Product Comparison Document

Transcription

1 Product Comparison Document te: This document is subject to change. Features Operating Systems / Platforms Microsoft TM Widnows 7/8/10 Professional Edition, Service Pack 1 or later Database Microsoft SQL Server 2008 R2 / 2012 / 2014 Microsoft SQL Server 2008 R2 / 2012 / 2014 Memory 8 GB 16GB Wide Area Network Support General: Number of Companies Unlimited Unlimited Financial Years Periods Accounting Periods Unlimited Unlimited Multi User 10 Users 300+ Users Microsoft Office Integration (Outlook, Word, Excel) Project Tracking / Costing Projects Project Sub Projects Project Budgets Per Project Integrate into Contact Management * (Basic) Customisable Toolbars Set Up Wizards (Company Setup) (Company Setup) Field Validations Importing and Exporting of documents Capture Customer and Supplier data for transaction using Auto Text Interactive Dashboard Central Search Users: Multi-Level Password Defined User Access per Function Passwords Set up User Access per Group Set up User Access per User Set up User Access per Group and User System Audit Manager Search by Various Keys

2 Import / Export Master File Data - via reports and DDS - via reports and DDS Customisable Stationery / Forms Password Complexity Document Profiles per User Internal Backup and Restore SQL Format via EDM / SQL Server SQL Format via EDM / SQL Server Data Integrity Routines / Re-Links Tax Types Customisable Default Chart of Accounts Reports and Documents Report Job Manager Scheduler Entry Detail Type / Transaction Report Detail Tax Report Document Numbers: Separate Set of Document Numbers for each user Document Profile per user Enter your own Document Numbers Euro Conversion System Audit Log Customer / Supplier On Hold Calculator Default File Format: Html Pdf te Facility Explorer Navigator Drill Downs: Enquiry Screen Drill Downs Report Screen Drill Downs Microsoft Word Mail Merge Output Options: Screen ASCII File Excel Printer HTML PDF SMS and Alerts Alert Management Information Alerts

3 Mobile and Other Services Mobile Sales* (limited to 5 devices) Sage Pay* (limited to South Afrcan users only) Customer Zone Sage Online Tools* *Please note that thare are additional costs involved with these services. General Ledger Features Account Maintenance Account Code Alpha Numeric AN20 AN20 Account Maintenance Description AN35 AN35 Number of Accounts Unlimited Unlimited Segmented General Ledger Accounts (Up to 10 segments) Unlimited Financial Years IFRS alignment on Reporting Categories Set Default Tax Parameters per General Ledger Account: Default Tax Type Tax Groups Tax Mappings Number of Cashbooks / Bank Accounts Unlimited Unlimited Import from ASCII Files into Cashbook / Journal Batches Post Dated Transactions Post to any Period Optional Security Control Auto Increment Reference Numbers Split Transaction Postings to Various Accounts General Journal Entries Capture Transactions by Date or by Period Only by Date Only by Date Set journal batch properties Option to perform Foreign Currency Revaluations Accrual journal batches Set Default Tax Parameters per General Ledger Account: Auto Text Descriptions Auto Repeat Description on Transaction Lines Transfer Between Accounts (Bank, Assets, Liabilities)

4 Set Default Tax Parameters per General Ledger Account: Number of Years Budgets & Project Budgets Unlimited Foreign Bank Accounts Foreign Bank Revaluation Number of Account Types Unlimited Unlimited 80 character length Account Description field IFRS alignment on Account Types Automatic Allocation on Cashbook batches Revalue foreign Customers and Suppliers View Ledger Balances per Financial Year Bank Reconciliation Methods: Tick Amount, Reference or Date Import Bank Statement Generate report on specific period Reports: Trial Balance Income Statement Balance Sheet Bank Reconciliation Reports Cashbook Report Project Profit & Loss Budgets Detailed Ledger Report Report Categories Charts / Graphs Cheque Printing Tax Box Report Tax Report Interactive Visual Reports Audit trail: Audit trail of Electronic Tax Documents Transaction Audit Trail Account Balances

5 Customers / Accounts Receivables Features Number of Customers Unlimited Unlimited Field Sizes: Account Name / Code AN20 AN20 Account Description AN50 AN50 Number of Delivery Addresses Unlimited Unlimited User Defined Fields Unlimited header UDF s Unlimited header and limited to 20 line UDF s Customer Categories / Group Unlimited Unlimited Default Tax Type per Customer field length** AN150 AN150 Add Insurance Type Customers Defaults & Processing: Monthly Terms Invoice Date Statement Month End Date Number of Ageing Periods 7 7 Statement Message Variable on Ageing Place Customers On Hold Open Item or Balance Forward Finance / Interest Charges on Overdue Accounts Apply Receipts and Credits to Specific Invoices Allocate Against Oldest Invoice Record and Control Post Dated Cheques Define Percentage Discount per Customer One Customer per Ageing Period Settlement Discounts rmal Payment Terms Customer Journal Batches Customer Real Time Processing Foreign Customers Minimum Interest Charge Excess Invoicing for Insurance Claims Additional Charges Document Mail Merge

6 Tax on document lines: Print Tax Percentage Print Tax Amount Tax Printing Select the of Copies to Print for Statements Print Invoice Totals on Statements Force Projects Force Sales / Rep Code Update AR Transactions in Batch Mode Update Document upon Completion of Document / Real Time Processing Print Supporting Document Terms Print / Options: Print Documents Only Documents Only Print and Documents Print and Statement Sales Analysis & Rep Commissions Overdue Customer Interest Charging Default Tax: Default Tax Type Customer Accepts Electronic Documents Option Reports: Age Analysis Allocations Delivery Addresses Labels Projects Remittance Advice Receivables Listing Rep Codes Transactions Volume Discounts Unrealised Profit / Loss Delivery Address display on Pipeline Layouts

7 Statements: Exclude Zero Balance Exclude Negative Balances Statements Change Body of Text Print Mailing Labels Calculate Rep Commissions on: Sales Gross Profit Paid Invoices Only Suppliers / Accounts Payables Features Number of Suppliers Unlimited Unlimited Field Sizes: Account Name / Code AN20 AN20 Account Description AN50 AN50 Number of Delivery Addresses Unlimited Unlimited AN50 AN50 User-Defined Fields Unlimited header UDF s Unlimited header and limited to 20 line UDF s Customer Categories / Group Unlimited Unlimited Default Tax Type per Supplier Defaults & Processing: Monthly Terms Invoice Date Statement Month End Date Number of Ageing Periods per Supplier 7 7 Remittance Message Variable on Ageing Ability to place Suppliers On Hold Open Item or Balance Forward One Supplier per Ageing Period Supplier Journal Batches Supplier Real Time Processing Supplier Automatic Payment & Remittances Supplier Automatic Payments Batches Supplier EFTS Payments Additional Cost Invoice per Supplier Foreign Supplier Preferred Suppliers Delivery Address display on Pipeline Layouts Record and Control Post Dated Cheques

8 Tax on document lines: Print Tax Percentage Print Tax Amount Tax Printing Select the Number of Copies to Print for Remittances Force Projects Projects / Project Tracker Print/ options: Print Documents Only Documents Only Print and Documents Print and Remittance Default tax: Default Tax Type Reports: Age Analysis Allocations Delivery Addresses Labels Projects Remittance Advice Rep Codes Supplier Listing Transactions Unrealised Profit / Loss Volume Discounts Remittances: Exclude Zero Balance Exclude Negative Balances Remittance Change body of Text Print Mailing Labels Save settings on Automatic Payment Remittances

9 Inventory Features Field Sizes: Item Code AN20 AN20 Description AN50 AN50 Barcode AN50 AN50 Bin Number AN30 AN30 User Defined Fields Unlimited header UDF s Unlimited header and limited to 20 line UDF s Service Items Segmented Inventory Items Units of Measure Dimension Items Number of Inventory Items Unlimited Unlimited Number of Inventory Groups Unlimited Unlimited Maximum Number of Decimals: Stock Quantities 7 7 Cost Prices 7 7 Selling Prices 7 7 Define Defaults for Quick Take-on of Inventory Items Define Control Accounts per Inventory Group Ability make Item/s Inactive Defaults & Processing: Weighted Average Latest Cost Manual Cost Highest cost Costing Per Inventory Item Cost Pricing Masking Cost per Warehouse Define Preferred Supplier per Item Last GRV Cost Defaults & Processing: Define Minimum and Maximum Quantities per Item Re-order Report Based on Quantities Reserve Inventory for Sales Orders Calculate Selling Prices as % Mark-up on Last Cost Rename Item Codes Calculate Selling Prices as % Mark-up on Average Calculate Selling Prices as % on Current Price Inventory Journals / Adjustments

10 Ability to Disallow Negative Inventory Quantities Globally Ability to Allow Negative per Item / Warehouse Purchasing Lead Times per Item / Warehouse / Preferred Supplier Price Lists 3 Unlimited Global Price Changes [On Limited for Average and 3 Pricelist names] Start and End Date for Special Prices View Gross Profit % when processing customer invoices Quick Price Enquiries feature Warehouse Lookup feature Delivery Address display on Pipeline Layouts Select default transaction code on Journal Batch Lot number Batch Processing Tax Calculations: Calculate Tax Per Line Calculate Tax Per Document Inventory Limits: Minimum Gross Profit Percentage Maximum Invoice Discount Percentage POS Only POS Only Adjust Selling Prices Inventory Counts: Schedule Stock Takes Spot Checks Inventory Adjustments Inventory Journal Batches Inventory Price Update Batches Inventory Level Updates on Usage Inventory Count Inventory Issue Per Job Per Warehouse Batch Processing Inventory Optimisation Inventory Movement Categories Template Reorder Update Wizard Level Updates Wizard

11 Reports: Stock Item Listing Stock Valuation (Detailed and Summary) by Date Stock Take Sheets (Count) Sales Analysis Sales vs Purchases Sales by Rep Open Orders Report Re-Order Reports (Inventory Levels) Print Stock Labels Inventory Costs Inventory Management Print Labels Inventory Quantity Report (Movement) Slow Moving Reports Lot Tracking Lot Tracking Transactions Outstanding GRV s Preferred Supplier Pricing Quotes Serial Number Listing Serial Number Transactions Transactions Warehouse IBT Listing Warehouse Transfers Interactive Visual Reports

12 Forms Forms Field Sizes: Invoice Number N30 N30 Sales Rep AN4 AN4 Customer Order Number AN20 AN 20 Creation of Customers on the fly during Invoicing Invoice Discount Line Discount Capture Inventory Items using Barcodes Warning when selling below cost Disallow Changing of Invoice Date per User Pre-Define Auto Invoice Numbers Capture Invoices on Inclusive or Exclusive basis Linking and Auto-creating Invoices from Sales Orders or Quotations Auto Create Purchase Order from Invoice / Sales Order / Quotation Customisable Document Layouts Credit Checking at Time of Invoice Stock Adjustments Sales Orders / Invoicing to all for POS tenders User Defined Fields on Transaction Lines

13 Add-On Modules Features Bank Manager Contact Management Contact Management Fixed Assets Payroll Serial Number Tracking Multi-Warehousing Multi-Warehousing Inter Branch Transfer Bill of Materials Manufacturing Job Costing Lot Tracking Point of Sale Pricing Matrix (Discount Matrix and Volume Discounts) Sage Intelligence - Basic Sage Intelligence Advance Customer Account Consolidations Customer Credit Risk Management Annuity Billing Debtors Manager Global Tax Multi-Currency Voucher Management (Customers, Suppliers & GL Vouchers) Delivery Management ebusiness & ebilling (Online Shopping) Business Gateway (Web Resolve) Procurement Advanced Procurement Retail Point of Sale Municipal Billing Service Manager Branch Accounting (Off-Line / On-Line Processing Between Branches) End of Document