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Accounting
contacts

Manage all your client and supplier contacts by using zuuOffice Accounting as a simple address book.

All your Clients and Suppliers in one place

  • Set up is simple when you can import your existing client and supplier details from Gmail, Outlook and other applications so there's no tedious data entry. View contacts in a handy "business card" format, showing useful contact details.

Client & project balance

  • Your contact display page allows you to view and filter all your clients and suppliers. You can also easily see who owes you money and who you owe money to, and it has the ability to list all your active projects which puts you on top of your current workload.
estimates

Create and send professional, branded Estimates to your clients and track their progress as they're sent, approved and converted to invoices.

Estimates workflow and audit

  • Create your own workflow process with flexible estimates, quotes and proposals. Track your estimates as they are sent, approved or rejected by clients allowing you to forecast future income.
  • Generate high quality pdf estimates that can be branded and emailed to clients.
timetracking

Time is money, so the cliché goes. Keep track of it with zuuOffice Accounting's comprehensive time tracking features, and you'll always bill for right amount.

  • If you need complete visibility on how your time is being spent, zuuOffice Accounting lets you easily log timeslips for work done on active projects. You can switch between weeks and months and see at a glance where your time is going. When the project is complete you can simply generate an invoice from all unbilled time and send this to the client in minutes.

Reports at your fingertips

  • At any stage in a project you can generate flexible and professional time tracking reports, broken down by Contact, Project, User and Tasks. If necessary, these can be printed off as high quality PDFs and submitted to the client, something especially useful for contractors.
invoice1

Invoicing with zuuOffice Accounting means you get paid faster and with less effort, and with great looking invoice templates you'll look more professional to your clients.

See who you owe at a glance

  • The zuuOffice Accounting traffic light system instantly shows you status of your invoices, allowing you to quickly determine what has been paid, what payments are outstanding or what still needs to sent.
  • You can also filter invoices by status or invoice date, including tax years.

Look Professional to Clients

  • With our range of professional invoice designs you'll be able to produce great looking invoices that match your company brand. Customise these with your logo.

Track through to Payment

  • Once an invoice has been paid by your clients, zuuOffice Accounting will reconcile the invoice and payment into your bank account. From this it builds up an accurate picture of money into your business.

Advanced Features

  • Business owners who send out invoices regularly can use the recurring invoice feature to set a schedule of invoice to be automatically sent out to clients.
banking

It's just as important to track money out, as it is cash coming in. zuuOffice Accounting lets you manage both out-of-pocket expenses, like paying for lunch, and company expenses, like buying a nice, shiny new laptop.

How it Works

  • You download your electronic bank statements from your online bank account.
  • Upload your statement into your zuuOffice Account. zuuOffice Accounting supports most bank statement formats (and if we don't support yours, we'll make sure we add support).
  • Explain bank transactions as either money in (typically invoice payments) or money out (expenses, for example) and zuuOffice Accounting builds real-time accounts for your company.

Track Invoices and Expenses

  • By loading your electronic bank statements into zuuOffice Accounting, you gain an instant picture of money coming in and leaving your account. Reconcile these transactions with invoices sent from zuuOffice Accounting and account for business expenses and bills.
accounting

Unlike other online accounting software, you don't need to be a bookkeeper or accountant to understand zuuOffice Accounting.

How it Works

  • Instead of waiting for your accountant to send you monthly or quarterly reports, zuuOffice Accounting gives you real-time access to the latest numbers and in a completely jargon free way!

Accountant friendly too

  • By giving your accountant access to your account, they're able to give you instant, better and more relevant advice. It's a completely new way of working with your advisor that benefits both parties.

Yearly and Monthly Profit and Loss

  • Track income and outgoings to get a true picture of your business over time.
taxes_uni

zuuOffice Accounting provides flexible Sales Tax reporting that can be customised to your location.

Configurable Sales Taxes

  • Set the appropriate Sales Tax for your country and zuuOffice Accounting applies this to all required sales and purchases.
  • Additional Sales Taxes can also be added for regions where multiple sales taxes are needed, and you can mark these sales taxes as compound, as is required in certain places.

Sales Tax reports

  • Quick, easy and configurable reports show all the Sales Tax charged on Invoices and that reclaimable on purchases you've made.

£16.99 per user per month

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