ACCPAC OPTIONS and Industry Solutions Guide

Transcription

1 ACCPAC OPTIONS and Industry Solutions Guide Iwish picking living room colors was as easy as customizing my ACCPAC accounting software. ACCPAC Options give you the freedom to create your ideal accounting solution. You choose the applications you need most, with the opportunity to easily add, customize and enhance your system as your business needs change. Order before March 31, 2005 and SAVE up to 20%

2 ACCPAC OPTIONS and Industry Solutions Guide Welcome to the Winter 2005 Catalog! ACCPAC Options are designed to extend the value and performance of your existing ACCPAC business management applications. Many of our offerings now provide support for both ACCPAC Advantage Series and ACCPAC Pro Series, giving you even more freedom to create your ideal ACCPAC system. Enhance your system even more with innovative solutions from ACCPAC Development Partners. Order today and cash in on tremendous savings! See order form inside for details. We ve color-coded our catalog to make it easy to navigate. Please note the color bars on the tops of the pages. ACCPAC Advantage Series NEW! ACCPAC Pro Series ACCPAC Advantage Series Industry Solutions Guide Additional ACCPAC Products and Services For Options that work with both Advantage Series and Pro Series, look for YELLOW and BLUE on pages 4-8. For Options that enhance Advantage Series, look for BLUE on pages For the Industry Solutions Guide, look for GREY on pages For additional products and services, look for NAVY BLUE on pages Order by March 31, 2005 SAVE up to 20% Learn more about ACCPAC Options and ACCPAC End-to-End Business Management Applications! Call Visit

3 Table of Contents ACCPAC Advantage Series Options that enhance ALL MODULES ACCPAC Query ACCPAC Alerts Server Zippy Notes ODBC Link ACCPAC Multimedia Training Options that enhance GENERAL LEDGER ACCPAC CFO ACCPAC KPI Financial Link Professional Account Code Change Options that enhance ACCOUNTS RECEIVABLE Customer Number Change Contact Master Professional ACCPAC EFT Direct Receivables Options that enhance ACCOUNTS PAYABLE Vendor Number Change Contact Master Professional ACCPAC EFT Direct Payables Options that enhance INVENTORY CONTROL Item Number Change Serialized Inventory Lot Tracking Options that enhance ORDER ENTRY Sales Optimizer Sales Analysis Options that enhance PAYROLL ACCPAC EFT Direct Payroll ACCPAC efile for Payroll (Canada) ACCPAC Pro Series Options that enhance ALL MODULES ACCPAC Query Options that enhance ORDER ENTRY Sales Optimizer Options that enhance GENERAL LEDGER ACCPAC CFO ACCPAC KPI Financial Link Professional Industry Solutions Guide Development Partner Advertisements 2Point Communications, Inc All Business Consulting, Inc Avalara BAASS Business Solutions Inc Chax, Inc Crane Cost & Care, Inc DataHabitat Edisoft Inc Fortune 1000 Group Groupe AGI (Abak Software) Development Partner Directory Listings MJD Software Ltd Technisoft Pty Ltd Turtle Innovations Pty Ltd ICINITI Ignify Consulting Lasata Software Multi-Services PRIMCO Orchid Financial Systems Sierra Computer Solutions Systronics UniDevCo, Inc Visual Interactions, Inc Visual Interactions WorthIT Software Additional ACCPAC Products and Services ACCPAC Advantage Series ACCPAC SupportPlus for ACCPAC Options ACCPAC Pro Series End-to-End Business Management Applications Please note: A one-year SupportPlus subscription is required with the purchase of new ACCPAC Options products (minimum 18% of SRP for Software Assurance). For minimum hardware and software requirements for any ACCPAC solution, refer to our Recommended System Requirements page: For compatibility information, refer to our Compatibility Information page: To order ACCPAC Options products, or for more information including compatibility, contact your authorized ACCPAC reseller or call Program prices, specifications, system requirements and program requirements are subject to change without notice. Information contained in this document supersedes any previously published information about these products. The information herein is subject to errors and omissions.

4 ACCPAC Pro Series Sales Optimizer Sales Optimizer is a sales planning, analysis and strategy tool designed to help you improve the performance of your business. Forget report writing and complex data-mining tools. Sales Optimizer is your key to unlocking the critical intelligence hidden in the mountain of sales transactions. With Sales Optimizer, you can: Test your strategies and check the impact of other factors on your product, customer and sales resources. Review your total sales in any two planes of a four-dimensional transaction view. Focus attention on your top performers. Use traffic lighting an analysis technique designed to quickly highlight good versus poor business performance. Use easy-to-follow wizards to load data manually or from an existing data source. Identify Sales Opportunities Sort both columns and rows on any displayed view and easily rank top performers from best to worst, or vice versa. With Sales Optimizer, sales opportunities are highlighted instantly for example, why are we not selling our sixth top-selling product to our top two customers? Trend Analysis Use graphs to visually identify trend information on all salespeople, products and customers. Sales Optimizer allows you to graph any two detailed categories for example, product brand and contents or customer region and product mix. Other Key Features Imports invoice and order data or both Attaches notes to values Conducts variance analysis Exports instantly to Microsoft Excel Sales Summary Screen The Sales Summary Screen is the perfect place to start a sales meeting as it provides a two-year snapshot of sales performance. It also monitors total business activity, including customer, product and sales staff performance. Critical Sales Analysis Cross-sell opportunities, order frequency, loyalty and retention the Sales Optimizer performance assessment tool instantly provides the critical sales analysis you need. You can analyze questions, such as: why are 46 percent of our customers buying less than ten of our products? * ACCPAC Pro Series (Enterprise and Small Business Editions)* *Requires Order Entry. To order 4

5 ACCPAC Pro Series ACCPAC Advantage Series ACCPAC Query ACCPAC Query makes it easy to generate the reports you need to run your business. With ACCPAC Query, you can: Generate informative reports in minutes without having complex reporting skills. Use the same report specifications on different company databases. Share report layouts with other users. View full descriptions for all field and table captions. Select from a full suite of pre-defined reports. Create quick reports. Import custom reports. Export data to Microsoft Excel. Create labels. Report on multiple companies in a single report. Create cross-tab reports. Accomplish pre or post-data processing. Create a filter that compares one field to another in the same table. Why You Should Use ACCPAC Query Make report writing a snap with user-friendly design for even the most inexperienced user. Create elegant, persuasive and easy-to-read reports in five easy steps with the report wizard. Set up reports in minutes and allow control of the sort order, filter conditions and output with easy-to-use wizards. Define different levels of user access for reports with custom security settings. Add another dimension to reporting, giving you more control of layouts and output with the Professional Edition s advanced customization features. Runtime Edition: In the new Runtime Edition, you can run reports created by the Professional Edition; however, you can not create, edit or delete reports. ACCPAC Pro Series (Enterprise and Small Business Editions) 5

6 ACCPAC Pro Series ACCPAC CFO Comprehensive Financial Optimizer ACCPAC CFO is a powerful financial diagnostic tool that takes the guesswork out of your business planning process. ACCPAC CFO is a financial diagnostic and strategic analysis tool that enables you to assess your business performance from one easy-to-read screen. This unique one-page scorecard instantly reveals the health of your business. With CFO, you can quickly evaluate and communicate your company s financial position and strategic goals, detect hidden problems and make informed business decisions. ACCPAC CFO takes the guesswork out of your business planning process and enables you to: Perform what-if analysis for example, what would be the impact of reducing your receivables from 70 to 60 days? Perform goal seeking for example, what strategy can you employ to improve your cash flow from ($325,000) to break-even? Create a budget or forecast report the Roll Forward function enables you to create a budget in two keystrokes. Instantly evaluate, forecast and implement strategic business decisions to achieve your desired results. Count on ACCPAC CFO when you need answers to complex business questions like these: What are the best-case and worst-case results of launching a new product line or service this year? What will be the overall impact of a price increase, if it reduces sales volume? Would reducing prices in order to increase volume be the best strategy? How can we significantly improve cash flow over the next 12 months? Increase revenue growth to 20% to view the impact on cash flow. ACCPAC CFO provides a framework for in-depth quantitative analysis that can be used to make targeted business decisions. The goal-seek capability helps you achieve your strategic business goals by identifying the most sensitive financial variables and displaying them in priority order. Change days receivable to 60 days to view cash flow impact. Identify what can be done to achieve a break-even cash flow. ACCPAC Pro Series (Enterprise and Small Business Editions) 6

7 ACCPAC Pro Series ACCPAC Advantage Series ACCPAC KPI Key Performance Indicators Create detailed financial comparisons and reports with this add-on module for ACCPAC CFO. ACCPAC KPI is an add-on module that enhances ACCPAC CFO by enabling detailed comparisons between financial models, the addition of user-specific variables and benchmarking of results with data from prior years or similar organizations. In-depth Comparison With KPI, you can develop in-depth company-to-company and division-to-division comparisons allowing you to thoroughly analyze the business performance of your entire organization. You can extract and consolidate the information required to create benchmark data sets in minutes. With ACCPAC KPI, you can: Create your own performance measures. Compare actual performance with budget and forecast numbers. Create forecasts for as many as 20 years. Develop company-to-company comparisons. Develop benchmarks You can create three types of comparisons with KPI: Variance Reports allows you to compare the budget with the actual and the forecast. The variance can be displayed in percentage or dollar terms. Compare Models allows you to view a number of CFO models. For example, you may wish to compare branches or subsidiaries. You can create an average model to provide a benchmark for comparative purposes. In addition, you can create a total or an annual model. Compare Years allows you to view a sequence of CFO models. KPI will create a projected forecast for up to 20 years. You can select your method of revenue growth, or input your own growth forecast. You can also export any ACCPAC KPI report or model to Microsoft Excel or Microsoft Word. ACCPAC KPI enables you to compare financial models for a number of years and it allows you to create your own performance measures. You can compare actual with budget and forecast, and make notes as to the variation reasons. KPI allows you to work with multiple CFO models. ACCPAC Pro Series (Enterprise and Small Business Editions) Note: ACCPAC CFO is required to run ACCPAC KPI. 7

8 ACCPAC Pro Series Financial Link Professional Generate complete financial reports without the use of a spreadsheet. Financial Link Professional enables you to: Consolidate multiple companies. Print great-looking reports. Use templates for easy report design. Drill down to transaction-level detail (Advantage Series). Using Financial Link Professional, reports can be created in a variety of ways: Select a template from a list of choices to instantly create statements using editable, user-defined account groups. Copy an existing statement from one of the many samples provided, and modify it to suit your reporting requirements. Custom design your own statements. Why You Should Use Financial Link Professional Drill down from financial statement to general ledger account to transaction detail in Advantage Series. Create professional-looking financial reports. View easy-to-understand English names for database fields. Consolidate multiple databases into one report. Consolidate ACCPAC Advantage Series, ACCPAC Pro Series and ACCPAC Plus companies on the same report. Generate reports throughout departments. Use as a stand-alone solution no spreadsheet program required! Save formatted statements to Microsoft Excel, Microsoft Word or HTML format. ACCPAC Pro Series (Enterprise and Small Business Editions) ACCPAC Plus 8

9 ACCPAC Alerts Server Deliver the information needed to create highly responsive, proactive, customer-facing organizations! Alerts enhance communications from your company s back-office, front-office and e-commerce systems by monitoring data fields for a specified activity. The program automatically communicates specified activities to appropriate customers, employees or business partners. For you, that means automated processes that reduce delivery cycle time and accelerate revenue. For your customers, that means doing business with a company they can count on for efficient, reliable and attentive service. With the Alerts Library, you can: Set up and monitor date- and time-sensitive events. Check status of data, such as credit holds, inventory thresholds, sales ratios, urgency levels and priority client transactions. Merge data into messages. Pass data, files and messages to the next person in the pipeline. ACCPAC Advantage Series Alerts Library: You get ten built-in Advantage Series Alerts when you buy the Alerts Server. They include: Credit Status Change Orders Not Shipped by Due Date Low Inventory Notification PO Greater than $5,000 And more! ACCPAC HR Series Alerts Library: Over 25 HR Series Alerts are available for purchase separately. They include: Employee Birthday Card New Hire Eligibility Notification of Leave Taken Performance Review Termination Process Alerts provide a voice to the data that is locked away in corporate database applications! Why You Should Use ACCPAC Alerts Server No programming required approach automates business processes across the enterprise. Keep employees and business partners informed for better decision-making. Improve customer service and retention. Provide 24/7 response to changing business conditions. Customizable, off-the-shelf package that is easy to implement and easy to modify as your business requirements grow and change. Automated processes reduce delivery cycle time and accelerate revenue. Existing alerts can be modified and new ones can be created. ACCPAC HR Series Note: The server connects with two databases. Additional database connections can be purchased separately. 9

10 Number Change Solutions Learn the most valuable means to modify account codes and customer numbers. Account Code Change and Customer Number Change Account Code Change and Customer Number Change provide simple ways to quickly and easily change, combine or copy your important business data. Efficiently replace outdated information with a few keystrokes to remain current with elements critical to your business. Account Code Change also includes the ability to modify segment delimiters and the account segment length. Account codes changed in: General Ledger Accounts Receivable Accounts Payable Inventory Control Order Entry Purchase Orders Common Services U.S./Canadian Payroll Customer numbers changed in: Accounts Receivable Inventory Control Purchase Orders Bank Services Tax Services Serialized Inventory Lot Tracking Sales Analysis Project and Job Costing Why You Should Use Account Code Change and Customer Number Change Ease system management by deleting, maintaining and renumbering your GL account numbers and customer numbers. Import multiple changes, copy and combine from one external file. Access multiple change features with the easy-to-use toolbar buttons. Use Change by Example to make multiple changes from one example entry. 10

11 Number Change Solutions Keep up to date with the most effective ways to change item and vendor numbers. Item Number Change and Vendor Number Change Don t let old information slow you down. Increase your ability to quickly change, combine or copy the numbers you need to run your business with only minimum effort. You ll boost accuracy and productivity while reducing man-hours and overhead. Item numbers changed in: Inventory Control Order Entry Purchase Orders Serialized Inventory Lot Tracking Sales Analysis Multiple IC Item Numbers IC Item Transfer Vendor numbers changed in: Accounts Payable Inventory Control Purchase Orders Tax Services Serialized Inventory Lot Tracking Project and Job Costing Why You Should Use Item Number Change and Vendor Number Change Boost your accuracy by deleting, maintaining and renumbering your inventory item numbers and vendor numbers. Import multiple changes, copy and combine from one external file. Access multiple change features with the easy-to-use toolbar buttons. Use Change by Example to make multiple changes from one example entry. ADVANTAGE QUICK TIP: ACCPAC Advantage Series Accounts Payable allows you to force or withhold payment of individual transactions, controlling the maximum payment amount and/or excluding specific vendors. 11

12 Contact Master Professional A complete and highly customizable solution that manages all aspects of your business relationships with your customers and vendors. Includes: Accounts Payable vendor tracking Improved import/export capabilities AutoDial automatic dialer for telephone numbers Improved reporting capabilities Improved integration with Advantage Series Data Integrity Checker and Data Purge functionality Contact Master Professional makes contact with customers and vendors easy and convenient by putting all the required information into one place. Contact Master Professional also saves employees and co-workers notes together so you have a complete record of the whole relationship between your company and your customers and vendors. A completely customizable user interface enables each user or department to create their own view of relevant data, focusing on the information that is most important to them. Additional features: Links directly to Accounts Receivable, Order Entry and Sales Analysis Keeps notes for customers, vendors, prospects and contacts Groups and reports on customers and vendors according to user-defined criteria Displays transactions, orders and invoices with drill-down capability Displays credit information and comparative analysis statistics Why You Should Use Contact Master Professional Improve customer service by making quicker decisions regarding credit, returns, back orders and more. Upgrade prospects to customers with no re-keying of information. Maintain customers, vendors and prospects with direct link to Accounts Receivable and Accounts Payable no import/export required. Lookup information quickly and easily using non-indexed fields such as phone number, zip/postal code, etc. using the Customer Lookup function. 12

13 ACCPAC EFT Direct Products * A fast, powerful add-on that processes direct deposits for major banks and trusts in North America. ACCPAC EFT Direct Payroll (U.S. and Canada) This simple, fast and powerful add-on allows you to process direct deposits for major banks and trust companies in Canada and the United States. Available as: EFT Direct Payroll (U.S.) Supports all financial institutions using the standard ACH format. EFT Direct Payroll (Canada) Supports CIBC, Toronto Dominion, Banque Nationale, Bank of Montreal, Caisse Desjardins, Royal Bank, Bank of Nova Scotia, Caisse Populaire, Laurentian Bank, National Trust, Alberta Treasury Branch, Hong Kong Bank of Canada and BC Central (and all affiliated credit unions). ACCPAC efile for Payroll (Canada) Creates T4/R1 summary and slips for electronic filing according to government specifications. Electronic filing speeds processing, enabling you to complete year-end functions more quickly and accurately. ACCPAC EFT Direct Receivables (U.S. and Canada) Manage receivables with improved reliability by pre-authorizing amounts for withdrawal from specific clients. This module improves accurate cash flow information and eliminates the need for statement reconciliation. No more printing and mailing invoices! ACCPAC EFT Direct Payables (U.S. and Canada) Control when you want to release payments to suppliers using direct deposit. This module eliminates the need to print, mail and process individual payments. *To use these products, you must have a modem and set up an EFT account with your financial institution. 13

14 Serialized Inventory Adds the power of Serialized Inventory management to your Inventory Control, Order Entry and Purchase Orders modules! Full integration with Order Entry, Inventory Control and Purchase Orders. Flexible allocation and generation of serial numbers during purchase order receipt and order entry, providing a single point of serial number entry/maintenance. Full transaction history. Comprehensive setup options for complete Serialized Inventory Control. This is the ideal complement for ACCPAC sites that are using the Inventory Control, Order Entry and Purchase Orders modules. With Serialized Inventory, you can track your serial numbers from Purchase Orders to Inventory Control to Order Entry and historical inquiry with complete integration. Serialized Inventory can automatically assign system-generated serial numbers to items not serialized at the time of receipt to help you keep better control of your stock. Serialized Inventory even allows you to track serial numbers by units of measure other than that in which you track your stock! ADVANTAGE QUICK TIP: ACCPAC Advantage Series Inventory Control allows users to cost items to six decimal places by moving average, FIFO, LIFO, standard, most recent or user-specified costing methods. 14

15 Lot Tracking Traces lots back to your vendors, or down to your clients, making this otherwise time-consuming task a snap! Industries as diverse as pharmaceutical, food products and plastics all require thorough inventory management including the ability to determine at a moment s notice which vendor provided you with a product, and which customer took delivery of a specific batch. Lot Tracking gives you the power and flexibility to comply with regulatory requirements and to provide better service for your customers and internal operations staff. Lot Tracking helps you manage such important information as source, expiration date, lot and batch quarantine, as well as additions and maintenance. It is the ideal addition for clients in industries where lot and expiration tracking is crucial. Full integration with Order Entry, Inventory Control and Purchase Orders. Flexible allocation/generation of lot numbers during PO receipt and order entry. Full transaction history, through your organization, including purchases and sales inquiry. Comprehensive setup options for comprehensive lot inventory management. 15

16 Sales Analysis A single point for finding critical sales and customer transaction history. Fast and easy historical analysis Quick and easy inquiries View sales of items View sales by customers or by products quickly and easily Reprint invoices Each of these new reports, which are customizable through Crystal Reports, allows you to perform extensive trend analyses and can be viewed as yearly, quarterly or period reports. Look at your sales data in ways you never thought possible with ten new reports available via a free downloadable service pack. Includes: Customer Margin Report Customer Sales Report Customer Group Margin Report Item Margin Report Item Sales Report Item Quantity Sales Report Item Category Margin Report Item Category Sales Report Primary Salesperson Margin Report Primary Salesperson Sales Report And more! Why You Should Use Sales Analysis Quickly and easily locate sales information by customer number, invoice number, item number and more. Retrieve information from Accounts Receivable and Order Entry. Save invoices for reprinting later. Consolidate sales information in a single data location. Generate statistical sales reports on the fly. View a variety of reports for customer service, sales and accounts receivable staff. 16

17 Zippy Notes Attach an electronic sticky note to a field; the note pops up whenever anyone accesses the field, even across different applications. Zippy Notes ensures that information reaches the people who need it, when they need it. Zippy Notes reduces costly mistakes by giving your staff convenient reminders and helpful information. Notes attached to particular data, such as customer number 1200 or item number A1-103/0, pop up whenever the data is accessed, even across different applications and by other users. Zippy Notes can be trained to work with many non-accpac applications, so you can use it to integrate with all your other business systems. Share critical information about: Customers Inventory items Vendors Almost everything! Other features include: Easy-to-use reminder systems Multiuser Audible note warnings Hot key functionality Works with many other Microsoft Windows applications Why You Should Use Zippy Notes Post an unlimited number of notes. Share information with sales, customer service, inventory management, accounting and production. Instantly present any important information including credit control, stock control and training. Use with many forms-based applications. Access notes from multiple users. ADVANTAGE QUICK TIP: ACCPAC Advantage Series provides multi-level customization options such as browser desktop customization, user-defined fields, custom reports, macros, changes in screen layout and third-party custom applications allowing Advantage Series to be quickly adapted to an organization s changing business requirements. 17

18 ODBC Link Links your ACCPAC database with other applications, including Microsoft Office. QUESTION: How do you get maximum value from the valuable business data residing in your ACCPAC database? EASY ANSWER: By using ODBC Link! Using popular Microsoft Windows -based products such as Microsoft Access, Microsoft Excel, Lotus or Crystal Reports, you can access your data in ways never before possible. Standard Edition: Read only you can only see the data. Professional Edition: Read/write you can see and make changes to the data. ODBC Link with Microsoft Access Why You Should Use ODBC Link Provide easy-to-use data access from any ODBC-compliant Windows-based application. Build custom software applications that can access your ACCPAC data. Create Internet access to your live data to show, for example, your inventory levels to prospective customers, or to allow private access to your data through your company s intranet. Link data with Windows-based products, saving in-house programming staff time. ODBC Link with Microsoft Excel ODBC Link with Microsoft Excel 18

19 ACCPAC Multimedia Training Interactive training that creates virtual classrooms for employees to learn valuable skills anytime, anywhere. Multimedia Training helps students learn; review of each lesson reinforces new concepts. Quizzes assist in tracking the progress of each user in the training system. Multimedia Training is versatile; it accommodates the learner s own pace, and allows the student to select the most convenient time and place to learn. Professional courses make high-quality ACCPAC product training affordable for individuals, departments and entire companies. The design of these computer-based training courses encourages a hands-on approach to learning ACCPAC Advantage Series skills. By practicing the skills after each section, training is transformed from a passive encounter into a dynamic, interactive learning experience. Replay instructions about more challenging tasks until you fully understand the lesson. The courses allow you to refresh your knowledge at any time or place that s convenient for you. ACCPAC Multimedia Training ensures that all staff members from veteran employees to new hires are trained to the same high standard. Thanks to Multimedia Training, educational development is more convenient and affordable than ever before. Note: ACCPAC Multimedia Training does not require an ACCPAC SupportPlus subscription. NOW AVAILABLE ONLINE AT Training modules available: System Manager General Ledger Accounts Receivable Accounts Payable Inventory Control Order Entry Purchase Orders Project and Job Costing Only available online. Sign up at For more information or to sign up for training please visit 19

20 ACCPAC OPTIONS and Industry Solutions Guide SAVE UP TO 20%! See order form for details ACCPAC International, Inc. All rights reserved. Best Software, ACCPAC and any ACCPAC product or service names mentioned herein are registered trademarks or trademarks of Best Software, Inc. and/or its affiliated entities. Crystal Reports is the registered trademark and technology of Business Objects SA. All other trademarks are the property of their respective owners. Printed in Canada. CO03DM100105