Beyond Accounting Software
Products / Accounting / Accounting 2.0
Products / Accounting / Accounting 2.0
For many businesses, recurring transactions and accounting entries can be a huge volume of repetitive and tedious workload. Now you may schedule all future transactions and decide either to generate the entries automatically or to be prompted with reminders.
Create a template for a frequently used document (e.g. Cash Sale) and enjoy SPEEDY processes in the subsequent billings. Imagine how much time you can save on documents such as Quotation, Sales Order, Invoice, Credit Note, Request Quotation, Cash Sale…
After a stock take, the system shall detect the differences between physical quantity and book quantity. What you need to do is to determine whether or not to auto-generate stock adjustment entries according to the discrepancies.
For each stock item, you may now maintain up to 6 levels of selling price and assign to different categories of customers. For each level of selling price, by specifying the percentage of margin and markdown rate, the selling price shall be auto-adjusted with the changes of Cost price.
For better and more flexible filtering as well as analysis reporting, all inventory items can be differentiated with Item Group, Item Type, Item Brand, Item Category and Item Class.
Some of your stock items are not for sale (e.g. for own use) or are used only in specific processes (e.g. raw materials are used only in making finished goods). By specifying the applicability of stock items, you may reduced the loading of non-relevant items during processes of Sales, Purchase, POS, Raw Materials and Finished Goods.
When creating a new document using Transfer method, you can choose to use either ‘Transfer To’ a new document from an existing document, or ‘Transfer From’ an existing document to a new document, whichever works better for you.
Any creation of documents that violating credit limit will send a prompt directly to your screen and requesting your approval to proceed. It is convenient and it is effective.
This is a practically useful minor customization many may need for their own purpose. When creating transaction for sales, purchases and inventory, your own defined additional fields allows you to input desired info/data.
Refined Consignment Module
Your may be consignor, or consignee, the most important things you need from the software is a good flow of consignment activity records and reports. It covers from the beginning of consignment note, to the transfer of consignment return of invoice, and status of inventory reports.
Deposit - Apply, Refund & Forfeit
If you do collect deposits from customers, you will better appreciate the features deposit management. It allows you to record each deposit received, transfer of deposit (as payment) to offset invoices, and multiple entries for refunds and forfeits.
New Document - Purchase Request
Purchase Request is more to a internal document in procurement process, usually used before Request Quotation and Purchase Order are sent to suppliers.
The Flow of Related Documents
In one screen you can view the complete flow of related documents. From the beginning of non-accounting documents, to official business billing and related payments or credit notes. Besides, you may click on any document and drill into its details.
Pick your referred theme color on this software with your login. If this makes you feel more comfortable, why not?
Determine what are the tiles (main functions) you would like to have on the main page. You may consider favorite functions or those you need to use frequently.
For advanced users or those with technical know-how, you may now customize a field (of any document), even in the detail band, by applying formulas to meet your desired outcome. This is particularly useful for complicated calculations.
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