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Features   herbst Insight
           The complete office solution

           for business & management

           with fully integrated accounts
On-screen Reporting and
     Analysis grid views
       Unique on-screen                     Herbst Insight boasts a unique grid
           Analysis tools
                                            view system, which presents the data in
           Filtering
                                            a familiar spreadsheet format with
           Sorting
       
           Summarising                       flexible sorting, filtering and analysis
       
           Customise and define columns
                                            capabilities. User specific views can be
           Generate a report from the grid
       
Features



           view                              created and users can also manipulate
                                             their own views.




                                             herbst Insight
Drill-down to Track Details

          Quick Views           Click on Quick View to view one or more
           Summary pages
                                records in more detail and flick between
           Drill-down facility
                                the various tabs to gain the aspect you
                                 wish, for instance you may want to
                                 check a customer’s sales history, credit
Features




                                 control rating, trading terms or contact
                                 details or analyse a group of records
                                 together.




                                 herbst Insight
Quick Entry and Quick Edit

          One-time entry transactions      One time entry means an original
           Edit records just in the lists
                                           document can be converted or cloned
                                            into another without having to rekey all
                                            the data and edited if and when
                                            required. For instance you can convert
Features




                                            Order to Delivery Docket and then
                                            Invoice to Credit Note.
                                            There is a Quick Edit facility allowing you
                                            to update key data across multiple
                                            records in a quick and efficient manner.



                                            herbst Insight
Security and User Rights

          Full company Security Log   Herbst Insight offers great security and
           Multi-user
                                      user rights control. Data can be made
           Full user rights control
                                      available or concealed from users as
                                       required and all data changes to objects
                                       tracked within the Security Log.
Features




                                       Herbst Insight makes available to users
                                       those aspects of the system that they
                                       need to perform their tasks.




                                       herbst Insight
Reporting

          Wide range of predefined         There are numerous pre-configured, but
           reports
                                           highly customisable reports for each
           Customise the existing reports
                                           module - sales, purchases, bank and
           Create new reports
       
           Batch reporting                  cash, nominal ledger, products, etc.
       
           Export all reports to Excel or
                                           All reports, forms and views can be
           Word
Features



           Send reports as mail             customised in accordance with the
          attachments
                                            business and/or user needs.
           Send reports as a fax
       




                                            herbst Insight
Transactions

          Full range of transactions      Insight supports a full range of
           Clone and convert the
                                          transactions from purchases through to
           transactions
           Company Daybook transaction     stock control, sales, bank and cash and
          log                             ultimately the Nominal Ledger entries.
           Contracts
          Print documents from anywhere
       
Features



           in the program
           Show items on a document at a
          glance
           Full relationship between
          documents
           Recurring transactions
       

                                           herbst Insight
Stock Control

          Full sales and purchase analysis    Sales and Purchases Ledgers are tightly
           Historical record of all
                                              integrated with the products module.
           transactions for all products and
           services                            Stock levels are easily maintained and
           Summary sheet analysing             tracked. The stock reorder report
          Product status as at certain date
           Outstanding qty and values
                                               facilitates stock control by comparing
Features



           Sales and purchases for certain     the supply and demand for each
          period
                                               product, highlighting any current or
          Profit analysis
           Best customer and supplier          potential shortfalls. You can view
          Adjustment analysis                 increase/ decrease in quantity, running
       
                                               quantity, cost in and cost out and drill
                                              down to see more information.

                                               herbst Insight
Debtor and Creditor Control

          Credit control analysis            With so much information stored against
           Show all due transactions
                                             your debtors and creditors, debit/credit
           Complete historical analysis
                                             control need no longer be such a
           Full drill down from transaction
       
           to original document               nightmare. With numerous reports and
           Use reminders for overdue
          accounts
                                              user definable views you can track the
Features



           View sales by period, by product   status of outstanding invoices easily
          or by transaction
                                              including outstanding balances and last
           Service charges
          Allow contras with suppliers       payment date and issue dunning letters
          Summary sheet
                                             and customer statements to debtors as
           Transfer balances from one
          customer to another
                                              required.
           State specific Nominal Leger


                                              herbst Insight
           accounts for each customer
       
Bank and Cash

          Real-time link from Sales          The Bank and Cash module is extremely
           Ledger and Purchase Ledger
                                              powerful with on-line multi-document
           On-line bank reconciliation
          Complete control of your petty     and bank statement reconciliation. The
          cash and cash on hand
                                             accounts list shows you bank and cash
           Post transactions to a trader or
          to a Nominal Ledger account
                                              accounts and their properties such as
Features



           Creates automatic bank             balance and cleared balance, etc. Also
          lodgements, from the received
                                              the balances can be viewed in the
           payments
           Print cheques directly onto your   default transaction currencies or
          normal cheque book                 consolidated into one.
       


                                              herbst Insight
Nominal Ledger

          Choose from the Nominal           The multi-level Nominal Ledger
           accounts tree structure, or
                                             comprises of a default set of accounts,
           Nominal accounts grid view list
           Enter Nominal Ledger journals     which can be used as-is or tailored to
          Reverse journals automatically
                                            your business requirements. You can
           Enter automatic VAT Claim
           Multi-account analysis
                                             group and analyse accounts information
       
Features



           Budget facility and analysis      on-line. Herbst Insight boasts an open
          Show account balance on
                                            period architecture allowing you to post
           certain date
          Up to 10 sort groups and          transactions in one period prior to
           unlimited values for each NL      closing the previous period when
          account. Ideal for reporting
           NL account analysis by period
                                             required.
           NL account analysis by


                                             herbst Insight
          transaction
       
Fully Integrated Payroll

          Import Weekly, Fortnightly,     Herbst Insight is fully integrated with
           Four-weekly and Monthly wages
                                           Herbst HRM (Human Resource and
                                           Payroll) package, automatically updating
                                           your Nominal Ledger, bank accounts and
                                           cost centre data.
Features




                                           herbst Insight
Export and Import

          Export/import to/from Microsoft    Customer, supplier, product and
           Excel all objects, their
                                              accounts details can be imported from or
           properties and aged analysis
           Copy any of the screens directly   exported to Microsoft Excel and Word
          to Excel with one click            and there is a highly customisable
           Export all reports to Microsoft
          Excel or Word
                                              facility to import and export from/to
Features



           Export bank transfers to EFTS      ASCII files.
          Files
           Export/import NL journals
          to/from text file
           EDI export/import
       


                                              herbst Insight
Fully Integrated Weighbridge

          Full quarry management system    Weigh transactions can be used not only
           with fully integrated accounts
                                            for weigh in and weight outs for sales
           Connection to the electric
          output weighbridge or            and purchases of goods, but also for
           automatic weighing               managing the warehouse inventory -
           Convert a weigh document into
          a delivery, invoice
                                            stock in and out movements. Weigh in
Features



           Pricing parameters               and out documents can be easily
          Haulers
                                            converted to purchase/sales invoices
          Consignees
          Easi-weigh integration           and weigh documents can be imported
                                           from other packages.




                                            herbst Insight

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Herbst Insight Software

  • 1. Features herbst Insight The complete office solution for business & management with fully integrated accounts
  • 2. On-screen Reporting and Analysis grid views  Unique on-screen Herbst Insight boasts a unique grid Analysis tools  view system, which presents the data in Filtering  a familiar spreadsheet format with Sorting  Summarising flexible sorting, filtering and analysis  Customise and define columns  capabilities. User specific views can be Generate a report from the grid  Features view created and users can also manipulate their own views. herbst Insight
  • 3. Drill-down to Track Details  Quick Views Click on Quick View to view one or more Summary pages  records in more detail and flick between Drill-down facility  the various tabs to gain the aspect you wish, for instance you may want to check a customer’s sales history, credit Features control rating, trading terms or contact details or analyse a group of records together. herbst Insight
  • 4. Quick Entry and Quick Edit  One-time entry transactions One time entry means an original Edit records just in the lists  document can be converted or cloned into another without having to rekey all the data and edited if and when required. For instance you can convert Features Order to Delivery Docket and then Invoice to Credit Note. There is a Quick Edit facility allowing you to update key data across multiple records in a quick and efficient manner. herbst Insight
  • 5. Security and User Rights  Full company Security Log Herbst Insight offers great security and Multi-user  user rights control. Data can be made Full user rights control  available or concealed from users as required and all data changes to objects tracked within the Security Log. Features Herbst Insight makes available to users those aspects of the system that they need to perform their tasks. herbst Insight
  • 6. Reporting  Wide range of predefined There are numerous pre-configured, but reports  highly customisable reports for each Customise the existing reports  module - sales, purchases, bank and Create new reports  Batch reporting cash, nominal ledger, products, etc.  Export all reports to Excel or  All reports, forms and views can be Word Features Send reports as mail customised in accordance with the  attachments business and/or user needs. Send reports as a fax  herbst Insight
  • 7. Transactions  Full range of transactions Insight supports a full range of Clone and convert the  transactions from purchases through to transactions Company Daybook transaction stock control, sales, bank and cash and  log ultimately the Nominal Ledger entries. Contracts  Print documents from anywhere  Features in the program Show items on a document at a  glance Full relationship between  documents Recurring transactions  herbst Insight
  • 8. Stock Control  Full sales and purchase analysis Sales and Purchases Ledgers are tightly Historical record of all  integrated with the products module. transactions for all products and services Stock levels are easily maintained and Summary sheet analysing tracked. The stock reorder report  Product status as at certain date Outstanding qty and values facilitates stock control by comparing Features Sales and purchases for certain the supply and demand for each  period product, highlighting any current or  Profit analysis Best customer and supplier potential shortfalls. You can view  Adjustment analysis increase/ decrease in quantity, running  quantity, cost in and cost out and drill  down to see more information. herbst Insight
  • 9. Debtor and Creditor Control  Credit control analysis With so much information stored against Show all due transactions  your debtors and creditors, debit/credit Complete historical analysis  control need no longer be such a Full drill down from transaction  to original document nightmare. With numerous reports and Use reminders for overdue  accounts user definable views you can track the Features View sales by period, by product status of outstanding invoices easily  or by transaction including outstanding balances and last Service charges  Allow contras with suppliers payment date and issue dunning letters  Summary sheet  and customer statements to debtors as Transfer balances from one  customer to another required. State specific Nominal Leger herbst Insight accounts for each customer 
  • 10. Bank and Cash  Real-time link from Sales The Bank and Cash module is extremely Ledger and Purchase Ledger powerful with on-line multi-document On-line bank reconciliation  Complete control of your petty and bank statement reconciliation. The  cash and cash on hand  accounts list shows you bank and cash Post transactions to a trader or  to a Nominal Ledger account accounts and their properties such as Features Creates automatic bank balance and cleared balance, etc. Also  lodgements, from the received the balances can be viewed in the payments Print cheques directly onto your default transaction currencies or  normal cheque book consolidated into one.  herbst Insight
  • 11. Nominal Ledger  Choose from the Nominal The multi-level Nominal Ledger accounts tree structure, or comprises of a default set of accounts, Nominal accounts grid view list Enter Nominal Ledger journals which can be used as-is or tailored to  Reverse journals automatically  your business requirements. You can Enter automatic VAT Claim Multi-account analysis group and analyse accounts information  Features Budget facility and analysis on-line. Herbst Insight boasts an open  Show account balance on  period architecture allowing you to post certain date  Up to 10 sort groups and transactions in one period prior to unlimited values for each NL closing the previous period when  account. Ideal for reporting NL account analysis by period required. NL account analysis by herbst Insight  transaction 
  • 12. Fully Integrated Payroll  Import Weekly, Fortnightly, Herbst Insight is fully integrated with Four-weekly and Monthly wages Herbst HRM (Human Resource and Payroll) package, automatically updating your Nominal Ledger, bank accounts and cost centre data. Features herbst Insight
  • 13. Export and Import  Export/import to/from Microsoft Customer, supplier, product and Excel all objects, their accounts details can be imported from or properties and aged analysis Copy any of the screens directly exported to Microsoft Excel and Word  to Excel with one click and there is a highly customisable Export all reports to Microsoft  Excel or Word facility to import and export from/to Features Export bank transfers to EFTS ASCII files.  Files Export/import NL journals  to/from text file EDI export/import  herbst Insight
  • 14. Fully Integrated Weighbridge  Full quarry management system Weigh transactions can be used not only with fully integrated accounts for weigh in and weight outs for sales Connection to the electric  output weighbridge or and purchases of goods, but also for automatic weighing managing the warehouse inventory - Convert a weigh document into  a delivery, invoice stock in and out movements. Weigh in Features Pricing parameters and out documents can be easily  Haulers converted to purchase/sales invoices  Consignees  Easi-weigh integration and weigh documents can be imported  from other packages. herbst Insight