Business Software
Features
Small business software packed with unique and powerful features to help you get the job done faster and easier
Invoicing
| 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 |
Sales Order Processing
| 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 Control
| 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. |
Customers
| 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 |
CRM
| 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 |
Suppliers
| 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 |
Purchasing
| 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 |
Financial
| 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 |
Bank
| 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 |
Job Tracking
| 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 |