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Accounting Features

View in-depth features

Homepage and Dashboard:

Select the accounting main menu as your startup page when logging in. The main menu gives you access to frequently used modules within the system such as:

	Entering Bills		Paying Bills
	Printing Checks		Writing Checks
	Create Invoice		Receive Payment
	Print Deposit Slips		Create Statements
	Account Registers		Expense Reports
	Frequently used reports		Accounting dash board which displays current activity

Choose the main dash board as your start page which gives you an overview of all business activity:

	Accounting
	Purchasing
	Sales
	Inventory
	Virtual Office
	Employee Time
	Setup

Choose the accounting dashboard as your start page. Any and all accounting activity that requires your attention can be accessed from this page. Red links direct your attention to high priority items requiring immediate action. All program links and titles are customizable giving you the ability to change terminology. The dashboard consist of:

	A Target, Budget and Expense Rule Tracker tab panel which displays current status of budgets and rules put into place
	A customizable accounting overview panel which displays accounting activity. Items with activity are highlighted and linked and items highlighted in red are high priority items which are linked as well
	A customizable performance indicator tab which displays period comparisons with values, percentages and change indicator red or green. Once viewed you know immediately how your company is doing by comparing previous periods
	A toggle panel that displays all of your cash accounts and their balances. Existing also on this panel is a "Top 5" indicator that displays your top 5: Vendors cash or accrual Divisions cash or accrual for receivables and payables Divisions expenses reported Customers cash or accrual Sales Reps cash or accrual Employees expenses reported Gl accounts cash or accrual for receivables and payables Gl accounts expenses reported
	Program titles are customizable
	Numerous graphs to choose from to display on your dashboard: Invoices Created Cash Receipts Misc Adjustments Deposits payables Entered Cash Disbursements Expenses Reported Rep Commissions Due Net Profits Cash or Accrual Funds Transfers Select from multiple periods to graph on as well as multiple options for x and y axis. Choose from five different graph types with 3D support. Each of these graphs can be combined for comparison such as invoices created vs payables entered

Accounting Main Menu

Main Dashboard

Accounting Dashboard

Settings

Access watchlist from anywhere

Enter Bill

Vendor Payment History

Payables:

	Create recurring payables
	Import PO information direct from purchase order into bill entry form
	Sales Tax Auto Pay- Setup a recurring sales tax payable to automatically stage sales tax to be paid for that period. The system will automatically enter a bill for sales tax to be paid
	Setup bill reminders to go out x number of days before bill is due. This can be set as a default at the vendor level and then edited at the time of bill entry
	Auto check for duplicate payables when entering
	Quick entry enabled - once vendor is selected the last bill info for that vendor will be loaded and then can be edited
	Payment history tab to view payable history for that vendor with drill down to transaction details
	Bill expenses back to customers
	Duplicate bills
	Pay multiple bills at once via print check, ach, cash, written check
	When selecting bills to pay know exactly what your balance will be once bills are paid by viewing the summary section with bank account selector
	Print 1 or 500 checks at once
	Each vendor has an credit account setup to keep track of all credits. If exist credits are presented at the time of paying bills and you can optionally take them or not. If taken credit account will automatically be adjusted
	Pay rep commissions directly from commissions report and seamlessly transfer to accounts payable
	Multilevel networking setup for sales reps. Reps can have subs reps can have sub reps and system tracks all commissions and all levels via simple or complex commission structures

Receivables:

	Invoices:
	Create multiple invoices at once
	Create recurring invoices
	Stage invoice items to be submitted at a later date. These items can be services or products from your database or free txt items
	Attach multiple documents to invoices
	Utilize invoice queues to assign to employees for managing and verifying invoices
	Duplicate existing invoices and set invoice as recurring at any frequency.
	Create percentage adjustments on invoices
	Enable automatic late fees to be added once invoice is past due. Can be flat amt or multiplier of invoice total
	Real time tax rates
	Auto notifications set to send to customer and other individuals specified once invoice is created
	Setup auto reminder to go out via email or txt x amt of days prior to invoice due date
	Know exactly when customer has opened the invoice with Read Confirmation (an email is sent back with info such as date, time, ip, city and other details)
	Setup simple or very complex contract pricing
	Fully customize invoices. Customize header, data and footer items as well as borders, colors and company logo. Setup multiple invoice templates and assign to different customers
	Journal entries
	Bulk print invoices
	View supporting documents for invoices such as any uploaded docs product or service related documentation or images. Any system activity related to this invoice will be displayed such as sales orders, purchase orders, payment receipts, shipping tickets, etc.
	Convert direct to PDF while in invoice display mode
	Manually email invoice from document. Check option to receive confirmation once invoice has been opened
	Invoice verification process for double check before invoice is posted to AR. This function can be turned on or off. This is a good example of scalable accounting software. While a startup company may not need invoice verification initially this is a valuable function to turn on as once your company gets of size
	For invoices needing verification a notice is sent to employee verifying invoices alerting them there are invoices needing verified
	All invoice activity is logged in the internal invoice notes section
	Actions logged include: all emails sent to customers or invoices, when invoice was read by customer and any editing and deleting of invoice details
	There is a notification for all system activity so no surprises the next time you login

Stage multiple invoice items

Create single Invoice

Create multiple invoices

Customize forms

Receive payment

Bulk receive payment

Deposit funds

Setup payment plans

	Receive Customer Payment:
	Receive multiple payment types:
	Cash Check Direct Offline Ach Live Ach (requires merchant account) Credit Card (requires merchant account)
	Bulk receive customer payments
	Optionally have receipt emailed to customer once payment is received
	When receiving payment a list of open invoices will display below. You can select what invoices to pay as well as force discounts
	Double check in place for over receipt of customer payment
	If over payment is received, over receipt is automatically applied to customers credit account and credit memo is created and automatically sent to customer
	For customers that just receive a payment from their customer can do most of their work from the Make A Deposit screen
	Add new one or many misc deposits without having to create invoices
	Process credit cards or Ach payments right from Make a Deposit screen
	Email receipt and create invoice options on Make a Deposit screen. When receiving a payment from a customer that does not have an invoice, you can select option to create invoice when payment is received. The customer gets an email with newly created invoice as well as payment receipt
	Select which items to deposit now while saving others for later. Deposit multiple items for multiple bank accounts at once. Reconcile deposit totals before actually processing the deposit by viewing the deposits art section
	Drill down from Make a Deposit to invoices and receipts and view supporting documents that have been uploaded
	Confirm and close deposit batch and print deposit slips or mark items as deposited if direct or credit card clearing them to post to your bank register
	Each customer is setup with a credit account. These credits are presented at the time of invoice creation to be taken or not. If taken a credit memo is automatically emailed to customer showing new balance
	Create and auto send customer statements. Run statement inquiries as well as actual statements. Statements can be generated based on many filters or a combination thereof
	Create one or setup recurring misc customer credit card or Ach payments. Setup payment plans with customers or create an invoice and setup recurring payments against that invoice at any frequency
	Setup payment plans

	Banking:
	Reconcile your bank accounts
	When automatic bank imports are enabled, reconciliation is already done. All you have to do is confirm and click to save
	Create one or setup recurring misc adjustments. Misc adjustments can be used to balance your bank account without affecting your cash receipts and payables journal
	View your bank account registers and Export to multiple formats with on-the-fly custom wysiwyg headers
	Filter account register by transaction type, reconciliation status and date
	Create one or setup recurring funds transfers between bank accounts
	Create one or setup recurring spend cash transactions. Use this to log misc debits on your bank account if you do not have auto bank imports enabled

Reconcile bank accounts

Register and export

Spend cash

Create expense report

Create expense report rule

Bulk create expense report rules

Expense Reporting:

	Setup expense report rules or bulk create rules to control employee spending
	When bulk creating rules history averages are automatically imported with option to edit before submitting. Bulk create rules by:
	GL Account Division Expense Category Customer Employee
	Add rule widget to your dashboard for viewing upon login
	Duplicate expense rules supported
	Specify how you want to track expenses reported:
	Daily Weekly Monthly Quarterly Annually
	Enter rule amount per period that can be disbursed throughout all periods within the rule begin and end date or specify custom amounts for each period
	Specify one or many combination of filters when creating expense rules (expense category, customer, division, gl account or employee
	Be informed, view your previous history averages of expenses reported when creating and editing rules along with an overall average. These averages are updated based on the filters you specify
	Set action to be taken when rules are broken. Flag item, warn user or deny expense. Notification automatically goes out to rule admin when expenses are reported if rules have been broken
	Specify who has access or can edit expense reporting rules
	Upload supporting documents to expense rules
	Analyze expense rule data with toggling graphs and charts
	Employees can create and submit expense reports. Upload receipts and any other necessary documentation. Save your expense report to be edited later prior to submitting

Targets:

	Create one or bulk create sales targets. Specify tracking method cash or accrual targeting gross or net total
	When bulk creating targets, history averages are automatically imported with option to edit before submitting. Bulk create targets by gl account, division, service, sales rep, customer or employee
	Specify how you want to track sales targets
	Daily Weekly Monthly Quarterly Annually
	Enter target amount per period that can be disbursed throughout all periods within the target begin and end date or specify custom amounts for each period
	Be informed, view your previous history averages of sales reported when creating and editing targets along with an overall average. These averages are updated based on the filters you specify
	Specify one or many combination of filters when creating targets:
	Sales Rep Service Product Customer Division GL Account Employee
	Upload multiple supporting documents for targets
	Optionally have notification sent once target is met for that period
	Analyze sales data with toggling graphs and charts
	Duplicate targets for faster creation of new targets

Create / edit target

Add multiple filters

Create many targets at once

Summary of all budgets

Budget printout

Budget analysis

Budgets:

	Create one or bulk create budgets. Specify budget method cash or accrual
	When bulk creating budgets, history averages are automatically imported with option to edit before submitting. Bulk create budgets by gl account, division or vendor
	Specify how you want to track budgets (daily, weekly, monthly, quarterly,annually)
	Daily Weekly Monthly Quarterly Annually
	Enter budget amount per period that can be disbursed throughout all periods within the budget begin and end date or specify custom amounts for each period
	Be informed, view your previous history averages of expenses reported when creating and editing budgets along with an overall average. These averages are updated based on the filters you specify
	Specify one or many combination of filters when creating budgets:
	Vendor Division Product Customer GL Account Employee
	Upload multiple supporting documents for budgets
	Optionally have notification sent if budget has been exceeded for that period
	Analyze expenses with toggling graphs and charts
	Duplicate budgets for faster creation of new budgets
	Period close outs separated by division with cash or accrual method. Specify which divisions to close accounting period for
	View your previous period close outs with option to reopen. Display window for each close out period displays all accounts and their balances at time of closing

Financial Reports:

	Profit and Loss:
	Unlimited number of reports and reporting options Numerous filters Option to include inventory, non inventory or both transaction types for better data analysis Set account exclusions with the click of a mouse Save and memorize unlimited number of reports Automate saved reports to be sent out at any frequency Share saved reports with other employees Export to multiple formats with on-the-fly custom wysiwyg headers Multilevel data modeling Easy to read formatting Drill all the way down to the transaction details Popup detail viewer with filter, sorting and grouping options Noticing transactions linked to accounts incorrectly, no problem edit transactions directly from profit and loss report. Bulk updating of transactions (select multiple transactions to update gl account) View your profit and loss by project or job

	Profit and Loss - 360:
	Unlimited number of reports and reporting options Numerous filters Option to include inventory, non inventory or both transaction types for better data analysis Export to multiple formats with on-the-fly custom wysiwyg headers Share saved reports with other employees Save and memorize unlimited number of reports Automate saved reports to be sent out at any frequency Our Profit and Loss - 360 report is like no other. It allows you to view your profit margins at any angle (division, customer, project, job, product, service, date(week, month, day, qtr), gl account, transaction type or any combination there of) All of these filters can be then toggled to graph view in which you can graph income, cogs, gross profit, expense, net income and there respective percentages and averages Select from many columns to show on report Multi column sorting Save and automate profit and loss - 360 report to be sent to you at any frequency Export to multiple formats with on-the-fly custom wysiwyg headers

	Balance sheet:
	Many filters such as division(one, two or all), method (cash or accrual), select inventory, non inventory or all transaction types, include opening balance or report on specific period, show accounts with zero balance toggle Specify account exclusions Export to multiple formats with on-the-fly custom wysiwyg headers Drill all the way down to transaction detail with the detail viewer

	Trial balance and general ledger activity:
	Many filters such as division(one, two or all), method (cash or accrual), select inventory, non inventory or all transaction types, include opening balance or report on specific period, show accounts with zero balance toggle Specify account exclusions or select accounts to show on report Export to multiple formats with on-the-fly custom wysiwyg headers Display summary view of accounts and balances with show/hide transaction details Group transaction details by transaction type, day, week, month, qtr, year Edit transaction details directly from trial balance report to correct any mistakes (assuming accounting period is still open) Toggle expand/collapse to show or hide all account details

Profit & Loss (standard report)

Profit & Loss (360)

Profit & Loss (360) graph view

Balance Sheet

Balance Sheet (drill down)

Trial Balance

Trial Balance (account exclusions)

Sample report view

Saved reports

Automate report

Export report with custom header

Printing and Reports:

Set one or any combination of filters

Select from many columns to show on report

Multi column sorting

Export to multiple formats with on-the-fly custom wysiwyg headers

Save and memorize unlimited number of reports

Bulk updating of records. Spend less time correcting errors. Select items to bulk update, enter updated data and save

Automate saved reports to be sent out at any frequency

Share saved reports with other employees

All of these filters can be toggled to graph view in which you can graph any column available in data view of report

When in graph mode there is a selector to specify your series axis. For example If grouped by division each division would have its own series for data comparison

Bulk print transactions such as:

Invoices

Purchase Orders

Sales Orders

Payment Receipts

Expense Reports

Tasks

Credit Memos

PO Receipts

Etc.

Duplicate transactions from report view

Select and add transactions and reports to your watch list. Access your watch list from any screen

Drill down into transaction details

Below are default reports (custom reports available):

Receivables - All (Summary)	Receivables - All (Detailed)
Receivables - Open (Summary)	Receivables - Open (Detailed)
Receivables - Aging (Summary)	Receivables - Aging (Detailed)
Cash Receipts - (Summary)	Cash Receipts - (Detailed)
Misc. Adjustments - (Summary)	Misc. Adjustments - (Detailed)
Deposits	Journal Entries - All (Summary)
Payables - All (Summary)	Payables - All (Detailed)
Payables - Open (Summary)	Payables - Open (Detailed)
Payables - Past Due (Summary)	Payables - Past Due (Detailed)
Cash Disbursments - (Summary)	Cash Disbursments - (Detailed)
Expense Reports - All (Summary)	Expense Reports - All (Detailed)
Expense Reports - Open (Summary)	Expense Reports - Open (Detailed)
Statements - (Summary)	Statements - (Detailed)
Purchase Orders - Not Yet Invoiced - (Summary)	Purchase Orders - Not Yet Invoiced- (Detailed)
Rep Commission Reports - Admin - (Summary)	Rep Commission Reports - Admin- (Detailed)
Funds Transfers - (Summary)

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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