From the first call to the month-end number, in the words of an accounting & bookkeeping business.
An engagement is done by an accountant, billed by fee, hours or retainer. This guide follows one through the software. Print it — seven pages, with every screen from the Meridian Books & Advisory demo.
1. The call, and the customer it becomes
Customers. Who is waiting on you, being worked, and already bought.
New customer makes the record everything hangs off.
Add the address; it keeps its own history.
Create engagement from the customer.
2. The engagement, and the hours on it
Engagements. Not started, running, over and done; the overrun is said in money.
New engagement: the client, the billing kind, the rate card.
Record time against it, timer or typed, with no visit needed.
Billing run raises every bill due this month in one pass.
3. The quote, and the bill it turns into
Estimates. Out with customers is the money waiting on a decision.
New estimate, lines from the price book, Offer options for good, better, best.
Save and send emails a link the customer approves with no account.
New invoice from a finished engagement carries the lines across.
Documents sends an agreement, a change order or an authorization to be signed by link or on the tablet, sealed with a certificate saying who signed from where and when.
4. The money
The virtual terminal. Pick the customer; their open invoices appear.
Card on the terminal or the customer pays the link.
Record payment for a check or cash, applied oldest-first.
Batches is the day’s close; void or refund is decided per row from whether the batch settled.
5. The numbers, and the settings that shape them
Reports. Received, invoiced, owed and overdue.
Download CSV gives your accountant the period.
Settings › Invoices sets terms, tax and numbering.
Settings › Sign-in security turns on a second factor. Do it.
Pay run works out what each person is owed from the hours already recorded, with overtime on the regular rate, and closes so it stops moving. Everyone sees their own; nobody sees anybody else's.
Licences holds what each person is qualified to do and when it runs out, warns you before somebody is sent to work they are not covered for, and chases the renewal sixty days out.
Book a demo
Or see it running against your own books.
Thirty minutes, your job count and your average ticket, and the sync shown end to end on data that looks like yours.
