“I’m a big fan of the report function that allows for a copy of invoices to be attached to the transactions within the software, no more sifting through folders of paper invoices for additional details. It’s very user friendly.”
Lisa Blondell, Chartered Accountant, Southland
“I scan every business-related document arriving by post, and email all invoices that arrive via email into the system, which ensures all our financial transactions have a document attached. This makes year end less of a challenge because all the information is already there, saved in the system."
Tania Kerr, Hawkes Bay
"We don’t use much paper now because the information is saved securely online. I send invoices to the scanning address and it’s matched with receipts and saved for me – no more bits of paper to look for or large print outs. Our accountant has online access too so can check in if needed which saves a trip to town.”
Frank Martin, Wairoa
"Scanning invoices (in PDF) directly into the system and knowing that invoice will be saved and available indefinitely is a great step forward."
Roger Hamilton, Winton