AccountsPortal is a real-time online accounting system, aimed specifically at owner-managed companies, contractors and accountants offering services to Limited Companies.
There are no downloads or installations procedures, and the system can be accessed by multiple users at the same time.
AccountsPortal streamlines and automates the administration and management of companies significantly. It was originally created for UK Limited Companies but our intuitive and easy to use system has been extended so that it can be used in any country.
With AccountsPortal, you can easily create and maintain a record of a company's financial transactions, such as invoices, income, expenses and assets, and create reports based on this information.
All information is presented in an easy to understand format.
AccountsPortal is very flexible with regards to VAT (with the ability to handle standard rate and flat rate vat, as well as the accrual or cash basis), and it is also easy to perform bank reconciliations and import your bank statement in an electronic format.
You can access your information from anywhere, as long as you have a web browser and internet connection (see System requirements for more information).
Managing your accounting and bookkeeping is made easy and fast through AccountsPortal.
Your information is stored on a centralised high-end web server, that is connected to the internet permanently, allowing you access to your information at any time and from any location.
There are no installation requirements, and you never have to worry about upgrades - everything is taken care of seamlessly behind the scenes.
Only users that have been provided with valid login details will have access to the system, and only they will be allowed to view the information that pertains specifically to them.
All of this happens via high security SSL encryption (similar to what online banks use) which means that no one else will be able to view the information. You can rest assured that your data will always be available to you, and that it will be kept safe and secure at all times.
SYSTEM REQUIREMENTS
RECOMMENDED
Providing that you have a web browser and internet connection, there is nothing to install. Simply start your web browser, navigate to www.accountsportal.com, click the "Login" button and follow the Login or Signup prompts.
If your computer does not yet have Adobe Flash Player installed, this will install automatically the first time that you run AccountsPortal. See System requirements for more information.
Because AccountsPortal runs over the internet, you do not need to run any updates.
However, in order to ensure that you are viewing the most recent version of AccountsPortal, we recommend that you clear your browser cache regularly. Please follow these steps carefully:
1. Clear your browser cache. Instructions on how to do this, depending on your browser, can be found at the following website: http://www.wikihow.com/Clear-Your-Browser's-Cache
2. Log out of AccountsPortal, and then close your browser.
3. Restart your browser.
4. Navigate to https://www.accountsportal.com/launch and log in
When you register for the first time or add a new organisation in AccountsPortal, it is immediately ready for use. There are, however, some items that you should check and possibly update in order to accurately represent the setup of your organisation.
For more information on each step, please click on the relevant links.
1. Organisation details should be checked for accuracy and completeness. In particular, ensure that the financial year-end settings are correct, as these impact on reporting.
2. If the organisation is VAT registered, then the VAT settings must be updated.
3. You can invite additional users to your organisation at no extra charge. For example, you may wish to grant access to your accountant or bookkeeper.
4. You may want to examine the default Chart of Accounts, which can be modified to suite your unique circumstances. You can, for example, add new accounts or disable those accounts that you will not need (they can always be re-enabled at a later date).
If you are converting from another accounting system, then steps 5, 6 and 7 are of particular importance.
5. Transaction Numbering for the organisation should be checked. This is particularly relevant for outbound documents (such as sales invoices and credit notes), and if you would like to continue with the numbering used in a previous system.
6. The Conversion Date should be checked in the organisation's settings, and must be set to the first day you will be entering day to day transactions in AccountsPortal.
7. Conversion Balances and outstanding sales and purchase transactions can be added. These relate to the accounts and records you have kept prior to the Conversion Date that you entered in step 6.