Archives: Accounting Modules
- Stock Control
- Multiple Warehouses. Ability to track stock levels across more than one warehouse.
- Multiple Prices and Discounts. Three selling prices plus the ability to add more with Customer Price Matrix.
- Volume discount and discount levels per item are also available.
- Stock Take procedures. Making taking stock counts simple and quick.
- Multiple methods of categorizing and grouping stock for reporting purposes.
- Nominal Ledger
- Budgets. This provides the ability to create budgets for accounts. Comparison Reports on these as well as historical figures. Budget figures can also be imported.
- Reporting Categories. These allow for the creation of sub-accounts.
- Report Writer. This allows for further customization of financial reports to suit your unique requirements.
- Suppliers
- Purchase Analysis Reports. Achieved by using fields such as Areas, Categories, Supplier Transaction Analysis and Extra Supplier Info as well as fields in the Stock Module to produce comprehensive reports.
- Supplier Documents. These can be emailed or printed. The format and layout of your documents can be customized. The ability to import documents is available.
- Supplier Price Lists and Lead Times.
- Payment Schedules and Batches.
- General
- Advanced-Data Analysis. The ability to extra data and present it in Pivot-style tables with graphics.
- Exporting and Customising Grids are two Switches that unlock the power and flexibility of Omni Accounts.
- Report Writer options. These Switches expand the power of Omni Accounts reports.
- Customers
- Sales Analysis Reports. Achieved by using fields such as Sales Reps, Areas, Categories, Customer Transaction Analysis and Extra Customer Info as well as fields in the Stock Module to produce comprehensive reports.
- Customer Documents. These can be emailed or printed individually or in batches. The format and layout of your documents can be customized. The ability to import documents is available.
- Sophisticated Customer Price Matrix integrated to Stock.
- Banking
- Import Banking transactions. This can be configured to import your bank statements.
- Recurring Bank Transactions. The ability to set up recurring banking entries, to handle monthly debit order payments well as debit orders run against customers.
- Multi-Currency Ready. A Bank account can be held in a different currency as well as handling customers and suppliers with different currencies.
The Stock Module has a wide range of additional functionality which is included depending on the Bundle selected or which can be purchased individually.
A few of these are:
The table below shows what Stock Switches are found in what Bundles.
The Nominal Ledger Module has additional functionality which is included depending on the Bundle selected or which can be purchased individually.
The Nominal Ledger Module integrates fully with all the other Accounting and ERP Modules, excepting Stock, where integration comes standard in the Premium Bundle.
Some of these are:
The table below shows what Nominal Ledger Switches are found in what Bundles.
The Suppliers Module has a wide range of additional functionality which is included depending on the Bundle selected or which can be purchased individually.
Some of these are:
The table below shows what Supplier Switches are found in what Bundles.
The General Module contains a very varied mix of additional functionality which is included depending on the Bundle selected or which can be purchased individually.
Some examples are:
The table below shows what General Switches are found in what Bundles.
The Customers Module has a wide range of additional functionality which is included and, depending on the Bundle you select, the functionality is ‘Switched-on’ or you can purchase Switches individually.
Additional document types such as Pro-Forma Invoices, Sales Orders, Delivery Notes and Recurring Invoices are included in higher Bundles. The Customer Module integrates fully with all the other Accounting and ERP Modules.
Some examples of additional Switches are:
The table below shows what Customer Switches are found in what Bundles.
The Banking Module has a range of additional functionality. Depending on the Bundle you select, the functionality is already ‘Switched-On’, if not then you can purchase Switches individually.
Some of these are: