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Accounting
Loan Manager
Create New Loan
View Existing Loans
Payables
Entering Bills
Paying Bills
Vendor Credit Accounts
Recurring Bills
Receivables
Invoicing
Customer Payment Receipts
Customer Payment Receipts (Bulk)
Pending Receivable(s) to be Created
Receivables Awaiting to be Applied
Customer Credit Accounts
Recurring Invoicing
Customer Statements
Process Customer CC/ACH Payment
View Recurring Statements
Recurring Customer CC/ACH Payments
Banking
Reconcile...
Create Misc. Adjustments
Registers...
Transfer Funds
Deposit Funds
Deposit Slip Printing
Spend Cash
Spend Cash (Bulk)
Expense Report Rules
Create Expense Report Rule
View Expense Report Rules
Targets & Budgets
Create Target
View Targets
Create Budget
View Budgets
Fixed Assets
Create / View Asset
Period Closeouts
Accounting Period Closeouts
Financial Reports
Financial Report Features
Balance Sheet
Printing & Reports
Reporting Features
Invoicing
Customer Invoicing
Create invoices with flexible options. Default adjustments for misc charges or discounts can be set at the customer, division and / or parent company level and then pulled into the invoice. Upload supporting documentation. Add services / products with contract pricing. Internal note taking for recording information not to be shown on the invoice. Real-time tax updates. Automatically send invoice direct to customer via email or txt msg and setup reminder alert to customer in advance of invoice due date. Invoice duplication for faster entry. For those past due invoices, you can enable automatic late fees. Once late, fees will automatically be applied to the invoice.
Quick Add Links
Quick Add Links allows for adding customers, divisions, etc. on the fly without having to go out to setup for additions.
Invoice Printout
Invoice printout with toolbar for printing, save as PDF or emailing.
Email Invoice
Supporting Documents
Click Supporting Documents to quickly view all other transactions associated with this invoice. Purchase Orders, Sales Orders, Item Documentation, Statements, Cash Receipts, Etc. Display / Print out all Supporting Documents at once.
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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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