Brokers Plus Modules &
|
|
- Kelley Berry
- 6 years ago
- Views:
Transcription
1 Brokers Plus System Features 1 Brokers Plus Modules &
2 Brokers Plus System Features 2 Functions
3 Brokers Plus System Features 3 Brokers Plus Modules & Functions CRM / Project Mgmt - cptracker Enterprise Interfaces BP Customers BP Principals/Vendors BP Warehouses Bulk ing Customers & Prospects about sales Use Query Wizard for Targeted s Sales Prospecting Calendars Contact Log / Helpdesk Project/Task Management System Options Inventory Management Inventory by Lot Receiving Arrival Notice... 20
4 Brokers Plus System Features Shipping Declaration Lot ETA Monthly Calendar Inventory by Product Inventory by Principal Lookups Warehouses Shippers Ship From (FOB) Ship To (POD) Product Categories Sub Categories Lot Status Types Lot Adjustment Reasons Lot Expense Types Unit of Measure Packing Types Picking Ticket Instructions Reports Products by Principal Products by Product Product Status Product Value by Location Lot Adjustment Totals Lot Activity Lot Adjustment Browse with Query Wizard Purchasing / Order Confirmations Order Types Order Confirmation Principal Product Principal Material Principal Service Company PO Lot Receiving Shipping Expenses Table Lot Adjustment Processing Unlimited Attachments Sold To Customer Browse Unlimited Lot Statuses can be defined Query, Report & Excel Wizards In-Transit / To Be Shipped Browse Query Wizard OC/PO Update Arrival Notice Shipment Declaration Report Wizard Excel Wizard... 31
5 Brokers Plus System Features Principal, Customer & Warehouse Post to A/P and G/L Customer Contracts, Orders, RMAs and Backorders Orders Reporting Report Wizard Excel Wizard Print Warehouse Pick Ticket Unlimited Shipping Instructions Print Invoice Post to Customer A/R Account Post to G/L Order Types Sales Memo Sample Order Contract Release Manually Entered Auto Generated Generate OC's in the PO Module - items linked Auto Credit Limit Check Unlimited Notes Unlimited Attachments Contracts Auto generate Orders and OCs Additional options to come Unlimited Notes Unlimited Attachments Unlimited Shipping Instructions Print Contract Option to include $ Totals Report Wizard Excel Wizard Contract Items Prior Contract Linking Discount Processing Return Authorizations Reporting Report Wizard Excel Wizard Print RMA Print Credit Memo Post to A/R Post to G/L Print Return Descrepancy Return Reasons Charge Restocking Fee... 42
6 Brokers Plus System Features Product Selection Select From Prior Order Select from Principal Products Actions to Take Options Issue Credit Create Replacement Order Create Lot Backorder Processing Backorder Report Backorder Browse Sales Reports Accounts Receivable Customer Maintenance Customer Account Inquiry Print/ Statement Print/ Letter Customer Reports Cash Forecast Aged Trial Balance Past Due Credit Balance Zero Balance A/R Analysis Commission collections Principal is customer Commission posted to A/R Statements Detail Summary Finance Charges Calculation Report Adjustments Payment Finance Charge Commission Misc Write off Deposits/Receipts Open Credits Generate Finance Charges Posting Accounts Payable Principals & Vendors Enter/Pay Invoices... 50
7 Brokers Plus System Features Post to G/L Put on Hold Pay via Check or Wire Print Payment Candidate List Print Checks Post Payments Void Permanent Reopen Query Wizard Report Wizard Excel Wizard Invoice Update Form Invoice/Credit Memo Types Pay on Behalf of (Company) G/L Distribution Related Lot Adjustment Browse Related Lots Received Browse Discounts Paid Invoice Inquiry Invoice History Reports Cash Forecast Open Payables Aged Trial Balance Aging by Due Date Aging by Invoice Date General Ledger Chart of Accounts Default Posting Accounts (29) Multi-Company Capable Account Inquiry by Company Reports by Company Multi-Principal Capable Account Inquiry by Principal Reports by Principal Reports Trial Balance Financial Statements Balance Sheet Income Statement Profit & Loss Journal Entry Budgets Print Companies... 61
8 Brokers Plus System Features Broker Distributor Sweep Principal Module Reports Aging Statement Principal Inventory Transfer Report Net Margin Report Cash Receipts by Date Range Accounts Payable Principal Invoices Income Statement Tertiary Balance Sheet Trial Balance Gross Margin Report Sales by Customer Sales by Date Range Thin Client Access Secure (only see their data) Customer Account Query (only their invoices Product Sales Analysis Browse with Query Wizard and Drilldown Report Wizard Excel Wizard Report Builder Brokers Broker Maintenance Print Internal / External Types Unlimited Notes Commissions Reports Aging by Broker Invoiced Sales by Broker Receipt Statement Banking Account Register Maintain multiple accounts Query/Report/Excel Wizards Transaction Types Check Wire Transfer Deposit Withdrawal... 67
9 Brokers Plus System Features Adjustment Interest Earned Service Charge Beg Balance Funds Transfer G/L Interface Reconciliation Reports Reconciliation Account Register Account Report Wizard Account Excel Wizard Online Banking Warehouse Receiving Reports Thin Client Access PO/OC Interface RMA Interface Audit Trail Who did what and when Undelete Activity Log Browse Security User Login Groups Configure at runtime (Ctrl-F8) Change Login Change Password Lock Screen Anything can be secured Customer Web Interface Place Orders via web Check Order Status Check Availability? SystemWide Tools Query Wizard Report Wizard Excel Wizard Robust Report Builder Save Reports to PDF Customer Principal Warehouse Sales Prospect... 79
10 Brokers Plus System Features EZHelp What's This? popup help F1 Context Sensitive Help Help & Manual (HTML) User Manual Help & Manual (PDF) MS SQL Server Fast Scalable Safe Connect via IP Address Client Server Backup Tools Export Tools Many 3rd Party Tools Run Nightly Scripts Works with most Web Dev Tools... 82
11 Brokers Plus System Features 11 1 CRM / Project Mgmt - cptracker Enterprise
12 Brokers Plus System Features Interfaces Flip a switch and BP customers, principals, vendors and warehouses also get added to the BP database. Maintain contact data in cptracker and the changes will be synched with Brokers Plus.
13 Brokers Plus System Features BP Customers BP Principals/Vendors BP Warehouses 1.2 Bulk ing
14 Brokers Plus System Features Customers & Prospects about sales Use Query Wizard for Targeted s 1.3 Sales Prospecting 1.4 Calendars 1.5 Contact Log / Helpdesk
15 Brokers Plus System Features Project/Task Management Powerful project management capabilities.
16 Brokers Plus System Features 16
17 Brokers Plus System Features 17 2 System Options
18 Brokers Plus System Features 18
19 Brokers Plus System Features 19 3 Inventory Management 3.1 Inventory by Lot
20 Brokers Plus System Features Receiving Arrival Notice Shipping Declaration Lot ETA Monthly Calendar 3.2 Inventory by Product
21 Brokers Plus System Features 21
22 Brokers Plus System Features Inventory by Principal 3.4 Lookups Warehouses Warehouses and Shippers are stored in the same file.
23 Brokers Plus System Features Shippers Warehouses and Shippers are stored in the same file Ship From (FOB)
24 Brokers Plus System Features Ship To (POD) Product Categories Sub Categories Lot Status Types Lot Adjustment Reasons Lot Expense Types Unit of Measure Packing Types Picking Ticket Instructions 3.5 Reports Products by Principal Products by Product Product Status Product Value by Location Lot Adjustment Totals Lot Activity 3.6 Lot Adjustment Browse with Query Wizard 4 Purchasing / Order Confirmations 4.1 Order Types
25 Brokers Plus System Features 25
26 Brokers Plus System Features Order Confirmation Print:
27 Brokers Plus System Features Principal Product Principal Material Principal Service Company PO 4.2 Lot Receiving Receiving:
28 Brokers Plus System Features 28 Lot tab: The lot is automatically linked to the customer order item, status is set to Inactive as the above lot went entirely to the customer as part of their contract.
29 Brokers Plus System Features Shipping Expenses Table Lot Adjustment Processing
30 Brokers Plus System Features Unlimited Attachments Sold To Customer Browse Unlimited Lot Statuses can be defined Query, Report & Excel Wizards In-Transit / To Be Shipped Browse
31 Brokers Plus System Features Query Wizard OC/PO Update Arrival Notice Shipment Declaration Report Wizard Excel Wizard Principal, Customer & Warehouse 4.3 Post to A/P and G/L 5 Customer Contracts, Orders, RMAs and Backorders 5.1 Orders
32 Brokers Plus System Features 32
33 Brokers Plus System Features Reporting Report Wizard Excel Wizard Print Warehouse Pick Ticket Unlimited Shipping Instructions
34 Brokers Plus System Features Print Invoice Post to Customer A/R Account Post to G/L Order Types Sales Memo Sample Order Contract Release Manually Entered Auto Generated
35 Brokers Plus System Features Generate OC's in the PO Module - items linked Auto Credit Limit Check Unlimited Notes Unlimited Attachments 5.2 Contracts
36 Brokers Plus System Features 36
37 Brokers Plus System Features Auto generate Orders and OCs
38 Brokers Plus System Features Additional options to come Unlimited Notes Unlimited Attachments Unlimited Shipping Instructions Print Contract Option to include $ Totals
39 Brokers Plus System Features Report Wizard Excel Wizard Contract Items Prior Contract Linking 5.3 Discount Processing 5.4 Return Authorizations
40 Brokers Plus System Features 40
41 Brokers Plus System Features Reporting Report Wizard Excel Wizard Print RMA Print Credit Memo Post to A/R Post to G/L
42 Brokers Plus System Features Print Return Descrepancy Return Reasons Charge Restocking Fee Product Selection
43 Brokers Plus System Features Select From Prior Order Select from Principal Products Actions to Take Options Issue Credit Create Replacement Order Create Lot 5.5 Backorder Processing Backorder Report Backorder Browse 5.6 Sales Reports 6 Accounts Receivable 6.1 Customer Maintenance
44 Brokers Plus System Features 44
45 Brokers Plus System Features 45
46 Brokers Plus System Features Customer Account Inquiry
47 Brokers Plus System Features Print/ Statement Print/ Letter Customer 6.3 Reports Cash Forecast Aged Trial Balance Past Due Credit Balance Zero Balance A/R Analysis 6.4 Commission collections Principal is customer Commission posted to A/R 6.5 Statements Detail Summary 6.6 Finance Charges Calculation Report 6.7 Adjustments
48 Brokers Plus System Features Payment Finance Charge Commission Misc Write off 6.8 Deposits/Receipts
49 Brokers Plus System Features Open Credits 6.10 Generate Finance Charges 6.11 Posting When a sales memo is invoiced, invoices are printed grouped on companies. For AR posting, since we need to keep track of the company AND principal for filtering purposes, AR postings will be totaled on the company and principal matching only.
50 Brokers Plus System Features 50 7 Accounts Payable 7.1 Principals & Vendors 7.2 Enter/Pay Invoices Tag invoices for Payment, Put on Hold, Remove Hold, Clear Payment Candidate.
51 Brokers Plus System Features 51
52 Brokers Plus System Features Post to G/L Put on Hold Pay via Check or Wire Print Payment Candidate List Print Checks
53 Brokers Plus System Features Post Payments
54 Brokers Plus System Features Void
55 Brokers Plus System Features Permanent Reopen Query Wizard Report Wizard Excel Wizard Invoice Update Form
56 Brokers Plus System Features Invoice/Credit Memo Types Pay on Behalf of (Company) G/L Distribution Related Lot Adjustment Browse
57 Brokers Plus System Features Related Lots Received Browse Discounts 7.3 Paid Invoice Inquiry
58 Brokers Plus System Features Invoice History 7.5 Reports Cash Forecast Open Payables Aged Trial Balance Aging by Due Date Aging by Invoice Date 8 General Ledger
59 Brokers Plus System Features Chart of Accounts Default Posting Accounts (29)
60 Brokers Plus System Features Multi-Company Capable Account Inquiry by Company Reports by Company 8.3 Multi-Principal Capable Account Inquiry by Principal Reports by Principal 8.4 Reports Trial Balance Financial Statements Balance Sheet Income Statement Profit & Loss 8.5 Journal Entry
61 Brokers Plus System Features Budgets Print 8.7 Companies Broker Distributor Sweep 9 Principal Module 9.1 Reports Delivered via as PDF attachment.
62 Brokers Plus System Features Aging Statement Principal Inventory Transfer Report Net Margin Report Cash Receipts by Date Range Accounts Payable Principal Invoices Income Statement Tertiary Balance Sheet Trial Balance Gross Margin Report Sales by Customer Sales by Date Range 9.2 Thin Client Access Via Microsoft Terminal Server.
63 Brokers Plus System Features Secure (only see their data) 9.4 Customer Account Query (only their invoices 9.5 Product Sales Analysis
64 Brokers Plus System Features Browse with Query Wizard and Drilldown Report Wizard Excel Wizard Report Builder 10 Brokers 10.1 Broker Maintenance
65 Brokers Plus System Features Print Internal / External Types Unlimited Notes 10.2 Commissions 10.3 Reports Aging by Broker Invoiced Sales by Broker Receipt Statement 11 Banking
66 Brokers Plus System Features Account Register Maintain multiple accounts Query/Report/Excel Wizards Transaction Types
67 Brokers Plus System Features Check Wire Transfer Deposit Withdrawal Adjustment Interest Earned Service Charge Beg Balance 11.2 Funds Transfer 11.3 G/L Interface General Ledger accounts updated Reconciliation
68 Brokers Plus System Features 68
69 Brokers Plus System Features Reports Reconciliation
70 Brokers Plus System Features Account Register Account Report Wizard Account Excel Wizard 11.6 Online Banking 12 Warehouse 12.1 Receiving 12.2 Reports 12.3 Thin Client Access 12.4 PO/OC Interface 12.5 RMA Interface 13 Audit Trail 13.1 Who did what and when 13.2 Undelete 13.3 Activity Log Browse 14 Security
71 Brokers Plus System Features User Login 14.2 Groups 14.3 Configure at runtime (Ctrl-F8) 14.4 Change Login 14.5 Change Password 14.6 Lock Screen 14.7 Anything can be secured 15 Customer Web Interface Will run either in the browser or via Microsoft Terminal Server Place Orders via web 15.2 Check Order Status 15.3 Check Availability? 16 SystemWide Tools 16.1 Query Wizard Query Wizard makes it possible to... customize access to your data through the use of an intuitive wizard driven interface. With Query Wizard you may quickly create and save customized queries then re-use those queries at any time. The Query Wizard is available on most BP data browses where it makes sense.
72 Brokers Plus System Features 72
73 Brokers Plus System Features Report Wizard Report Wizard allows you to... Use a simple, intuitive interface to quickly create and save an unlimited number of custom reports. Optionally specify totals or averages for numeric columns. Select from an existing sort or create ad-hoc sorting on up to four levels. Create group headings, footings and/or sub totaling on group breaks. Create summary reports by suppressing report detail printing. Automatically adjust the report width to landscape mode when necessary. Specify up to nine rows of stacked data. Change column width and heading description. Change the font color and bold attributes of various combinations of the column heading, data section, and totals if present. Change the default font size, type and color for the body of the report. Select an alternate description for group breaks that are in coded format.
74 Brokers Plus System Features 74
75 Brokers Plus System Features Excel Wizard Spreadsheet Wizard allows your end users to... Use a simple, intuitive interface to quickly create and save an unlimited number of spreadsheet layouts which may be dynamically populated with data at any time. Select from an existing sort or create ad-hoc sorting on up to four levels. Change column heading text. Optionally choose a template file that will control the formatting and layout of the data output.
76 Brokers Plus System Features 76 Choose the row and column where data output will start from. Publish web documents (in lieu of spreadsheet files) using the common spreadsheet layouts. Create ASCII export files (in lieu of spreadsheet files) using the common spreadsheet layouts. Dynamically populate customized spreadsheets for editing in Microsoft Excel. Optionally create spreadsheets, web pages or export files representing the current list box.
77 Brokers Plus System Features Robust Report Builder
78 Brokers Plus System Features 78 Brokers Plus includes a Robust Report Builder. It is an easy-to-use, fully functional tool for creating, printing and managing graphic report forms. This is an extremely powerful tool, comparable in features to software costing hundreds of dollars. Practically any type of report that you require can be created with this simple, yet highly effective tool Save Reports to PDF
79 Brokers Plus System Features Customer Principal Warehouse Sales Prospect 16.7 EZHelp What's This? popup help 16.8 F1 Context Sensitive Help Help & Manual (HTML) 16.9 User Manual Help & Manual (PDF)
80 Brokers Plus System Features MS SQL Server
81 Brokers Plus System Features 81
82 Brokers Plus System Features Fast 17.2 Scalable 17.3 Safe 17.4 Connect via IP Address 17.5 Client Server 17.6 Backup Tools 17.7 Export Tools 17.8 Many 3rd Party Tools 17.9 Run Nightly Scripts Works with most Web Dev Tools
ACCPAC FUNDAMENTALS. 1. It offers powerful analysis and reporting tools for accounting, finance, and auditing endusers
ACCPAC FUNDAMENTALS A. FEATURES OF ACCPAC SYSTEM ACCPAC System The ACCPAC for Windows Series is a Windows accounting software, which provides a comprehensive business management solution for corporate
More informationv10.5 Enhancements List
General System Changes Business Rules The Options & Interfaces functionality from each application has been moved to a centralized System Manager function called Business Rules. Forms Control You can now
More informationRelease 11 Feature Highlights
Release 11 Feature This document summarizes a handful of top-level features of each module and component. Module / Component Common / Overall Feature Multi-user and multi-company Robust & Reliable - Microsoft
More informationOnce you have completed this topic, you will be able to create and verify opening balances for Business Partners.
1. SAP BUSINESS ONE FINANCIALS SAP Business One Accounting Overview This course will give you an overview of the accounting features in SAP Business One. Start Using Financials Navigate the chart of accounts
More informationQCD Financial Suite. Information Sheet Version 2.0
f QCD Financial Suite Information Sheet Version 2.0 1. OVERVIEW 1.1 General System Features This lists the general features of the system regardless of what module is accessed. Architecture - Client/Server
More informationActivant Prophet 21. Perfecting Your Month and Year End Closing Routines
Activant Prophet 21 Perfecting Your Month and Year End Closing Routines This class is designed for System Administrators Operation Managers Accounting Managers Objectives Suggested month end and year end
More informationtransactions, 298 transfers, 237 vendors, 223 entering bills, 174 payments, 201 addresses, Company Information,
index A accepting credit cards, 358-359 license agreements, 27 access files, 369 firewalls, 23 Access importing, 49 integration, 3, 363-365 accountant reviews, 306-307 files creating journal entries, 316
More informationInventory/Sales You now have the option to void an invoice that has been printed but has not yet been updated through End of Day.
SouthWare Excellence Series Product Improvement Index Revision 12 to 13 6/21/07 Primary Focus Alternate Output to FYI and MS Excel for Selected Standard Reports Save Paper Feature to Reduce Number of Printed
More informationPROCEDURES AND PAPERFLOW
PROCEDURES AND PAPERFLOW I. Purchasing A. Purchase Orders 3 1. Special Orders 3 2. Stock Order 3 3. Printing 3 4. Monitoring 4 5. Acknowledging 4 II. Inventory Movement 5 A. Inventory Receiving Worksheet
More informationMicrosoft Dynamics 365 for Finance and Operations, Business edition CAPABILITIES GUIDE
Microsoft, Business edition CAPABILITIES GUIDE Microsoft THE BETTER WAY TO CONNECT YOUR BUSINESS Microsoft is a business management solution that s connecting people and processes like never before. From
More informationProduct Comparison Document
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
More informationTRAVERSE Enhancements. v 10.5
TRAVERSE Enhancements This booklet gives you a first look at the enhancements and features of TRAVERSE 10.5 from Open Systems, Inc. Michael Bertini CEO Open Systems, Inc. Aged Trial Balance Inquiry Check
More informationIBackOffice 7.3 Release Notes IBackOffice Global
IBackOffice 7.3 Release Notes IBackOffice Global New Features 1 Change Company 2 Security Groups 2 Explorer Views 3 Zoom in Report Parameters Window 3 Accounts Payable 3 Accounts Receivable 5 General Ledger
More informationSage 100 ERP 2015 What s New
Sage 100 ERP 2015 What s New Global Enhancements Migration Changes If you are converting data for a company using the Purchase Order module, a message appears asking if you want to retain purchase order
More informationMicrosoft Dynamics 365 for Financials. CAPABILITIES GUIDE Fall 2016
Microsoft CAPABILITIES GUIDE Fall 2016 Microsoft THE BETTER WAY TO CONNECT YOUR BUSINESS Microsoft is a business management solution that s connecting people and processes like never before. From day one,
More informationSage MAS 90 and 200 Product Update 2 Delivers Added Value!
Sage MAS 90 and 200 Product Update 2 Delivers Added Value! The second Sage MAS 90 and 200 4.4 Product Update 4.40.0.2 is available via a compact download from Sage Online. Delivering additional features
More informationDIGITAL ACCOUNTING BOOKS. by Jackson Computer Center. Basic Features Guide
DIGITAL ACCOUNTING BOOKS by Jackson Computer Center Basic Features Guide Basic Features Guide Jackson Computer Center 143 E. Michigan Ave Phone 517.784.0011 Fax 517.784.1693 Introduction Digital Accounting
More informationSage ERP Accpac 6.0A. What's New
Sage ERP Accpac 6.0A What's New Copyright 2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and all Sage ERP Accpac product and service names mentioned herein are registered trademarks
More informationHow do I Reconcile MCPS Invoices?
How do I Reconcile MCPS Invoices? Overview Purpose This document explains how schools can reconcile Montgomery County Public School (MCPS) invoices to requisitions charged to their cash account and to
More informationWhat s New in PBS v12.04 by Module
What s New in PBS v12.04 by Module System-wide Features Check Reconciliation Order Entry Manufacturing Accounts Payable General Ledger Purchase Order Data Import Manager Accounts Receivable Inventory Control
More informationSAP Business One User Type License Comparison SAP Business One Support: (813)
SAP Business One User Type License Comparison SAP Business One Support: (813) 321-1305 There are 4 types of user licenses available for SAP Business One: Professional User, Limited CRM, Limited Logistics,
More informationAdvanced Accounting Software & Secure Internet Solutions. Visit us at Security Objects Definitions. Reference Manual
Advanced Accounting Software & Secure Internet Solutions Visit us at www.dpro.com Security Objects Definitions Reference Manual Version 7.3 Information in this document is subject to change without notice
More informationMicrosoft Dynamics 365 for Financials. CAPABILITIES GUIDE Fall 2016
Microsoft CAPABILITIES GUIDE Fall 2016 Microsoft THE BETTER WAY TO CONNECT YOUR BUSINESS Microsoft is a business management solution that s connecting people and processes like never before. From day one,
More informationComplete List of QuickBooks Enterprise Solutions Reports
Complete List of QuickBooks Enterprise Solutions Reports QuickBooks Enterprise Solutions, for growing businesses, is the most powerful QuickBooks product. It has the capabilities and flexibility to meet
More informationAbila MIP Fund Accounting
Page 1 Fund Accounting Feature Compare Make an informed decision when you choose your fund accounting system. Use this checklist during your evaluation of Fund Accounting. Write in the names of up to two
More informationCybex Systems Release 8.2
Release 8.2 POS, Head Office, Advanced Series www.cybexsystems.com Ongoing investment in technology Crystal Reports, Microsoft SQL Server 2005.Net Framework Visual studio 2008 Advanced Series, Visual Studio
More informationDATATRON Features Order Entry (Invoicing)
DATATRON Features Order Entry (Invoicing) Check the item(s) if you re not 100% sure of what it does, what it s for, or how to use it. [ ] 1 Are you using Expanded searches to get all possible matches of
More informationFeature List. Freight.Ware for LTL Carriers. Included Features: 1 P a g e
Freight.Ware for LTL Carriers Included Features: Explorer Style menu system Menu-Level Security SQL Server 2005 / 2008 based Full-charge integrated Accounting Management Information Center ProMiles / Milemaker
More informationDefect Repair Report as of 9/12/2014
27.04 Page 1 of 16 Release Notes By Module Framework The system no longer bans you from the EFI Pace refresh screen. 27.04-512 Framework The system now recognizes the Log In Automatically setting on the
More informationACUMATICA CLOUD KEY BENEFITS ACCESS YOUR ERP ANYTIME FROM ANY DEVICE, EASILY SCALE RESOURCES, AND CHOOSE YOUR DEPLOYMENT OPTION WORK THE WAY YOU WANT
ACUMATICA CLOUD ACCESS YOUR ERP ANYTIME FROM ANY DEVICE, EASILY SCALE RESOURCES, AND CHOOSE YOUR DEPLOYMENT OPTION For many small and midsize businesses, choosing software as a service (SaaS) offers the
More informationSage Release Notes. March 2018
Sage 100 018. Release Notes March 018 018 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage
More informationIntroduction to Enterprise Financial Suite. Joanne Dyer Information Systems Engineering
Introduction to Enterprise Financial Suite Joanne Dyer Information Systems Engineering Enterprise Financials Suite. Enterprise General Ledger - XA Release 9.1 Enterprise Accounts Payable - XA Release 9.2
More informationEnhancements in Spectrum Last Updated: April 5, 2018
Enhancements in Spectrum 14.24 Last Updated: April 5, 2018 Status: Thunderbirds are GO! AP BI BI BI BI CM JC JC JC MM PO PO PO PR PR PR PS ST ST ST Use Tax Report Supports Work Orders Deep Linking New
More informationTraining Packages for Enterprise IQ Software
Training Packages for Enterprise IQ Software For more information please contact us at info@arisoftglobal.com. Financial Modules - GL, AR and AP Customer billing cycle, including maintaining master customer
More informationAP TRICKS & TIPS Sept. 22, 2010
New Features in 4.40 Product Update2 1. AP Vendor Electronic Payment AP TRICKS & TIPS Sept. 22, 2010 In AP/Setup/AP Options, you will enable ACH Electronic Payment. Contact your bank for the ACH Interface
More informationSage Accpac ERP 5.6A What's New (Extracted Version)
Sage Accpac ERP 5.6A What's New (Extracted Version) Changes and New Features in System Manager Easier and more efficient program installation and activation. A new License Manager that lets you maintain
More informationBillQuick 2015 Update Log
BillQuick 2015 Update Log List of Items addressed in release 16.0.20.0 February 10, 2016 (SP3A) 1. BillQuick QuickBooks sync was not working due to certification issue. This was fixed. List of Items addressed
More informationActivant Prophet 21. Month/Year End Processing
Activant Prophet 21 Month/Year End Processing This class is designed for System Administrators Operation Managers Accounting Managers Objectives Suggested month end and year end procedures This course
More informationPBS v12.04 contains many new enhancements and fixes. This document explains the benefits and features of the enhancements by module.
What s New in PBS v12.04 by Module System-wide Features Check Reconciliation Order Entry Manufacturing Accounts Payable General Ledger Purchase Order Data Import Manager Passport ACA Accounts Receivable
More informationSage ERP Accpac Online 5.6
Sage ERP Accpac Online 5.6 Integration Resource Guide for Sage ERP Accpac And Sage CRM (Updated: December 1, 2010) Thank you for choosing Sage ERP Accpac Online. This Resource Guide will provide important
More informationHow to Configure the Initial Settings in SAP Business One
SAP Business One How-To Guide PUBLIC How to Configure the Initial Settings in SAP Business One Applicable Release: SAP Business One 8.8 European Localizations English July 2009 Table of Contents Introduction...
More informationConnecting Time Matters/Billing Matters and QuickBooks. 35*45 Consulting - Global 7 Second System
Why Choose QuickBooks... 3 Why Use Billing Matters... 3 Question to Ask... 3 Getting Started in Billing Matters... 4 Getting Started in QuickBooks... 11 Linking Billing Matters and QuickBooks... 14 Using
More informationSanjay Srinivas PH:
Microsoft Dynamics AX 2012 Training course Content [Financials I, II, and Fixed Assets] Financials I Financials I course introduces the student to the Microsoft Dynamics AX 2012 General Ledger Accounting
More informationLICENSE COMPARISON CHART FOR SAP BUSINESS ONE USER TYPES
LICENSE COMPARISON CHART FOR SAP BUSINESS ONE USER TYPES Module Functionality Professional $3,154 Limited CRM $1,666 Limited Limited Financials Logistics $1,666 $1,666 Administration Create New Company
More informationQuickBooks Enterprise 2016
QuickBooks Enterprise 2016 Feature List by Version Year A new shortage report lets you know instantly what's missing for assemblies you need to build Disallow selling to customers with overdue payments
More informationNew in Palladium 2013 Update 2
New in Palladium 2013 Update 2 Contents General Features... 3 User Security Access Rights by Report... 3 Audit Trail on Masterfile & System Setting Changes... 3 Microsoft Certification... 3 Dashboards...
More informationProfessional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010
Professional Software, Inc. MAS 90 / MAS 200 VERSION 4.4 CLASS OUTLINE April 20, 2010 The Business Framework evolution is nearly complete. Modules that are Business Framework ready: General Ledger (4.0)
More informationFinance Module Best Practices Dynamics GP. Speaker Name: McDowell, VanJura, Eichner GPUG
Finance Module Best Practices Dynamics GP Speaker Name: McDowell, VanJura, Eichner GPUG Mike McDowell Experience COO, Mekorma Software CFO for 15 years 12 years working with Dynamics GP Believes in: Working
More informationMAS 500. MAS 500 Version 7.0 Pre-Release Guide
MAS 500 MAS 500 Version 7.0 Pre-Release Guide February 2004 Table of Contents Overview...1 Availability...1 Global Usability Enhancements...1 Distribution Enhancements...2 Manufacturing Enhancements...5
More informationSAP Business One 2005 A Solution Map. Release 2005
SAP Business One 2005 A Solution Map Release 2005 SAP Business One 2005 A Financials General Ledger Tax Banking Cost Accounting Basel II (Europe) Logistics Sales Procurement Inventory Management Production
More informationUtilit-e Insight Getting
2018 User Group Meeting June 4-7, 2018 Utilit-e Insight Getting Started with GL, AP, AR By: Amy Kuhlmann & Heather Fineran Date: 6/4/2018 Page: 1 Table of Contents Getting Started with the General Ledger...
More informationImplementation Outline
Overview Getting Started with Minxware will help you begin using Minxware as quickly as possible. It contains information about setting up the various modules. This chapter presents an overview of the
More informationUnlock the Knowledge. What makes Intuit Enterprise v10 Unique? Brought to you by: Intuit QuickBooks Enterprise Solutions
Brought to you by: Unlock the Knowledge What makes Intuit Enterprise v10 Unique? Presented by: Stacy Y. Patrick, CPA Advanced Certified QuickBooks ProAdvisor Managing Partner Intuit QuickBooks Enterprise
More informationUpdates and Program Enhancements For DBA Classic &
The enhancements, fixes and updates described below are available to users of DBA Classic version 2002.4 or 2004.1. All the features described work in the DBA Classic environment and do not require Evo-ERP.
More informationComplete Course Syllabus (Classes are approximately 1.5 hours) Accounting Track
Accounting Track Understanding System Accounting This class will be a general overview of the system accounting flow for those who have a lighter accounting background or just need to understand the accounting
More informationLICENSE COMPARISON CHART FOR SAP BUSINESS ONE USER TYPES
Administration Create New Company Full Full Administration Choose Company Full Full Full Full Full Full Administration Exchange Rates and Indexes Full Full Full Administration System Initialization Full
More informationGlobal Settings. SIMMS Inventory Management Software February 1, 2012
Global Settings SIMMS Inventory Management Software 2012 February 1, 2012 Contents Global Settings................... 1 General..................... 1 Item & Stock.................... 4 Purchase.....................
More informationSage What s New. March 2018
Sage 100 2018 What s New March 2018 2018 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage Group
More information1 About Deskera ERP 9. 2 Getting Started with Deskera ERP 10
Table of Contents 1 About Deskera ERP 9 2 Getting Started with Deskera ERP 10 2.1 Basic Settings 11 2.1.1 Create Users 12 2.1.2 Manage Application Access 13 2.1.3 Configure Company Settings 14 2.1.4 Import
More informationNow you have even more reasons to love Sage Accpac ERP over 267 of them, in fact.
267 NEW FEATURES Now you have even more reasons to love Sage Accpac ERP over 267 of them, in fact. The 5.4 release of Sage Accpac delivers 267 new features you ve been asking for plus a sophisticated,
More informationSage UK Sage Enterprise Management Training Curriculum
Sage UK Sage Enterprise Management Training Curriculum Table of Contents - Getting Started: Introduction 2 Getting Started: Using the Solution - Common Data 3 3 4 Advanced 5 Using the Solution: Financials
More information<Insert Picture Here> Smart Reporting in E-Business Suite Financials Release 12.1
Smart Reporting in E-Business Suite Financials Release 12.1 Helle Hennings Product Strategy Director The following is intended to outline our general product direction. It is intended
More informationTable of Contents. QuickBooks 2018 Chapter 2: Working with Customers 21. QuickBooks 2018 Chapter 1: Introducing QuickBooks Pro 1
Table of Contents Preface UNIT 1: ESSENTIAL SKILLS QuickBooks 2018 Chapter 1: Introducing QuickBooks Pro 1 Presenting QuickBooks Pro 2 Editions of QuickBooks 2 Determining the Edition 2 Types of Tasks
More informationSage Peachtree Product Overview. New! Sage Peachtree 2012
Sage Peachtree 2009 2012 Product Overview New! Sage Peachtree 2012 Sage Peachtree is the accurate, easy-to-use accounting software that provides the insights and control you need. With the Sage Peachtree
More informationSAP Business One designed for all your small and midsize company s needs
SAP Business One designed for all your small and midsize company s needs Whatever your business we ve got you covered Affordable low total cost of ownership Industry solutions tailored to your needs Comprehensive
More informationPentagon 2000 Software. Month End Closing Procedures. Version 8.0
PENTAGON2000 Software, Inc. QUICK REFERENCE GUIDE Pentagon 2000 Software Month End Closing Procedures Version 8.0 Pentagon 2000 Software, Inc. 15 West 34 th Street 5th Floor New York, NY 10001 Important:
More informationSolar Eclipse Information System (EIS) Release 8.7.9
Solar Eclipse Information System (EIS) Release 8.7.9 Disclaimer This document is for informational purposes only and is subject to change without notice. This document and its contents, including the viewpoints,
More informationMRI General Ledger for Web Operational Training Guide Version 4.2
MRI General Ledger for Web Operational Training Guide Version 4.2 2012 MRI Software LLC. Any unauthorized use or reproduction of this document is strictly prohibited. All Rights Reserved. 2012 MRI Software
More informationRelease Guide to Version 4.1
Release Guide to Version 4.1 October 2005 1 TABLE OF CONTENTS SAGE MAS 90 and Sage MAS 200 v4.1 Overview... 4 Global Enhancements - AR-SO-RMA-BR... 4 Enhanced User Interface...4 Crystal Reports Output...5
More informationPENTAGON2000 Software, Inc.
1 Accounting Introduction PENTAGON2000 Software, Inc. The Pentagon Financials is an Accrual Based accounting system, by which every Sale or Purchase flows via Accounts Receivable and Accounts Payable.
More informationWelcome to the course on the working process across branch companies.
Welcome to the course on the working process across branch companies. In this course we will review the major work processes across branch companies. We will start with the intercompany trade process.
More informationProfessional Web Developers & Software Engineers. Creators of DEALER MANAGEMENT SYSTEM
Professional Web Developers & Software Engineers Creators of DEALER MANAGEMENT SYSTEM DEALER MANAGEMENT SYSTEM Introduction True Track Software is proud to launch Pyramid-DMS, a cloud based fully integrated
More informationMicrosoft Dynamics GP. Sales Order Processing
Microsoft Dynamics GP Sales Order Processing Copyright Copyright 2012 Microsoft. All rights reserved. Limitation of liability This document is provided as-is. Information and views expressed in this document,
More informationCALENDAR & FISCAL YEAR END CLOSING PROCEDURES
CALENDAR & FISCAL YEAR END CLOSING PROCEDURES MICROSOFT DYNAMICS GP RELEASES GP 2013, GP 2015 and GP 2016 Date: 11/30/17 Page 1 CONTENTS CALENDAR & FISCAL YEAR END CLOSING PROCEDURES... 1 General Tips
More informationLicense comparison chart for SAP Business One
PUBLIC License comparison chart for SAP Business One Starter Package Edition Professional Edition Module Functionality Starter Package User Professional Limited Limited (CRM) (Logistics) Limited (Financials)
More informationBillQuick Peachtree Integration
Time Billing and Business Management Software Built With Your Industry Knowledge BillQuickPeachtree Integration Integration Guide BQE Software, Inc. 2601 Airport Drive Suite 380 Torrance CA 90505 Support:
More informationDynamics SL Tips & Tricks Plus Popular Add-Ons for Productivity and Automation. Session 213 Kevin Kueny
Dynamics SL Tips & Tricks Plus Popular Add-Ons for Productivity and Automation Session 213 Kevin Kueny Velosio Redefines Client Experience We were formed based on the idea that our clients should define
More informationWhat s New in e-automate Version 8.5
What s New in e-automate Version 8.5 e-automate 8.5 boasts several updates and new additions* including: Most up-to-date technology platform for windows software development Cutting edge functionality
More informationLICENSE BREAKDOWN SAP BUSINESS ONE v9.2
DATA SHEET LICENSE BREAKDOWN SAP BUSINESS ONE v9.2 LICENSE BREAKDOWN SAP BUSINESS ONE v9.2 SAP Business One is based on a named user licensing model, in which each license is granted to a specific user
More informationSage 500 ERP Sample Reports. Thursday, January 26, 2017
Sage 500 ERP 2017 Sample Reports Thursday, January 26, 2017 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the
More informationBUSINESS ESSENTIALS AND ADVANCED MANAGEMENT
INTRODUCTION People drive business results; amplify their impact and you can achieve greater success. At Microsoft, we believe that when people are equipped with the right tools, they can surmount even
More informationgo vertical. for Microsoft Dynamics AX About MBS Dev Professional Microsoft Dynamics AX Partner Wholesale Distribution Suite
WDS Professional Microsoft Dynamics AX Partner Improve Quality Increase Competitive Edge Enhance Service Deliver Fast Reliable Solutions Wholesale Distribution Suite High Volume Distribution (HVD) Executive
More informationIntuit QuickBooks Enterprise Solutions 11.0 Complete List of Reports
Intuit QuickBooks Enterprise Solutions 11.0 Complete List of Reports Intuit QuickBooks Enterprise Solutions is the most advanced QuickBooks product for businesses with more complex needs. It offers advanced
More informationPrinted in the USA by: clubsystems group, inc.
Copyright 2012 All rights reserved. This book is for the use of the clients and customers of clubsystems group, inc. in conjunction with their software. This book may not be duplicated in any way without
More informationReporting and Dashboards
Reporting and Dashboards Page i Copyrights 2002-2011 Propertyware, Inc. All rights reserved. No part of this publication may be reproduced, transmitted or stored in any archives without the expressed
More informationSage What s New. December 2017
Sage 100 2018 What s New December 2017 2017 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product and service names mentioned herein are the trademarks of The Sage
More informationWelcome to the topic on purchasing items.
Welcome to the topic on purchasing items. 1 In this topic, we will perform the basic steps for purchasing items. As we go through the process, we will explain the consequences of each process step on inventory
More informationAccounts Receivable Reference and Maintenance E-Docs: System Information
Accounts Receivable Reference and Maintenance E-Docs: System Information Table of Contents Overview... 1 Document Layout... 2 Edit System Information Tab... 3 Edit Object Codes Tab... 3 Edit University
More informationExpressMaintenance Release Notes
ExpressMaintenance Release Notes ExpressMaintenance Release 9 introduces a wealth exciting features. It includes many enhancements to the overall interface as well as powerful new features and options
More informationMICROSOFT DYNAMICS GP RELEASES GP 2013, GP 2015, GP 2016, AND GP 2018
MICROSOFT DYNAMICS GP RELEASES GP 2013, GP 2015, GP 2016, AND GP 2018 Table of Contents Page 2 Contents GENERAL TIPS AND REMINDERS... 1 Backups... 1 Timing... 1 History... 2 File maintenance (Optional)...
More informationKeys to Planning Your Microsoft Dynamics SL 2018 Upgrade. Session 512 Kevin Kueny
Keys to Planning Your Microsoft Dynamics SL 2018 Upgrade Session 512 Kevin Kueny Agenda SL 2018 Theme & Release cycle Power BI Power Apps Flow Web Apps Early list of rich client features Available Now!
More informationOVERVIEW OF SAP BUSINESS ONE LICENSE USER TYPES LICENSE COMPARISON CHART
OVERVIEW OF SAP BUSINESS ONE LICENSE USER TYPES LICENSE COMPARISON CHART The following chart details the access rights for the various SAP user licenses in the SAP Business One software. This chart is
More informationBridge. Billing Guide. Version
Bridge Billing Guide Version 2.5.112 Table of Contents Page i Table of Contents Table Of Contents I Introduction 2 Managing Bill To Parties 3 Creating a New Bill to Party 3 Viewing and Navigating Bill
More informationGeneral Business Accounting System
General Business Accounting System We understand that an accounting system is really all about: Better Decision Making As a business grows it becomes more difficult for management to keep up with all the
More informationSage MAS 90 and 200 Virtual User Group Meeting
Sage MAS 90 and 200 Virtual User Group Meeting What s New in Version 4.4 November 18, 2010 Presenters: Bob Whalen Teresa Grady Agenda Recap of What s New in v4.3 Extended Solutions What Now? What s New
More informationQuestion: 1 Which four statements are true about modifying a payment batch? (Choose four.)
Question: 1 Which four statements are true about modifying a payment batch? (Choose four.) A. You can create a zero-amount payment for a supplier site. B. You can remove all invoices for a particular supplier
More informationFoundation Pack (ID: 14,005,200) Designed for Dynamics NAV 2009 Classic or RTC with 49 great features all in one FOB
Foundation Pack (ID: 14,005,200) Designed for Dynamics NAV 2009 Classic or RTC with 49 great features all in one FOB Help our environment Do not print this document Why Foundation Pack from Cost Control
More informationAlphabetical TrulinX Program List
Alphabetical TrulinX Program List Agent Order Commission Receipt by Sales Rep Report Agent Order Commission Receipt Report Adjust FMD Process Agent Orders Agent Order Line Maintenance Agent Order Maintenance
More informationEnd-to-end Business Management Solution for Small to Mid-sized Businesses
End-to-end Business Management Solution for Small to Mid-sized Businesses Successfully manage and grow your business with a comprehensive, simple, total business management solution for SMBs. The SAP Business
More informationSage ERP Accpac 6.0A. SageCRM 7.1 I Integration Update Notice
Sage ERP Accpac 6.0A SageCRM 7.1 I Integration Update Notice 2011 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and all Sage ERP Accpac product and service names mentioned herein are registered
More information