Total Management
Accounting Information System

 

Total Management™ software is a state of the art office automation solution. This user-friendly program emulates business procedures and records the flow of your business, starting with the first phone call from a customer. It is also a useful tool to provide owners, officers and managers with vital information, allowing them to make current and future decisions for their company in an educated manner. Total Management™ includes the following modules and features: Total Management helps you manage your growing business
Contact 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

  • Mail merge
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

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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Copyright © 2009 Complete Programmed Accounting, Inc., Indianapolis, Indiana, USA
Last modified: October 13, 2009

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