Start with new domain (entrepreneur)

When you log in to Nmbrs Accounting for the first time, your domain will still be largely empty. This is because Nmbrs Accounting operates based on the documents and data you provide: anything that isn’t provided cannot be posted.

It’s also important to share all relevant information about your business with your accountant during the setup phase so that back-office staff understand the nature of your business and any specific requirements.

The more regularly you submit your documents, the more up-to-date and reliable your financial figures will be.

• Recommended: Submit all documents and receipts weekly on a set day.
• Minimum: Submit them at least once a month to avoid additional processing fees.

Confirm data processing agreement

With the introduction of the GDPR, it is necessary for an accounting office to enter into a so-called data processing agreement with you. 

The data processing agreement outlines agreements regarding the processing of personal data, procedures for data breaches, the right to audits, and software security.

Once the accountant has prepared the data processing agreement, it must be digitally confirmed by the domain owner or a user with the 'Management' role.

For a detailed description, see article Confirm data processing agreement for domain.

Get started with your domain (with one or more administrations)

To set up your domain as efficiently as possible, submit all relevant data (including documents and bank transactions) for your company, review this information after it has been processed, and ask questions if necessary, please follow these steps:

1. Submit company information
2. Who will file the VAT return?
3. Submit documents and bank transactions
4. Review processed docunents and bank transactions
5. Ask your accountant questions.

Read through the various steps carefully and follow the instructions as closely as possible. You’ll also receive regular tips to ensure that your administration can be updated accurately, completely, and on time.

Step 1. Submit company information

The back office needs basic information to understand how your company works. During the startup phase, please provide the following:

• Name and address details and legal nature
• Financial year and start date of administration
• Initial position of administration (opening balance and outstanding receivables and payables)
• Cash register, petty cash or cash transactions.

Step 2. Who will file the VAT return?

Together with your accountant, you’ll determine who will prepare and file the VAT return:

• Will the accountant file your tax return for you, or will you do it yourself?
  (see article Who will submit VAT return: the accountant of yourself?)
• If you're doing this yourself, you can set it up through the specific VAT settings in Nmbrs Accounting
  (see article Submit VAT return as entrepreneur in Nmbrs Accounting).

Step 3. Submit documents and bank transactions

To begin the actual bookkeeping process, it is important that all documents (such as invoices) and bank transactions be submitted to Nmbrs Accounting:

• scan, or upload manually from your computer or cell phone
  (see article Scan, upload, synchronise and/or email documents and Submit documents)
• automatically sync with your bank
  (see article Submit bank transactions)
• Email documents directly to your unique Nmbrs Accounting email address.

Step 4. Review processed documents and bank transactions

After the accountant has processed your documents and bank transactions, you can view the results. Depending on your user role and associated rights, you can:

• view documents and transactions
  (see article Document details for entrepreneur)

• edit document details
  (see article Document processing by entrepreneur)

• optionally delete documents (if submitted incorrectly)
  (see article Document deletion by user).

Step 5. Ask questions to accountant 

When you have a question or comment about a processed document, a bank transaction, or an entry, you can ask the accountant directly from various places in Nmbrs Accounting:

• directly from a specific document, bank transaction, or entry
  (see article Ask question)

• centrally via the Po Box
  (see arricle Questions (communication between back office and user)).