Category
Search
Filter
  • All (1301)
  • AI Website Builder (365)
  • Domains (78)
  • Mailboxes (61)
  • Accounting Software (755)
  • For Resellers (449)
    • How to get started with the Site.pro accounting program (for accounting companies)
    How to get started with the Site.pro accounting program (for accounting companies): Create an account Register in the Site.pro system and obtain administrator rights. Prepare a company template Create a database template that you will use when creating new companies (e.g., by business type: UAB, MB, VŠĮ). How to create a company template or a copy? Create client companies Using the template, create databases for the companies whose accounting you will manage. How to create a new company? Invite your team Send invitations to accountants and assign them the companies they should have access to. Inform Site.pro so that Partner plans can be activated for the newly invited team members. Assign a billing plan Define which company will pay for the plan. How to change a user plan? Understand database statuses Review the available company (DB) statuses in the system. What are the DB statuses? Monitor statistics and activity Analyze employee performance, client accounting entries, and document processing. Statistics — companies by employees Use reminders Communicate with your team and clients using the reminder module (e.g., for VAT declaration submissions). How to create a recurring reminder for a client? Use the employee dashboard Learn what the employee dashboard is for and how to use it. https://insite.site.pro/Employee/ Get support If you have questions, contact support: How to properly describe a request? How to submit a request to a consultant? Transfer a company to another user (if needed) How to transfer a company to another user? Top up the company balance How to top up the company balance? How does payment for Site.pro work?
    › › ›
    Accounting Software

    How to get started with the Site.pro accounting program (for accounting companies)

    How to get started with the Site.pro accounting program (for accounting companies):

    1. Create an account
      Register in the Site.pro system and obtain administrator rights.
    2. Prepare a company template
      Create a database template that you will use when creating new companies (e.g., by business type: UAB, MB, VŠĮ).
      How to create a company template or a copy?
    3. Create client companies
      Using the template, create databases for the companies whose accounting you will manage.
      How to create a new company?
    4. Invite your team
      Send invitations to accountants and assign them the companies they should have access to.
      Inform Site.pro so that Partner plans can be activated for the newly invited team members.
    5. Assign a billing plan
      Define which company will pay for the plan.
      How to change a user plan?
    6. Understand database statuses
      Review the available company (DB) statuses in the system.
      What are the DB statuses?
    7. Monitor statistics and activity
      Analyze employee performance, client accounting entries, and document processing.
      Statistics — companies by employees
    8. Use reminders
      Communicate with your team and clients using the reminder module (e.g., for VAT declaration submissions).
      How to create a recurring reminder for a client?
    9. Use the employee dashboard
      Learn what the employee dashboard is for and how to use it.
      https://insite.site.pro/Employee/
    10. Get support
      If you have questions, contact support:
      How to properly describe a request?
      How to submit a request to a consultant?
    11. Transfer a company to another user (if needed)
      How to transfer a company to another user?
    12. Top up the company balance
      How to top up the company balance?
      How does payment for Site.pro work?

    People also found this article using these queries:

    • How to begin using the site.pro accounting software for accounting firms
    • Steps to start with the site.pro accounting platform for accountants
    • Getting started with the site.pro accounting application for accounting businesses
    • How to initiate work with site.pro accounting software for accounting companies
    • Guide to launching site.pro accounting program for accounting practices
    • Instructions for starting out with site.pro accounting for accounting firms
    • How to set up the site.pro accounting tool for accounting organizations
    • Steps for onboarding to the site.pro accounting system for accountants
    • How to activate and use site.pro accounting software for accounting firms
    • How to begin operations with site.pro accounting for accounting agencies
    • Starting off with site.pro accounting program for accounting professionals
    • How to get up and running with the site.pro accounting solution for accounting companies
    • How to initiate your work on site.pro accounting for accountants
    • How to launch the site.pro accounting app for accounting businesses
    • How to commence using the site.pro accounting platform for accounting firms
    • Steps to set up and use site.pro accounting for accounting organizations
    • How to start working with site.pro accounting for accounting practices
    • How to implement the site.pro accounting system for accounting companies
    • How to begin managing accounts with site.pro for accounting firms
    • How to get going with the site.pro accounting program for accounting agencies