Automatic Bank feeds

We are pleased to advise that automatic bank feeds are now available to “My Money ” customers of 1place! We now have access to most major financial institutions in NZ which means you no longer need to manually upload statements. Uploads are done on a weekly cycle for most banks. If you are interested in subscribing to this service complete the enrollment forms in “My Money”

New Pricing

From feedback from customers and the addition of the new bankfeed service we have adjusted our pricing plans accordingly

To keep it simple we have 3 paid plans:

A.  Bronze: $19+gst a month

• 10 Quotes, Orders, Invoices per month
• Unlimited Users
• Cashbook
• Up to 10 Txt Reminders
• Unlimited Manual Bank Transactions
• Up to 40 automated bank transactions per month

B. Silver : $29+GST a month

• 30 Quotes, Orders, Invoices per month
• Unlimited Users
• Cashbook
• Up to 20 Txt Reminders
• Unlimited Manual Bank Transactions
• Up to 60 automated bank transactions per month

C: Gold $39+gst a month

• Unlimited Quotes, Orders, Invoices per month
• Unlimited Users
• Cashbook
• Up to 50 Txt Reminders
• Unlimited Manual Bank Transactions
• Up to 80 automated bank transactions per month

Existing users can remain on their existing plans at the same price indefinitely or until they want to change to the current plans with bank feeds

Finally Merry Christmas and have a blessed new year

regards

the Team at 1place

Welcome to the Spring edition of our newsletter.

Four bits of major news this month:

1.   Major nationwide franchise signs up to 1place!

Crewcut Franchise Systems have adopted 1place as their preferred accounting and service delivery system for their franchisees throughout NZ. Crewcut is a nationwide franchise of lawnmowing and cleaning services and will be using 1place for its customer management, lead dispatch and franchisee accounting. We are thrilled to have a premier franchise like Crewcut using 1place. www.crewcut.co.nz

2.  Revamp of the 1place public pages

Yes we know its about time so we finally have completed the revamp of our public pages. We will be changing over the site this weekend and our website address of www.1placeonline.com remains the same. However we now have a direct  link to a login page at https://secure.1placeonline.com. which will be available Monday. The conversion will happen Sunday night at 11pm and 1place will not be available for an hour. If you have any questions or concerns email us at  support@1placeonline.com

3.  Online help

We now have an online help site which will be available via the login page or going directly to http://help.1placeonline.com/. Any suggestions for further content email us at support@1placeonline.com

4.  1place service delivery system

Did you know that 1place has its own customer relationship management system which manages leads and quotes for service based companies. Some of the features include:

• Dispatch and follow up quotes and leads by your call centre
• Dispatch work by text and email to employees or contractors
• Track pipeline of sales deals
• Customer and Property centric- ie. See history by customer and by property
• Can be used by Service Franchises (eg: cleaning, lawnmowing) or businesses with contractors
• Text in and out by Contractors and Franchisees

 If you would like to find out more email us at sales@1placeonline.com

 We will be making another major announcement soon, till then take care

regards

The 1place team

Latest Updates

1. Create Quotes, Orders and Invoices with GST inclusive line items
This is perfect for your Customers who are not GST registered and saves you time by not having to work out the GST net amounts when entering line items

2. Receipt Invoices when creating an invoice

It is now easier to create  payment details after you create an invoice
3. Recurring Invoices
There is now a control panel to manage all your recurring invoices. From this panel you can see when the next invoice is due and when they expire.

4. Other Invoice/Quote/Order changes

*         You can now create negative line items

*         Discount headings will not show on the invoice if no discount is given

*         “Powered by 1place.co.nz” footer is removed  on the paid plans

5.  Add Attachments to Quotes Orders Invoices
Add attachments, like word, excel documents to your invoices. 1place will also save a copy of these attachments online for you to access later on

6. Store documents and correspondance with customers in “1place”
Under notes for customers, quotes and invoices you can now add:

*          files like word or excel

*         notes on customer correspondance  You can review/add/delete these files at any time

1placeonline.com

We now have a new international web address: www.1placeonline.com.  1place.co.nz will continue to work but will redirect to our new international address. Consequently we will be upgrading our servers on Wednesday April1 at 5 pm to allow for our international traffic.  We expect this to take 60 minutes during and during this time you will not be able to access 1place. If you have any issues please contact us at 08001place

]]> http://blog.1placeonline.com/?feed=rss2&p=47 0 http://blog.1placeonline.com/?p=43 http://blog.1placeonline.com/?p=43#comments Tue, 21 Oct 2008 21:21:14 +0000 1place http://blog.1place.co.nz/?p=43 Hi

 Finally after many months of hard work 1place redesign is now complete

Features in 1place

• Cleaner and clearer layout to create quotes, orders and invoices.
• Automatic text and email alerts when people haven’t paid you
• Simple dashboard showing important information, like how much you are owed and how much money you have in the bank.
• Easy GST return preparation.
• Easy uploading and coding of bank transactions, including the ability to autocode all transactions.
• The ability to give your accountant access to 1place, through “My Advisor”  which makes it easier for them to complete your tax return.
• Easy downloading of transactions to your accountants MYOB and APS tax system
• Pricing starts from $15 +gst per month

we have now implemeted an Advisors portal. What this does for your accountant is that is allows them to:

• Invite clients to 1place
• Brand 1place with thier firms logo
• Standardise and lock their chart of accountants for clients they invite to 1place 
• single login to access all their clients accounts

In addition you can now export transactionsfrom 1place to MYOB Accountants office and APS

 we are currently woring on a new look and feel for 1place , which we expect to complete by end of July

keep in touch

cheers

Martin

Hi

we have just added a number of new reports which we hope you will find useful:

1. GST Audit Report

when you have completed a draft GST return its important to print out this report to review to ensure that all the GST transactions have been coded correctly. This is something your accountant may ask to review when they are preparing your year end acccounts

2. Monthly Profit and Loss and Balance sheet reports

These reports show how your business perform monthly, invaluable to see business trends

3. Accounts Receivable Aged Trial balance

This report shows all your invoices o/s and how many days they are overdue

4. General ledger enquiry report

this report enables you to analyse what transactions make up the balance in the profit and loss and Balance sheets

If you think there are other reports which would be useful please contact us

cheers

Martin

 sorry been a while but at 1place we have been busy behind the scenes. Since I last wrote we have implemented:

•   our automated billing system for our customers
• reduced the invoice numbering starting from 1000 from feedback from our customers
• Added “my reports ” tab, over the next few weeks we will be adding new reports in time for year end
• Updated our statements form

If you have any other suggestions how we can make 1place better then we love to hear from you

cheers

Martin

 we have been busy working on a lot of behind the scenes items with 1place, in making our functionality better. For those registered you will be receiving an automated reminder requesting what billing plan you want to be on. Remember 1place is completely free if you do less than 5  invoices a month.

In the coming weeks we will also be releasing some more functionality and look and feel changes which I’ll keep you informed

cheers

Martin

 when you are transferring between bank accounts we have set up a separate ” transfer between bank accounts” to handle interbank transfers

cheers