General Ledger

Manage multiple companies within a single ledger, eliminating the need to log out and back in to switch between entities. Fix errors before posting entries to maintain accuracy.

Use journal entries for bank transfers, seamlessly integrating them into your bank reconciliations. Effortlessly create recurring journal entries for routine monthly transactions, and quickly generate them when needed. You can also import journal entries directly from spreadsheets for added convenience.

Access key reports such as Income Statements (Profit & Loss), Balance Sheets, Trial Balances, and detailed Account Transaction reports to keep your financials in check.

Accounts Receivable

Admin staff can edit invoices before payment, ensuring accuracy. Easily email invoices and statements to customers with just a few clicks.

The aging report shows the percentage of total for each grouping—30, 60, and 90 days past due—so you can quickly identify clients with significant overdue balances.

Flag problematic customers as on-hold, COD, or set invoice limits. You can also add special instructions and internal notes for staff reference.

Include your terms of service on every invoice for clear communication with customers.

Accounts Payable

Allocate each invoice detail line to various accounts, locations, departments, jobs, projects, or any reporting identifier you choose, for precise tracking.

Correct coding errors before payments are processed to ensure accuracy.

Print cheques (checks) on completely blank stock, including the MICR encoding, allowing you to use a single stock for all your bank accounts. Easily manage cheque stock across multiple offices or home locations without losing cheque number synchronization.

For eTransfers and ACH payments, email payment stubs and include eTransfer passwords directly in the email for secure and efficient processing.

Inventory Control

Multi-location inventory.

Quickly view inventory balances in real-time.

Perform inventory counts, transfers, and use parts internally for repairs & maintenance.

Use the Shipping & Receiving functionality for complete warehouse management

Purchasing

Set minimum on-hand and reorder quantities by bin by location.

Auto generate PO's when inventory levels fall below minimum on-hand quantities.

Assign supplier name and product codes to your products for use on PO's.

Shipping & Receiving

Print packing slips for outgoing shipments.

Capture signatures, GPS, and upload photos for completed deliveries.

Use unpacking slips for incoming shipments which include bin numbers for easily storage.

Work Orders

Record and dispatch work orders to technicians with an email alert.

Have your technicians record parts installed, hours worked, distance travelled, and enter detailed notes of work performed.

Upload before and after photos.

Use internal notes for communications between your techs and invoicing team.

Capture signatures and GPS upon completion. This sets the work order status completed and ready for invoicing

Have your invoicing team quickly and easily create, review, and email invoices for completed work orders.

Manufacturing

Create assembly orders from bills of materials for planning and item gathering.

Easily modify assemblies for custom orders.

Generate and save completed assemblies to update inventory balances.

Assembled items are removed from inventory and replaced by the item created using the costs of the items included.

Optionally add labor and other costs for inclusion in the final assembled items costing.