Exchequer Accounts Package - System Wide Features

Exchequer software has been developed to include many features as well as the capability to add more through modules. But what lies at the heart of the Exchequer software is the system wide features, which include daybooks, future-proof technology and tightened security.

NAVIGATING AROUND THE SYSTEM

It is vitally important, especially in an accounting environment, that data entry is fast, flexible and above all user-friendly. The Exchequer CRM software, Enterprise has been specifically designed to suit all levels of users, from novice to power users who need to jump around all areas quickly.

Navigating your way around Enterprise can be achieved using either the drop-down menus, the speed buttons, or by using the function key short-cuts - whichever suits your style.

The context-sensitive help in Enterprise is second to none. There is a "What's this?" help facility on every field and button within the system, together with tutorials, guides and examples.

OPEN PERIOD

Unlike most accounting systems, Enterprise does not have time consuming period-end or year-end routines, which often destroy the valuable data that you have entered.

It keeps history for as long as you want, and you can go back to view or print reports for any previous period or year. Imagine the power of being able to draw upon your rich historical data for analysis and comparison, or being able to start a new year without having to wait for time consuming year end adjustments.

Users with the highest level of security can also post transactions to previous periods and all balances are automatically brought forward.

DAYBOOKS

All transactions are entered via a 'daybook', where they can be held before being posted to the general ledger. This gives all the advantages of live updates of customer, supplier and stock balances, with the flexibility to review and amend transactions (with strict password control) before committing them to the general ledger.

Each daybook has an "Auto" tab, which is used for generating recurring transactions, in the sales, purchase and general ledgers. Ideal for rental or contract invoicing, direct debits, standing order and regular journals, such as depreciation, pre-payments and accruals.

The daybook is a good example of how Enterprise has combined several areas of the system into one single window, making it simple to navigate and therefore easier to use. In most systems, sales invoicing, cash receipts, order entry and setting up regular invoices would all be performed in different parts of the system. In Enterprise, the ergonomic design contains all of these functions within one 'sales daybook' window, using the tabs at the top to separate each area.

FUTURE-PROOF

The Exchequer CRM software solution, Enterprise has been developed specifically for the 32-bit Windows environment and can be used on multiple workstation platforms across a network. Due to the technology upon which Enterprise is built, the system automatically adapts to the different look and feel of the various Windows operating systems available.

SECURITY

Virtually every single option and button within Enterprise can be password controlled. Rather than being 'greyed-out', the options will disappear completely from view if a user does not have access.

e-TECHNOLOGY

Enterprise embraces the power of electronic communication and the Internet to provide a number of productivity benefits to your organisation.

Transactions, reports, statements and remittance advices can be emailed as well as faxed and printed. You can also set-up business alerts which will send an email or SMS text message to a pre-defined list of people whenever a certain event occurs, such as credit limits exceeded, stock levels low, orders received or cash levels low.

You also have the option of implementing an authorisation workflow system for remote managers, allowing them to authorise requisitions, orders or invoices via email. Enterprise will also run across the Internet, allowing you to centralise your global operations by providing access to Enterprise from any Internet connection anywhere in the world.

Key Benefits

No destructive period or year-end routines. All history is instantly available in original detail

A simple, logical and easy-to-use interface, with a familiar windows 'look and feel'

A unique 'daybook' for entering and reviewing transactions entered

Drill down from any balance, to show monthly values. Drill down from any monthly values to show a list of transactions. Drill down on any transaction to show original document with re-print, fax or email options

ObjectDrill™; an immensely powerful drill-around navigation tool, giving you access to any data which is linked to any transaction, instantly

Open multiple windows from any module, whilst in any other area, without disruption or delay

Simultaneous access to all screens by all concurrent users

Logical use of keyboard shortcuts and powerful on-line help, packed with tutorials, examples and context-sensitive help

Multiple preventative maintenance measures built-in, such as transaction roll-back, providing peace-of-mind

Comprehensive security and a wide range of system switches and customisable fields for optimising the system to your requirements

Multi-Company Manager with up to 5 companies as standard and options to increase as required

International VAT, GST and Sales Tax, plus EC Intrastat and EMU compliance

Optional Paperless Module for sending transactions via fax or email, plus with e

Business Module the option to send XML transactions

Extensive forms designer utility

No need to wait for time consuming tasks or reports to finish due to advanced multi-threading technology

Dynamic links to Microsoft Excel for instant live management reports