Advancing to EXCEED Standard Level

This course prepares you for making the transition to the Standard Level of EXCEED as easy as possible. And you will learn new record-keeping skills the easy way!

1. You will learn what new features you can get on the Standard Level
2. You will then be introduced to the 3 main business expense types your expenses will need to be correctly allocated too
3. You will have to pass a test of your knowledge about the expense types
4. Now, you will be ready to sit down with a cup of tea or coffee and plan what expense-groups you need for your business. A Wizard will guide you through the process. 
5. Once you completed the form, your mentor will check it with you and advance you to the next level. Your mentor will also assist you setting up the expense groups in MyEXCEED.
6. Once you synchronised your phone, the new expense groups will be on the menu in your app.