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Getting Started

Step by step – what we need you to send us!

Welcome to MalgraBooks!

Designed for Slimming World Consultants, our Client Dashboard system is there to help keep your tax return documents in a central and easily accessible location.

You’ll be emailed your username and password details once your unique Client Portal has been setup. If you forget your password, it can be reset online.

You’ll receive a copy of your Client Dashboard ‘Get Started’ guide with your membership documents. We’ve summarised some of the sections below so that you can get started without delay, and you can also download a copy here.

Expenses

First, you’ll need to have your monthly documents to hand. These include all of the expenses you’ve incurred during the month from anything to do with your business.

The list here can be quite comprehensive, you’ll find some typical items in the list to the right.

Once you’ve collated all your receipts, you simply log these on the spreadsheets provided in the Client Portal.

This allows our team to understand what expenses you’ve incurred, and we’ll then check that they meet HMRC guidelines for allowable expenses.

If you’re unsure about anything, just drop us a message and we’ll be happy to help you out.

Examples

  • Stationery purchases (blue tack, sharpie pens, biros)
  • Marketing (did you buy any leaflets?)
  • Clothing (only SW branded items are permitted)
  • Hotel stays (on business, not for Spain!)
  • Meals whilst away on business
  • eShop Purchases for Books or SW Merchandise
  • Card payment machine charges
  • Bank Charges (business accounts only)
  • ICO Fees
  • Taster evening equipment or food

Shop Sales

Each group has a shop, selling a variety of items to members. As part of the shop sales, MalgraBooks needs to know exactly how much money you’ve made from sales of books, diaries and merchandise.

With shop sales, we need to know the full sale price which you received from the member. So if the book was 4.65, and you sold it for 4.95, we need to know the 4.95 value (as the 4.65 would be in the previous expenses section!)

Download template here:

 

Note: We don’t need to know how many products you’ve sold on a commission basis, such as HiFi Bars, Magazines or Scan Bran. This is because under HMRC terms, Slimming World treats Consultants as ‘exclusive agents’ and as they’re on a sale or return basis, the amount is logged in your franchise account.

Income: Your monthly Plan for Success document

Your online Monthly Plan For Success (PFS) Document provides us with the information we need to log your income (i.e. Member fees) and expenses (i.e. Franchise Fees) for membership in your group.

This usually brings the highest amount of income and expenses when running your group.

Note: Please do not send MalgraBooks your consultant username and password to access the system. Instead, please only provide the data as explained below!

Using your own computer

  • Ensure you’re using Google Chrome browser (or one which prints to PDF)
  • Login to OurWorld and go to your monthly summary screen (shown above)
  • Once on the appropriate month and group, and you can see the full summary page, press CTRL + P
  • Choose ‘Save as PDF’ as the destination
  • Press ‘Save’ and when prompted, rename as the month and date for the summary
  • Upload the PDF to us through your Client Portal or by email

Using a Slimming World laptop

  • Open Internet Explorer (the ‘e’ symbol)
  • Login to OurWorld and go to your monthly summary screen (shown above)
  • Once on the appropriate month and group, and you can see the full summary page, press CTRL + P
  • Choose ‘Microsoft XPS Document Writer’ as the destination (not your printer!)
  • Press ‘Print’ (it will not actually print anything if you selected the above option)
  • Save to your desktop with the month and date for the summary
  • Upload through your Client Portal or by email

If you have more than one group, follow the above again to send the other group information.

All documents and spreadsheets mentioned within this section of our guide can be uploaded directly through your Client Portal (Section 2: Your Business).

If you have any queries, please don’t hesitate to contact our friendly team.

Other Income (Group cover, colleague sales, etc)

If you’ve had any additional income through the month, please use this spreadsheet to list these. This could be where a fixed fee is paid for covering a group, a recruitment bonus for introducing a new consultant, or even selling visuals to another consultant. This list is not limited!