. Or click the box to browse for it.
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Drag the Excel timesheet onto the box. That's the only thing I need from you to build the accountancy and bank files.
Step 2 of 3
Here's what I found. Does it look right?
Have a quick look before we build the files. If anything looks off, go back and check the timesheet.
This goes up by one after you download your files. Only change it if it looks wrong for this week.
Look into the numbers
Interrogate this week.
Filter and drill into the week's data. Nothing here changes the figures - it's a read-only look, so you can check anything before you build.
Step 3 of 3 · Done
Your files are ready.
Download each one. There's a note under each saying exactly what to do with it.
One-time setup
Subbie invoices.
Invoices need each subbie's name and UTR to be compliant. Set this up once and invoices are built automatically every week. You can come back and change it any time.
Your subbie list
Not set up yet
Choose how you'd like to add your subbies. Both keep the list on this computer only - it is never sent anywhere.
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Download a template
Get a blank Excel sheet, fill it in, then import it back here.
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Type them in here
Enter your subbies straight into the table below. Simplest if you only have a few changes.
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One row per subbie, in the same order they appear on the timesheet. Click any white box and type. Use "+ Add a subbie" for more rows, then Save.
