| The Challenge |
BOSS wanted the system to allow for the following :-
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Be flexible for the different charging mechanisms that applied to their clients which were a mixture of hourly rates and monthly retainers
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Clients often had several services - with varying hourly rates
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All the invoices had to be numbered and be saved in both pdf and Excel formats
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As well as producing invoices, the system needed to produce a summary that could be directly imported into SAGE
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| The Solution |
The solution :-
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Allowed BOSS staff to carry on recording their activity in exactly the same way
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Created the invoices at a click of a button – in both Excel and pdf format
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Correctly handled the varying charging mechanisms that applied to each client
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Recorded all the services that a client requested and also the expenses
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Catered for new clients and also stopped producing invoices for clients that they were no longer servicing
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Produced an extract that could be uploaded into SAGE
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| The Benefits |
The new solution allowed:-
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Over 50 invoices to be produced in under a minute
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Gave the client reassurance that the invoices were correct and consistent
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SAGE to be updated easily with details of all the invoices raised
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The database to be updated with the invoice numbers marked against the relevant transactions for future reference
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| About BOSS |
Back Office Support Solutions – BOSS Ltd provide finance and admin support services for small businesses within the M25. |
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| Client Testimonial |
Heather Darnell says :-
"Although I consider myself a first class Excel user – pivot tables, macros, vlookups, etc., Kaps is in another league." |
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Back Office Support Solutions – BOSS Ltd provide finance and admin support services for small businesses within the M25. They had an Excel database to help them record all their activity. They approached Simply Spreadsheets to see if it was possible to automate the monthly production of some 60 invoices a month
