For firms on the disbursement pricing model a message appears when a job is started (either a new job or rolled over job) that indicates that there will be a charge added to the next monthly invoice. If the job is being set up in advance, and only basic planning is required, this charge may be deferred until the job is properly started. This allows jobs to be set up in advance if required without charge. Once a page is concluded or a trial balance is loaded the job must be fully activated. This also allows for jobs to be duplicated for restoration purposes or to be used as a "master" without additional charge.
Optional pricing models
Under the disbursements model firms are charged for jobs as they go, (triggered when a trial balance is loaded or when a page is concluded) passing costs directly to their billing. Note that jobs will only be charged for once they are activated by the user, so there will be no charge until major work is done. Users will need admin approval to generate a charge for a job (this is activated from a security setting). Jobs that are already on the system to remain inactive with no charge until they are used again. This plan is intended to match the generation of the costs of the job with an initial billing the client, so that jobs set up in the "quiet season" are not charged for until they are properly started. To support firms that choose to disburse these costs to their clients, a detailed report will be provided with the monthly bill. A client code may be added which shows on the monthly invoice to assist with this process. A $65 monthly standard charge is added each month regardless of usage.
The fixed amount model is for firms that prefer the predictability of a fixed monthly amount. We set a fixed monthly amount based on an estimated annual job volume generated from prior year usage. Firms have the option to adjust this amount—for example, to account for expected growth. The $65 monthly amount is factored into this monthly charge. The system will track actual versus estimated usage by category. Once the price cap is reached, firms will be notified and the monthly amount adjusted accordingly. (There is no carry forward of unused jobs to future years or refunds made so firms must contact us if their jobs numbers are forceast to drop.)
Other pricing models (Starter and Custom) do not have the activation button.