SUMVRAHELP CENTRE

Editions

What is the difference between Sole, Business and Pro?

SoleBusinessPro

Quick answer

Sole keeps essential record keeping simple. Business adds tools for a growing business, including wider invoicing and operational views. Pro adds deeper analysis and preparation tools. Confirm the feature shown in the customer’s installed version before promising that it is included.

Step by step

  1. Check the edition shown in the customer’s Sumvra settings.
  2. Compare the feature needed with the tools included in Sole, Business or Pro.
  3. Check the installed version before promising that a feature is available.
  4. Only recommend an upgrade when the customer genuinely needs a feature from another edition.

Before you finish

Button names can vary slightly by installed version. If something looks different, check the version shown in Sumvra before making a change.

Still need help?

Open Messages & Support inside Sumvra and tell us which screen you are using. Include the guide title above so we can help you more quickly. Please do not include passwords, authenticator codes, full bank details or tax references.