"Settings" is a navigation that serves as a centralized hub wherein user can customise and manage various aspects of their account. 


User can find "Settings" via  suitcase icon to manage and update their Business accounts


In this Article:


Account Profile

To open a business account, you must be a business with an Australian ABN or ACN.


Select "Account Profile". 


There are two types of user via "ADD USER"

1. Administrators. User that has full access to all functions within Accziom.

2. Authors. User that can create services, bundles, proposals, templates, and add prospects. But, cannot sent proposals or access settings. 


 "Settings-Account Profile"


Entity type: Either A Company, Sole Trader, Partnership or Trust that wants to enter into service contracts using Accziom.



Trading as: This field is pre-filled with either the Company Name or the Partnership Name and can be changed if it is different from the legal entity's name.



Address: The registered address of the business. 

Logo upload

Once you save your Account profile, you can upload a logo. 

The logo will be used for:

  • On emails sent to your clients.
  • On the Accziom client portal, your clients sign contracts and can purchase services.
  • In the header instead of your account name.

NOTE: Logos can be PNG, JPG, GIF, or SVG and must be below 2MB


Defaults

If your business is registered for GST, all proposals and billing will reflect this. If you send a proposal to an overseas client for whom GST does not exist, GST can be turned off.


The Default payment term on invoices is pre-filled when writing proposals and is passed on to your accounting software as the due date for an invoice.

Payment gateway

Is a technology used to process electronic payments for online transactions.

Stripe the payment gateway (optional).

For direct debit payments by your clients, we will soon also support credit card payments processed via Stripe. If you choose not to use Stripe you can invoice all contracts without automated payment.



Accounting Apps

Third-Party Integrations that manage connected third-party apps and services.


For now, we are integrating with the following services:

QuickBooks and Xero

(mandatory)


You need to connect to Quickbooks or Xero to use Accziom. Doing so will enable you to:

  • Synch your clients to Accziom
  • Send invoices from Accziom via your accounting software to your clients.
  • Easily reconcile payments received from Stripe via automated accounts setup in your accounting platform.

Connecting to Xero or Quickbooks will allow you to import all your current clients into Accziom and keep these synchronised.

  1. If you change or add a new client record, Accziom will ask if you want to update the accounting platform.
  2. If you create new clients in your accounting platform, you can import them from the screens below.
  3. Accziom will send invoices directly via your accounting platforms
  4. We will automatically create the necessary accounts in your accounting platform


NOTE: We will never delete records from your accounting platform.


How to connect


Click the connect button for either Xero or Quickbooks.


NOTE: You can only be connected to one platform. 


You will be redirected to either Xero or Quickbooks. You will need to log in and give the relevant permissions. 



  • Once you have allowed access, you will be redirected to Accziom. Please be patient. It takes a little while to import all your contacts. 
  • Once the import is complete, you are presented with the summary below. Here, you can import / export and resolve conflicts to synchronise the two platforms.
  • Once the platforms are synchronised, if you make a change or add a new client in Accziom the system will ask you to synchronise to your accounting platform.







We will create the following accounts in your accounting software.

Accziom Deals will record all income made via Accziom.
The Accziom Stripe Fees and Offset accounts will ONLY be set up if you connect to Stripe. The offset account allows you to easily match payments with invoices and fees while reconciling your accounts.

Screenshot 2024-07-08 at 11.37.31 AM.png

LodgeiT Import Client

Extraction and Transferring client features. 

  • Import contacts

A feature that involves extracting client data from LodgeiT, and import to Accziom's client record. 


  • Import Relationships

  • View Records

Result:


Outgoing mail server / Email server

You can send emails from your business domain by connecting to your Google or Microsoft email server. By default, emails are sent via the Accziom domain, which may cause issues with spam filters. It is recommended that you use your own mail servers.


Notifications

 Customise on how and when you receive notifications for different activities on the platform.

You can choose which emails you would like to receive from Accziom. However, you can’t opt out of account-related emails. 


A client has joined your Accziom Client Portal: If you sent a proposal or invited a client to join your portal, you will receive an email once they have created a login.


New service request: When a client orders a service via the Client Portal.


Proposal signed: Once a client has signed a proposal, waiting for you to countersign. 


Product and platform news: Stay up to date with new Accziom features. This is an irregular newsletter.



Security

Note: If you don't provide a phone number, the phone-based 2FA options won't be shown here



NOTE: Accziom is not responsible for individual account safety breaches vie the log-in mechanism. We highly recommend using either an Authenticator or 2Step Verification to log in and keep your account secure.




Templates

  • Engagement Letters

Engagement letters are like terms and conditions that relate to how you do business in general.

  • Service Scope

A service scope includes requirements and terms related to a particular service or service type.

  • Email Templates

Email Templates usually include your business signature and perhaps a standard introduction. These are used when sending proposals to clients.