General information about the onboarding process
The onboarding process serves as the preparation for SMACC assuming to take care of your accounting and for the setting up of your SMACC account. For this, we require the completed online form as well as certain information regarding your company’s accounting and example receipts.
You will receive your SMACC scanner directly after the onboarding process is complete.
You will receive your SMACC account upon completion of the onboarding process. Your login details will be sent to you via e-mail.
You can use the SMACC tool as soon as the onboarding process is complete and when your SMACC account is unlocked.
We require the following data from you for the onboarding process:
All documents, that are relevant to accounting and that you have produced yourself and sent to your customers, fall under the category ‘outbound documents’. For example:
- Standard outgoing invoices
- Outgoing invoices with rebates or discounts
- Cancelled or partly cancelled invoices
- Credit notes or vouchers
Inbound documents are primarily invoices from your suppliers. If possible please send us an example receipt of every relevant creditors or all receipts from one month.
In addition, SMACC requires the following specified documents for the accounting record of repeating payments that have no receipts. For example:
- Office rental contract or parking space contract
- Phone contract
- Car rental contract
- Company loan
- Insurance policy
SMACC requires the following accounting data from you for the onboarding process:
- Past booking details (from previous accounting) in CSV-format
- A current SuSa, which is a totals and balances list from accounting, as XLS-data
- Debiting details of your payment service provider (if available)
Payment service provider offer payment solutions. Such payments solutions are e.g. online biller services, instant cash transfers and relevant offers from credit card providers.
Recurring payments without receipts, also called receiptless payments, are payments such as rents, electricity or monthly car insurance that are automatically paid without the renewed issue of a bill.
SuSa is the abbreviation of totals and account balances in bookkeeping. This gives you an overview of movements on your booking accounts within a certain time period. The SuSa shows, among other things, the opening balance (OB), movements and the balance of your booking account at the end of the period. You can obtain your SuSa from your tax advisor or from your bookkeeping.