Presenters: Tonderai & Caleb EVE EMPLOYMENT & TRAINING CONSULTANCY

Presenters: Tonderai & Caleb EVE EMPLOYMENT & TRAINING CONSULTANCY

 Selecting an accounting system  Project Tracker Module  Form Designer  Iron Tree Backup  Budget  Report Writer  Tax Manager  Financial Ratios  Bank Reconciliation  Count Inventory (Stock – Take)  Point of Sale Overview  Manufacture Function  Working With Multi-Currency  Receipting Overview  Sage Intelligence Reporting  Bank Manager  Mobile App  Debtors Manager

SELECTING APPROPRIATE ACCOUNTING SYSTEM FUNCTIONALITY required for your business model? Make a list of your major requirements and check if they can be accommodated readily. SUPPORT are there qualified consultants available locally to assist you? YOUR BUSINESS WILL GROW – is the software scaleable to support that growth?.

SELECTING APPROPRIATE ACCOUNTING SYSTEM USER FRIENDLY i.e. easy to set up and intuitive to use? INTEGRATES WITH OTHER TOOLS PRICE This is the last major factor I would consider, if the software supports your business model

PROJECT TRACKER MODULE The project tracker module allows you to manage projects that your company has and this includes managing the budgets that are associated to a specific project. There are extensive reporting options available in this module to assist in managing and budgeting of the various projects created.

Form Designer  Forms Designer lets you customise various documents that you print  You can customise forms such as customer and supplier invoices, quotes, orders, and returns,  statements remittances / cheques, and customer, supplier, and inventory labels.

Iron Tree Backup  Sage Pastel IronTree in the above screen. This is an online backup service, into which you upload your data. This provides you with safe, secure, and off-site backups.

Budget  You can enter and use budgets. Although there are some standard reports that use budget values, you usually use the report writer to create custom budget reports.

Tax Manager  Tax Manger will assists you with the backdating of transactions and the tax report submissions.  Once you have processed your tax report for the specific financial period, Tax Manager will close the specific period.

Financial Ratios  If you have Microsoft Excel, you can analyse the state of your company activities by using financial ratios.  Ratios compare one value against another in order to assess whether there is strength or weakness in that area.

Bank Reconciliation  The system gives you the option of reconciling your bank accounts. Note that the use of this facility is optional. It does not affect your balances in any way.  The bank reconciliation function lets you match the physical bank statement with the system's cash book transactions.

Count Inventory (Stock – Take )  This function lets you perform stock takes. It allows you to confirm that the system's theoretical quantities agree with the physical quantities you count manually.  If there are differences, the system creates inventory journals to correct the theoretical quantities..

Point of Sale Overview  The Point of Sale add-on module gives you the ability to process sales and purchases in a point of sale environment with features such as: ● A simple sales processing screen, fully keyboard driven ● The ability to receive payments for sales and print receipts ● The ability to process returns

Manufacture Function  You use the Manufacture function to manufacture or assemble items using their components.  You access this function via the Process...Manufacture menu option:

Working With Multi-Currency  Setting up Currencies  You enable multi-currency processing and set up currencies in the Multi-Currency tab of the Setup... Company Parameters menu option

Receipting Overview  The Receipting add-on module is a specialised module that lets you enter data once in order to process and print receipts.  You do this without using the cash book. Once you are ready, the system moves the receipts into the cash book for you.

Bank Manager Debtors Manager  Once you grant credit to your customers, it is essential to your cash flow and ultimate profitability to collect all outstanding monies as soon as possible. The Debtors Manager module helps you to optimise your collections process, and generate up to date and accurate cash flow forecasts from your debtors book.

Sage Intelligence Reporting & Report Writer  Sage Intelligence Reporting This add-on module lets you utilise the power of Microsoft Excel for reporting purposes. There are two versions of this module, the Standard Edition and the Advanced Edition.

Questions Comments Concerns ?

 Project Tracker Module  Form Designer  Iron Tree Backup  Budget  Report Writer  Tax Manager  Financial Ratios  Bank Reconciliation  Count Inventory (Stock – Take)  Point of Sale Overview  Manufacture Function  Working With Multi-Currency  Receipting Overview  Sage Intelligence Reporting  Bank Manager  Debtors Manager