Terms & Conditions
Free Consultation Conditions
At Excel Expertise Ltd (the company), we offer personalised consultation for Excel automation services. Kindly note: only the first consultation is free. All the successive consultations are chargeable as per our terms and conditions. The first consultation covers the initial requirements meeting only. If you choose to proceed, then you agree to pay for our services, as specified.
Your use of our services constitutes your acceptance of the terms and conditions. This agreement incorporates, by reference, our Privacy Policy. We offer a confidential consultancy service, which is transparent, so you are kept informed of progress and timing at different stages.
Any policies or rules applicable to our services may be posted on this site from time to time. All such policies or rules are hereby incorporated into this agreement and may be updated to address emerging issues. Hence, it is important to check them regularly for changes, if any.
Confidentiality
Before we proceed with any Excel automation, development or other service for you or your organisation, please read our payment terms below and our Privacy Policy.
All data is treated as confidential and we are happy to sign a non-disclosure agreement before proceeding.
Terms and conditions
The client’s responsibility
The client agrees to provide the company with any spreadsheets they want to use, for the purpose of the job, to edit or automate and to allow the company to work on the file(s) remotely (where possible).
The client agrees to spend time with the consultant, discussing how the current spreadsheet works and steps involved in producing or maintaining the spreadsheet, in as much detail as possible, to enable the consultant to make informed recommendations for improvement. This may be carried out over the phone or in person, as appropriate.
The client agrees to a follow-up meeting, to see and review the changes made and to discuss further options, either online or in person. Once the client is happy with the outcome, an invoice will be submitted and once payment has been received, the file will be sent to the client. Until payment is received, the spreadsheet will not be made available to the client, unless an official company purchase order is in place. See payment terms below.
The client agrees to test the spreadsheet and confirm acceptance of the work. User acceptance testing, with real data, may highlight modifications that need to be made in order to achieve the end result and this may require a few chargeable iterations. The client agrees to work with the company to finalise the outcome until the client is satisfied.
The company’s responsibility
The first consultation meeting is free of charge – you only pay for the spreadsheet once the work begins.
The company will take time to understand the requirements and offer suggestions on how to improve the clients spreadsheet. Work will be carried out within the agreed time frame, as far as possible, both efficiently and to the best of our ability.
All data will be treated confidentially.
The company agrees to correct any defects, directly relating to the functionality as a result of the development work, carried out by the company, free of charge (after testing and final sign off and payments in full have been received), as long as the spreadsheet is in use. Any modifications or adjustments, to accommodate changes to the layout or data, or any third party influence or ongoing projects, will be chargeable at the hourly rate (minimum charge 1 hour). Any adjustments or modifications, not included in the original scope of works, will also be chargeable. We will happily work with existing code, but do not guarantee it, if it breaks any parts of the spreadsheet – any fixes to existing code will be chargeable.
No responsibility will be accepted for limitations, incompatibility or issues within the Microsoft Software or Apple MAC compatibility – any workarounds, where possible, will be chargeable.
All work carried out is based on information and data supplied by the client. No responsibility is accepted for providing consultancy from information that is provided by the client which is not reasonably accurate.
The company agrees to provide the first education session, directly relating to the work carried out, free of charge. During this session, the user will only be shown how to use the spreadsheet’s new functionality, from a user’s perspective, not how to modify or change functionality. Further training can be requested, see pricing.
Should the client cancel, once work has begun, then any advice or work carried out to date, will be chargeable (see cancellation charges below).
Excel Expertise Ltd does not accept liability for conditions now or in the future that are beyond our control, globally, or trends that have changed or have a direct/indirect effect on the client’s business.
Payment terms for use of spreadsheet
Payment by BACS (preferred), cheque or PayPal is accepted, on receipt of invoice. Until payment is received in full, the spreadsheet will not be made available to the client. Interest will be charged on late payments which are over 30 days past the due date.
Under certain circumstances a trial version of the spreadsheet may be made available to the client for a small fee (at the companies discretion), prior to payment; or the full workbook may be made available at any time, if an official company purchase order is in place.
Cancellation charges
For work carried out by the company, outside of the free consultation period, a 100% cancellation charge based on hours already worked will apply if the client cancels. The full payment is required at the time of cancellation.
Cancellation charges for training within 5 days of due date are 50%, within 48 hours it’s 75% and within 24 hours 100% of the quotation amount for training, will be invoiced as cancellation charges. All cancellations must be made verbally and in writing (email is acceptable).
Terms of website usage
If you continue to browse and use this website, you agree to comply with, and be bound by the following terms and conditions of use, which, together with our Privacy Policy, govern the company’s relationship with you in relation to this website. If you disagree with any part of these terms and conditions, please do not use our website.
The use of this website is subject to the following terms of use:
- The content of the pages of this website is for your general information and use only. It is subject to change without notice.
- Neither we nor any third parties provide any warranty or guarantee as to the accuracy, timeliness, performance, completeness or suitability of the information and materials found or offered on this website for any particular purpose. You acknowledge that such information and materials may contain inaccuracies or errors and we expressly exclude liability for any such inaccuracies or errors to the fullest extent permitted by law.
- Your use of any information or materials on this website is entirely at your own risk, for which we shall not be liable. It shall be your own responsibility to ensure that any products, services or information available through this website meet your specific requirements.
- This website contains material which is owned by or licensed to us. This material includes, but is not limited to, the design, layout, look, appearance and graphics. Reproduction is prohibited other than in accordance with the copyright notice, which forms part of these terms and conditions.
- All trademarks reproduced in this website, which is not the property of, or licensed to the operator, are acknowledged on the website.
- Unauthorised use of this website may give rise to a claim for damages and/or be a criminal offence.
- From time to time, this website may also include links to other websites. These links are provided for your convenience to provide further information. They do not signify that we endorse the website(s). We have no responsibility for the content of the linked website(s).
- Your use of this website and any dispute arising out of such use of the website is subject to the laws of England, Northern Ireland, Scotland and Wales.