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Accounting

Right arrow Loan Manager
  • Create New Loan
  • View Existing Loans
  • Right arrow Payables
  • Entering Bills
  • Paying Bills
  • Vendor Credit Accounts
  • Recurring Bills
  • Right arrow Receivables
  • Invoicing
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  • Customer Payment Receipts (Bulk)
  • Pending Invoice(s) to be Created
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  • Right arrow Banking
  • Reconcile...
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  • Spend Cash (Bulk)
  • Right arrow Expense Report Rules
  • Create Expense Report Rule
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  • Right arrow Targets & Budgets
  • Create Target
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  • Create Budget
  • View Budgets
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  • Add / Edit Asset
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  • Balance Sheet
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  • Reporting Features
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    Create Budget

    Adding a new Budget

    Large or small, every business should find an accounting software that allows for budget management. Create budgets to track expenses by simply setting a few parameters.  Not only create budgets by general ledger account but you can create by vendor, division or any combination.  Set budget filters to better isolate data.  To take budgeting a step further we have added a 6 month history of your business expenses (all based on your filters) for your reference when creating budgets.  Business needs are very dynamic and you need an accounting solution that is just as dynamic.  Not only can you track your budgets by month but also create weekly, quarterly and even daily budgets.  For those periods you know you will spend more you may enter custom values.


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    Bulk Create Budgets

    As a business especially a small business time is money.  The less time you spend in your accounting software the more time you have focusing on sales.  We keep that in mind as this application is being developed.  Having said that you can create all of your budgets "With a Simple Click".  Create  budgets by gl account, division or vendor.  As you go down the list and enter your budget values for the period in the prior column you have your average spend for that account, division or vendor for the previous six months so you know exactly what you have spent in the past and what you are capable of.  Not only that but once all numbers are entered at the bottom you are some very important values that every business owner, manager, director, etc. wants to know... What is my projected bottom line.  Your first value showing your previous six month average income, the next value being your budgeted total and finally am I in the red or black.  To a business exec, this information is priceless. So basically once you have created your budget and having all of this valuable data at hand you pretty much already know how your budgeted period will turn out.  At the click of a button all budgets will be created at once saving a tremendous amt of time which = money.  Once all budgets are created you can go back in and add filters if you so desire.

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    Budget Criteria

    Budgets are very flexible when it comes to what areas you want to track.  You can set one or many criteria and the system will track based on your selections.


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    If you have any questions about the software that we offer, please contact our team today!
    We can't wait to answer any questions that you may have.



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    PorterSoft Solutions © 2017
    5408 Olden Porter Rd.    Pendleton SC, 29670    [email protected]
    Direct: 864.556.6962