Overview
Pragmeo allows you to easily adding and managing the accounting procedures and information types that you provide to your clients as paid services. You can create these procedures by either using the pre-built standard accounting templates or by creating new ones from scratch. The good thing is that a Procedure is defined only once in the system, and then provided to every client separately by creating a Task. The following diagram illustrates the basic concept of the services (procedures) being offered to clients in Pragmeo.
All accounting procedures have some information to send and receive from the clients, and some types of information are just for internal use; you can seamlessly manage all these information types in Pragmeo. In addition, you can also specify exactly how you want that information to be exchanged, either by a document or an online form that your clients will fill out. Pragmeo offers an inbuilt form designer for designing customized forms for receiving information from your clients. Once you have setup your information types, you can then start adding the procedures and associate specific information types.
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- Create/Edit a Procedure
- Create/Edit an Info Type