Herbst Insight is a comprehensive office solution for business management, featuring integrated accounting, customizable reports, and user-specific views through a unique grid analysis tool. It allows users to manage transactions, stock control, debtor and creditor analysis, and has a robust security system for handling multi-user rights. Additionally, the software includes functionalities for payroll integration, export/import capabilities, and weighbridge management for efficient operational processes.

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