Add or upgrade a service

As your business grows you may need to upgrade your service.

  • For your Accounting service, you may want to add additional functionality or increase the number of users.

    Once you've upgraded your Accounting software, you can’t downgrade it at a later date.

  • For your Payroll service, you may need to increase or decrease the number of employees you can process.

    For Payroll, you change your subscription based on the number of employees you want to pay. Subscriptions come in blocks of 5, up to maximum of 25 employees.

Once you've changed your service, your next invoice will show the upgraded subscription amount.

Upgrade your service

  1. Click on the company drop-down list, then click Manage Business Account.

The process for adding or upgrading your service varies depending on when you signed up. You will one of the following options:

  • Manage My Subscription

  • Add new product

If you have the Manage My Subscription option

  1. Select the Subscription & Invoices tab.
  2. Click Manage my Subscription then click Manage Services.
  3. From here, you can:
    • Add or remove a service: Select the service you want to add or remove, then select Subscribe or Unsubscribe.
    • Upgrade an existing service: Select the service you want to upgrade to and select Subscribe, this will upgrade your existing service automatically.
    • Upgrade or downgrade your Payroll service: Select the service that matches the number of employees you need and select Subscribe. This will upgrade or downgrade your existing Payroll package automatically.

4. Click Continue.

5. Check that the updated costs are correct, then click Finish.

If you have Add New Product option

Add a Payroll or Accounting service to your subscription,

  1. Select Add New Product.
  2. .Choose Select next to the product you want to add.

    Details of your new subscriptions will appear in Summary.

  3. Select Add Subscription. You will now get a confirmation of the changes, and a transaction reference.

Your next invoice will show your updated subscription amount.

Upgrade your Accounting subscription

Upgrade your Accounting service for additional functionality.

  1. Select Upgrade.
  2. Choose Select next to the version you want to upgrade to.

    Details of your new subscriptions will appear in the Summary.

  3. Select Confirm Upgrade.

You will now get a confirmation of the changes, and a transaction reference

Upgrade or downgrade your Payroll subscription

  1. Select Change number of licences.
  2. From the drop-down, choose the required number of employees, then Select.

    Details of your changes are shown in the Summary.

  3. Select Confirm Changes.
  4. You will now get a confirmation of the changes, and a transaction reference.

Your next invoice will show your updated subscription amount.