System-Wide Features:
- referential integrity
- easy to modify/prevent modification
- graphing capabilities
- drill down for greater detail
- report previewing before printing
- "quick search" method for finding fields
System Manager:
- menu security
- individual workstation options
- online help for keyboard commands
- Spanish and French language sets optional
- table-driven currencies
- support of multiple companies
- conventional/pull-down menu structures with custom options
- sample data directory for training
- company and user ID displayed on every screen
- create your own custom reports using Crystal
Reports
General Ledger:
- 30-character account masks
- 7 user-defined segments
- history maintained for unlimited years
- easy creation of cash-flow statements
- automatic reversing entries in all periods
- multiple years and periods open
- user-definable financing statements
Accounts Receivable:
- user-definable aging periods
- two-way split commissions
- user-defined invoice/dunning messages
- quick lookup based on customer or transaction
- invoice entry/editing/viewing from a single screen
- online invoicing (prints after order verification)
Accounts Payable:
- View historical information
- view/select payables to be released
- invoice entry in base/vendor currency
- recurring entries
- alternate vendor information
- Canadian tax reporting (GST/PST)
Bill of Materials:
- define, build and sell "kitted" inventory items
- mix and match related assemblies into a single kit
- "available to build" function
- relieve materials and receive finished goods in one process
Fixed Assets:
- forecasting tools
- four depreciation books
- retire assets at any time
- IRS-supplied depreciation tables
Payroll
with
Direct Deposit:
- unlimited user-definable deductions per company
- taxable/nontaxable earnings codes
- option for fixed federal, state, and local withholdings
- multiple states/localities for employee/employer taxes
- formula-based tax routines
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Inventory:
- multiple warehouse capabilities
- unit conversions
- aliases for inventory item numbers and alternates
- quick lookup on aliases, lot numbers, and serial numbers
- detailed inventory history
- receipts posted online
Sales Order:
- transaction numbers generated automatically or manually
- convert quotes to live orders
- inquire on backorders
- plain paper or preprinted picking slip formats
- commissions payable on booked or paid invoices
- two-way split commissions
- scrollable, detailed descriptions for each item
Purchase Order:
- create open orders
- Ship-to date for each line item/order
- automatic requisition generation
- print picking slips online
- reorder based on Min/Max, EOQ, and Forecast Based on Trends
Bank Reconciliation:
- know which checks have cleared
- void any check after it has been posted
- purge a cleared transaction by bank account ID and transaction date
- convert System Manager bank accounts
- clear/tag a range of transactions based on a from/thru criteria
- transfer to multiple bank accounts
Job Cost:
- purchase order function
- time ticket entry function
- three screen types for projects, phases and tasks
- project-to-date costs
- history screens with billing, cost and profit info
Project Costing:
- four screen types for projects, phases and tasks
- time and material or fixed fee projects
- different tax classes per project, phase or task level
- five billing formats for time and material projects
- batch processing for time ticket entry
Advanced
Financial Analyst:
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