Things to remember when switching to Procountor Solo from another system.
We recommend changing systems at the turn of the month. Agree on when you will start using Procountor Solo with your accountant.
We recommend that you submit the material that arrived before the change in the old way and your accountant enters the previous month's material into accounting in the old system. From the beginning of the new month, you can compile the materials in Solo, and your accountant will make sure that your account is in working order on the agreed date.
The transfer of the previous accounting material depends on whether you change the accounting office or continue using the same accounting office.
You stay with the same accounting office but change to Procountor Solo:
When you stay with your old accounting office, your accountant knows which information in the old system must be taken into account and included in the next financial statements.
You change the accounting office as you start using Procountor Solo:
The new accounting office will need your old accounting materials. You should ask the new accountant which reports they need so that you can request them from your old accounting office.
After you receive the materials, send them to the accountant electronically through the Documents feature in Procountor Solo. This is a secure way of transmitting data directly to the Procountor user interface of your new accountant.
You did not have an accounting office before and/or you need to submit materials from the time before you started using Procountor Solo:
Procountor Solo always indicates on the send page which accounting month the software expects you to send. Please note that you cannot select dates that precede this month.
For this reason, you should agree on the details of submitting earlier accounting material and material created during the trial use to Solo accounting with your accountant when you start using the service.
Procountor Solo trial mode before activating the order:
Solo is in trial mode before you submit an order. During trial use, Solo is not connected to your bank, which means account transactions will not be visible in the service. You can use the service to create and send paper and PDF invoices, but you cannot receive payments directly from the bank or allocate receipts to expenses.
The accounting events created during trial use and before the bank connection is opened must be sent to accounting manually, because in Solo, all accounting material is based on account transactions and the receipts linked to them.
More information on the steps of implementing and ordering Solo is available here.