Ok, we've looked at the overview video and hopefully you've taken some time to look through at least some of the demo and tutorial clips. We trust that all is making sense so far.
It's time to get your hands dirty and start adding some data to your own Elevate trial account.
Before we get ahead of ourselves, there are some initial settings you need to check to make sure that the system will match your agency's way of working.
The first of these is verifying whether your agency is registered for VAT, as this will determine if all invoices generated by the system will apply VAT or not. We'll also explain the various fee structures which you can use to reflect the way your own agency works, and then set up some default values to save time going forward.
Finally, we encourage you to maximise the use of your free trial by engaging other members of your team. Set up an individual account for each user, and share the evaluation for better feedback from your colleagues, whatever their role within your agency.