General Ledger

Use multiple companies in one ledger and stop logging out, just to log back in to use a different company.

Fix errors before posting.

Use journal entries for bank transfers (journal entries are included in bank reconciliations).

Easily create recurring journal entries, then quickly generate them for routine monthly transactions.

Import journal entries from spreadsheets.

Reports include Income Statement (Profit & Loss), Balance Sheet, Trial Balance, and Account Transaction details.

Accounts Receivable

Edit invoices before payment.

Easily and quickly email invoices and statements to customers.

Aging report includes percentage of total for each aging grouping, 30, 60, and 90 days past due helping you quickly identify clients with large overdue balances.

Flag problem customers as on-hold, COD, or limit invoice total. Add special instructions and internal notes for staff viewing.

Include your term of service with each invoice.

Accounts Payable

Allocate each invoice detail line to different accounts, locations, departments, jobs, projects, or any other reporting identifier you wish.

Fix coding errors before payment.

Print cheques (checks) to completely blank stock.

By printing the MICR encoding, you can use one source of stock for all your bank accounts.

Keep stock at home or multiple offices with no worries of cheque numbers losing synchronization.

Email payment stubs for eTransfers and ACH's. Include eTransfer passwords in email.

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.