When using Apple Card for business purchases, the bookkeeping process should be as follows: 2. Make sure all receipts forwarded to Hubdoc for the month match the bank account deduction that pays the Apple Card portion related to business expenses. Example screenshot for an Apple Product Installment payment forwarded to Hubdoc: Process established 1/1/24 w/…
Note: Everything below must be done on live, not staging. Setup RWP: Updates Reporting plugin Our plugin “RWP: Updates Reporting” connects a website to our Client Site and reports any auto-updates so that they get added to monthly reports for the website. You should see a message that the site has connected to the Client Site with…
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We track all of the site audits that we complete and keep these records so that we can advertise our audits and recommendations. 1. When you are assigned a website audit stats to enter, you will get a card assigned to you in Fluent Boards. The card will contain the URL of the website, the…
New Process – Launched 6/24/24 Annual Site Audits Each client on the higher two plans receives an Annual Site Audit annually. The site audit will now be broken up into two parts. Part 1 of the site audit will primarily be a quick audit with automated checks. They will receive a report with the scorecard…
Summary: When a client wants access to a staging environment, we never want to give them access to Legacy staging, because we could overwrite their work when we use that environment for updates. More details about site environments can be found in this WPE this WPEarticle about converting a single environment site.
Summary: Some clients like to pay by check and when Carol receives/deposits that check, she’ll post a copy of the check into Evernote.Note: If this is a check from MTVAC, no payment information will need to be applied to Stripe. Note: each invoice is numbers, and the checks often reference those invoice numbers: this is…
Pay Subs in Square Cash Note: non-U.S. staff used to be paid via TransferWire in place of Square Cash. We do not have any non-U.S. staff currently, but those instructions are below. Pay Subs in TransferWise Note: This program won’t accept punctuation so put p instead of . (Ex: Total hours x Payrate 7p75 x…
Summary: typically this is done for the $99 termageddon setup fee, but there may be other needs for it as well. Note: Client must have a credit card on file for this to work Step One – In the customer’s stripe account scroll down to “payments” and click “add payment” Step Two – record the…
Background: When a client wants us to purchase a plugin or domain for them, we have to forward the balance to the client. We charge them for the plugin/domain cost. Note: If there are more items to add to the upcoming invoice, go back to Step 2 and repeat for each item to be added…