Ordering the Procountor for the customer

Setting up the environment

1. Set up the environment in Procountor, add the company's users and specify their user rights.
   1. Please note, before setting up the environment, select your accounting firm's own environment for use, so that the new environment is logged under your accounting firm.
   2. The environment should be set up no later than when the order has been sent to the customer / signed.
   3. Add the customer to the environment. If you agree to add the customer to the environment later, please ensure that invoices arriving in the environment are paid by the user or delivered to the customer. 
2. Fill out the bank connection authorization form and ask the customer to sign it. After this, submit the bank connection authorization to the bank.
3. When you log into Procountor for the first time, you will see the Guided setup task list that helps you set up the environment.  Please note the following when setting up a new environment.
   1. Add the company's bank account information to Procountor.
      • Management > Company info > Bank account information
   2. Complete the taxation information
      • Management > Accounting info > Tax information
   3. Check the certificate settings that are needed for sending notifications to the Incomes Register and the Finnish Tax Administration.
   4. Prepare a supplier announcement regarding the reception of electronic invoices.
      • Management > Company info > E-Invoice and Scanning addresses
   5. More instructions for new users are available here.

Placing an order

1. Calculate a suitable product package for the customer here.
2. Fill in the Procountor order form and send it to the customer for signing.

Signing the order on behalf of the customer

If you sign the order on behalf of the customer, always make a power of attorney with the customer (you can find the template in Procountor’s accounting firm tools file vault: (Materials in English > Authorization form for the adoption in Procountor software.pdf).

With the authorization, the customer gives the accounting firm the authority to order the program on behalf of the customer. Keep the power of attorney or submit it after placing the order to hallinto@procountor.com. With the signed power of attorney, you can also secure your accounting firm’s position in the event of a dispute. Please note, if the accounting firm signs the contract without a power of attorney and the customer disputes the contract, the incurred costs will be fully charged to the accounting firm.