MONTHLY SERVICE PACKAGES

Support is delivered through simple 3-month service cycles and is based on your expected expense document volume. This approach helps maintain consistency throughout the year while allowing businesses to select a level of support that best suits their needs.

All services focus exclusively on expense document and record organisation and do not include bookkeeping, tax, BAS or accounting services.

Each package includes a document allowance covering a full 3-month service cycle. Clients may choose to pay monthly or in advance for the full service period.

Where document volumes consistently exceed the selected package allowance, a higher package level may be recommended to ensure the service continues to meet your needs.

Expense documents are submitted on an ongoing monthly basis throughout the service cycle. To help maintain a consistent workflow, documents should generally be submitted by the 5th day of each month.

This allows records to be organised and maintained regularly, helping prevent the build-up of large backlogs and making information easier to access when required.

Both digital documents and paper receipts can be included as part of the monthly submission process.

Postal Submission

Clients using the billBAG™ can collect paper receipts and expense documents throughout the month and submit them together using tracked postage. Original documents remain the property of the client and can be returned upon request or at the conclusion of the service.

Digital Submission

Digital receipts, invoices, scanned documents and image files can be submitted electronically through the approved digital submission method. Digital and paper-based records may be used independently or together, depending on the needs of the business.

This is much more aligned with the current BYB model than the old package-specific text that somehow ended up in these sections.

If you have a backlog of unorganised expense documents and records, an initial catch-up service may be required before commencing an ongoing monthly package.

The scope of work will be assessed based on the volume, condition and complexity of the records provided. Where applicable, a separate quote will be provided before any work begins.

Monthly service packages may be paid monthly or in advance for the full 3-month service cycle.

Organised records and reports are released once payment for the applicable period has been received.