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1. Purpose & Audience This page defines how standard (non-recurring, non-shared) client payments are recorded in the BackOffice CRM, how commission is calculated, aggregated, and invoiced to Users, and which control mechanisms ensure that all relevant payme...

1. General description The Set-up to Monthly Client process describes how a one-off Set-up Only enquiry (for example Autonomo (Set-up Only) ID 241 or Limited Company Set-up Service ID 206) is converted into an ongoing monthly accounting client using the c...

1. General description The BackOffice Invoice Management area is where Admin manage monthly commission invoicing to Users, track client payments collected directly by AA, record AA’s own expenses, and generate summary reports for the accounts department. ...