Features
Small business software packed with unique and powerful features to help you get the job done faster and easier

Product & free-text invoicing & sales order entry | |
Record quotations, estimates & proformas | |
Customer, stock & profit views during invoicing | |
Quick item search for flexible & easy product searches | |
Search items based on customer's buying history | |
Price lookup to view pricing options & recent customer pricing | |
Automated item pricing from pre-defined customer price levels or from customer's unique price list | |
Option to automatically use the Last Price paid for items for specific customers | |
Assign, track & report the source of your sales | |
Attach files to invoice documents | |
Maintain internal notes for every transaction | |
Custom fields for add-hoc info about each transaction which can be included on documents | |
Prevent new transactions from being raised for customers who are On Stop. | |
Amend invoices & other transactions if & when required | |
Make & use your own custom document types eg collection notes, debit notes etc. | |
Instantly convert quotes, estimates and others to invoices or sales orders | |
Customise your invoice document layouts using the built-in Document Designer | |
Email transactions individually or in a batch | |
Customisable message templates for emailing invoice documents | |
Generate recurring invoices automatically | |
Quickly pay invoices at the point of entry or later | |
Record payments to automatically handle payment processing fees | |
Product & customer invoice & sales history reports | |
Takings summary report |

Fully or part allocate stock to sales orders automatically or manually | |
Allocate stock to sales orders at order entry or later in a batch | |
Facility to batch allocate stock to sales orders by customer priority | |
Manually allocate allocations on sales orders at order entry & editing | |
Allocate stock to other transactions such as quotes, proformas & layaways pending a sales order | |
Automatically frees the stock allocated to a non-sales order if not converted after a given period. | |
Place order items on back order and track all back orders | |
Track all unfufilled and cancelled orders | |
Print, email and export Order Acknowledgement documents | |
Workflow step to fully or part-pick items on order | |
Produce picking lists | |
Fully or part dispatch complete orders and order lines with multiple dispatches available for each order | |
Print, email and export Delivery/Dispatch Notes | |
Raise invoices automatically when dispatching or invoice separately | |
Generate a single invoice from multiple dispatches on an order | |
At-a-glance order and order line status to see instantly where you are with each order | |
Complete & instant tracability at all stages of order processing using quick lookups | |
Order Processing Control Panel lets you see and process all active orders in a batch | |
View all due orders, orders awaiting allocation, picking, dispatching or invoicing as well as back orders and unfulfilled orders | |
Simple SOP option for sales order stock allocation tracking if full SOP not required | |
Simple SOP option can instantly convert sales orders to invoices for stock dispatch |

Stock Dashboard showing recent sales by value, profit & quantity, recent sales & purchases, outstanding sales orders & allocated orders. | |
Maintain a standard & a long free-text description of each item and use either on sales and purchase transactions. | |
Record up to 3 selling prices and 3 discount levels per item. | |
Attach an image as well as other files and web links to each item. | |
Custom fields to add your own add-hoc details to stock records. | |
Maintain a list of product groups and assign items to groups for reporting etc. | |
In Stock quantities to track the physical stock you have on-hand and your Allocated stock based on sales orders. | |
Track the stock you have On Order with suppliers based on purchase orders. | |
Stock take facility to quickly record quantity changes to a list of items. | |
Record manual adjustments to stock quantities. | |
Sales facility to enquire on period sales for any item or product group. | |
History report enables you to view or report on the complete movement history of any stock item. | |
Assign unique pricing for any item to any customer. | |
Price Lists. | |
Stock Check reports. | |
Reorder report with facility to automatically raise purchase orders for items in the report. | |
Stock Valuation Report. | |
Stock sales & profit reports for any period. | |
Stock Labels facility to print labels and/or barcode labels for any item and quantity. | |
Label designer to enable you to setup your own labels and include barcodes for any available fields. |

Customer Dashboard showing recent turnover, due invoices, recent activity, aged balances & more | |
Multiple contacts & addresses for each customer | |
Customer notepad and unique document notes | |
Unique customer statements & invoice document layouts for each customer | |
Unique payment terms for each customer | |
Custom fields to add your own add-hoc details to customer records | |
Aged Debtors report - use current or retrospective balances | |
Customer History report & enquiries including lists of outstanding, due, almost due & queried transactions - view transaction status, due dates, expected payment dates & more | |
Customer statements using customisable document layouts. Current and retrospective statements can be generated | |
Customer Turnover report & graph for any period | |
Daybook Reports | |
VAT EC Sales Lists | |
Customer groups for quicker & easier reporting and statements | |
Journal invoice and credit note entries | |
Batch entries for quicker entry of transactions | |
Record customer payments and refunds | |
Quick payment & quick allocate facilities |

Record sales leads, prospects and opportunities | |
Convert leads and prospects to customers | |
Record quotations, estimates & proformas for leads and prospects | |
Convert quotations & estimates for leads into customer sales orders & invoices | |
Maintain a history of activity with your customers and prospects | |
Attach documents & files to activities |

Supplier Dashboard showing recent turnover, due invoices, recent activity, aged balances & more | |
Multiple contacts & addresses for each supplier | |
Supplier notepad and unique document notes for remittance advices | |
Unique payment terms for each supplier | |
Custom fields to add your own add-hoc details to supplier records | |
Aged Creditors report - current or retrospective balances | |
Supplier History report & enquiries including lists of outstanding, due, almost due & queried transactions - view transaction status, due dates & more | |
Remittance advice notes using customisable document layouts. | |
Supplier Turnover report & graph for any period | |
Daybook Reports | |
Supplier groups for quicker & easier reporting and remittance advice notes | |
Journal invoice and credit note entries | |
Batch entries for quicker entry of transactions | |
Record supplier payments and refunds |

Product & free-text purchase orders | |
Record document-based purchase invoices | |
Quick item search for flexible & easy product searches | |
Search items based on your buying history with the supplier | |
Attach files to purchase order documents | |
Maintain internal notes for every transaction | |
Amend purchase orders & other transactions if required | |
Customise your purchase order document layouts using the built-in Document Designer | |
Email orders individually or in a batch | |
Track on-order quantities through stock | |
Facility to raise new purchase orders based on Stock Reorder reports | |
Deliveries can be quickly entered to record received purchase orders into stock | |
Record part and over deliveries as well as any cost price changes at the point of receiving | |
Option to automatically generate purchase invoices at the point of receiving orders | |
Option to later record purchases invoices based on previously received orders |

Use 12 or 13 period financial years which can be changed at any time | |
No month or year-end processes or period close-down procedure required | |
Lock any period in your financial calendar to prevent new entries or changes | |
View balances in the Financial section for any period - daily, weekly, monthly, quarterly, yearly etc | |
Journal Entries | |
Automatic processing of prepayments & accruals | |
Define the precise structure & groupings of your financial reports | |
Maintain multiple financial report layouts | |
Trial Balance for any period with up to 6 periods available on a single report | |
Profit & Loss and Balance Sheet reports for any period with up to 12/13 periods on a single report | |
Profit & Loss and Balance Sheet views for any period with full account & balance drill-down & lookup | |
Budget Vs Actuals report for any financial period | |
Audit Trail report | |
VAT Returns supporting standard, cash accounting and both invoice & cash basis FRS schemes | |
Full VAT return transaction analysis reports & on-screen drill-down to transaction level | |
Retrieve VAT returns for previously saved periods | |
Quick & easy facility to record VAT payments and refunds |

Unlimited number of bank accounts which can include credit cards, loan accounts and online accounts eg Paypal | |
Enter payments and receipts to record direct expenses and income | |
Automate new payments or receipts by retrieving previously entered transaction templates | |
Bank account reconciliation with print, email and export options | |
Setup and automate recurring transactions for direct debits and standing orders etc | |
Define accounts as payment processing to automate recording transactions involving payment processing fees | |
Batch Entry facility enables you to record batches of bank payment & receipts together | |
Account History report lets you view, lookup, print, email and export an account's full transaction activity |

Track jobs or projects by assigning job numbers to relevant transactions | |
Assign jobs to customers and maintain unlimited notes about each job | |
Keep a full history of the transactions assigned to each job to view, lookup or report | |
Produce a Profit & Loss report for jobs for any period required |