SimpleAccounts
  • ๐Ÿ‘‹Welcome to SimpleAccounts
  • Overview
    • ๐Ÿ’กWhat we do
    • โœจKey Features
  • Getting Started
    • ๐Ÿ–ฅ๏ธSelf-Hosted Service
    • ๐Ÿ› ๏ธInstallation Guide
      • Docker
      • Linux OS
      • Mac OS
      • Windows
      • ๐Ÿ“Setting permissions
      • ๐Ÿง‘Inviting Members
    • ๐Ÿง‘โ€๐Ÿ’ปManaged Service
  • Product Guides
    • ๐Ÿ’ธIncome
      • ๐Ÿ“Customer Invoices
        • ๐Ÿ”นCreate and send invoices to a customer
        • ๐Ÿ”นSend invoices to a customer
        • ๐Ÿ”นCheck the status of an invoice
        • ๐Ÿ”นEdit the payment details on an invoice
        • ๐Ÿ”นUpdate payment details on an invoice which is already sent (for which no payment has been recorded)
        • ๐Ÿ”นManually record payment on a customer invoice
        • ๐Ÿ”นChange date on an invoice
        • ๐Ÿ”นDelete an invoice
        • ๐Ÿ”นSort invoices dating oldest to newest
        • ๐Ÿ”นView paid invoices
      • ๐ŸงพIncome Receipts
        • ๐Ÿ”นView invoices as receipts
      • ๐Ÿ“ƒQuotations
        • ๐Ÿ”นCreate a quotation
        • ๐Ÿ”นSend a quotation to a potential customer
    • ๐Ÿ’ฒExpense
      • ๐Ÿ’ตExpenses
        • ๐Ÿ”นManually add Expenses
        • ๐Ÿ”นSend an expense note to the payee
      • ๐Ÿ“„Supplier Invoices
        • ๐Ÿ”นCreate and send an invoice to a supplier
        • ๐Ÿ”นSend invoices to a supplier
        • ๐Ÿ”นEdit the payment details on a supplier invoice
        • ๐Ÿ”นDelete a supplier invoice
        • ๐Ÿ”นUpdate payment details for an already sent supplier invoice (with no recorded payment)
        • ๐Ÿ”นDelete paid supplier invoice
      • ๐ŸงพPurchase Receipts
        • ๐Ÿ”นView supplier invoices as receipts
    • ๐ŸฆBanking
      • ๐ŸฆManage Bank Accounts
        • ๐Ÿ”นAdd bank account to SimpleAccounts
        • ๐Ÿ”นEdit or update details of a bank account
        • ๐Ÿ”นDelete a bank account
      • ๐Ÿ’ฑManage Transactions
        • ๐Ÿ”นAdd a transaction
        • ๐Ÿ”นCreate new parsing template to import bank statement.
        • ๐Ÿ”นImport a transaction from your computer
        • ๐Ÿ”นReconcile a transaction
        • ๐Ÿ”นMatch transaction with books / Explain a transaction
        • ๐Ÿ”นUnmatch transaction with books /Unexplain a transaction
        • ๐Ÿ”นMatch an Invoice with Bank Transaction
        • ๐Ÿ”นCreate new parsing template to import bank statement
    • ๐Ÿ‘จโ€๐Ÿ’ผAccountant
      • โš–๏ธOpening Balance
        • ๐Ÿ”นView opening balance of all the transactions
        • ๐Ÿ”นAdd an opening balance manually
      • ๐Ÿ“–Journal
        • ๐Ÿ”นView journals
        • ๐Ÿ”นManually add a journal entry
    • ๐Ÿ“ŠReports
      • ๐Ÿ”นView a Financial Report
      • ๐Ÿ”นExport or download a report
      • ๐Ÿ”นPrint a Report
      • ๐Ÿ”นView Profit and Loss Report
      • ๐Ÿ”นView a report during a specific date.
    • ๐Ÿ’ฐMaster
      • ๐Ÿ“‹Chart of Accounts
        • ๐Ÿ”นCategorize transactions
        • ๐Ÿ”นAdd Chart of Accounts
        • ๐Ÿ”นEdit the type of transaction in chart of accounts
        • ๐Ÿ”นDelete an account from the chart of accounts
      • ๐Ÿ‘คContact
        • ๐Ÿ”นAdd a customer
        • ๐Ÿ”นEdit the details of a customer
        • ๐Ÿ”นDelete a customer
        • ๐Ÿ”นAdd a supplier
        • ๐Ÿ”นDelete a supplier
      • ๐Ÿ“ฆProduct
        • ๐Ÿ”นAdd a product
        • ๐Ÿ”นUpdate the VAT details of a product
        • ๐Ÿ”นChange the product category of a product
        • ๐Ÿ”นDelete a product
      • ๐Ÿ—ƒ๏ธProduct Category
        • ๐Ÿ”นCreate a product category
        • ๐Ÿ”นEdit product category
        • ๐Ÿ”นChange the Code of a Product category
        • ๐Ÿ”นDelete a product category
      • ๐Ÿ’ผVAT Category
        • ๐Ÿ”นAdd a VAT category
        • ๐Ÿ”นEdit VAT category
        • ๐Ÿ”นDelete a VAT category
      • ๐Ÿ’ฑCurrency Rate
        • ๐Ÿ”นAdd a currency rate conversion to UAE dirham
        • ๐Ÿ”นAdd the currency rate from Indian rupee to UAE dirham
        • ๐Ÿ”นUpdate the exchange rate of a currency
        • ๐Ÿ”นDelete a currency rate
      • ๐Ÿ‘จโ€๐Ÿ’ผEmployee
        • ๐Ÿ”นAdd an employee
        • ๐Ÿ”นView, send or download Payslip
    • ๐Ÿ“ฆInventory
      • ๐Ÿ”นView Inventory
      • ๐Ÿ”นAdd product to inventory
      • ๐Ÿ”นView a productโ€™s stock in hand
    • ๐Ÿ‘ฅPayroll
      • ๐Ÿ“ƒPayroll Configuration
        • ๐Ÿ”นAdd New Employee Designation
        • ๐Ÿ”นAdd Company Details
        • ๐Ÿ”นAdd an employee for Payroll
      • ๐Ÿ…ฟ๏ธRun Payroll
        • ๐Ÿ”นCreate a payroll
        • ๐Ÿ”นApprove a Payroll
        • ๐Ÿ”นReject a Payroll
        • ๐Ÿ”นUpdate a rejected payroll
        • ๐Ÿ”นView, send or download Payslip
        • ๐Ÿ”นVoid an approved payroll
        • ๐Ÿ”นGet the salary information file of the employees
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  • What is Managed Service (Coming Soon)
  • Partner's Managed Services

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  1. Getting Started

Managed Service

Let our expert team handle your accounting software management, ensuring smooth operations and peace of mind. Focus on your business while we take care of software updates, security, and support.

What is Managed Service (Coming Soon)

Managed Service refers to a comprehensive and proactive approach to outsourcing the management and maintenance of specific IT systems, applications, or services to a third-party provider. In the context of SimpleAccounts, Managed Service entails entrusting the management of the accounting software to a team of experts from the company.

Here's a detailed explanation of SimpleAccounts Managed Service:

  1. Expert Oversight: With SimpleAccounts Managed Service, you benefit from the expertise of a dedicated team that specializes in managing accounting software. These professionals are well-versed in the intricacies of the system and have extensive experience in handling various accounting challenges.

  2. Smooth Operations: The Managed Service team takes responsibility for the day-to-day operations of the accounting software. They ensure that the system runs smoothly, minimizing downtime, and optimizing performance. Any technical issues or glitches are promptly addressed, preventing disruptions to your accounting processes.

  3. Proactive Maintenance: Rather than waiting for problems to occur, the Managed Service team takes a proactive approach to maintenance. They regularly update the software, apply security patches, and perform system checks to identify and address potential issues before they escalate.

  4. Security and Data Protection: Data security is a top priority for SimpleAccounts Managed Service. The team implements robust security measures, including encryption, access controls, and firewalls, to safeguard your sensitive financial information from unauthorized access or breaches.

  5. Personalized Support: With Managed Service, you have access to personalized support from the dedicated team. They are available to answer your questions, provide guidance, and offer assistance, ensuring that you get the most out of the accounting software.

  6. Scalability: As your business grows, the Managed Service team can easily scale the system to accommodate increased demands. They can handle the expansion of your accounting needs seamlessly, saving you the hassle of adjusting and managing the software yourself.

  7. Cost-Effectiveness: Opting for SimpleAccounts Managed Service can be cost-effective in the long run. Instead of investing in an in-house IT team to manage the software, you can rely on the expertise of the Managed Service professionals at a fraction of the cost.

  8. Peace of Mind: With the responsibility of managing the accounting software delegated to a trusted team, you can focus on your core business operations with peace of mind. The Managed Service team ensures that your accounting software is in capable hands, allowing you to concentrate on strategic decision-making and growing your business.

Partner's Managed Services

SimpleAccounts offers Managed Services through its trusted partners, who are experts and certified in cloud solutions with leading cloud providers such as Azure, AWS, Google Cloud, DigitalOcean, Huawei Cloud, and others. These partners possess the technical proficiency and in-depth knowledge of cloud infrastructure to efficiently manage and maintain the accounting software on behalf of businesses.

By collaborating with these experienced cloud solution providers, SimpleAccounts ensures that its Managed Services deliver the highest level of expertise and reliability. The partners handle essential tasks like system monitoring, software updates, security measures, and proactive maintenance to ensure smooth and secure operations of the accounting software.

Through this strategic partnership model, SimpleAccounts extends its reach and enhances the value it offers to customers. Businesses can confidently rely on the skills of these certified cloud experts to optimize the performance of their accounting software, while they focus on core operations and growth initiatives. By leveraging the expertise of its cloud partners, SimpleAccounts aims to provide businesses with a seamless and hassle-free experience in managing their accounting software on cloud platforms, allowing them to fully maximize the potential of cloud technology while enjoying the benefits of Managed Services.

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Last updated 1 year ago

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