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Manager
Unlimited business contacts
Event driven marketing tracks first contact
through completed sale
Unlimited telemarketing scripts
Unlimited user defined fields in date, text,
numbers or yes/no format
Import, display, update and store color images in
(PCX, WMF, GIF, BMP), which can be linked to customers, vendors,
products, contacts or system users
Project and Time Management
- Project, Task and Subtask management
- Perpetual desk calendar and time manager
- Professional billing and time keeping
- Event alarm manager
Order Entry / Invoicing
- Quotation Processing
- Automatic reduction of inventory
- Multi-level commissions by salesperson
- Recurring invoice support
- Prints Quotes, Sales Orders, Invoices
- Supports schedule agreements
- Quotation processing with automatic conversion to
sales order
- UPS integration and On-line credit card
verification
Accounts Payable
- Multi-checking account support
- Quick (demand) check and manual check support
- Establishes and processes recurring invoices
- Check previewing and control using check
candidate processing by vendor, due date or free form
- Void check processing
- Process wire transfer payments
- Vendor 1099 support
- Invoice distribution to multiple ledger
accounts or to multiple jobs
Word Processor
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Accounts
Receivable
Quick payment entry for multiple customers and
invoices
Credit notes with recall
Detailed customer statements with user defined
dunn cycles
Deposits batched automatically to GL and CR
modules
Cash forecast based on receivables due
Customer list and labels
Inventory Control
- Posting of receipts, adjustments and transfers
- Automatic requests for purchase order
- Four level item pricing and matrix pricing
- Item History Reporting
- Low stock reporting with out of stock indicator
- LIFO, FIFO and Average inventory valuation
methods
- Inventory cloning
- RMA tracking and reporting
- Vendor part number tracking and searching
Purchase Orders
- Past due order reporting
- Processes purchase requests from inventory module
- Vendor verification upon PO entry
- Inquiry by Vendor or Purchase Order
- Vendor verification on entry
Check Reconciliation
- Automatic check entries from Payroll and Accounts
Payable
- Deposits passed from order entry and accounts
receivable modules
- Maintenance of cash and checkbook balances
- Easy marking of cleared checks and deposits
- Entry of voided checks for control
- Manual entry of non application checks and
deposits
- Quick balance on request
Security
- At the procedure level
- Provides group cloning for identical access
- User defined for each employee
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General Ledger
- Account Inquiry with full detail
- Retains up to 13 years of detail
- Inquiry by account or department
- Prior period processing
- Batch cloning for recurring journal entries
- Unlimited accounts and detail transactions
- Soft year end closing
- Account editing and verification
- Consolidated financial statements
Payroll
- Batch entry of timeslips for added control
- Multiple rates for employee
- Manual check adjustments
- Flexible payroll periods
- Automatic tax calculation
- Pre-tax deductions sheltered from taxes
- Monthly, Quarterly and Annual payroll reports
- Year-end W2’s
Mailroom
- Form letters for popular word processors
- Mail merge for popular word processors
- Call back reports
- Comprehensive ability to select / filter
prospects
- Mailing based on surveys, events, sales or
geographical areas
Communications
- Electronic mail and phone messaging system
- In and Out board
- Call tracking and Project messaging
- Ability to print a message status report
- Video Conferencing (Optional)
Other
- Multi-Company
- Fund Accounting
- Internet Ready
- Multi-Lingual
- User changeable language dictionary
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