Help Centre

12/11/2017

T & Cs in a nut-shell

T & Cs in a nut-shell
12/11/2017

Licensing options

Scoop licensing is flexible. As your client usage increases or decreases you can flex your subscription accordingly.
12/11/2017

Making the most of notes and alerts

By drilling down to our Client Review page, you can view a detailed P&L and Balance Sheet. You can also add notes and alerts that will build into a review diary for each client and remind your partners and staff to complete future review tasks. Over time this facility, to add notes, will ensure that past actions, problems and solutions are fully documented so that changes in staff do not mean their experience and actions are lost.
12/11/2017

VAT status alerts

The Scoop Report Grid, that summarises all linked client data on one screen, includes a VAT Status feature. It not only points out who is, or is not VAT registered, but also highlights clients that are not registered and may need to register (based on an annualised projection of year to date turnover).
12/11/2017

Managing users

You can set up unlimited users so that all your team can access and contribute to a practice wide review diary for each client. No more double-guessing what was done before…
12/11/2017

Client review page

By drilling down to our Client Review page, you can view a detailed P&L and Balance Sheet. You can also add notes and alerts that will build into a review diary for each client and remind your partners and staff to complete future review tasks. Over time this facility, to add notes, will ensure that past actions, problems and solutions are fully documented so that changes in staff do not mean their experience and actions are lost.
12/11/2017

FAQs

Frequently Asked Questions
06/11/2017

Syncing with Xero

Scoop automatically syncs with Xero
06/11/2017

Report Grid tips

The Report grid is your window into Scoop, it’s where you identify clients’ data that is worthy of a more in-depth review.
06/11/2017

Linking Scoop to Xero

This article sets out how you link your clients' Xero data to Scoop.