Launch AML System
We are going to launch the new AML for CSA system.
If you are on our CSA contact list, we will send you an email and ask if you are interested to know more about the system.
If you do, we will send you an information packet which contains the Proposal, Order Form and Training Schedule.
If you haven’t receive the email after a week from now, please contact us to follow up.
Change of Registrar of Companies
We have just changed the name of the Registrar of Companies to Kitty L C Tsui (formerly Ada Chung).
We would like to express our appreciation to Ms. Shirley Yuen of Golden China Consultants Limited, for notifying for our mistake.
Change of Order in App
We are upgrading the iOS and Android’s mobile apps by adding the Invoice with payment information by date to the front page.
Also, we are taking out the system message from Notification section to reduce the volume of information.
Moreover, we have moved up the Approval to higher location for easy viewing.
If you have any suggestion please let us know.
Rent vs Purchase
We would like to remind our present and prospective users of CPAnywhere that you have a choice to purchase the software system outright instead of rental.
This may fit into capital outlay planning for some companies.
An ERP system needs a lot of customization.
Every company is unique to its own.
That’s why the cost of setting up the system sometimes is more than the software itself.
If you need to pay a lot for customization, you may as well own the software outright.
Success in Getting Funding
Its nice to have the 60% funding from TPV or the $100,000 grant on Distant Business Program.
Many of our new CSA and CPAnywhere users have applied for those funding with success.
Initially, it takes about 6 months to a year to get the funding.
However, we kind of know the problem.
It is because the initial intent of these government funding are for works to be performed by local firms with some form of customization.
CSA needs to be customized in the set up of minutes and resolutions, letters and invoices.
CPAnywhere needs to set up the chart of accounts, transfer of old data or clients information from CSA or other systems, invoice template, customized reports, work scheduling, leave policies and accrual.
This kind of customization is what the government is looking for.
Also, the previous approvals of CSA and CPAnywhere in their record actually help with the recent applications.
Pending changes
We are planning to greatly increase the usability of CPAnywhere in the following areas: establishing a channel with customer for invoicing, status inquiry and payment, all on the Internet.
Also, establishing a group chat among staff working on a job.
Notification alert on CPAnywhere mobile app.
Web browser based mobile app for ease of use.
We are transferring our experience in the development of Privatus to CPAnywhere.
Also, we are experimenting the electronic payment feature. Please be patient.
If you are also using CSA, you will experience a new way of doing things in Customer Support service through Privatus.
If you like Privatus, you will appreciate the new CPAnywhere.
Please do give us your comment and suggestion.
Your needs are our motivation to innovate.
Thank you for being with us for a long time.
Survey: 5 most popular functions of CPAnywhere
Recently, we had conducted a survey among our CPAnywhere users on their most used functions.
The results are presented here:
1. Time sheet by date
2. Job assignment
3. Leave application
4. Invoice maintenance
5. Correspondence
Home Office Option
The recent coronavirus has caused fear among citizens to avoid any contact.
That include the office contacts among co-workers as well as meetings with clients.
We encourage you to use CPAnywhere, the web based practice management system for your remote operation with your staff as well as between you and your client’s communications.
Thank you note!
Dear P&L Users:
We would like to say thank you to the wonderful people who had volunteered their time and effort in suggesting better ways to use the CSA Expert system and CPAnywhere, practice management system.
Polly Sin and Sarah Sin of Newhaven (Hong Kong) Limited
BVI Activation Form
- Polly and Sarah have provided a BVI Activation Form to us to be included in CSA Expert. This is used when a firm admitting a new BVI client and to make sure that all necessary information are collected.
Sally Kwan of Vanuatu International Company Services
Vanuatu Forms
- Sally has provided us the Vanuatu forms and related documents to be included in CSA Expert.
Catherine Chu of R & K Consultants Limited
BVI and Anguilla
- Catherine has provided us a list of forms regarding BVI and Anguilla registration that we have included in CSA Expert.
Sarah Li and Caroline Yang of Incorporation Consulting Services Asia Limited
BVI, Cayman, Samoa, Seychelle Documents
- Sarah and Caroline have provided a list of documents relating to BVI, Cayman, Samoa and Seychelle to be included in CSA Expert.
Teresa Chow of Hong Kong Manager
List all credit notes next to the original invoice
- When Teresa was using the Invoice Register, she found it annoying to trace any credit amount from the Credit Note Register.
- She proposed that if there is a way to combine the two, that is the system would automatically show any available credit amount available to offset the original invoice amount.
- We have added a simple to use Print Option “Print all with credit note”.
- Now, she doesn’t need to cross check two reports. That saves her a lot of time.
Add date range, all customer and summary to the Trust Transaction Report
- We have a rather simple Trust Transaction Report from the beginning. When Teresa was using it, she found the standard report to be inadequate.
- She proposed to add the Date Range, Print all Customer, and add the Summary option to the original report.
Justin Lau of Lau & Lau CPA
Add Description of the opposite side to the General Ledger
- Basically, general ledger listing is very basic and straight forward. However, when Justin wants to know the full picture of the journal, that means whatever contains on the debit and credit sides, there is an inherent handicap because the transaction description only apply to either the debit or credit side, not both.
- Justin was thinking what if she can see both sides of descriptions on one journal, wouldn’t it be more understanding of the true nature of transaction.
- Because of her insistence to perfection, we had finally change the standard Journal format by including the other side of description.
Organic and growing system
These are some of the most recent changes to CSA Expert and CPAnywhere and we thank you for their time and effort to identify the possibility and ask us to change.
They don’t just accept what is given to them as Truth. They know that users are the final judges to the system’s usability, friendliness and level of support.
We are fortunate to have so many creative users who show us a better way to build the system.
We salute to their contributions!
With all the best wishes,
Harry Tsui
Director