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Export pre-accounting per advisory-firm client

A proposed journal per client, human review and a file. It does not post books on its own. There is no live send to a3, Holded or Sage.

Updated: 20 August 20269 min read

Per client

In the book

Review

Human

File

Not live

Optional

At the end of the flow

The short answer

Exporting pre-accounting per client is the optional stretch of the desk: you propose the journal, a person reviews and you leave with a file. Vacly does not post books on its own. There is no live send to a3, Holded or Sage.

Anyone searching for “export pre-accounting advisory firm client” usually wants to take the journal to the usual programme, per company. The work is the cut per client, not a clone of pre-accounting or exporting journals.

Accounting is priced on request. 15-day trial. The advisor still signs the close. Tax ID B22657407, Tortosa.

What does it mean to export pre-accounting per client?

It is the optional end of the Vacly for advisory firms flow: one company’s journal, in a file.

  • Per client in the portfolio. You do not mix A’s journal with B’s.
  • Pre-accounting proposes. A person reviews. Vacly does not post books on its own.
  • You leave with a file: CSV and common formats, by period. Exporting journals spells that out.
  • There is no live send to a3, Holded or Sage. The sentence matters.
  • The chart per company is the base. Without a chart, the file has no map.

How does it not clone the Accounting articles?

Those screens already exist. This one is about the desk that cuts per client.

Digitise / pre-accounting

Invoices toward a journal and journals from invoices are the source. This article is the book-wide cut.

Chart and review

The chart and review belong to Accounting. The desk uses them per client.

Export

Export to your programme is the file. Here it matters that there is no live connector.

Where does it sit in the firm’s flow?

After documents, payroll and filings. It is not required to start.

  • You can start with Laboral only. Accounting is priced on request and added later.
  • The client uploads; you classify. The portal is not the journal.
  • Payroll and RED do not post books. This stretch is something else.
  • SOLIA can propose the journal. A person reviews. Soles, pay as you go.
  • It does not replace the advisor. Exporting does not lodge or file.

What is it not (and what should it not sell you)?

A file is not a live bridge and not a signed close.

  • It does not post books on its own. Human review is the product.
  • There is no live send to a3, Holded or Sage. We do not claim universal ERP compatibility.
  • It does not replace the advisor or the firm.
  • Accounting pricing is on request. We do not invent another price.

FAQ

Does Vacly post books on its own?

No. Pre-accounting needs human review.

Is there a live connector to a3, Holded or Sage?

No. You export a file by period.

Is it required for the firm?

No. It is the optional stretch. You can start with Laboral only.

Does the client see someone else’s journal?

No. The client portal does not mix books.

How much does it cost?

Accounting is priced on request, according to contracted modules. 15-day trial.

How Accounting handles this per client

Pre-accounting and export in Vacly for advisory firms cut per client: proposal, human review and a file. It does not post books on its own. There is no live send to a3, Holded or Sage. Pricing on request. It does not replace the advisor. 15-day trial.

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