Yunbit ERP. Business process optimization and control

Transcription

1 ERP Business process optimization and control Efficiency, systematizing and decision-making Sales, purchasing, operations, finances logistics and HR About A pioneer in the development of SaaS in Spain, has developed a Cloud Computing technological platform with an array of business management solutions that is adapted to your specific business needs and to any changes in the market. Characteristics of Software 360 Connect all areas of your business, combine our products and even third-party applications. One-of-a-kind implementation, maintenance and support with the assistance of the very best professionals. Adapted to meet all your needs and market changes. 100% customizable. Access all of your information from one single web access point. AEF manages its subscriptions, projects and finances using s ERP platform. It provides operating capacity to all of its associates and control of the activity to the organization s management. Asociación Española de Fundaciones

2 Business process optimization and control ERP enables comprehensive company management that is simple and personalized. Our ERP integrates all of the operational processes of your business, optimizes daily work, avoids errors and duplication in administrative tasks, and makes decision-making easier because it provides a permanent and up-to-date view of the company. ERP With ERP you can control the entire life cycle of your activity: sales, operations, logistics, financial and accounting management, labor management; all cloud-based and easily integrated with any third-party management solution. Control and automate your organization s processes using a single access point Sales With ERP you can optimize sales processes by keeping track of all activity: sales calendar, proposals, orders and shipping notes, warehouse and stock, automating mailings and campaigns. Purchasing Supplier control, tall of the information using a single access point: requests and purchase orders, deliverables, expense provision and payment control will make monthly planning and seeing your projects as a whole much easier. Operations Meticulously track each and every one of your projects. The tool automates workflow, creates alerts and even controls times and associated expenses. This module includes customer service and support functionalities. HR This solution improves the communication and labor management in every process helping to reduce costs, improve employee satisfaction and streamline knowledge management throughout the organization. Finances Toda la operativa financiera: ingresos, gastos, tesorería, gestión y presentación de impuestos, inmovilizados, préstamos, créditos y líneas de crédito, informes financieros y contables. Además, gestión multiempresa y multimoneda. Logistics Inventory management, warehouses, transportation... Manage your product without overlooking anything, all of your stock, supply Functionality summary: - Clients and suppliers. - Logistics. - Sales. - Purchasing. - Projects and operations. - Finances. - Accounting. - HR. - Labor management (payroll). ERP 3

3 Clients and suppliers Client and supplier management: - Associated contact management. - Associated address management. Standard financial information management: - Payment type and deadline. - Automatic invoice contact/address. Activity reporting: - Business activity and related detailed list: FIssued/received invoices. Loans. Purchase orders. Sales. Tasks/activities. Campaigns. Logistics Warehouses: - Multiple warehouses. Items: - Label creation. - Barcodes. - Stock maintenance. - Offers. - Stock prevision. - Automated pricing. - Composition, manufacturing, compound items. Processes: - Reception. - Location. - Returns. - Expediting. - Inventory. Transportation: - Cost calculation. - Types of transport. Purchasing Control of purchases and suppliers: - Purchase orders. - Product and service management. - Cost centers. Pending items: - Automated purchase order generation. - Automated estimate reception using parsing or spiders. Sales - Purchase orders. - Items, products, services. - Price lists. - Rates. - Linked to CRM (if acquired). Activity reporting with the company and a detailed list of all of the business objects that it is involved in: issued/received invoices, loans, purchase orders, sales, tasks/activities, campaigns, etc... 4 ERP

4 Projects and operations - Operation/Project generation by category and typology. - Planner and calendar. - Team management and time tracking (Time Sheet). - Deliverables management and tracking. - Financial management of project, linked to financial module and automatic invoice issuing notifications. - Support/ticketing management system associated to projects, customer service. Basic Reporting: - Project lists: by project manager, delayed, etc. - Project monitoring. - Results account by project (profitability). Finances Multi-business, multi-currency. Analytic structuring: - Categorizing expenses and revenue. - Accounting chart association. Revenue management: - Invoice template management. - Nomenclature management. - Association with sales/purchase orders. - Association with projects. - Invoice emission (PDF and/or e-invoice). - Automatic client invoice sending. Expense management: - Association with purchase orders. - Association with projects. Labor costs (payroll). Basic reporting: - Overall financial insight: general results account and by area or project (project profitability). - Track payables/receivables: payables/receivables, in the next 15 days, overdue, etc. - Revenue report (by client, project, area, category, etc.). - Expense report (by client, project, area, category, etc.). Advanced reporting: The system lets us create the reports a company requires based on its particular needs. Treasury management: - Cash flow control (account balances). - Payables and receivables management: tracking views and alerts. Bank reconciliation: - Transaction loading (from Excel or rule 43). - Bank statement reconciliation with receivables documents (invoices, interest, loans, receipts, etc.) or payables (invoices, loans, etc.). Treasury forecasting. Bank operation automation: - Rules 19 and 34 operating with SEPA. - Loan and credit line management. - Tax management. - Forms 303, 340, 347, 349, 390, 111, 115, 123, 190, 182, 185, 216, 296, etc. - Creation and follow-up of annual budgets: Budget modeling by different aggregation levels: areas, financial categories and subcategories, projects possibility of views by different dimensions of the same budget. Budget scenario simulation: allows item modification and behavior pattern view without having to change the original budget. Detailed access to items from the actual budget that lets you explore the budget to analyze specific item lines % customizable: fields, workflows and associated management processes. ERP 5

5 Accounting - Auto-generated accounting. - Chart of accounts creation by tax year. - Account assignment for: suppliers, clients, employees, analytic categories, VAT, PIT, treasury accounts, etc. - Tax year opening and closing. - The system generates the accounting for the following operations: Invoice issuing. Rectification issuing. Registration of other revenue documents (interest, etc.). Rounding and exchange differences. Expense invoice reception which can be done periodically. Expense rectification reception. Loan and credit installments. Payroll expenses. Treasury activity (expenses and revenue) by bank reconciliation. Accrued expenses and revenue. Taxes. Annual depreciation. - Additionally, manual entries can be made to complete the accounting. Basic reporting: Based on that operational process the accounting tracking reports and ledgers are generated: Daily, Ledgers, Debit and Credit, Gains and Losses, Balance sheet, debit and credit cash flow status, status, asset change status... Advanced reporting: The system allows us to include analytics information in the journal entries (third-party, CECO, employee, project...) in order to create all sorts of analytics reports based on the accounting. Human Resources (Employee Portal) Based on the four main pillars: - Internal communication. - Participation and interactivity. - Company-employee process automation - Integration with other labor management tools. This module provides: - Employee directory management. - Recruiting and personal data management (posts, offices, areas/departments, hierarchies, workday). - Vacation and paid time-off management. - Time and attendance HR reports (Time Sheets) and access control. Labor management (payroll) - Social Security: TC. Registration, Cessation. Medical leave and incidents. - Payroll creation. - Access to payroll by employee. - Payroll linked to finance and accounting. - Annual withholding certificates. - Model 145 declaration. - Contract management. - Agreement management: Posts. Payment. Leave. - Locations: Hours. Work calendar. - Attendance management (vacation, leaves...). 6 ERP

6 Additionally... - Able to integrate with labor management solutions (SAP, Meta4, PeopleSoft, etc.). - Integration with Google Apps. - Associated document management. - Relation, unification and association in business process management. - Possibility of creating personalized reports. - Third-party and ETL connection APIs available Main panel of the application Commercial sales report Accounting Task manager Price Starting at 69 * / per user * Available in Professional and Enterprise versions. ERP 7

7 Customers who trust in Your Cloud Business Partner ERP CRM RRHH Web & ecommerce Offering customized business management solutions since 2004 Alcalá 119 3º derecha, 28009, Madrid