Systems Setup · Pricing
AP, AR & Expense Platform Setup
Starting at$1,500one-time
What the price covers
1 AP, AR OR expense platform; up to 10 users; 1 standard integration and 1 approval workflow
What we do
- Confirm requirements and configure the platform/users
- Connect the one supported standard integration
- Configure and test the approved workflow and exception behavior
- Document the configuration and complete the operating handoff
- Review accounting/control behavior and reconciliation points
What you get
Tested platform configuration and operating handoff.
Not included
Platform subscription fees.
Every Step. All 16.
- 01Confirm the selected platform and supported scopePlatform setup · Systems
- 02Configure the company and approved user accountsPlatform setup · Systems
- 03Set required standard fields and permissionsPlatform setup · Systems
- 04Connect the authorized source and target accounts1 standard integration · Systems
- 05Map the agreed standard fields1 standard integration · Systems
- 06Check that sample records reach the correct destination1 standard integration · Systems
- 07Configure the approved approval steps1 approval workflow · Systems
- 08Test a normal approved item1 approval workflow · Systems
- 09Test a rejected or incomplete item1 approval workflow · Systems
- 10Check that retrying an item will not duplicate it1 approval workflow · Systems
- 11Document the configuration and required user actionsOperating handoff · Systems
- 12Train the operating owner on the agreed workflowOperating handoff · Systems
- 13Save the test evidence and support ownershipOperating handoff · Systems
- 14Check coding and approval behavior on sample recordsAccounting review · Senior accountant
- 15Tie the resulting records to the ledger destinationAccounting review · Senior accountant
- 16Approve the reconciliation and control handoffAccounting review · Senior accountant
More In Systems Setup
All 8 servicesAccounting Software Implementation$1,450 one-time1 accounting file; up to 5 bank/card connections; chart of accounts mapped to a standard chart; standard settings and 1-hour training.Accounting Data Migration$3,075 one-time1 entity; 1 source/target; 12 months plus opening balances; 5 accounts; reconciliation signoffHR Records Platform Setup$1,125 one-time1 HR records platform; 10 employees; documents and standard access workflowmyBBS Workspace Configuration$625 one-time1 myBBS entity workspace; 5 reviewers; 2 existing connections and document routing.