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.

Our service covers administrative document sorting, information transcription and the creation of searchable Excel records and a consolidated online document folder. It does not include bookkeeping, BAS, tax 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 documents to be sorted and their details entered into your Excel report regularly, helping prevent backlogs and keeping information easy to find when needed.

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

Postal Submission

Clients using the billBAG™ can conveniently collect their paper receipts and expense documents throughout the month and send them to us using our prepaid, tracked postage service. All original documents remain the property of the client and are securely returned 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. Physical and digital documents can be submitted independently or together, depending on the needs of the business.

If you have a backlog of unsorted paper or digital receipts, invoices and expense documents, an initial catch-up service may be required before starting a monthly package. We'll assess the volume and condition of your documents and provide a separate quote, where applicable, 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.