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Go through each section and check the items that your business will need and click "Continue >>". You can always turn features on and off at anytime.
+General Features
I would like to use system reminders
I will need real time shippers to get shipping rates and printing shipping labels
Turn watch list on (with this feature you can quickly access/edit reports or transactions)
I need threshold alerts (with threshold alerts you can track customer contracts and be alerted when a customer does or doesnt meet agreed upon sales. Setup threshold alerts when your bank acct or any acct hits a specific amt.)
I would like to use automated reporting
I will have recurring transactions
Process credit card and ach payments
Customization (customize dashboard, graphs, etc.)
Customer portal access
Text messaging support
I want to be able to save reports
Turn on graph plug-in
Enable automated bank imports and online bill pay
+Setup
My employees will have different user levels
I have sales reps that get paid commissions
I have warehouse locations
I have customers
Please turn all notifications on (very powerful feature. Be alerted when bills are coming due, invoices are late. Just about anything that happens in the system, there is a notification)
Form Customization
I want to be able to send my employees office memos from time to time
I have vendors
I need to maintain my chart of accounts
I offer services to my customers at a cost
I have products to sell
I have a simple pricing structure for my customers
I have a complex pricing structure for my customers
+Employee Time
I have employees that need to submit time off request
My employees need to be able to clock in / out
I need to bill my customers for employee time
My employees or myself will be submitting expense reports
+Virtual Office
I need to create and assign tasks to myself or my employees
I need to create and manage projects
I would like to use Email Marketing
I want to store my contacts
+Accounting
I have vendors i will need to pay
I will be printing checks
I will be writing checks
I would like to maintain my vendor credits (ex. credits for damaged goods)
I have recurring payables to vendors
I need to make journal entries
I will have recurring journal entries
I will be creating invoices to my customers
Customer invoices need to be approved before posting to accounts receivables
I will be receiving invoice payments from my customers
I want to be able to receive customer payments in bulk
I need to maintain my customers credit accounts such as over payment of invoices or service/item credits
I have recurring invoices that need to be setup
I will be sending my customers their statement of payments periodically
I need to reconcile my bank statements
I may need to make misc. adjustments to my bank account
I may have recurring misc. bank adjustments
I need to be able to receive misc money or payments that do not apply to customer invoices
I will be printing deposit slips
I will need to enter misc. withdrawals from my bank statement (ex. debit card transactions)
I want to setup expense rules for employee expense reports
I would like to setup AR targets (these are sales goals)
I will be setting up budgets
I will need to close out the accounting periods
I have fixed assets that I will need to manage
+Purchasing
I need to create misc. purchase orders (POs for items NOT in products database)
I need to create standard purchase orders (POs for items in products database)
I will be receiving my purchase order items
I want to create purchasing rules to control spending
I have vendor contracts that i would like to maintain from within the system
+Sales
I will be sending my customers quotes or estimates from time to time
I will be creating customer sales orders
I would like to maintain my customer contract from within the system
+Inventory
I will be keeping and managing my inventory here
I transfer inventory periodically from within divisions (Check only if you have multiple divisions)
I may have to adjust inventory from time to time
Please be patient... Your company is being created...
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Features
Virtual Office
Accounting
Purchasing
Sales
Inventory
Employee Time
Setup
Go Mobile...
Merchant Services
Build My Application
Full Feature List...
Support
FAQs
Contact Us
Pricing
Signup
Customers
Earn a Residual...
Terms
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