A Quick Overview.  Counties, Cities, Villages, Townships  Charter Schools  Non-Profit Organizations  Large or Small Organizations Pontem’s scalable.

Slides:



Advertisements
Similar presentations
IPS of Boston Checks On Demand! ® Welcome! To navigate this presentation, first click in this window, then use the arrow keys on your keyboard. Welcome!
Advertisements

Visualize Success 2011 Alan Chorney Professional Services Visual South, Inc. Use Excel to Extract Accounting Data.
Little Used, but Powerful Features with GP Cathy Fregelette, CPA, PMP Practice Manager BroadPoint Technologies September 20, 2012.
ForFUND Accounting New Features in st Screen Mirasoft, Inc. The Fund Accounting Software Company.
Use Link AP and PO Documents ( ) to make a connection between a purchase order, receipt, or return transaction generated in the Purchasing module.
GALVESTON COUNTY, TX P-CARD TRAINING GALVESTON COUNTY.
What’s New in GE Part 1 (AR, AP, PO, Job Cost Presented by: Derek Kratz.
PantherSoft Financials Smart Internal Billing. Agenda  Benefits  Security and User Roles  Definitions  Workflow  Defining/Modifying Items  Creating.
Paperless Online Payroll, Integrated HR & Report Generating System.
NextGen Trustee Reports This class will review NextGen Trustee reports and how to run them. We will cover which reports are best suited for various needs.
General Ledger Client Write-Up Our General Ledger Write-Up system is a sophisticated program, designed specifically for accounting ad bookkeeping professionals.
TownHall Software, Inc. Features of the MARGE Accounting System.
Features of the MARGE Municipal Accounting Program.
SISFin and the HR Portal. Click Select an Account to explore in either module The Fund Accounts and Budget Preparation modules are much the same.
CHIPS ® Microsoft Windows CHIPS ® Fund Based Payroll Designed for Microsoft Windows Donald R. Frey & Company 40 N. Grand Ave. Suite 303 Ft. Thomas, KY.
Jewelry Inventory Management Software Your Logo Here Welcome to a demonstration of Del Mar Data Systems Jewelry Inventory Management.
Walker & Company, CPAs, P.C. Your Day-to-Day Business Bookkeeping Solution CBS Click to Continue Presented by: Walker & Company, CPAs, P.C.
6 th Annual Focus Users’ Conference 6 th Annual Focus Users’ Conference Accounts Receivable Presented by: Robert Myers Presented by: Robert Myers.
6 th Annual Focus Users’ Conference 6 th Annual Focus Users’ Conference ERP Accounts Payable ERP Accounts Payable Presented by: Kim Newman ERP Project.
ACT PRO SERVICES Your Day-to-Day Business Bookkeeping Solution CBS Click to Continue Presented by: Act Pro Services.
Accounting Interface:
Your Firm Name Here Your Day-to-Day Business Bookkeeping Solution CBS Click to Continue Presented by: Your Firm Name Here.
Jewelry Inventory Management Software
Delldata Systems has been serving the software needs of the business community for 25 years.
For Sage MIP Fund Accounting
Nextgen Bank Reconciliation Resource Bank Reconciliation Menu Financial Management Bank Reconciliation –Import Bank Statements –Reconcile Bank Accounts.
1 MAKE SMARTER BUYING DECISIONS WITH DTN PRICEPOINT™
Integrate your people maximize your knowledge Tel SalesBase Customer.
Nextgen Bank Reconciliation Presented by: Carol Newton Resource 2014.
Year End Processing Financial Management 1Freedom Systems - Year End Processing Webinar WELCOME TO THE YEAR END PROCESSING WEBINAR WE WILL BE WITH YOU.
Fund Accounting & Payroll Software Press enter to start.
PRIOS ARA Limited Agent User Instructions PRIOS ARA Limited Agent User Instructions Professional Repossessors Interactive Operating System.
NextGen Trustee Department Disbursements This class will cover the various methods of handling department disbursements. Whether entering them manually.
©2008 TTW Where “Lean” principles are considered common sense and are implemented with a passion! Product Training Purchase Invoices.
Millennium 3 Your Service Bureau Name & Logo Here.
….financial management software for New York State municipal governments and non- profit organizations…. Click mouse to advance to next slide Enhanced.
DALLAS, TX DEBBI BROUGHTON. Topics That We Will Review New Accounts Payable Cash Receipts Enhancements Bank Reconciliation Enhancements Purchase Orders.
THE QSA MANAGEMENT AND ACCOUNTING SYSTEM YOUR WINDOW ON PERFORMANCE.
….financial management software for New York State municipal governments and non-profit organizations…. Click mouse to advance to next slide Enhanced Business.
The Best of 2013 Top Features in V12.3 Presenter – Karoline Lapko Account Manager 1.
Chapter 11: Accounts Payable. ©The McGraw-Hill Companies, Inc., of 58 Accounts Payable Chapter 11 begins Part 3 of the book: Peachtree Complete.
Customers and Sales Controlled Online Accounting.
IdentiTrip 2006 Key Features & Benefits All data imported from MIS system Quick MIS upload annually for new intake and class changes No manual input of.
The World On-Line, Inc. Dynamic Solutions for Dynamic Companies Presents:
Managing your accounts with Promoserve Andy Barton
TAXCO BUSINESS SERVICES INC. Division of Des-Dawn Corporation BOOKKEEPING | PAYROLL | TAX FILING | TAX PLANNING | CONSULTING INTRODUCING TAXCO BILL PAY.
PestPac Software. Overview: Effective with the release of Version 1.38, all payment entry will be done through the QuickPayment Entry screen. The design.
DBDevNet,LLC Copyright 2005 All Rights Reserved ClaimsXpeditor™ Delivering When and Where It Counts.
MDS Enhancements TSH User Group Meeting MDS Base Modifications 157 Cases Updated this Year Cases Completed By System Area ODBC3 Purchasing7 Pricing6.
Nolan Business Solutions
Amy Walsh Senior Consultant November 11, 2014 Year End Close.
Nextgen Bank Reconciliation Resource Bank Reconciliation Menu Financial Management Bank Reconciliation –Import Bank Statements –Reconcile Bank Accounts.
What’s new in Ledger? New enhancements and requested items.
Strictly Education Services. About us  Work exclusively in the Education Sector  Provide services to over 700 schools  Deal with over 70 Local Authorities.
NextGen Trustee GL/Accounting This class will cover NextGen Financial Management for Trustee Offices. We will look at GL accounts, Transactions, Bank Reconciliation,
Introducing Rockton Connect Accounting inside Microsoft Dynamics CRM The powerful, flexible, easy-to-use, secure, customizable,
Local Government Corporation Resource 2016 NextGen Trustee Year End.
Accounts Payable Workflow
Overview You will find the operation of Cashbook for Sage Accpac ERP simple and practical. More the way you think. Features like multiple years of history,
Tips & Tricks for Dynamics SL
Microsoft Implements Your Vision
EzyAccounting An Accounting Software An Accounting Software By: Delicate Software Solutions Dubai, Manage Your Business… Not Just Accounts.
NextGen Trustee General Ledger Accounting
Overview You will find the operation of Cashbook for Sage Accpac ERP simple and practical. More the way you think. Features like multiple years of history,
CBS Your Day-to-Day Business Bookkeeping Solution
Intro to Campus Accounting
CHIPS® Fund Based Payroll Designed for Microsoft Windows
NextGen Payroll Demo Resource 2018
Financials in Microsoft Dynamics SL 2015.
Presentation transcript:

A Quick Overview

 Counties, Cities, Villages, Townships  Charter Schools  Non-Profit Organizations  Large or Small Organizations Pontem’s scalable pricing provides affordability regardless of your organization’s size © Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software.

 General Ledger/Budgeting  Accounts Payable  Payroll  Imaging and Document Management Add-On  Integrated Time Management Add-On  Cash Receipts / Management © Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software.

 General Ledger/Budgeting  Real-Time Posting Providing Up-to-Date Balances  Easy to Use Budgeting Unlimited Budget Amendments with Comments Convenient Tools Make Budgeting a Snap  Unlimited Transaction History  Built-in State Chart of Accounts  Numerous Flexible Reports Customize with Built-in Report Writer State-Required Reports (i.e. MI – F65)  GASB-Compliant Chart of Accounts  Automated Transaction Audit Trail © Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software.

 Accounts Payable  Validate Budget Balance at Invoice Entry  One-step Processing of Payments from Multiple Banks  Need to Void a Check? You’ve Got Options! Void and Reissue Check Void Check and Reopen Invoice Voucher Void Check and Invoice Voucher  Batch Process Checks or Print on Demand  Customize Your Checks Add Your Organization’s Logo Include an Electronic Signature  Choose Cash or Accrual Accounting © Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software.

 Cash Receipts/Management  Enter Receipts Using User-Defined Transactions  Create Receipt Templates for Interdepartmental or Recurring Receipt Functions  Process Deposits with One Easy Step  Manage Various Payment Methods Cash Payments, Lock Box, and Credit Card  Real-time Posting to General Ledger  Customize Your Receipts  Automated Bank Reconciliation © Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software.

 Payroll  Comprehensive Employee Management and Payroll Set-up Scalable Set-up Designed to Handle from the Most Simple to the Most Complex Payroll Requirements Automated Direct Deposit for Deductions and Net Pay  View Employee Check and Ledger Transactions from One Screen  Fully-Automated Leave Time Accruals  Image/Document Management Add-On Maintain Electronic Employee File  Integrated Time Management Add-On Punch to Paycheck Automation Extended Employee Benefit Management Employee Self-Service © Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software.

 Knowledgeable Support Specialists  24/7 Emergency Support  Unlimited Remote Training and Support  Free Upgrades – Including Next Generation Product Releases © Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software. With Pontem's support plan, you not only receive GREAT service and support, you can rest assured you'll never have to purchase a new release upgrade again!

 Access All Major Functions from One Screen © Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software. The main screen is divided into 3 areas. Primary Tasks: Click to change what is shown in the main workspace. The workspace is where all your data will be displayed. View, Tools, and Reports Tabs: Display relevant information for the primary task you’ve chosen. Quick Search: Find information fast! Tailored to conduct common searches from the workspace view. Main Workspace: Displays list views or detail views related to the chosen Primary Task Main Workspace

 Toggle between “List” and “Detail” Views © Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software. Click a Primary Task to view a list of the records in your database. From here you can either click on the toggle bar to switch to the Detail View OR narrow your list with ‘either a Quick or Advanced Search’ to find the records you’re looking for. Click on a record from the List View to display its detail record.

 Tools and Reports Tabs Dynamically changes with each primary task. Everything you need from one simple screen © Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software. Tools Tab Includes items such as customization of user defined tables, periodic processes (1099’s and W-2s) and data exports. Reports Tab No more searching for reports. Customize each primary task view with your favorite, frequently used reports.

 Powerful Database  Open Source  ODBC- and SQL-Compliant  Built-in Standardized Chart of Accounts  Local Government (Michigan, Illinois)  Michigan Schools  Or Build Your Own © Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software. Note: If your State has a standardized chart not listed above, Pontem will build it for you!

 Real-time Integration Between Modules Providing Accurate Up-to-the-Minute Balances  “Smart” Data Entry Helps to Avoid Mistakes  Notification of Insufficient Budget for Invoices  Warning of Dates Entered in Prior Fiscal Year  Tests “In Balance” Condition of Journal Entries  Maintains Complete Audit Trail for Changed Transactions  Ultimate Flexibility with User-Defined Tables and Fields © Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software.

© Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software.  Quick Access to Your Data is Crucial  Retrieve Information with Easy to Use Searches Quick Search – Find Information FAST! Tailored to conduct common searches. Each workspace view has its own customized “Quick Search”. Enter your criteria to quickly display a results list.

© Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software.  Need to Dig a Little Deeper with Your Search?  Advanced Search is the Perfect Solution! Advanced Search filters provide powerful, yet easy to use capability to build complex, compound queries. Display the results on a list view, then click on a record to display more detailed information. Advanced Search filters are also used for defining information you want to print on a report. You can even name and save filters for frequently used searches!

© Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software.  Dynamic Reporting Tools  Print Preview Tool Bar Print (Including ‘Print to File’ in Various Formats) Automatically Create PDF and Re-filter with New Criteria Find Text or Phrases Within Report

© Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software.  Dynamic Reporting Tools  Report Selection with Organized, Expanding Views  Built-in Report Writer for Customizing Your Forms Open one folder of reports or expand them all to view your report selections. Customize reports and forms with your organization's logo for a truly professional look.

© Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software.  Dynamic Reporting Tools  Customize Reports Tab on Each Workspace with Your Frequently Used Reports

© Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software.  Reports, Reports, Reports!  Including State-Required Reports Local Government Michigan F65 Charter Schools – Electronic FID

© Copyright 2011 Resource Information Associates, Inc., Makers of Pontem Software. In an Era Where Every Day and Dollar Count, Pontem Can Make a Real Difference.  Call us at   Visit our website – We’re Looking Forward to Hearing From You!