Navigation Menu

Customers

From your left navigation menu, select ‘Customers’ to view a full list of all your assigned customers here.

You can view details:

• Name
• Email
• Status
• Last Access Time
• Last Login Time
• Comments

 

 

 

Issues

‘Issues’ is a function in the AcudocX system that allows either a customer or a provider to raise an issue to register a disagreement about some aspect of the translation job that has recently been completed.

Our current issues include the following:
• Resend translation
• Refund (please see REFUNDS article for more information)

 

Issues Workflow

The party raising an issue will identify the corrective action desired by the other party. This may include outcomes such as changing some aspects of the job documents, editing some of the translation work or changing the amount payable for the job.

The system passes the issue to the other party for review. They can choose to accept the proposed corrective action, reject the corrective action or send the issue to the system admin for adjudication.

Both parties can comment on the issue, with the general intent that a mutually-agreeable outcome be reached.

The system will send email notifications to both parties whenever a change is made to the issue information.

 

 

My Jobs

From your left navigation menu, select Jobs to view a full list of all your processed jobs.

You can view the following details:

• Customer
• Language
• Cost
• Date submitted/commenced
• Status

 

You can also access the job’s details and documents from this list.

 

 

My Relationships

Here you can see list of all the translation agencies you have a relationship with.

 

 

Reporting

Select ‘Reporting’ under the left navigation menu to view your provider and accounting report.

Provider report:

The provider report contains basic information on jobs, status, cost, and duration.

Accounting report:

The accounting report contains full information for an accountant or bookkeeper.

 

 

My Disbursements

Select ‘My Disbursements’ under the left navigation menu to view a list of all disbursements (payments sent to you as a provider)

 

Disbursements are sent within 2 business days. Once our system becomes fully automated, the frequency of disbursements will be increased.

 

Bookkeeping Recommendations

The AcudocX platform automatically generates tax invoices on your behalf. The Australian Taxation Office (ATO) requirement is to provide a valid tax invoice for each job. This can be satisfied by the AcudocX platform.

Below are recommendations for bookkeeping reconciliation, from TNR Tax Accountants:

 

Option 1:

Record the deposit in your bank account as income and allow for the GST component, if you are registered for GST.

Each disbursement you receive from AcudocX will be made in the form of individual payments, with each transaction referencing the individual job number in the bank transaction details. This is enough to satisfy bookkeeping requirements. If at any point you need the tax invoice, this is stored on your AcudocX account and can be downloaded.

To further simplify the process, if you use an accounting software program, we suggest you consult with your software provider for specific instructions on how to process these types of recurring transactions.

An example is provided below:

In your accounting program create a rule for money (selecting your bank account).

Include the details: Description Contains ‘Transfer Acudocx Pty Ltd’

Then assign transaction type: Deposit, category: Sales (Australia), payee: AcudocX This transaction type can then be set to auto-confirm.

 

Option 2:

Enter the invoice into your own software systems as accounts receivable (debtor), recording the ‘AcudocX Job’ as Income and the ‘Service Fee’ as an Expense (allowing for the GST component, where applicable).

Next, record the deposit in your bank account as part payment of the invoice.

Then, create a credit note for the ‘Service Fee’, applying it to the balance outstanding on the invoice.

Again, if you use an accounting software program, we suggest you consult with the software provider for specific instructions on how to create invoices and credit notes.

(The first option outlined is simpler and the method we recommend. However, either option is possible for you. You can also get advice from your own tax accountant or bookkeeper.)

 

 

My Customer Invoices

Select My Customer Invoices in the left navigation menu to view a full list of customer invoices.

You can see details such as:

• Invoice type (Job or Correction)
• Customer’s name
• Total cost
• Total tax

 

You can also issue a refund from this page.

 

Invoices are automatically generated on behalf of you to your customer. Invoices will include AcudocX’s service fee of 7.5% + $4.

The service fee is automatically deducted before disbursement.

 

 

My Receipts

Select My Receipts under the left navigation menu to view a full list of receipts issued on behalf of you, as a provider, to AcudocX (for payment of service fees).

 

This is an accounting exercise.

AcudocX is not an employer, but a tool used by providers. The service fee tax receipt is issued by AcudocX to the provider for all fees that were charged to customers.

 

My Translation Receipts

Select ‘My Translation Receipts’ under the left navigation menu to view the receipts for your translations.

 

My Transactions

Select ‘My Transactions’ under the left navigation menu to view a detailed list of every transaction.

 

My Webhooks

This is an advanced feature. If you wish to use this, please contact the admin for instruction.

 

Configuration

My Languages

‘My Languages’ is where you set your language(s) offered and price.

 

My users

Select My Users under the left navigation menu to add additional users.

Adding more users will allow you to register additional emails under the same provider profile, each with their individual two-factor authentication.

Select the ‘CREATE’ button to get started.