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Hello. I came out to see you today because I think it may be time to look at a better accounting and business management system for you. I am concerned that you get what you need not what a salesman wants to sell you. I am going to show you QuickBooks Enterprise Solutions since I think it may fit your needs and your budget.
The document provides an overview of new features and enhancements in Sage 100 ERP 2015. Key updates include expanded paperless office capabilities, color-coding by company for easier differentiation, enhanced sorting and selection options on audit reports, and new visual process flows for manufacturing and period-end processes. It also outlines integration improvements between Sage 100 ERP and Sage CRM 7.3, including launching Sage 100 tasks directly from Sage CRM and maintaining relationships without workstation setup. Additional changes relate to purchasing, inventory, payments, security, and reporting to support the Affordable Care Act.
QuickBooks Enterprise 2017 Complete Feature List.
Contact Intuit Premier Reseller: HECTOR@GARCIACPA.COM for more information about purchasing QuickBooks.
This document provides an overview and summary of new features and enhancements in Sage 100 ERP 2015. Key highlights include improvements to core accounting modules like general ledger, accounts payable, and accounts receivable to streamline workflows. Additional enhancements were made to purchasing, inventory management, sales orders, security, Paperless Office, business intelligence/reporting, credit card processing, and usability. The release also includes support for new Affordable Care Act reporting requirements. Overall, the goals of the release were to increase productivity, enhance controls and security, and improve the user experience.
The document provides an overview of the fundamentals and key features of the accounting software Tally.ERP 9. It describes the objectives of the lesson which are to understand the salient features, components, how to start and exit the software, and set up companies. It then outlines the introduction, features and capabilities of Tally.ERP 9 including accounting, inventory, payroll, data migration, duties and taxes.
Sage 100c is a complete ERP solution for small and medium businesses that need to automate processes, connect employees, and gain business insight. It offers customizable financial management, inventory management, production, sales, and HR/payroll features. Sage 100c integrates all vital business functions and can be expanded through add-on solutions. It provides tools to improve operations, increase accuracy, complete orders on time, speed up decision-making, add customers, and grow margins.
The document describes Soffront CRM's integration with QuickBooks. It provides a seamless, bi-directional integration that allows users to synchronize customer, invoice, sales order, and payment information between the two systems. This integration gives users a 360-degree view of customers and eliminates duplicate data entry.
The document discusses new features in Tally.ERP 9 including remote access, simplified installation, licensing changes, and a new control center interface. Key points include:
- Tally.ERP 9 allows remote access to company data through Tally.NET using remote user IDs and passwords.
- The new installer allows configuring license server and application installation separately for easier setup.
- Licensing introduces accounts, site licensing for multiple locations, and centralized management through the control center.
- The control center enables creating users, configuring sites, and managing licenses across locations.
SAP Business One for Service & MaintenanceKevin Kuttappa
SAP Business One for Service & Maintenance is the ideal choice for companies with maintenance, repair and overhaul (MRO) operations. SAP Business One for Service & Maintenance provides essential functions for preventative and corrective maintenance, including comprehensive service orders combined with job scheduling, capacity planning and flexible invoicing.
The document provides an overview of new features and enhancements in Sage 100 ERP 2015. Key updates include expanded paperless office capabilities, color-coding by company for easier differentiation, enhanced sorting and selection options on audit reports, and new visual process flows for manufacturing and period-end processes. It also outlines integration improvements between Sage 100 ERP and Sage CRM 7.3, including launching Sage 100 tasks directly from Sage CRM and maintaining relationships without workstation setup. Additional changes relate to purchasing, inventory, payments, security, and reporting to support the Affordable Care Act.
QuickBooks Enterprise 2017 Complete Feature List.
Contact Intuit Premier Reseller: HECTOR@GARCIACPA.COM for more information about purchasing QuickBooks.
This document provides an overview and summary of new features and enhancements in Sage 100 ERP 2015. Key highlights include improvements to core accounting modules like general ledger, accounts payable, and accounts receivable to streamline workflows. Additional enhancements were made to purchasing, inventory management, sales orders, security, Paperless Office, business intelligence/reporting, credit card processing, and usability. The release also includes support for new Affordable Care Act reporting requirements. Overall, the goals of the release were to increase productivity, enhance controls and security, and improve the user experience.
The document provides an overview of the fundamentals and key features of the accounting software Tally.ERP 9. It describes the objectives of the lesson which are to understand the salient features, components, how to start and exit the software, and set up companies. It then outlines the introduction, features and capabilities of Tally.ERP 9 including accounting, inventory, payroll, data migration, duties and taxes.
Sage 100c is a complete ERP solution for small and medium businesses that need to automate processes, connect employees, and gain business insight. It offers customizable financial management, inventory management, production, sales, and HR/payroll features. Sage 100c integrates all vital business functions and can be expanded through add-on solutions. It provides tools to improve operations, increase accuracy, complete orders on time, speed up decision-making, add customers, and grow margins.
The document describes Soffront CRM's integration with QuickBooks. It provides a seamless, bi-directional integration that allows users to synchronize customer, invoice, sales order, and payment information between the two systems. This integration gives users a 360-degree view of customers and eliminates duplicate data entry.
The document discusses new features in Tally.ERP 9 including remote access, simplified installation, licensing changes, and a new control center interface. Key points include:
- Tally.ERP 9 allows remote access to company data through Tally.NET using remote user IDs and passwords.
- The new installer allows configuring license server and application installation separately for easier setup.
- Licensing introduces accounts, site licensing for multiple locations, and centralized management through the control center.
- The control center enables creating users, configuring sites, and managing licenses across locations.
SAP Business One for Service & MaintenanceKevin Kuttappa
SAP Business One for Service & Maintenance is the ideal choice for companies with maintenance, repair and overhaul (MRO) operations. SAP Business One for Service & Maintenance provides essential functions for preventative and corrective maintenance, including comprehensive service orders combined with job scheduling, capacity planning and flexible invoicing.
AeroTrac Premium Plus is a commercial off-the-shelf software designed for aviation MRO providers to control business processes and improve management. It handles inventory management, purchasing, sales, aircraft maintenance, and planning. The software provides reliable data, enhances processes, and improves visibility to help users increase profits, improve performance, and get value for their money.
The document provides an overview of IBS Enterprise supply chain management software. It describes modules for supply management, purchasing, inventory control, logistics, manufacturing, distribution financials, business intelligence, sales and operations planning, supply chain integration, and warehouse management. Key capabilities include supplier relationship management, demand and supply planning, inventory optimization, purchasing automation, logistics and warehouse management, manufacturing scheduling, financial reporting, business analytics, and supply chain collaboration. The software is designed to streamline, automate, and accelerate critical supply chain processes from planning through delivery.
The document summarizes the Data Exchange module for Sage 200, which automates data transfers between Sage 200 and third party systems. It integrates Sage 200 with e-commerce sites and other systems through import and export of items like sales orders, stock levels, and financial transactions. The module supports CSV and XML formats, multi-company installations, and customization of additional import/export routines if needed.
IBM Sterling Distributed Order ManagementLightwell
Deliver a superior customer experience through efficient order orchestration with IBM Sterling Distributed Order Management.
Benefits:
• Deliver the perfect order
• Provide highly personalized service
• Support expanded product and service offerings
• Provide more accurate promise dates
• Leverage new fulfillment strategies
• Improve order ll rates and cycle times
• Reduce order management costs
• Reduce buffer stock inventory
• Maximize customer satisfaction and revenue
• Minimize shipping and expediting costs
• Easily on-board new clients or acquired divisions
This document provides an overview of new and improved features in Oracle Financials Cloud Release 13, including enhanced integration with EPM Cloud, asset management improvements, expanded budgetary control functionality, and improved cash management tools. Key updates include more seamless data integration between Financials and EPM Cloud, automatic depreciation calculation for assets, expanded budget balance reporting, and ability to import non-standard bank statement formats.
The document provides an overview of SAP R/3 including its modules, architecture, benefits and key features. It describes the main SAP R/3 application modules like FI, CO, MM, SD, PP etc. and summarizes their key elements and functions. It also explains organizational units, master data, match codes, documents and customization as important SAP specific features. Finally, it outlines the benefits of integration and key advantages of using the SAP system.
Paylite is a web-based HRMS solution developed using Microsoft technologies to help customers achieve their business objectives. It has over 150 customers across the Middle East and GCC. The document discusses Paylite's modules which include HRMS, payroll, self-service, recruitment management, appraisal, and timesheet. It also covers country-specific localization features, licensing options, and screenshots of the user interface.
BizzTrax Pro - Enterprise Resource Planning Software - Pakistan's Best ERPEfroTech
18 Years of Business Applications experience; with Over 1,000 Clients; in 21 different Industry Verticals; having Implementations in 30+ Countries; and Resellers in 15+ Countries; recognition through Winner Trophies at P@SHA ICT Award 2013 and Nomination for BizzTrax ERP (http://www.BizzTrax.com) at APICTA 2013 in Hong Kong; for 3 products, PROUDLY MADE IN PAKISTAN!
The document discusses several major ERP software systems - SAP ERP, Oracle Apps, Microsoft Dynamics NAV, and PeopleSoft. It provides overview information on each software, describing what they are used for and some of their key modules. The major ERP software systems are designed to integrate various business operations like finance, supply chain management, human resources, and customer relationship management.
Computerized accounting involves using accounting software and spreadsheets to track business transactions electronically, rather than with manual ledgers. It allows for faster processing and reporting of financial data. The document discusses computerized versus manual accounting and provides an overview of components of a computerized accounting system such as transactions, storage, and reports. It also covers features of computerized accounting systems like preparation of timely accounts, control over records, and flexibility.
The document discusses the upgrade process from Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013. It outlines that the upgrade can be done either in-place on an existing CRM 2011 server or by installing CRM 2013 on a new server and database. It also summarizes key considerations for the upgrade such as supported platforms, solution and database changes, and removal of legacy features.
Seamless Process & Business Process Management - Srikrishnan SundararajanJyothi Satyanathan
The document discusses process innovation and how it can help organizations achieve business goals. It provides examples of how process innovation has helped companies in various industries improve key metrics like customer satisfaction, reduce costs, speed up processes, and detect security threats earlier. The document also summarizes IBM's approach to process innovation, including capabilities for process discovery, visibility, collaboration, governance, and how these can be used to address common business challenges. It outlines IBM's delivery approach of collaborative, iterative development to help clients achieve targeted outcomes.
FinancialForce Accounting for Salesforce. Put an end to re-keying data & using spreadsheets to create invoices. Eliminate CRM and accounting data silos. Put your Billing, AR, AP, GL, Financial Reporting & CRM all on one platform!
This is presentation from Quickbooks. It highlights the features of QBooks Enterprise Edition. People looking for an ideal fiancial system solution for their organizations can view and assess this software
Compare 3 Accounting and Operational Systems: Financial and Reporting Capabil...Blytheco
With hundreds of system options on the market today, when you are ready for a change, how do you know which is best for you?
Join us for our webinar series “Compare 3 Top Accounting/Operational Systems”. In three 30-minute webinars, we’ll look at Sage 100, Quickbooks, and Microsoft Dynamics across major functional categories and arm you with the information you need to make a decision.
Compare 3 accounting and operational systems financial and reporting slides...Blytheco
This document summarizes and compares the key capabilities of Sage 100, Microsoft Dynamics GP, and QuickBooks accounting and operational systems. It provides an overview of each system's financial capabilities including system security, traceability of transactions, intercompany transactions, tax filing, and workflows. It also examines reporting capabilities such as financial reporting, dashboards and KPIs, and multicompany consolidation. The document concludes with a brief discussion of where each solution fits best based on factors like industry focus, technology orientation, and implementation support.
Compare 3 Accounting and Operational Systems: Financial and Reporting Capabil...Blytheco
With hundreds of system options on the market today, when you are ready for a change, how do you know which is best for you?
Join us for our webinar series “Compare 3 Top Accounting/Operational Systems”. In three 30-minute webinars, we’ll look at Sage 100, Quickbooks, and Microsoft Dynamics across major functional categories and arm you with the information you need to make a decision.
Transition from QuickBooks to Business CentralNavision India
As QuickBooks is getting dysfunctional in India, it’s the right time to move to an advanced accounting solution and scale up financial management like a pro. For the most part, a seamless transition from QuickBooks to Dynamics 365 Business Central provideS extensive to elevate the accounting process and deliver a robust experience.
Businesses with complex accounting can pick Dynamics 365 Business Central over QuickBooks to share a common codebase, ensuring complete consistency and ease of transition between on-premise and cloud versions.
At NavisionIndia, connect to adept Business Central Consultants and Accounting Experts to capitalize on business trends via a seamless transition from QuickBooks to Business Central.
QuickBooks applications are the best accounting software opted by companies of all sizes to handle their financial operations. As businesses expand, they need multiple users to work and collaborate on financial data simultaneously. QuickBooks multi-user remote access can enhance productivity in the organization, which we will learn in this blog. visit: https://blog.a2accountants.com/heres-how-to-set-up-quickbooks-multi-user-remote-access/
AeroTrac Premium Plus is a commercial off-the-shelf software designed for aviation MRO providers to control business processes and improve management. It handles inventory management, purchasing, sales, aircraft maintenance, and planning. The software provides reliable data, enhances processes, and improves visibility to help users increase profits, improve performance, and get value for their money.
The document provides an overview of IBS Enterprise supply chain management software. It describes modules for supply management, purchasing, inventory control, logistics, manufacturing, distribution financials, business intelligence, sales and operations planning, supply chain integration, and warehouse management. Key capabilities include supplier relationship management, demand and supply planning, inventory optimization, purchasing automation, logistics and warehouse management, manufacturing scheduling, financial reporting, business analytics, and supply chain collaboration. The software is designed to streamline, automate, and accelerate critical supply chain processes from planning through delivery.
The document summarizes the Data Exchange module for Sage 200, which automates data transfers between Sage 200 and third party systems. It integrates Sage 200 with e-commerce sites and other systems through import and export of items like sales orders, stock levels, and financial transactions. The module supports CSV and XML formats, multi-company installations, and customization of additional import/export routines if needed.
IBM Sterling Distributed Order ManagementLightwell
Deliver a superior customer experience through efficient order orchestration with IBM Sterling Distributed Order Management.
Benefits:
• Deliver the perfect order
• Provide highly personalized service
• Support expanded product and service offerings
• Provide more accurate promise dates
• Leverage new fulfillment strategies
• Improve order ll rates and cycle times
• Reduce order management costs
• Reduce buffer stock inventory
• Maximize customer satisfaction and revenue
• Minimize shipping and expediting costs
• Easily on-board new clients or acquired divisions
This document provides an overview of new and improved features in Oracle Financials Cloud Release 13, including enhanced integration with EPM Cloud, asset management improvements, expanded budgetary control functionality, and improved cash management tools. Key updates include more seamless data integration between Financials and EPM Cloud, automatic depreciation calculation for assets, expanded budget balance reporting, and ability to import non-standard bank statement formats.
The document provides an overview of SAP R/3 including its modules, architecture, benefits and key features. It describes the main SAP R/3 application modules like FI, CO, MM, SD, PP etc. and summarizes their key elements and functions. It also explains organizational units, master data, match codes, documents and customization as important SAP specific features. Finally, it outlines the benefits of integration and key advantages of using the SAP system.
Paylite is a web-based HRMS solution developed using Microsoft technologies to help customers achieve their business objectives. It has over 150 customers across the Middle East and GCC. The document discusses Paylite's modules which include HRMS, payroll, self-service, recruitment management, appraisal, and timesheet. It also covers country-specific localization features, licensing options, and screenshots of the user interface.
BizzTrax Pro - Enterprise Resource Planning Software - Pakistan's Best ERPEfroTech
18 Years of Business Applications experience; with Over 1,000 Clients; in 21 different Industry Verticals; having Implementations in 30+ Countries; and Resellers in 15+ Countries; recognition through Winner Trophies at P@SHA ICT Award 2013 and Nomination for BizzTrax ERP (http://www.BizzTrax.com) at APICTA 2013 in Hong Kong; for 3 products, PROUDLY MADE IN PAKISTAN!
The document discusses several major ERP software systems - SAP ERP, Oracle Apps, Microsoft Dynamics NAV, and PeopleSoft. It provides overview information on each software, describing what they are used for and some of their key modules. The major ERP software systems are designed to integrate various business operations like finance, supply chain management, human resources, and customer relationship management.
Computerized accounting involves using accounting software and spreadsheets to track business transactions electronically, rather than with manual ledgers. It allows for faster processing and reporting of financial data. The document discusses computerized versus manual accounting and provides an overview of components of a computerized accounting system such as transactions, storage, and reports. It also covers features of computerized accounting systems like preparation of timely accounts, control over records, and flexibility.
The document discusses the upgrade process from Microsoft Dynamics CRM 2011 to Microsoft Dynamics CRM 2013. It outlines that the upgrade can be done either in-place on an existing CRM 2011 server or by installing CRM 2013 on a new server and database. It also summarizes key considerations for the upgrade such as supported platforms, solution and database changes, and removal of legacy features.
Seamless Process & Business Process Management - Srikrishnan SundararajanJyothi Satyanathan
The document discusses process innovation and how it can help organizations achieve business goals. It provides examples of how process innovation has helped companies in various industries improve key metrics like customer satisfaction, reduce costs, speed up processes, and detect security threats earlier. The document also summarizes IBM's approach to process innovation, including capabilities for process discovery, visibility, collaboration, governance, and how these can be used to address common business challenges. It outlines IBM's delivery approach of collaborative, iterative development to help clients achieve targeted outcomes.
FinancialForce Accounting for Salesforce. Put an end to re-keying data & using spreadsheets to create invoices. Eliminate CRM and accounting data silos. Put your Billing, AR, AP, GL, Financial Reporting & CRM all on one platform!
This is presentation from Quickbooks. It highlights the features of QBooks Enterprise Edition. People looking for an ideal fiancial system solution for their organizations can view and assess this software
Compare 3 Accounting and Operational Systems: Financial and Reporting Capabil...Blytheco
With hundreds of system options on the market today, when you are ready for a change, how do you know which is best for you?
Join us for our webinar series “Compare 3 Top Accounting/Operational Systems”. In three 30-minute webinars, we’ll look at Sage 100, Quickbooks, and Microsoft Dynamics across major functional categories and arm you with the information you need to make a decision.
Compare 3 accounting and operational systems financial and reporting slides...Blytheco
This document summarizes and compares the key capabilities of Sage 100, Microsoft Dynamics GP, and QuickBooks accounting and operational systems. It provides an overview of each system's financial capabilities including system security, traceability of transactions, intercompany transactions, tax filing, and workflows. It also examines reporting capabilities such as financial reporting, dashboards and KPIs, and multicompany consolidation. The document concludes with a brief discussion of where each solution fits best based on factors like industry focus, technology orientation, and implementation support.
Compare 3 Accounting and Operational Systems: Financial and Reporting Capabil...Blytheco
With hundreds of system options on the market today, when you are ready for a change, how do you know which is best for you?
Join us for our webinar series “Compare 3 Top Accounting/Operational Systems”. In three 30-minute webinars, we’ll look at Sage 100, Quickbooks, and Microsoft Dynamics across major functional categories and arm you with the information you need to make a decision.
Transition from QuickBooks to Business CentralNavision India
As QuickBooks is getting dysfunctional in India, it’s the right time to move to an advanced accounting solution and scale up financial management like a pro. For the most part, a seamless transition from QuickBooks to Dynamics 365 Business Central provideS extensive to elevate the accounting process and deliver a robust experience.
Businesses with complex accounting can pick Dynamics 365 Business Central over QuickBooks to share a common codebase, ensuring complete consistency and ease of transition between on-premise and cloud versions.
At NavisionIndia, connect to adept Business Central Consultants and Accounting Experts to capitalize on business trends via a seamless transition from QuickBooks to Business Central.
QuickBooks applications are the best accounting software opted by companies of all sizes to handle their financial operations. As businesses expand, they need multiple users to work and collaborate on financial data simultaneously. QuickBooks multi-user remote access can enhance productivity in the organization, which we will learn in this blog. visit: https://blog.a2accountants.com/heres-how-to-set-up-quickbooks-multi-user-remote-access/
The document summarizes the core components of Infor CloudSuite Industrial, an end-to-end manufacturing solution. It includes Infor CloudSuite Industrial (SyteLine) which provides comprehensive functionality for different production modes from engineer-to-order to make-to-stock. Additional components include CloudSuite APS for lean planning, CloudSuite Service for service management, and CloudSuite Workbench Suite for role-based data access and analytics. The solution runs on the Microsoft .NET platform and additional add-ons can be purchased for extra functionality.
Tally Solutions Pvt. Ltd., is an Indian multinational company, co-founded by Shyam Sunder Goenka and his son Bharat Goenka that provides an enterprise resource planning software, headquartered in Bangalore, Karnataka India.
Founded in 1986.
The company reports that its software is used by more than 1.8 Million customers across the globe.
QuickBooks Desktop 2024: A Comprehensive Guiderobineder352
QuickBooks Desktop remains one of the most popular accounting software packages for
small businesses in 2024. With its user-friendly interface, robust features and affordable
pricing, QuickBooks Desktop provides an all-in-one solution to manage key financial
processes.
This comprehensive guide will explore the key capabilities of QuickBooks Desktop 2024 and
provide tips to help you get the most out of the software. Whether you're new to QuickBooks
or looking to get reacquainted with the latest version, read on for an overview of everything
QuickBooks Desktop has to offer.
How to reduce complexity by segregating your data with Virtual WorkspacesLeanIX GmbH
LeanIX Virtual Workspaces make it possible for enterprises to operate across a shared IT inventory while setting specific access rights to protect confidential data or reducing the complexity of a workspace for certain business units. LeanIX admins now have the ability to decide which users can access Fact Sheets and to segment their workspaces according to e.g. enterprise brands or business units—all while e.g. keeping a common Business Capability model intact. The new feature is based on a flexible concept using Access Control Entities (ACEs) and Access Control Lists, and a group-view is available built-in to allow for centralized analyses.
Learn about Lightwell's B2B Framework that includes:
- Over 300 pre-built components and assets
- Pre-defined, configurable rules-based processes for most common communication, translation, and routing needs
- Centralized visibility and control of documents and processes
- End-to-end visibility and 360° life-cycle tracking
- Simplified trading partner onboarding and management
- Secure, role-based access for business users and partners
- Individualized dashboards and reporting for business and technical users
- And more
#NextIsNow System Center Q1 2014 from CiresonCireson
Travis Wright presents on the major developments, releases and announcements coming from Cireson - your System Center experts in Q1 2014.
www.cireson.com
IBM Solutions Connect 2013 - Increase Efficiency by Automating IT Asset & Ser...IBM Software India
More than investing, managing and controlling IT assets is critical in an organisation. Companies have a lot to gain by maintaining control of IT assets. They can avoid massive unplanned expenses, increase productivity and provide easy access to information for decision making. When designing an IT asset management (ITAM) program, organisations need to keep the above in mind so as to make the most of their investments. Go through the presentation to find out more how IBM SmartCloud suite of solutions can help you achieve the above.
Altius is a company that provides enterprise performance management solutions to help companies better understand their organizational data through products, consulting, and support. Their FlexMI product suite enables streamlining of manual business processes associated with financial and operational data. Altius combines their technology solutions with process expertise to continually deliver strategic value in response to changing industry demands, focusing on the upstream oil and gas industry. Their solutions include tailored consolidation models, advanced analytics, ease of adoption through Excel, and security controls.
The document discusses Call Center View and View-Lite software for call centers. It summarizes that the software allows call centers to share information and add enhancements cost-efficiently using XML and SQL databases. It provides features like real-time monitoring of agent performance, historical reports, and call recording to improve customer service and reduce costs. The software includes options like integrated IVR and queue wait time announcements.
Mulesoft becomes a core solution following Salesforce's acquisition and integration into Salesforce's new cloud, Customer 360.
Here's an introduction to this software.
The presentation includes a list of new features included in the Salesforce Spring '19 release.
Is your business poised for long-term growth?
Which engineers are under-performing?
Are you meeting all of your SLA commitments?
How do you know if your services are priced correctly?
Who is your most profitable client?
Understand your business.
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For more information about Autotask:
Integrated Computer Systems, Inc.
3/F Limketkai Bldg., ortigas Ave., Greenhills, San Juan City 1502 Philippines
Tel: (+63 2) 744 3000 • 727 3801
Fax: (+63 2) 721 4502 • 621 9464
Email: info@ics.com.ph
Website: http://www.ics.com.ph
The document provides a comparison of the top 10 accounting software packages. It discusses key features of accounting software such as accounts receivable, accounts payable, invoicing and reporting. Beyond basic functionality, top solutions offer additional features for power, flexibility and customization. The document then provides a table that lists and compares the top 10 accounting software, including pricing, key features, additional features, and sample customers. It concludes by recommending that organizations also explore related financial management software solutions to supplement their accounting software choice.
Provides context sensitive help
Menu bar: Contains menus to access various features
Tool bar: Contains shortcut buttons for commonly used features
Status bar: Displays status messages
Work area: Area where data is entered and reports are viewed
2.2.3 Tally.ERP 9 Exit
To exit Tally.ERP 9, click on File > Exit or press Alt+F4.
You will be prompted to save the data if any changes have been made. Click Yes to save the
changes or No to discard the changes and exit Tally.ERP 9 without saving.
You can also exit Tally.ERP 9 by clicking on the close button (X) in the title bar.
This document introduces the Remote Controller® Meetup Group for QuickBooks® Consultants. It provides an overview of the presenter's experience, the participant profile, mission to support QuickBooks consultants, meeting protocols, training goals on Intuit products, and opportunities to partner with Remote Controller®, including recruitment, referrals, and support.
5 Tips for Creating Standard Financial ReportsEasyReports
Well-crafted financial reports serve as vital tools for decision-making and transparency within an organization. By following the undermentioned tips, you can create standardized financial reports that effectively communicate your company's financial health and performance to stakeholders.
2. Elemental Economics - Mineral demand.pdfNeal Brewster
After this second you should be able to: Explain the main determinants of demand for any mineral product, and their relative importance; recognise and explain how demand for any product is likely to change with economic activity; recognise and explain the roles of technology and relative prices in influencing demand; be able to explain the differences between the rates of growth of demand for different products.
The Rise of Generative AI in Finance: Reshaping the Industry with Synthetic DataChampak Jhagmag
In this presentation, we will explore the rise of generative AI in finance and its potential to reshape the industry. We will discuss how generative AI can be used to develop new products, combat fraud, and revolutionize risk management. Finally, we will address some of the ethical considerations and challenges associated with this powerful technology.
Abhay Bhutada Leads Poonawalla Fincorp To Record Low NPA And Unprecedented Gr...Vighnesh Shashtri
Under the leadership of Abhay Bhutada, Poonawalla Fincorp has achieved record-low Non-Performing Assets (NPA) and witnessed unprecedented growth. Bhutada's strategic vision and effective management have significantly enhanced the company's financial health, showcasing a robust performance in the financial sector. This achievement underscores the company's resilience and ability to thrive in a competitive market, setting a new benchmark for operational excellence in the industry.
Lecture slide titled Fraud Risk Mitigation, Webinar Lecture Delivered at the Society for West African Internal Audit Practitioners (SWAIAP) on Wednesday, November 8, 2023.
1. Elemental Economics - Introduction to mining.pdfNeal Brewster
After this first you should: Understand the nature of mining; have an awareness of the industry’s boundaries, corporate structure and size; appreciation the complex motivations and objectives of the industries’ various participants; know how mineral reserves are defined and estimated, and how they evolve over time.
Vicinity Jobs’ data includes more than three million 2023 OJPs and thousands of skills. Most skills appear in less than 0.02% of job postings, so most postings rely on a small subset of commonly used terms, like teamwork.
Laura Adkins-Hackett, Economist, LMIC, and Sukriti Trehan, Data Scientist, LMIC, presented their research exploring trends in the skills listed in OJPs to develop a deeper understanding of in-demand skills. This research project uses pointwise mutual information and other methods to extract more information about common skills from the relationships between skills, occupations and regions.
BONKMILLON Unleashes Its Bonkers Potential on Solana.pdfcoingabbar
Introducing BONKMILLON - The Most Bonkers Meme Coin Yet
Let's be real for a second – the world of meme coins can feel like a bit of a circus at times. Every other day, there's a new token promising to take you "to the moon" or offering some groundbreaking utility that'll change the game forever. But how many of them actually deliver on that hype?
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...Donc Test
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby, Hodge, Verified Chapters 1 - 13, Complete Newest Version Solution Manual For Financial Accounting, 8th Canadian Edition by Libby, Hodge, Verified Chapters 1 - 13, Complete Newest Version Solution Manual For Financial Accounting 8th Canadian Edition Pdf Chapters Download Stuvia Solution Manual For Financial Accounting 8th Canadian Edition Ebook Download Stuvia Solution Manual For Financial Accounting 8th Canadian Edition Pdf Solution Manual For Financial Accounting 8th Canadian Edition Pdf Download Stuvia Financial Accounting 8th Canadian Edition Pdf Chapters Download Stuvia Financial Accounting 8th Canadian Edition Ebook Download Stuvia Financial Accounting 8th Canadian Edition Pdf Financial Accounting 8th Canadian Edition Pdf Download Stuvia
Financial Assets: Debit vs Equity Securities.pptxWrito-Finance
financial assets represent claim for future benefit or cash. Financial assets are formed by establishing contracts between participants. These financial assets are used for collection of huge amounts of money for business purposes.
Two major Types: Debt Securities and Equity Securities.
Debt Securities are Also known as fixed-income securities or instruments. The type of assets is formed by establishing contracts between investor and issuer of the asset.
• The first type of Debit securities is BONDS. Bonds are issued by corporations and government (both local and national government).
• The second important type of Debit security is NOTES. Apart from similarities associated with notes and bonds, notes have shorter term maturity.
• The 3rd important type of Debit security is TRESURY BILLS. These securities have short-term ranging from three months, six months, and one year. Issuer of such securities are governments.
• Above discussed debit securities are mostly issued by governments and corporations. CERTIFICATE OF DEPOSITS CDs are issued by Banks and Financial Institutions. Risk factor associated with CDs gets reduced when issued by reputable institutions or Banks.
Following are the risk attached with debt securities: Credit risk, interest rate risk and currency risk
There are no fixed maturity dates in such securities, and asset’s value is determined by company’s performance. There are two major types of equity securities: common stock and preferred stock.
Common Stock: These are simple equity securities and bear no complexities which the preferred stock bears. Holders of such securities or instrument have the voting rights when it comes to select the company’s board of director or the business decisions to be made.
Preferred Stock: Preferred stocks are sometime referred to as hybrid securities, because it contains elements of both debit security and equity security. Preferred stock confers ownership rights to security holder that is why it is equity instrument
<a href="https://www.writofinance.com/equity-securities-features-types-risk/" >Equity securities </a> as a whole is used for capital funding for companies. Companies have multiple expenses to cover. Potential growth of company is required in competitive market. So, these securities are used for capital generation, and then uses it for company’s growth.
Concluding remarks
Both are employed in business. Businesses are often established through debit securities, then what is the need for equity securities. Companies have to cover multiple expenses and expansion of business. They can also use equity instruments for repayment of debits. So, there are multiple uses for securities. As an investor, you need tools for analysis. Investment decisions are made by carefully analyzing the market. For better analysis of the stock market, investors often employ financial analysis of companies.
OJP data from firms like Vicinity Jobs have emerged as a complement to traditional sources of labour demand data, such as the Job Vacancy and Wages Survey (JVWS). Ibrahim Abuallail, PhD Candidate, University of Ottawa, presented research relating to bias in OJPs and a proposed approach to effectively adjust OJP data to complement existing official data (such as from the JVWS) and improve the measurement of labour demand.
1. QuickBooks
Enterprise Solutions 8.0
Meeting growing businesses’ distinctive wants with
QuickBooks legendary easy use
Call +1(855)999-1904 for help
www.quickbooksaccounting.org
2. QuickBooks Enterprise Solutions
Small & Midsized businesses need…
Multiple Users, A lot of User Management & Access
Multiple users bit finance and accounting as a business grows
The users have a lot of outlined tasks inorder that they would like
differing levels/rights of access to information.
Some users don’t seems to be at the physical location in order that
they would like access from different locations.
The actions of the users must be monitored higher with activity
pursuit (audit trail)
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3. QuickBooks Enterprise Solutions
Midsized businesses need… Performance &
Scalability
Need to track higher volumes of shoppers, vendors,
staff and products/services.
Need quick, granular access to info.
Specific news of economic info is vital as result of
there’s a lot of at stake.
Software application could also be terribly subtle and
want property.
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4. QuickBooks Enterprise Solutions
Product Overview
What it is:
QuickBooks Enterprise Solutions is that the most powerful
QuickBooks product with the capability, speed, and support for
up to 20 synchronic users required by growing businesses
Includes all commonplace QuickBooks features – and Enterprise-
only features for monetary management, measurability,
advanced inventory management and business analysis
Available in industry-specific editions for Contractors,
Manufacturers and Wholesalers, Nonprofits, Professional Services
Firms, Retailers and Accounting Professionals
Who it’s for:
Businesses using different ‘mid-market’ applications that are too
tough to use or too high-priced to keep up.
Current QuickBooks users outgrowing professional or Premier.
+1(855)999-1904
5. QuickBooks Enterprise Solutions
Let’s Start with the Good Face
QuickBooks has been well-known for its terribly
friendly user interface… simple to try and do work,
straightforward to navigate.
Less learning/training curve with the intuitive
interface .
Unlimited technical support is accessible 24/7 as
a part of the complete Service arrange.
You also have a fanatical support team
throughout commonplace business hours.
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6. QuickBooks Enterprise Solutions
Multiple Users, More User Control & Access
Enterprise Solutions comes in 5 / 10 / 15 / 20 user choices.
You can quickly & simply setup user permissions supported thirteen
customary user roles
You can customise 100+ permission preferences to create user access
additionally more specific
Remote access through Terminal Services
Enhanced audit trail is on all the time, while not a retardation in
performance
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8. QuickBooks Enterprise Solutions
Users List and User Roles
Two tabs: User List and
Role List
Users List may be a list of
users presently registered
Role List can facilitate to
jump-start the user setup
From this Role screen:
Add, edit, duplicate,
or delete a user
View permissions
of a user
+1(855)999-1904
9. QuickBooks Enterprise Solutions
Set Up a New User with a Role
Type the new username
Add password and
confirm (highly
recommended)
Highlight role and click
on “Add”
A user might have over
one role (which happens
in smaller companies)
+1(855)999-1904
10. QuickBooks Enterprise Solutions
Editing a User Role is Easy
The role is know as and
outlined
The access is shown
visually on the left
On the right the precise
access is outlined by
checkboxes
Very simple to review
and maintain
+1(855)999-1904
11. QuickBooks Enterprise Solutions
Capacity for Names and Items Lists
You can add many thousands
of clients, vendors and
employees and hundreds of
thousands of inventory, non-
inventory and repair items*
If you wish a lot of, add-on
packages are out there to
manage larger lists
*Disclaimer: Enterprise Solutions allows you to add up to one million names (e.g. customers, vendors, employees) and up to one million items
(e.g. inventory, non-inventory, and service items). Some performance degradation is likely as your lists approach these size thresholds.
+1(855)999-1904
12. QuickBooks Enterprise Solutions
Remote Access using Terminal Services
Connect remote employees with Terminal
Services
This allows for employees outside of your
physical location to login as users for your
business
It uses an Online Application Program
It has full word security and restricted
access based mostly upon the user
permissions you setup for every user
Your dedicate support team will assist in
setting this up for you
+1(855)999-1904
13. QuickBooks Enterprise Solutions
Advanced Inventory Functionality
Purchasing
Production &
Inventory Control
Sales
• Manufacturer’s Part
Number*
• Backorder on
Purchase Order
• Unit of Measure
Conversion
• Bill of Materials:
ability to track non-
inventory parts
• New! Multiple
Warehouse Location
Tracking**
• New! Serial and Lot
Tracking**
• New! Bar Coding**
• Available to Promise
• Sales Order
Fulfillment Worksheet
• Pricing
Enhancements:
• Enhanced
Rounding
Options*
• Bill of Materials:
Ability to add non-
inventory part to
COGS.
• Multiple SO to INV
• Multiple Ship-To*
• Backorder on SO/INV
• Print Pick List/
Packing Slip from SO
Features for
purchasing,
production,
and sales
*Also in Pro/Premier (all)
**Requires Velocity Inventory for QuickBooks Enterprise Solutions. Additional fees apply for monthly subscription.
+1(855)999-1904
14. QuickBooks Enterprise Solutions
Backorder Column on PO, SO, INV
Receive a part of an order
Partially fulfill with an order
Track remainder till utterly
received/fulfilled
On all order-related
transactions
+1(855)999-1904
17. QuickBooks Enterprise Solutions
Human Resource Management: Employee
Organizer
Track a range of
employee data
Integrated to the
QuickBooks
payroll system
Provides a range of
management reports
Includes Employment
Law Update Service
+1(855)999-1904
18. QuickBooks Enterprise Solutions
Intuit Business Intelligence
Profit and Loss Dashboard
Perform ‘what if’ analysis to project profit and
loss eventualities for your business
Profitability Dashboard
Get an an summary of sales, expense, and
profit numbers for various time periods
Sales Dashboard
View Prime 10 customers, items and categories
by total sales, open sales orders, and earnings
3 licenses for Intuit Business Intelligence included
with purchase of Enterprise Solutions
+1(855)999-1904
19. QuickBooks Enterprise Solutions
Financial Statement Designer
Provides total management over finances preparation
Manager-specific reports is developed and memorized
while not exporting to a spreadsheet (like Excel, for
example)
Quick learning time for users since the feature-set
sounds looks like a spreadsheet
+1(855)999-1904
21. QuickBooks Enterprise Solutions
Financial Statement Designer Column and Row
Properties
Column Properties – full
management over naming
Row Properties –
full management over naming,
content, variety characteristics
+1(855)999-1904
22. QuickBooks Enterprise Solutions
Financial Statement Designer Cell Properties
Cell Properties has total
management over what
goes into every cell
Cell Type
Dating, including
date range
Filtering of data
including class
and
customer/job
+1(855)999-1904
23. QuickBooks Enterprise Solutions
Financial Statement Designer Statement
Properties
The Statement Properties has
five types:
Balance Sheet
Income Statement
Cash Flow Statement
Ratios
Retained Earnings
Custom – if you really
want a challenge!
+1(855)999-1904
26. QuickBooks Enterprise Solutions
Combining Financial Reports from Multiple
QuickBooks Data Files
The detailed report grid
includes:
Type of report
Date range
Reporting basis
Combined Entity
Name
QuickBooks data
files to include
+1(855)999-1904
27. QuickBooks Enterprise Solutions
Key Features Added to QuickBooks Enterprise
Solutions 8.0
Advanced Inventory Management from
speed Inventory
Included EDI Integration with
TrueCommerce EDI
Profitability, COGS, & Sales Dashboards from
Intuit Business Intelligence
Run your Database Server on Linux
Improved Start-up Performance
Run Key Financial Reports Faster
Google Maps and Directions
Improved Outlook Integration
Easier Data Import into Enterprise Solutions
+1(855)999-1904
28. QuickBooks Enterprise Solutions
Integrated Software Solutions
Visit www.qbes.com/integratedsolutions to search out
software package that integrates seamlessly with
Enterprise Solutions
Find a software package resolution that matches your
specific business want, including:
Customer Relationship Management (CRM)
Time & Project following
Manufacturing
Barcode Scanning
Human Resource Management
Document Management
eCommerce Solutions
Electronic Data Interchange (EDI)
+1(855)999-1904
29. QuickBooks Enterprise Solutions
http://marketplace.intuit.com
Listed by industry (e.g., manufacturing)
Listed by function (e.g., job floor control)
Listed by developer name (e.g., Fishbowl)
Search window available
Summary of packages
Contact information and websites
More QuickBooks Compatible Applications
at the Solutions Marketplace
+1(855)999-1904
30. QuickBooks Enterprise Solutions
Full Service Plan –
Support & Upgrades Annual Subscription
First year subscription is included with software purchase.
Full Service Plan includes:
All product upgrades
Dedicated support team will be assigned during business
hours
Regular QuickBooks tech support available after hours
24/7
“Solve each incident with one call +1 855-999-1904 ”
Call of any issue: from trouble printing checks to need
assistance designing a report
Online backup service: up to 10 GB of free online
backup storage
Annual renewal $1750 (5 users), $3000 (10 users),
$4100 (15 users), $6000 (20 users)*
*Pricing as of September 2007; subject to change.
+1(855)999-1904
31. QuickBooks Enterprise Solutions
What Enterprise Customers Are Saying
“QuickBooks Enterprise Solutions offered the best of both
worlds – a comprehensive system that is both easy-to-use and
affordable.”
– Jon Elder, CFO, West Virginia High Tech Consortium
Foundation
“It [Enterprise Solutions] allows us to do things even $100,000
software can’t do.”
– Glenn Woodbury, Power and Control
“[Microsoft Great Plains] is not designed with the customer in
mind… we’ve been very reticent in implementing it even though
we’ve spent $100,000 on the project so far…”
– Kevin Grauman, Outsource Group
+1(855)999-1904
32. QuickBooks Enterprise Solutions
The Next Step
We have reviewed the system as it relates to your
business
We have discussed the features that help with scale
and financial control
We have discussed Intuit’s (and QuickBooks
Enterprise Solutions’) commitment to your success
Where do we go from here?
+1(855)999-1904
Editor's Notes
notes to presenter:
This presentation has been developed with a number of animations. Each time you see a mouse icon in the Speaker Notes, advance the presentation by clicking the mouse or “page down” button on your keyboard and the presentation will animate as appropriate.
Hello. I came out to see you today because I think it may be time to look at a better accounting and business management system for you. I am concerned that you get what you need not what a salesman wants to sell you. I am going to show you QuickBooks Enterprise Solutions, since I think it may fit your needs and your budget.
As you have seen, with your business growing, user access is a big thing for you.
You have more people that need to get into your system to do work.
Their jobs or tasks are more defined/specific, so it is really important that they only get access to the areas they need to do their jobs.
I think you will also like the idea of having some people get into your system from outside the building. I will be more helpful to you, for sure. You will be more effective yourself as well as any of your workers who can do some things from home or on the road.
I am also concerned that we will be able to track access in the system. The audit trail will report on activity in the system. It is ‘on’ all the time.
Beyond the need for more users, you need more of many other things:
You have or will have more customers, more vendors, more items.
You will want your information quicker and probably in more detail.
There may be some existing software that drives your business, or some new software that will help drive your business. These software packages can probably be attached to Enterprise Solutions.
What it is:
QuickBooks Enterprise Solutions is a financial and business management solution that offers the best QuickBooks performance, capacity, controls, reporting and support for up to 20 simultaneous users. For those familiar with QuickBooks, it includes all Premier Edition features-- as well as Enterprise only features. Industry-specific editions contain all of the above, including tools and reports specific to that industry.
Who it’s for:
Growing businesses being underserved by QuickBooks Pro or Premier (or Peachtree), or being over-served by other ‘mid-market’ financial systems (e.g. Microsoft Great Plains, Sage MAS 90). Good for Contractors, Manufacturers and Wholesalers, Nonprofits, Professional Services Firms and Retailers looking for industry-specific editions.
Enterprise Solutions looks exactly like regular QuickBooks. That’s the genius of Enterprise Solutions. If you are switching from another version of QuickBooks (e.g. Pro or Premier), upgrading is easy. If you are new to QuickBooks, then you will find it easy to learn and train your staff with the setup tools and easy user interface.
If you have questions your dedicated support team is standing by for your question. There also is unlimited tech support available 24/7, which is a huge cost savings.
I am very concerned about having more people using your system. It is so important that we can determine precisely what each user has access to and what you want them to stay out of. You can start with the Preset User roles if you like. If you would like to do some modifications you can, or you can give a user more than one preset role. It all depends on your staffing and job duties. It is easy to review the access, user by user, and to make any changes necessary.
You can get in through Terminal Services if outside of your building. Your dedicated support team can help you set this up.
The audit trail runs much faster in this version, so you can leave it running all the time.
Here is the first step to doing user access work. From the main menu&gt;Company&gt;Users, and then either setup or View.
There are two tabs on this screen. The user list just tells you who you have already set up in your system.
The Role List allows you to use the pre-set roles.
If you start with a new user,
The first information is the user’s name.
Then add a password. This is highly recommended so that you have better control over your system and there is less chance of anyone misusing another user’s access.
What about the roles?
Well, you can select as many as you want for a user.
In a smaller business, some duties overlap onto one person, QBES allows you to add more than one role for a person.
After you have set up a user you must ALWAYS go into the permissions and review it. I have always found something that may need a change. This is very quick and easy. Look at the most sensitive areas first: that is always your biggest concern.
QuickBooks Pro and Premier have list limits of 14,500 names (customers, vendors and employees) and 14,500 items (inventory, non-inventory and service items).
If customer needs more than 1 million names or items, then look to an add-on package that can manage the associated lists. Many times the vendor list is small, but the customers and/or the item list is very long. So look to a package that can manage the customer list and/or the item list outside of QuickBooks.
Terminal Services is a piece of software that comes with Microsoft Windows 2000 and 2003. It allows for a computer outside the business to access your company’s data files, such as QuickBooks Enterprise Solutions. It runs through an internet browser and has password security.
Version 8.0 added some great new features to give you advanced inventory control and tracking. These features can be categorized into the different processes we know are important for product-based businesses.
For example, we know when you purchase items for your business, sometimes suppliers don’t have your full order in stock and will ship you a partial order. You can reflect this partial receipt with a Backorder Column on Purchase Orders.
A similar scenario plays out in Sales – A Backorder Column is now available on Sales Orders/Invoices to accurately depict partial fulfillment to your customers.
This eliminates a lot of scrambling to keep the books accurate and puts management in a much better position to make decisions about purchasing and order fulfillment.
Here is what the Backorder Column looks like on a Purchase Order:
It looks similar – easy to read and to understand what transaction actually occurred – on your Sales Orders and Invoices.
If you weren’t able to reflect staged fulfillment on your purchases or sales, you would get wide variances between QuickBooks and reality over time and many transactions.
Another great feature is the Available to Promise screen.
Allows for the ability to check, at the click of a button and at the point where they need it most, the availability of any inventory item.
From the Sales Order or Invoice screen, you can click a button that shows you the quantity on hand, the quantity currently claimed by other sales orders, and the quantity currently claimed by pending builds.
You can then deduce the true quantity &quot;available to promise&quot; to the customer.
If there isn&apos;t any on-hand, this feature also allows you the ability to open up related POs and Builds that will show when replenished inventory is anticipated.
Another inventory feature added that helps with the Sales process is the Sales Order Fulfillment Worksheet:
As sales orders stack up, deciding which orders to fulfill first can be tricky for a business, particularly when there&apos;s a scarcity of inventory and the business has to pick and choose which to fill first, each of which has a deadline they&apos;re working against.
The Sales Order Fulfillment Worksheet gives you the information needed to quickly assess which orders make the most sense to fulfill now.
The worksheet presents critical info, like the customer name, the items ordered, the amount of the order, and whether or not the order can be fulfilled at current inventory levels. The worksheet also helps you to:
-- Conduct what-if analysis to see how fulfilling a particular order will affect the company&apos;s ability to fulfill others.
-- Track partially fulfilled orders by distinguishing partially fulfilled orders from all others.
-- Sort the information in meaningful ways that assist in determining which orders to fulfill first.
The worksheet also acts as a launching point for various fulfillment workflows, including invoicing and printing pick lists and packing slips.
More responsibility comes with more employees.
The employee organizer is integrated to your payroll and accounting system.
It has a set of management reports.
There is also a service which allows for e-mail communication on a wide range of Employment Law topics.
Intuit’s new Business Intelligence application powered by Business Objects lets officers/executive of the company quickly assess your business performance without having to access QuickBooks. You can view trends and accurately analyze sales, expenses and profitability data to monitor business progress and gain insight into future performance. It’s a web-based application, so you can access the reports any time, any where there’s an Internet connection.
Profit and Loss Dashboard
See what’s really affecting the bottom line with the P&L “What If” dashboard. Using last year’s numbers as a baseline, you can build projections that accurately reflect revenue and expense relationships and help provide different profit and loss scenarios for your business.
Profitability Dashboard
Get an overview of sales (invoiced and open orders), expense (fixed and COGS), and profit numbers for different time periods. You can compare actual data with budgets, evaluate yearly performance and view business trends.
Sales Dashboard
Find out what your key sales drivers are and where your money is coming from. Get the ability to view the top ten customers, items and classes by total sales, open sales orders, and gross profit. You can also view these lists for the current month, quarter or year to date; also view for last or current fiscal year.
The Financial Statement Designer will open up a myriad options for developing reports that come from the general ledger.
Wow! It looks like Excel, only better!
Just remember it is not just What is in a row or a column but also Where is the row or column. I can remember a beautiful report one company had the Description column in the middle of the page. To the left of the Description was Last Year’s information and to the Right is This year’s information. This kind of thing can now be done in Enterprise Solutions.
The cells can have a whole bunch of information including some filtering.
The statement properties establish the type of report it is: a standard GAAP presentation or even a Custom arrangement. And ratios as well. The ratios are always very, very helpful but very time consuming to produce without a tool like the Financial Statement Designer.
Each report has a statement date, which can be a calendar month, or a user-defined date range. And there is control to prepare on a cash or accrual basis.
There may be a variety of reasons for this function to work well. A franchisee may have separate business units with separate QB files. A business owner may have a variety of businesses and wants a consolidated view across all businesses. There may be separate ownership for a variety of businesses, but centralized management.
We are just going to have to think through your operation and see if it will be helpful.
This is how it is done.
This is a simple report grid to use but is very complete as to options.
Run your shop more efficiently with integrated business software solutions for Enterprise Solutions. This online resource has industry-specific software which integrates seamlessly with Enterprise Solutions and helps streamline business operations. For example, for manufacturers we have add-ons like Velocity Inventory for more advanced inventory tracking. Created by independent developers with first-hand knowledge of your industry, these integrated software solutions help eliminate double data entry and save you time, so you can focus on more important things like managing and growing your business! Visit www.qbes.com/integratedsolutions today.
There are even more (~400) QuickBooks compatible software solutions available on the QuickBooks Solutions Marketplace. Visit http://marketplace.intuit.com and search for solutions by industry, task/function, or developer name.
The Full Service Plan is a very comprehensive service contract. There are dozens of technicians all housed in Arizona for this tech support. Everyone speaks good English, as their first language. It is included in the price the first year, after that, it is renewed each year at the current rate of $750 - $2000 (depending on 5, 10, 15, or 20 users) Techs are available all day, every day. During the normal workday, your company will be assigned a tech team to work with your company. That team will become familiar with your company operations. Their approach is to solve each incident with one phone call.
If you have a third party product, then there is no finger pointing, the third party product tech support is conferenced in to the call to help solve the problem.
Anything is fair game: from new users with “which button to push” to report writing and system maintenance.
So you have spent time, one-on-one with this end-user.
All the key new features of QuickBooks has been discussed. Now, is the company ready to move forward, or is there a need to think about it more?
What are the open questions, and how committed are YOU to getting this company onto Enterprise Solutions.
You have just made an investment with your time. Please be sure you have a chance to get a return on that investment.
What do they need: demo disk? White paper?
Who is calling who? And When?