Accounting

[gold1234]

Hi All,

 

Currently we are using 2 seperate accounts/businesses for WHMCS, it runs well for billing and client management.

 

One thing it is lacking... is a way to deal with accounts.

 

My accountant has requested i purchase SAGE accounting software.

 

Does this mean we would need to update SAGE everytime an invoice has been paid, generated, overdue. Do we need to copy customer details to SAGE over and over?

 

Isn't there an easier way? Please advise on what to do.

 

Currently everything is done manually, so printing invoices, doing calculations etc... as a technical/web development business i'm sure there must be an easier way. Other than developing our own accounting platform to integrate with WHMCS. Time = Money.

[railto]

there are alternatives, one which is KashFlow which integrates directly to WHMCS and can pull all the information, it also marks invoices as paid etc etc.

 

Might want to have a look at that

[m8internet]

My accountant has requested i purchase SAGE accounting software.

Does this mean we would need to update SAGE everytime an invoice has been paid, generated, overdue. Do we need to copy customer details to SAGE over and over?

 

Isn't there an easier way? Please advise on what to do

Looks like your accountant is looking to cut costs and time servicing your accounts, I hope they are passing this saving on?

 

I am not aware of any integrated software with WHMCS that works with Sage, so manual processing will be required

Just be aware that (PayPal) fees are deducted from the payment summaries in WHMCS, so providing you are entering the invoices and amounts paid, this will be enough

 

There shouldn't be any need to print invoices

The end of month summary should be enough (varies by country)

These can then be matched against your bank account, again printed on a monthly basis