When Procountor Solo initially taken into use, the program is in trial use. This mode allows the user to familiarize with the functions in his/her own user interface. Some functions, like e-invoicing and payment functions are not in use in the trial version. However, it is possible to begin sales invoicing and add customers and products to the registers in the trial version. When it is time unlock all features and switch to the production use of Procountor Solo, the entrepreneur must send a e-contract from a link that is found in the program. The contract is signed in Signom. It is not possible to handle scanned or printed contracts with Procountor Solo.
Features of the trial use:
- Creating and sending sales invoices in PDF-form (through the user’s own e-mail) or by e-mail straight from the program
- Creating payment reminders and sending them by e-mail
- Managing ledgers
- Marking invoices as paid
- Photographing and saving receipts
- Managing customer and product registers
Features of the production use:
- Sending e-invoices
- Sending invoices from the printing service
- Search for bad credit records
- Receiving e-invoices
- Paying invoices
- Processing bank statement transactions
- Automated payments
- Sending accounting material
An advanced example: how does the accountant operate in Procountor?
After the entrepreneur has pressed the Submit accounting material in Procountor Solo, the accountant has to press the Update accounting button in the Bank statements and reference payments view in Procountor.
The accountant will receive pictures of invoices and receipts for the bank statement transactions. These pictures have been added to the transactions by the entrepreneur in his/her Solo platform. A transaction includes also a product that the entrepreneur has chosen in his/her end of the accounting chain. The chosen product is linked to the product register in Procountor: default account and VAT-percentage is set to the product automatically because of the product register information.
If the chosen product is wrong, the accountant can change the product in his/her view. Possible changes in the product are saved as well as the accounting concerning the bank statements is updated and saved by pressing the Update accounting button again. If a receipt of invoice has a variety of VAT-percentages, the different percentages must be divided to the Accounting page of the bank statement manually.
Reference payments have the invoice image as an attachment. For now, the reference payments are posted automatically with the default postings of Procountor (Debit 1990 Payments in transit and Credit 1700 Trade debtors, accounts receivable). Also, reference payments do not include VAT-percentage or dividing of different VAT-percentages. It is possible to define default posting rules also for Solo reference payments. VAT of sales and other postings must be therefore entered manually.
