A new addition is Module 5 which provides you with the option to link your Xero accounting software to EffectivePrice.

The Xero link allows you to raise one off or recurring invoices within Xero based upon the fee proposal quoted in EffectivePrice at the push of a button. 

A new addition is Module 6 which provides you with the option to link your Quickbooks accounting software to EffectivePrice.

The Quickbooks link allows you to raise one off or recurring invoices within Quickbooks based upon the fee proposal quoted in EffectivePrice at the push of a button. 

The new version links to our recently released tax planning software, www.RemReview.co.uk. 

The link makes it very easy to generate bespoke fee proposals based upon the work identified within the Remuneration planning software.

 

The new version includes full text for 3 levels of service for each of the new remuneration planning options identified with www.RemReview.co.uk and so you do not have to create it.

As usual, if you have access to the Amend & Edit module you can add your own text or merely change the default text provided. In addition, you can amend the documents generated to personalise them further.

The new version allows you to create duplicate fee proposal files at the push of a button, perhaps as a roll forward or you would like to quote similar services again.

The update includes a new option to allowing you to price Automatic Enrolment services, including the set up costs, separately to the payroll. This is particularly useful for more complex Automatic Enrolment cases. 

The software allows you to show onscreen the breakdown of services for each category to help with your client discussions. You will instantly be able to switch between levels of service on screen.

EffectivePrice includes new fee proposal references which carry through to any invoices raised and help provide an audit link between the invoices raised and fee proposals raised.