Which simple cloud software for client use ?

Users thoughts on simple cloud software

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Hi all,

A client has recently asked if there are any apps he can use to log his business expenses rather than have to enter them on a spreadsheet.

I'm assuming he would prefer to snap away on his phone and upload his travel receipts. He has minimal sales invoices so it's really just his purchase invoices that are becoming a pain for him.

We use Xero for larger clients but am reluctant to recommend it in this instance.

Obviously cost is an issue. Does anyone have a preferred choice for this type of client ?

Thanks.

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By David Ex
21st Sep 2021 12:24
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Replying to David Ex:
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By BlackBriar
21st Sep 2021 12:54

David Ex wrote:

Software is a common question if you search:

https://www.accountingweb.co.uk/any-answers/cloud-accounting-software-fo...

Thanks. Tried searching but that result didn't appear.

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Replying to BlackBriar:
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By Hugo Fair
21st Sep 2021 12:58

The URL works fine. It's not a search, just a link (to an example of what you could find if you did some searching).

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Replying to Hugo Fair:
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By BlackBriar
21st Sep 2021 13:22

Hugo Fair wrote:

The URL works fine. It's not a search, just a link (to an example of what you could find if you did some searching).

I know it's just a link. What I mean is, I tried searching before posting the question but that thread didn't show or I missed it. That link mainly discusses VT anyway which isn't what we need.

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By Hugo Fair
21st Sep 2021 12:40

Why are you "assuming he would prefer to snap away on his phone and upload his travel receipts"? Is that after talking to him about his wants?

Unless he has enormous volumes of travel receipts, he is likely to spend more time 'editing' entries from such an app than it would have taken to enter them in a s'sheet (and you are more likely to end up reviewing/re-allocating some of them). Or does he just want a new toy?

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Replying to Hugo Fair:
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By BlackBriar
21st Sep 2021 12:56

Hugo Fair wrote:

Why are you "assuming he would prefer to snap away on his phone and upload his travel receipts"? Is that after talking to him about his wants?

Based on exchange of emails. He wants something that's the least hassle for HIM. He'll expect us to correct.

Unless he has enormous volumes of travel receipts, he is likely to spend more time 'editing' entries from such an app than it would have taken to enter them in a s'sheet (and you are more likely to end up reviewing/re-allocating some of them). Or does he just want a new toy?

He does have a fair few.
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Replying to Hugo Fair:
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By User deleted
21st Sep 2021 14:33

Exactly this. I fail to see how peeing about snapping photos, editing so you can read them, then checking the analysis by the app is correct, is quicker than just quickly entering them on a spreadsheet.

Definitely a shiny toy.

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Replying to User deleted:
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By Elena @ ESA. Ltd
21st Sep 2021 15:56

AdamMurphy wrote:

I fail to see how peeing about snapping photos, editing so you can read them, then checking the analysis by the app is correct, is quicker than just quickly entering them on a spreadsheet.

Definitely a shiny toy.


A spreadsheet is a format of data entry. So is the app.
It's not about the speed; it's about the different actions derived from the data entry in addition to a user interface.
The spreadsheet needs to be analysed in the same manner as the app, cross-checked for errors.

It doesn't apply a double-entry on saving the record. It doesn't store the image of the receipt.
If a person is reluctant to use the software, he would be equally unwilling to complete the spreadsheet.

The app is a set of visual objects (buttons, drop-down lists, links and menus), which is more friendly than the spreadsheet with the woods of figures. Not every brain is excited about Excel.

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By InterimAccountant
21st Sep 2021 12:45

I use 'Freeagent' which is provided free of charge by NATWEST/RBS.

Simple to use package with good, free, support.

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Replying to InterimAccountant:
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By Southwestbeancounter
21st Sep 2021 15:41

I set one of my graphic design clients up on that as we needed something that he could work on with his Mac or iPad and I needed something I could work on via my PC or laptop so it had to be Cloud-based and the fact that he was already a NatWest business customer we decided to give it a shot as it was free.

It works fine for what we want it for. There are some 'niggles' but there are also a few features that I think are pretty good. We have used it for the last year and a quarter and it's been fine.

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Sparkly Orange
By Sparkly
22nd Sep 2021 15:18

Have a look at VT Cash which is free. It's very simple and perfect for very simple transactions

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By fozia
23rd Sep 2021 09:48

Hi, check out www.countingup.com
Came across them at a conference recently and for the really small clients who cannot afford anything or are not tech savvy enough, it is a bank/ basic book-keeping package in one. That way he just logs into his "bank app". He gives you access as an accountant. No chasing for bank refresh feeds, as it is the bank therefore constant feed. Can do some small amount of sales invoices, auto match feature. Free banking for them for 6 months and then continue free banking if volume is less than £400 money in /month, then goes up to £5/m and then £10/m if above £4k money in. The monthly charge is effectively bank charges and monthly transactions are monitored and they will increase/decrease charges depending on transactions, so you don't have to keep an eye on the "subscription" level. All clients need a bank account, and it is MTD vat ready and hopefully will be MTD ITSA ready, so win-win situation i think!

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