Platform

USER MANUAL

Table of Contents

What does the platform do?

The platform is designed to support light entrepreneurs, freelancers and microcompanies in their daily business operations.

This includes management and handling of clients, invoices, expenses, salaries, payouts, taxes, and accounting.

The platform also supports flexible and easy messaging between users or contact the support. You can also get help by contacting us using the messaging service or the AI chatbot.

What to do if I need help?

Please contact us via our website or using the platform’s built-in messaging functionality. You can also see our contact details in our website.

How to register an account?

To register a new freelancer account, access the home page and click on “create an account”.

Account Registration Step by step

    1. In the registration page, fill at least all mandatory fields: First name, Last name, Email, Password and Confirm password
    2. Accept terms and conditions
    3. Click on “create new account”
    4. In the Complete registration page, fill at least the missing mandatory fields: Street address, Postal code, City, and Social security number
    5. Check that the selected Country and Citizenship is Finland
    6. Click on “Next”
    7. Optional: Provide a valid IBAN and BIC (if your IBAN is from another country)
    8. Click on “Next”
    9. Select your insurance condition
    10. Click on “Next”
    11. Click on “Save”.

Your account is now ready, but to activate it you have to complete ID verification

How to register with PLUSID?

    1. In the registration page, click on “Register with PlusID”
    2. Approve the request using your PlusID account
    3. In Complete registration page, fill missing information (if there is any)
    4. Fill insurance details and click on “next”
    5. In last step, click on “Save”

Your account is now ready and your ID is verified.

What do I need to register a new account?

  • Valid email address
  • Valid SSN or Tax ID
  • Valid IBAN and BIC

Can I register a new account if my country or citizenship is from another country?

Yes, if your citizenship is from another country you need to provide your Tax ID number instead of SSN Also, accident insurance status information will be required.

How do I register using a campaign code?

In the registration page, with all mandatory fields provided, click on “Do you have a referral or campaign code?”. Then, in the “Campaign code” input type the given campaign code.

How do I register using a referral code?

In the registration page, with all mandatory fields provided, click on “Do you have a referral or campaign code?”. Then, in the “Referral code” input type the given referral code.

How do I verify user ID with passport?

      1. In Dashboard notification: “Please note! In order to activate your account, you have to complete ID verification. Please do it now HERE.”, click on “HERE”
      2. Click on “Verify your identity”
      3. Click on “Start (passport)”. A toast message “Redirecting to ID verification service” is displayed and freelancer is redirected to Persona
      4. Click on “Begin verifying”
      5. Select any country. E.g. Finland
      6. Select “Passport”
      7. Click on “Upload a photo”
      8. Upload any photo, pdf from your computer
      9. Click on “Use this photo”
      10. Click on “Done”

    If your ID has been verified, now you can go to Dashboard and start using the application features.

How do I verify user ID with a bank?

  1. In Dashboard notification: “Please note! In order to activate your account, you have to complete ID verification. Please do it now HERE.”, click on “HERE”
  2. Click on “Verify your identity”
  3. Click on “Start (bank ID)”. A toast message “Redirecting to ID verification service” is displayed and freelancer is redirected to Signicat
  4. Complete the process selecting you bank account and login

If your ID has been verified, now you can go to Dashboard and start using the application features.

What are the available languages?

The application has three languages: Finland (FI), English (EN) and Estonian (ET). To switch the language, at the bottom of the page, click on the language selection button: FI-FI, EN-US or ET-EE and select your language.

How do I login to Dashboard?

  1. In home page, enter a valid email or username
  2. Enter also a valid password for the provided email or username
  3. Click on “LOGIN”
    4. You are now logged in.

What if I forgot my password?

To reset the password, access the home page and click on “Forgot your password?”

How do I recover a freelancer password?

To recover your password you need to know the email provided in your registration or your username.

  1. In Recover your password page, type your email or username
  2. Click on “SEND RESET LINK”
  3. Access the link received in the email
  4. In the opened page, create a new password and confirm it
  5. Click on “RESET MY PASSWORD”
  6. Login using the new password

Now you have successfully reset your password.

What are the application Terms and conditions?

In the home page, the Terms and Conditions link is displayed at the bottom.

What are the application Privacy Terms?

In the home page, the Privacy Terms link is displayed at the bottom.

How to use filters in the application?

To use filters take into account that you can apply more than one filter to your list:

  1. Click on “Show filters”
  2. Click on the input with the filter you want to apply
  3. Select the data you want to filter by

When filtering by date range, you need to click on “Filter” to apply the selected dates. You can also filter by the suggested date ranges: Last year, last 6 months, last 3 months, last month or all dates by clicking on those buttons.

How to reset applied filters?

To reset the applied filters, click on “Show filters” (if hidden) and then click on “Reset”.

How to refresh the list?

To refresh the list, click on the refresh button next to the search bar.

How to create a new invoice?

To create a new invoice please take into account that to create invoices you always need to have an active work notice.

  1. From dashboard: In quick actions, click on “New invoice”. From Invoices page, click on + Add new invoice in the bottom right corner
  2. Select a client from the list or create a new client
  3. Click on “Next”
  4. Select your invoice VAT class (VAT 24%, VAT 14%, VAT 10%, VAT 0% construction, VAT 0% artist, VAT 0% marine work, VAT 0% not liable)
  5. Select your invoice date by: typing the date or clicking and selecting on the calendar on “Invoice date” input. You can also click on “Set today” if applicable. Take into account that the invoice date cannot be more than 3 days ago or later than in one month
  6. Select your invoice due date by: typing the date on “Invoice due date” input, clicking and selecting on the calendar on “Invoice due date” input or typing as a number in “Due in days” input. Take into account that invoice due date must be between 0 and 90 days
  7. Select a work started date. Take into account that it must be less than 6 months ago or no more than in 7 days
  8. Select a work ended date. Take into account that it must be less than 6 months ago or no more than in 30 days. You can also use “Prev. 2 weeks” or “Prev. 1 mon” to automatically set the work started/ended date
  9. You can add a description to the invoice, but it is not mandatory
  10. Click on “Next”
  11. Click on “Add rows”
  12. Add existing or new row item(s)
  13. Click on “Next”
  14. You can add expenses to the invoice, selecting them from the list or create new ones. Take into account that adding expenses to your invoice is not mandatory
  15. Click on “Next”
  16. You can attach up to three PDF files into your invoice, but it is not mandatory
  17. Click on “Next”
  18. You can add additional comments to the invoice that are not going to be displayed in the document.
  19. Now, click on “Save & Send Invoice” to send it for operator review or click on “Save” to save the invoice as Created

Please take into account that if you “close” your invoice creation before completing all the steps, the invoice will be saved as “draft”, but if you complete all the steps it will be saved as “created” even if you do not click on the “save” button.

How to search for an invoice?

To search for an existent invoice:
  1. Go to menu and open Invoices page
  2. Use the search bar to filter by invoice number or client name

How to view an invoice?

To view/open an invoice, just click on it.

How to edit an invoice?

To edit an invoice take into account that the invoice status must be: draft, created or rejected. For already sent for review invoices (status: in review, in client review or in finance review) you need first to revert the invoice back to editing. Sent, paid, Refunded or credit invoices cannot be edited.

  1. Go to menu and open Invoices page
  2. In the list, click on the three dots (more) of the invoice you want to edit
  3. Click on “Edit”

You can also access edit mode by clicking on the invoice and then clicking on “Edit”.

How to send for review an invoice?

To send for review an invoice, the invoice status must be created or rejected.

  1. Go to menu and open Invoices page
  2. In the list, click on the three dots (more) of the invoice you want to send for review
  3. Click on “Send for review”

You can also send for review an invoice by clicking on the invoice and then clicking on “Send for review”.

What if the operator rejects my invoice?

If the operator rejects your invoice, you need to check the reason, edit the invoice and send it again for review.

How to copy as new an invoice?

To copy as new an invoice:

  1. Go to menu and open Invoices page
  2. In the list, click on the three dots (more) of the invoice you want to copy as new
  3. Click on “Copy as new”

You can also copy as new an invoice by clicking on the invoice and then clicking on “Copy as new”. Draft and credited invoices cannot be copied as new.

How to remove/delete an invoice?

To remove/delete an invoice take into account that the invoice status must be: draft, created or rejected. For already sent for review invoices (status: in review, in client review or in finance review) you need first to revert the invoice back to editing. Sent, paid, Refunded or credit invoices cannot be removed.

  1. Go to menu and open Invoices page
  2. In the list, click on the three dots (more) of the invoice you want to remove/delete
  3. Click on “Remove”

You can also remove/delete an invoice by clicking on the invoice and then clicking on “Remove”.

How to download an invoice as PDF?

To download an invoice as PDF:

  1. Go to menu and open Invoices page
  2. In the list, click on the three dots (more) of the invoice you want to download
  3. Click on “Download PDF”

You can also download an invoice as pdf by clicking on the invoice and then clicking on “Download PDF”.

Please take into account that only invoices with a number assigned can be downloaded as PDF. Those are the ones with status: sent, paid, refunded and credit.

What is a “Quick Salary” invoice?

A Quick Salary invoice is a functionality that allows you to get your salary in advance immediately once the invoice has been approved by the operator and the finance company. Please note that this feature may have extra fees included.

How to enable Quick Salary?

If enabled, when creating a new invoice, in step 2: Invoice Settings you can choose the quick salary functionality: “I want the Quick Salary feature for this invoice”. You must accept the terms and conditions to continue.

How to change the default VAT class?

You can change the default VAT class when creating or editing an invoice. In step 2: Invoice Settings you can select your invoice VAT class: VAT 24%, VAT 14%, VAT 10%, VAT 0% construction, VAT 0% artist, VAT 0% marine work or VAT 0% not liable.

How do I select the invoice due date?

You can select your invoice due date when creating or editing an invoice. In step 2: Invoice Settings select your invoice due date by: typing the date on “Invoice due date” input, clicking and selecting on the calendar on “Invoice due date” input or typing as a number in “Due in days” input. Take into account that invoice due date must be between 0 and 90 days.

How to create a new invoice row item?

To create a new invoice row item when creating or editing an invoice:

  1. Go to step 3: Add Invoice Rows
  2. Click on Add Rows/ Edit Rows items
  3. In Row title input, type your product, service name or description
  4. You can add a description in Row Description input, but it is not mandatory
  5. Add your net price or gross price in one of these inputs. The missing one is calculated automatically
  6. Add the Quantity
  7. Click on “Insert row”

You can add additional row items or click on “Save” to continue editing your invoice.

How to add an existing invoice row item?

To add an existing invoice row item when creating or editing an invoice:

  1. Go to step 3: Add Invoice Rows
  2. Click on Add Rows/ Edit Rows items
  3. In Row title input, type at least the first 3 letters of your existing product, service name or description
  4. Select your existing row title from the displayed list
  5. Edit net or gross price and quantity if necessary
  6. Click on “Insert row”

You can add additional row items or click on “Save” to continue editing your invoice.

How to edit an invoice row item?

To edit an invoice row item when creating or editing an invoice:

  1. Go to step 3: Add Invoice Rows
  2. Click on Edit Rows items
  3. All the already added row items are displayed on a list, click on the pencil next to the one you want to edit
  4. Change the data in the inputs you want to edit
  5. Click on “Save”

How to remove an invoice row item?

To remove an invoice row item when creating or editing an invoice:

  1. Go to step 3: Add Invoice Rows
  2. In the rows list, click on the delete icon next to the row you want to remove

To remove an invoice row item from Edit invoice row items modal, click on the delete icon next to the row you want to remove

How to remove all invoice row item(s)?

To remove all invoice row items when creating or editing an invoice:

  1. Go to step 3: Add Invoice Rows
  2. In the row list, click on “Clear”

How to add a created expense to an invoice from invoice editor?

To add an already created expense when creating or editing an invoice:

  1. Go to step 4: Add expenses
  2. Select the expense you want to add from the list

Please take into account that you can only add from this list expenses as row items. To add expenses included in the total sum (deductions) you need to attach them to the invoice by editing the expense.

How to create a new expense from invoice editor?

To create a new expense when creating or editing an invoice:

  1. Go to step 4: Add expenses
  2. Click on “Create new”
  3. Follow the expense creation process

How to remove an already added expense to an invoice?

To remove/delete an expense already added to an invoice as row item:

  1. Go to step 4: Add expenses
  2. In the expenses list, click on the “X” next to the expense you want to remove

If the expense you want to remove was added as included in the total sum (deduction), you need to unlink it or remove it from the expenses page.

How to remove all expenses added to an invoice?

To remove/delete all expenses already added to an invoice as row items:

  1. Go to step 4: Add expenses
  2. In the expenses list, click on “Clear”

If the expenses you want to remove were added as included in the total sum (deduction), you need to unlink them or remove them from the expenses page.

How to view an expense added to an invoice?

To view an expense already added to an invoice as row item, click on the magnifying glass on the invoice preview or:

  1. Go to step 4: Add expenses
  2. Click on view expense button next to the expense you want to view

To view expenses added as included in the total sum (deductions), in the bottom of invoice preview, click on the “here” button in the message “Expenses included in the invoice total amount (see breakdown here).”

How to edit an expense from invoice editor?

To edit an expense already added to an invoice:

  1. Go to step 4: Add expense
  2. Click on edit expense button (the pencil) next to the expense you want to edit

If the expense you want to edit was added as included in the total sum (deduction), you need to edit it from the expenses page.

How to attach file(s) to an invoice?

To attach files when creating or editing an invoice please take into account you can only attach pdf files:

  1. Go to step 5: Add attachment
  2. Click on “Attach file(s)”
  3. Select the file(s)
  4. Click on “Upload file(s)

You can confirm your attached files in the invoice preview.

How to remove the already attached file(s) to an invoice?

To remove already attached files when creating or editing an invoice:

  1. Go to step 5: Add attachment
  2. In the invoice editor, click on the remove button next each file

You can confirm that the file was removed in the invoice preview.

How to re-send an invoice to a client?

To re-send an invoice to a client, please take into account that the invoice status must be in client review:

  1. Open the invoice
  2. Click on “Re-send invoice to client” on the right side

How to revert an invoice back to editing?

To revert an invoice back to editing:

  1. Open the invoice
  2. Click on “Revert back to editing” on the right side

What can I add as an expense?

Yo can add as an expense:

  • Travel kilometers if you drive with your own vehicle.
  • Meal allowance if you have worked for more than 6 hours. In this case you cannot add a daily allowance for the same day.
  • Daily allowance if you have traveled a long distance for work and more than 6 hours. In this case you cannot add a meal allowance for the same day(s).
  • Other expenses such as receipts of purchases for the client or receipts of public transport. Please take into account that this expense type is not always tax free.

What is an expense included in the total sum of the invoice?

An expense included in the total sum of the invoice is a direct cost to generate the income. A deduction that will only be taken into account for the payout. It will not be invoiced separately in the invoice row as its own row item. It will only be displayed on the bottom of the invoice, but not taken into account in the invoice total amount.

How to create a new expense?

To create a new expense:
  1. From dashboard: In quick actions, click on “New expense”. From Expenses page, click on + Add new expense in the bottom right corner
  2. Activate the toggle if the expense is included in the total sum of the invoice (deduction)
  3. You can choose the invoice for this expense if you have already created it 
  4. Select you expense type
  5. You can add an expense reference
  6. Select the expense date
  7. If the expense is an other expense type: 
    • Select handling type: taxable expense, acceptable deduction in tax payment or tax free
    • Type a gross or net price in the corresponding input. The missing one is calculated automatically 
    • Type the quantity
    • Select a VAT rate. Please take into account that when adding the expense as row item to an invoice, the VAT rate will be the one selected for the invoice
    • Upload your ticket or receipt clicking on “Choose file”
  8. If the expense is a travel km expense type:
    • You can skip Google maps, but please be advised that you need to have sufficient documentation about the travel for potential tax office review. You may add attachments such as travel or car log book, into this expense as a reference
    • Select the vehicle you have travel by
    • Add the vehicle license plate if you selected a vehicle type
    • Type or select using google maps from which and to which address. Please take into account that when the address you entered is different from your profile address, the tax office may not accept this kind of travel expenses.
    • If you are using google maps, click on “Calculate route”, if not type the distance in kilometers
    • If you skip google maps, you can add an attachment as reference
    • Deactivate the toggle is your trip is only one way
    • Activate the toggle if you have special industry fee amounts
  9. If the expense is a daily allowance expense type:
    • Instead of selecting an expense date, select start time and end time
    • Type the address for the expense
  10. If the expense is a meal allowance expense type: 
    • Select the quantity
    • Activate the toggle is the expense is for a full day
  11. Click on “Save”

How to view an expense?

To view/open an expense, just click on it.

How to edit an expense?

To edit an expense take into account that the expense status must be created. For already sent for review (status: in review, in client review or in finance review) you need first to revert the invoice back to editing. Paid, rejected, refunded, sent or canceled expenses cannot be edited.
  1. Go to menu and open Expenses page
  2. In the list, click on the expense you want to edit
  3. Change/ edit the data
  4. Click on “Save”

How to copy as new an expense?

To copy as new an expense:

  1. Go to menu and open Expenses page
  2. In the list, click on the three dots (more) of the expense you want to copy as new
  3. Click on “Copy as new”

You can also copy as new an expense by clicking on the expense and then clicking on “Copy as new”.

How to remove/delete an expense?

To remove/delete an expense take into account that the expense status must be created. For already sent for review (status: in review, in client review or in finance review) you need first to revert the invoice back to editing. Paid, rejected, refunded, sent or canceled expenses cannot be removed.

  1. Go to menu and open Expenses page
  2. In the list, click on the three dots (more) of the expense you want to remove/delete
  3. Click on “Remove”

You can also remove/delete an expense by clicking on the expense and then clicking on “Delete”.
Please take into account that expenses attached to invoice cannot be deleted. First, you need to remove the expense from the invoice.

How to download an expense as PDF?

To download an expense as PDF:

  1. Go to menu and open Expenses page
  2. In the list, click on the three dots (more) of the expense you want to download
  3. Click on “Download PDF”

You can also download an expense as a pdf by clicking on the expense and then clicking on “Download PDF”.
Please take into account that only paid expenses can be downloaded as PDF.

How to search for an expense?

To search for an existent expense:
  1. Go to menu and open Expenses page
  2. Use the search bar to filter by invoice number or description

How to create a new client?

To create a new client:
  1. From Dashboard: In quick actions, click on “New client”. From Clients page, click on + Add new client in the bottom right corner
  2. Select the client country
  3. Select the client type: Business, Private or Association
  4. Click on “Next”
  5. If Finland and Business were selected, you can search your client by company name or company ID which will fill the client information according to Zeckit details. If a different country, private or association were selected you must provide all the requested client information
  6. Click on “Next”
  7. Provide at least your contact person email
  8. Select a language for the client. All the information send to this client will be on the selected language
  9. Select your preferred invoicing media. When selecting OVT, If you are not sure about the OVT address, you may also use the external service to search and type them manually (opens in new window)
  10. Click on “Next”
  11. Review the information and click on “Save”
Please notice that if you do not save, your client will be set as a draft, which means that you will not be able to invoice it until you complete it.

Can I create clients from other countries?

Yes, you can create a client from a different country and invoice them normally. When creating the client, you just need to select your client country and provide all the requested information.

How to view a client?

To view/open a client just click on it.

How to edit a client?

To edit a client:
  1. Go to menu and open Clients page
  2. In the list, click on the client you want to edit
  3. Change/edit the data
  4. Click on “Save”

Can I delete a client?

Yes, but you can not remove clients that have linked invoices. For those, you can mark them as passive instead. Marking a client as passive doesn’t allow you to invoice it.

How to delete a client?

To delete a client please check that you don’t have linked invoices. For those, you can mark them as passive instead.

  1. Go to menu and open Clients page
  2. In the list, click on the three dots (more) of the client you want to delete
  3. Click on “Remove”

You can also delete a client by clicking on the client and then clicking on “Delete”.

How to mark as passive a client?

To mark as passive a client:

  1. Go to menu and open Clients page
  2. In the list, click on the three dots (more) of the client you want to mark as passive
  3. Click on “Set passive”

How to search for a client?

To search for an existing client:
  1. Go to menu and open Clients page
  2. Use the search bar to filter by Client name, client ID, sector, contact email or contact name.

How to update a business client from the commercial registry?

To update a business client from the commercial registry, open the client and click on “Update from Commercial Registry”. Save changes if any.

What is a work notice?

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How to create a new work notice?

To create a new work notice, please take into account that you can only have one active work notice. If you have an active work notice, you need to expire it first to activate a new one.
  1. Go to menu and open Work Notices page
  2. Click on + Add new work notice in the bottom right corner
  3. Select Starts at date
  4. Select Expires at date or leave it by default for 6 months
  5. Type a description
  6. Click on “Save” if you want to keep the work notice as draft or “Save and Activate” to start invoicing with this work notice

How to view a work notice?

To view/open a work notice just click on it.

How to edit a work notice?

To edit an existing work notice please take into account that the status must be “draft”.

  1. Go to menu and open Work Notices page
  2. In the list, click on the work notice you want to edit
  3. Change/edit the data
  4. Click on “Save” if you want to keep it still as draft or “Save and Activate” to start invoicing with this work notice. Please take into account that you can only have one active work notice

How to activate an existent work notice?

To activate an existent work notice, please check that you don’t already have an active work notice. If you have an active work notice, you need to expire it first to activate a new one

  1. Go to menu and open Work Notices page
  2. In the list, click on the three dots (more) of the work notice you want to activate
  3. Click on “Activate”
  4. Confirm to proceed

You can also activate a work notice by clicking on it and then clicking on “Activate”.

How to remove a work notice?

To remove/delete a work notice please take into account that the status must be “draft”:

  1. Go to menu and open Work Notices page
  2. In the list, click on the three dots (more) of the work notice you want to remove
  3. Click on “Remove”
  4. Confirm to proceed

When does a work notice expire?

Work notices expire automatically. Remember that if you didn’t select an expiration date, the default time is six months.
You can also manually expire a work notice. For it:

  1. Go to menu and open Work Notices page
  2. In the list, click on the three dots (more) of the active work notice
  3. Click on “Expire now”
  4. Confirm to proceed

How to search for a salary payout?

To search for a salary payout:

  1. Go to menu and open Salaries> Payouts page
  2. Use the search bar to filter by Public ID, invoice number or client name

How to view a salary payout?

To view/open a salary payout just click on it.

Can I edit a salary payout?

No, you cannot edit or manipulate your salary payout information.

How to download the payout receipt?

To download your payout receipt please check that the status is “paid”

  1. Go to menu and open Salaries> Payouts page
  2. In the list, click on the three dots (more) of the payout you want to download
  3. Click on “Download payout receipt”

You can also download the payout receipt by clicking on it and then clicking on “Download payslip”

Do I need to create my salary payout requests?

Default configuration creates the salary payout request immediately once the invoice is paid. You only need to create your salary payout requests if the preferences are set as manually. You can check and edit your salary payout preferences in the user menu> settings

Can I add deductions to my salary payout?

No, you can only add the deductions as an expense included in the total sum to invoices. If you need to add a deduction to a salary payout, you need to contact support. Please take into account that already paid payouts cannot be modified by operator.

How to create a salary payout request?

To create a salary payout request, the invoice status must be paid.

  1. From Dashboard: in quick actions, click on “New salary request”. From Salaries> Payouts page, click on + New salary request in the bottom right corner
  2. Choose the invoice(s) for the salary payout request
  3. Click on “Submit request”

How to get my salary in advance?

To get your salary in advance you need to create the invoice as a Quick Salary invoice. Please take into account that you need to have at least one paid invoice to enable Quick Salary.

How to calculate my salary?

You can calculate the salary you are going to receive by going to Salaries> Salary calculator. Add your invoice net amount including expenses added as row items and your tax rate percentage. It will calculate your salary payout taking into account the main fees and reductions. Please take into account that the calculated salary payout is an estimation according to the given information. There are other reductions that may be added to your payout.

Can I create a salary payout request for more than one invoice?

Yes, but you can do it only if you have manual preferences in your configuration. Remember that the invoice status must be paid to allow the payout request.

What is an income report?

The income report lists all the payouts that have been successfully done to you in the selected period of time. It contains the following details per payout: ID, paid at date, invoicing net amount, tax free amount, tax income, taxes, net salary, reductions, debt collection amount, costs for generating the income and the bank transfer amount. It also lists all the expenses and deductions done in the selected period of time. And sums up the total amount paid, expenses by type and total amount as deductions by type and total amount.

How to open a salary payout from income report?

To open a salary payout from income report page, click on the “ID” of the salary payout you want to display. It will open in a modal.

Can I create an income report selecting a date range?

Yes, in the right side of Income report page, you can select from and to date to create your income report.

Can I download my income report?

Yes, in the right side of Income report page, you can download as pdf the income report.

What is a cumulative report?

The cumulative report describes the cumulative amounts for the salaries paid in the selected period of time and in the current year of the following items: billing amount, paid to freelancer separately, person taxes, service fee, social security costs, quick payment service fee, deductions (direct, non direct and generic), salary payout gross, debt collection, other reductions from bank transfer, YEL monthly reduction, bank transfer amount, taxable income, the total service fee amount and the total costs for generating the income.

Can I create a cumulative report selecting a date range?

Yes, in the right side of Cumulative report page, you can select from and to date to create your cumulative report.

Can I download my cumulative report?

Yes, in the right side of Cumulative report page, you can download as  pdf the cumulative report.

What is a salary report?

The salary report is a document that certificates the freelancer total invoicing net, taxable income, tax free expenses, taxes paid, service fees and social security fees included in the payouts for a selected period of time. In addition, it displays these same amounts for the previous year and two years ago.

Can I create a salary report selecting a date range?

Yes, in the right side of Salary report page, you can select from and to date to create your salary report.

Can I download my salary report?

Yes, in the right side of Salary report page, you can download as pdf the salary report.

What is an invoices report?

The invoices report displays a list of all your invoices with the following data: invoice number, invoice date, total net, VAT class, total VAT, total gross, currency, expenses sum, status, paid at date, payout, if it is a quick salary invoice and if it has attached files.

Can I create an invoice report selecting a date range?

Yes, in the top of Invoices report page, you can select from and to date to filter the invoices list.

Can I download my invoices report?

Yes, in the top-right side of Invoices report page, you can download an excel with the invoices report.

What is a payout report?

The payout report displays a list of your paid salary payouts with the following data: date, payout amount, gross salary, taxable income, taxes, net salary, tax free expenses, service fees, debt collection and total cost for generating the income.

Can I create a payout report selecting a date range?

Yes, in the top of Payouts report page, you can select from and to date to filter the payouts list.

Can I download my payout report?

Yes, in the top-right side of Payouts report page, you can download an excel with the payouts report.

How to edit My Profile information?

To edit your profile:

  1. Click on your name on the top right corner
  2. Click on “My profile”
  3. Edit the inputs you required
  4. Click on “Save”

Which information can be edited from My Profile?

You can edit the following information from your profile: username, email, profile image, address, citizenship, mobile phone, language, gender and tax ID number.

The only information that cannot be edited or changed is the one fetched from the ID verification, such as First name, last name and social security number.

Is necessary to verify email?

No, it is not mandatory to enable your account or any feature, but we recommend you to verify it to be updated on any news related to your account.

How to verify email?

To verify your email: 

  1. Click on your name on the top right corner
  2. Click on “My profile”
  3.  Click on “Verify email”
  4. Open your email account and click on the link we have sent you

How to add a profile image?

To add a profile image: 

  1. Click on your name on the top right corner
  2. Click on “My profile”
  3.  Click on “Choose file”
  4. Select the image from your computer
  5. Click on “Save”

How to update my profile image?

To update your profile image: 

  1. Click on your name on the top right corner
  2. Click on “My profile”
  3.  Click on “Upload new file”
  4. Click on “Choose file”
  5. Select the image from your computer
  6. Click on “Save”

How to delete my profile image?

To delete your profile image: 

  1. Click on your name on the top right corner
  2. Click on “My profile”
  3.  Click on the delete image icon
  4. Confirm to proceed

How to change my invoicing name?

To change your invoicing name: 

  1. Click on your name on the top right corner
  2. Click on “Business information”
  3. Change your invoicing name 
  4. Click on “Save”

How to change my business sector?

To change your invoicing name: 

  1. Click on your name on the top right corner
  2. Click on “Business information”
  3. Pick your business sector
  4. Click on “Save”

Can I use an IBAN from a different country?

Yes, IBAN from other countries are accepted. In that case, you will be requested to also add the BIC.

How to add/ edit my IBAN/BIC?

To add or edit your IBAN or BIC: 

  1. Click on your name on the top right corner
  2. Click on “Business information”
  3. Add or edit IBAN/BIC
  4. Click on “Save”

How to change my pension insurance (YEL) information?

To change your YEL information: 

  1. Click on your name on the top right corner
  2. Click on “Business information”
  3. In the bottom of the page, update your YEL information
  4. Click on “Save” 

How to create My talent profile?

To create a talent profile: 

  1.  Click on your name on the top right corner
  2. Click on “Talent profile”
  3. Accept the terms and conditions by enabling the toggle and click on “Accept”
  4. You can select sharing options by enabling the toggles
  5. Fill as much as possible information to complete your talent profile
  6. Please take into account that you can upload your current cv

How to add a tax card?

To add a tax card: 

  1. Click on your name on the top right corner
  2. Click on “Tax information”
  3. Fill the required information: tax rate (%), income threshold amount (EUR), additional tax rate (%), valid since, valid until, earnings from this tax cards (if any).
  4. Upload your tax card document 
  5. Click on “Save”

How to update my current tax card?

To update your tax card: 

  1. Click on your name on the top right corner
  2. Click on “Tax information”
  3. Click on “Upload new tax card”
  4. Fill the data for your new tax card
  5. Upload your tax card document 
  6. Click on “Save”

How to set me as open for job offers?

To set you as open for job offers: 

  1. Click on your name on the top right corner
  2. Click on “Settings”
  3.  Enable the toggle “I am open for job offers”
  4. Click on “Save”

How to edit my due in days settings for invoicing?

To edit your due days settings for invoicing: 

  1. Click on your name on the top right corner
  2. Click on “Settings”
  3. In invoicing section, you can edit the due days setting for invoicing by client type
  4. After editing the settings, click on “Save”

How to edit my salary payout requests generation preferences?

To edit your salary payout requests generation preferences: 

  1. Click on your name on the top right corner
  2. Click on “Settings”
  3. Edit your salary payout requests generation preferences: Once per month, twice per month, immediately once invoice is paid
  4. Click on “Save”

How to change my password?

To change your password: 

  1. Click on your name on the top right corner
  2. Click on “Change Password”
  3. Type your current password 
  4. Type the new password and confirm it 
  5. Click on “Save”

How to log out?

To log out: 

  1. Click on your name on the top right corner
  2. Click on “Log out”

What does the insurance for accidents cover?

Accident insurance covers the costs of the accident to the entrepreneur himself. The most typical are accident-related medical expenses such as doctor’s fees, examinations, and medications. In addition, the insurance covers a one-time indemnity for the established permanent inconvenience (injury) and accidental death. Accident treatment costs are reimbursed up to the agreed sum insured for each accident.

What does liability and legal insurance cover?

Liability insurance covers damages for which your company is legally liable, such as personal injury and damage to property caused by the company or its employees to third parties. Liability insurance does not generally cover, for example, self-inflicted injury, punitive costs, or costs incurred in correcting an erroneous performance.

Legal expenses insurance, on the other hand, reimburses the necessary and reasonable legal and legal costs incurred in the insured business. The insurance does not cover the costs incurred by the insured in a matter related to a patent, trademark or any other intellectual property right other than the business name.

The sum insured for operational liability insurance is € 500,000.00, the deductible is € 1,000.00 and the insurance is valid in Europe. The sum insured for legal expenses insurance is € 25,000.00, the deductible is € 1,000.00 for at least 15% of the amount of the damage, and the insurance is valid in Finland.

What is an entrepreneur's YEL insurance?

Insurance under the Entrepreneur’s Pensions Act (YEL) is the basis for an entrepreneur’s pension and social security. YEL insurance is statutory and you cannot replace it with voluntary pension insurance. The insurance must be taken out from the time your self-employment meets the conditions for being covered by the law. You can also take out insurance retroactively, up to a maximum of six months from the start of your business.

In addition to the amount of the old-age pension, YEL earnings directly affect the amount of parental benefit, survivor’s pension, unemployment benefit, sickness benefit, disability pension and partial early old-age pension. The YEL earnings defined in the YEL insurance thus serve as the basis for the entrepreneur’s entire social security.

Do you offer the YEL pension insurance?

Yes, entrepreneur’s pension insurance (YEL) is offered to you through partner insurance companies.

Am I required to take out the YEL insurance?

YEL insurance is mandatory when the following requirements are met:

  • You are an 18-68 year old entrepreneur
  • You work for your own company
  • Your business will continue for at least four (4) months
  • Your earnings are at least $ 8575.45 (in 2023)

How does YEL insurance work?

YEL earnings are an estimate of the value of your work input in your company. Your income must correspond to a salary that can be considered equivalent to the work you do, or what would be a reasonable compensation, for example, in a situation where an equally skilled worker would be hired to replace you. Elo confirms earnings for YEL insurance.

Earnings are always determined on an annual basis, and the amount of the contribution can be changed in the middle of the year from the reporting period onwards. Earnings cannot be determined on the basis of profitability and are not affected by temporary income fluctuations. Earnings do not always correspond directly to the cash salary raised directly from the company.

Are YEL insurance payments tax deductible?

Yes, YEL insurance payments are tax deductible.

How to contact support?

To contact support:

  1. Go to menu and open Messaging page
  2. On the top left, click on the question mark, next to your name 

Please take into account that if you have already started a chat with support, you need to search your previous chat on the message center list.

How to use work hours feature?

You can add your daily worked hours in the system. So then, you can create an invoice for the total amount of work hours done in a certain period of time.

You can edit, remove or copy them as new when they are as created and not attached to an invoice.

How to add work hours?

To add work hours: 

  1. Go to menu and open Work Hours page
  2. Click on + Add work hours in the bottom right corner
  3. Select the client you have work for or create a new one
  4. Type a description
  5. Type the location 
  6. Select the work date
  7. Add the number of hours 
  8. Add the net price per hour
  9. Click on “Save”

How to edit work hours?

To edit work hours, please take into account that the status must be “created”:

  1. Go to menu and open Work Hours page
  2. Click on the work hours you want to edit
  3. Edit the information 
  4. Click on “Save”

How to delete work hours?

To delete work hours, please take into account that the status must be “created”:

  1. Go to menu and open Work Hours page
  2. In the list, click on the three dots (more) of the work hours you want to delete
  3. Click on “Delete”
  4. Confirm to proceed

You can also delete work hours by clicking on them and then clicking on “Delete”

How to copy as new work hours?

To copy as new work hours: 

  1. Go to menu and open Work Hours page
  2. In the list, click on the three dots (more) of the work hours you want to copy as new
  3. Review/edit the information 
  4. Click on “Save”
Please take into account that when copying as new the default work date is today.

How to create an invoice with work hours?

To create an invoice with work hours you just need to follow the normal flow and in Add invoice rows steps, click on “Add work hours” button. All the created work hours for this client will be added as row items to the invoice. You can also add rows as usual or expenses.

What is a referral?

A referral is a freelancer user that registers on the application using your referral code. 

You can check all your referrals in Marketing> Referrals page.

Where can I find my referral code?

To see or share your referral code: 

  1. Go to menu and open Marketing> Referrals
  2. In the bottom of the page your referral code is displayed. There is also a button to share the registration link with your referral code.

How to share my referral code?

How to earn bonuses sharing my referral code?