May 2022
31
BrightPay Customer Update: June 22
Welcome to BrightPay's June update. Our most important news this month include:
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Offer payments as a service and increase profits
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Preparing for Auto Enrolment - Everything you need to know
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The future is Bright: An introduction to Surf Accounts and Surf AP
Free webinar: Integrate your payroll with Surf Accounts [bureau]
Discover how you can reduce errors, save time, and streamline your workflow by integrating your payroll software with Surf Accounts. With this integration, you can send payroll journals directly to your accounting software, in just a few clicks.
Free webinar: The secret to streamline your payroll and payments process [employers]
In our upcoming webinar on the 22nd of June, we will be joined by Tom Kelly from Modulr to discover how you can make payments to employees from within BrightPay.
Easily manage summer annual leave
BrightPay takes the stress out of managing annual leave. With a company-wide calendar and employee portal, you can easily approve holiday requests on the go. The leave will be automatically added to the employee calendar and synchronised to the payroll software.
5 benefits AccountancyManager can bring to your business
AccountancyManager is an award-winning practice management software that is part of Bright, provider of BrightPay. Take a look at our recent blog to discover the benefits of AccountancyManager, and how it can automate your admin and streamline your onboarding process.
Simplify your bookkeeping processes with Surf Accounts
Surf Accounts is a cloud bookkeeping software that helps you to streamline accounting processes, and makes it easier for you to keep up with your financial admin. The system offers a dual solution for your invoicing and stock management needs while allowing easy collaboration with your accountant, in real-time.
May 2022
13
5 benefits AccountancyManager can bring to your business
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Accountancy Manager has recently become part of Bright, provider of BrightPay, one of Ireland’s leading providers in accounting and payroll solutions.
AccountancyManager is an award-winning cloud-based practice management software that has taken the accountancy industry by storm. They automate the most time-consuming tasks for accountants and bookkeepers, so you can spend time on more important tasks at hand.
Their fully customisable management solution allows you to automate your admin and easily import and onboard clients in a jiffy. In just five years of business, it has become one of the UK’s leading onboarding and practice management software. Read more about the history of AccountancyManager here.
Due to the fast-paced nature of the industry, on top of the demand for practice management and process automation, Bright will now provide accountants, bookkeepers and businesses with an end-to-end suite of award-winning software.
What benefits does this merger offer accountants and bookkeepers?
This merger will provide AccountancyManager with access to additional resources, allowing them to continue investing and improving their products and services to exceed customer expectations.
AccountancyManager offers a wide scope of features for accountants, bookkeepers and businesses. These include but are not limited to:
1. Automated client emails and texts
With AccountancyManager you can say goodbye to chasing up client emails. All you have to do is create the email templates for the services you provide, and tell the system when and how often you’d like them to be sent. AccountancyManager will do all the work for you by sending them automatically, making sure they go to the right clients, at the right time.
2. Automate task management
Keep your team organised with AccountancyManager’s automatically generated task lists. These task lists are fully customisable and can be tailored to each member of your team. Each task can be broken down further, with the ability to prioritise importance and are track tasks with ease.
3. Onboarding
AccountancyManager automates your entire client onboarding process. This includes automating proposals and letters of engagements, professional clearance emails, AML checks and risk assessments.
4. Client Portal
Your clients will have access to a free online portal when you join AccountancyManager. In this portal, they can upload and sign documents via e-signatures, as well as having the ability to update their personal details and check deadlines.
5. Profitability
With AccountancyManager, you can track staff costs against your client revenue to see which jobs are the most (and least) profitable for your business. This allows you to identify your strongest profit sources as well as providing you with the opportunity to view revenue, cost of labour, hours, budget profit and actual profit.
*Bonus benefit* Notifications
AccountancyManager keeps you fully informed and up-to-date by notifying you when:
- Clients upload or sign documents
- Complete forms or update their details
- Deadlines are approaching
- New tasks are assigned to you
- Any changes made to your tasks
The Client Timeline also keeps a record of every call, text, and email sent, as well as whether or not your client has opened your email.
For further information on the features AccountancyManager can provide your business, please visit the website.
“I have been very impressed with the product offering and the reputation of AccountancyManager and I am delighted that they are joining forces with us. Our respective businesses share the same philosophy; placing the customer journey above all else. Together, we will be well positioned to make that journey even better. I am also delighted to welcome Kevin and James to our highly talented leadership team.”
- CEO of Bright, Paul Byrne
Is AccountancyManager integrated with BrightPay?
This merger won’t be affecting your use of BrightPay payroll software, however now that we are all part of Bright, one of the leading providers of payroll and accounting software in the UK and Ireland, it does present an opportunity for us to explore these options further. So watch this space!
May 2022
10
The future is Bright: An introduction to Surf Accounts and Surf Accounts Production
BrightPay has a number of integrations with accounting software, the latest of which is Surf Accounts. The addition of Surf Accounts to BrightPay's software integrations was a result of the merger between BrightPay and Relate Software in September last year. Relate Software, a leader in post-accounting, practice management, and bookkeeping software merged with BrightPay to become known as Bright Software Group or 'Bright'. Since formulation, Bright has also acquired practice management software provider, AccountancyManager. Bright is now a leading provider of accounting, payroll and HR solutions to businesses across Ireland and the UK. You can read more about this acquisition here.
The merger with Relate Software prompted the development of a direct Application Programming Interface (API) integration between Relate’s most popular accounting solution, Surf Accounts, and BrightPay. The integration allows BrightPay users to seamlessly transfer data from BrightPay into Surf Accounts within a few clicks, streamlining payroll and accounting process. The integration is discussed in more detail below, but first a brief background to accounting software.
What is the current state of accounting software?
Today, accounting software is widely used by businesses and accountants. The traditional days of pen and paper accounting processes have passed, replaced by digital and online systems. Constant updates to accounting software help automate processes and make accountants' lives easier than ever before. In recent years, one of the main updates to accounting systems is the use of cloud technology.
The advantages of cloud accounting software
While many accounting software packages are solely desktop based, the Surf range operates upon a cloud server. Utilising cloud-based software means that users can securely access, edit and share work from any device and from any location, once they are connected to the internet. Cloud access allows users to store and work on data online, meaning fixed workspaces are eliminated as physical servers are no longer required. In essence, users of cloud software can work remotely at no extra burden, should they wish to do so.
A bias tends to exist that cloud software is less secure than their desktop-based counterparts. This stems from the online nature of cloud, as people may be concerned that by using cloud software, their data is at a higher risk of being hacked or leaked. However, this is not the case. Thanks to the use of encryption, cloud software is extremely secure, with recent studies finding that data stored on the cloud is less likely to be hacked or leaked than data stored on physical or internal servers.
So, what are the Surf products?
All Surf products have been designed with the user in mind, aiming to be modern, easy to use, and allowing the user to work as efficiently as possible. Our accounting software and accounts production software are the most popular products amongst our customers.
Surf Accounts
Surf Accounts is an accounting and bookkeeping software which allows you to create and send stylish invoices, manage your sales pipeline, produce reports and reconcile your bank transactions. By using Surf Accounts, you can customise invoices to your brand by uploading your logo and brand colours. You can also set recurring invoices for regular transactions.
The software has some outstanding accounting features, such as in-built CRM and inventory management systems, multi-currency capacities, entity division reporting, customisable dashboards, automatic VAT compliance (inclusive of the return on trading details), and much more. In addition, Surf Accounts has an iOS and Android app which can help you manage your practice from your phone or tablet.
Surf Accounts Production
Surf Accounts Production is our cloud-based accounts production software. It allows you to create perfectly presented final and statutory accounts in accordance with the latest financial standards. Within Surf Accounts Production, you can easily post journals, invoices, receipts, and payments. In relation to accounting compliance, Surf Accounts Production is top software in the accounts production market for ROI and the UK. With a dedicated compliance team in place, the software provides automatic compliance to FRS 102 Section 1A and FRS 105.
The software has a variety of useful features, including: 1-click iXBRL, an unrivalled variety of fully compliant accounts production formats, reporting and dashboards, trial balance with graphs, entity division reporting, inbuilt checks and balances, and e-signing, to name a few. In addition to these fantastic features, this software is integrated with Surf Accounts, meaning data can be seamlessly shared between the two packages.
Surf Accounts and BrightPay integration
As mentioned, Surf Accounts is also integrated with BrightPay Payroll Software. The integration allows Surf Accounts and BrightPay customers to send their payroll journal directly from BrightPay to their accounting software, in just a few clicks. This is done through Direct API integration, meaning a seamless data transfer, which can be done in seconds.
In BrightPay, your payroll journal file is customised to Surf Accounts, with compatible files and built-in nominal ledger mapping. Using the integrated system means you can save time as you eliminate the need for double entry between your accounting software and your payroll software; you simply click a few buttons to transfer your data from BrightPay to Surf Accounts.?To see the integration in action, follow the link below.
Ultimately, Surf Accounts and Surf Accounts Production are accounting software solutions which help accountants automate their work. Both packages have been designed with features to help reduce the time it takes accountants to complete their work and lessen the associated costs. If you would like to learn more about these packages, why not book a free demo? Surf Accounts and Surf Accounts Production demos are both conducted by a product expert in a live one to one capacity, allowing you to get a full product overview and ask any questions you may have. Book a Surf Accounts Demo or a Surf Accounts Production demo today.
May 2022
3
BrightPay Customer Update: May 2022
Welcome to BrightPay's May update. Our most important news this month include:
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Preparing for Auto Enrolment: Everything you need to know
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How payroll and accounting software integration can enhance your business
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PAYE Modernisation – why manual payroll doesn’t cut it anymore
Free webinar: Broaden your service offering like never before [bureaus]
Tedious payroll tasks such as backing up data, annual leave management and payslip distribution can now be more efficient, thanks to cloud technology. In our upcoming webinar, we’ll be discussing how you can use this technology to automate your workflow, broaden your service offering to clients, and most importantly, increase profits.
Free webinar: Streamline your payroll workflow like never before [employers]
As a busy employer, tedious payroll and HR tasks can now be a thing of the past, thanks to cloud technology. Discover how you can automatically back up your data, breeze through annual leave requests and streamline employee communications, in our upcoming webinar this month.
Impress employees with an employee self-service app
Improve employee satisfaction and workplace communications with an employee self-service app. The benefits?
- A payslip hub where employees can access their entire payslip history, at the tap of a button.
- Employees can update their personal details, automatically syncing with the payroll software.
- Employees can request annual leave through the in-app company calendar.
It’s time for your bureau to harness the power of cloud technology
Cloud technology brings your bureau to the next level. Not only does it make it easier to grow your practice by increasing your service offering, but it also saves you money and improves your time efficiency. Learn how to harness the power of cloud technology for your bureau in the free guide below.
Streamline time-consuming payroll and HR tasks
Cloud technology has completely transformed how employers process payroll. This includes streamlining tedious manual tasks such as payslip distribution and annual leave management. Download the guide below to learn how cloud platforms supercharge your payroll workflow today.
Integrate with Surf Accounts for a smoother and easier workflow
Send your payroll figures directly to the general ledger in Surf Accounts thanks to the power of API technology. This allows both software to communicate with one another, providing you with a smooth and seamless payroll workflow. Save time, hassle, and unnecessary workloads. Click the links below to register for our upcoming webinar and to learn more about how this integration works.
Have you heard the latest news on Auto Enrolment?
Last month, there was an update in the Dáil about Automatic Enrolment, with the system to be set up by 2023 and enrolments to begin as early as 2024. It's important as a business owner to stay ahead of the curve and start preparing for automatic enrolment now. Here’s everything you need to know so far:
