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Actions for our customers

How you can help keep your accounts running smoothly—and who to contact for support at Outmin

What we need your help with:

Weekly (ideally daily)
  • Respond to all Rex requests and upload any invoices that you have

    • This ensures your accounts are always up to date

    • This will also allow you to access up-to-date P&L statements as well as a Balance Sheet (you can export those from your Outmin account)

  • Tip: If you have a regular supplier who could send us a copy of your invoices (to save your time), ask them to CC your Outmin upload email

  • Send your Outmin Payroll contact your payroll input (if you run payroll weekly).

Monthly

  • Help us close your month by submitting all missing invoices via Rex

    • Reminder: We cannot issue your Management Accounts otherwise

  • Send your Outmin Payroll contact your payroll input (if you run payroll monthly)

  • Confirm you are happy for us to file your PAYE and pay the liability to Revenue

  • Confirm you are happy for us to submit your VAT filing (only if it’s VAT month) to Revenue, including a potential liability

Bi-monthly

  • Re-connect your bank account(s) to Outmin

     

Keeping your bank accounts connected to Outmin is essential for accurate reporting, timely reconciliations, and compliance filings. Regularly verify your connections to ensure uninterrupted service.

Please ensure that you always connect any new bank accounts (including credit cards), and let us know about any employee updates, or if you decide to use a new system to receive sales (e.g. Stripe, Shopify, a POS system) so that we can get access to it to retrieve your sales.

Who to contact

 

Got a question or need a hand? Just reach out to our Customer Success team at hello@outmin.io—they’re here to help and will point you in the right direction.

For sending invoices, payroll data, or sales reports, check the table below for how to get them to us quickly.

 

Channel Contact When to use it
Outmin upload email [your-company]@inbox-outmin.io To forward statements and invoices
Outmin proxy [your-company]@outmin.io Submit payroll data (e.g. hours worked)
Customer Success hello@outmin.io Everything else