Business solutions you can count on Advanced Business Manager Version 3 Features

Business solutions you can count on ABM 3 can now be personalised Each user can personalise their ABM, according to their tastes, using 16 different “skins” which include Windows Vista.

Business solutions you can count on The Navigation Bar has been upgraded The user can choose from the styles used in Microsoft Office.

Business solutions you can count on Lists can be Filtered Suppose you are working on products and wish to focus on hardware group products from ABC Services. Just point at the word “Hardware” with your mouse, right click and select “Filter on this item”. Then repeat for “ABC Services”. The list is reduced to matching items. Right click anywhere and select “Clear All Filters” when you are done.

Business solutions you can count on Open Multiple Windows Customers, Suppliers, Jobs, Products and Ledger Accounts can be viewed concurrently. View a customer (say) and you can now click the buttons behind to switch to products, etc. Use the new Windows menu to switch between the views you have open.

Business solutions you can count on Sales and Purchase Delivery Lists Deliveries and returns can now be listed for the past month, quarter or year. Those not invoiced are highlighted with red flags

Business solutions you can count on Sales and Purchase Invoice Lists Invoices and Credits can now be listed for the past month, quarter or year. Those unpaid are highlighted with red and orange flags. The view menu contains an option to display unpaid or all invoices and credits

Business solutions you can count on Importing Sales Orders Customer orders can now be imported into ABM from a spreadsheet. The column format is flexible as long as each row contains at least a product code and a quantity.

Business solutions you can count on Users can now choose to have a warning displayed whenever an item is sold at a margin lower than the figure specified here. Low margin Warnings

Business solutions you can count on Upgraded Cashbook Displays Users now have direct, one click access to the cashbook. Plus options to view only receipts or payments.

Business solutions you can count on Advanced Find now more Powerful You can now search for transactions which contain specified text in their descriptions

Business solutions you can count on Custom fields now in Transaction Views Transaction custom fields are now available in the column choosers

Business solutions you can count on Stock Ageing A new button calculates ageing of the entire stock and the results can be selected in the product list column chooser. The age in days is the average age of each product. The value of each product is also aged into current month, 30, 60 and 90+ days.

Business solutions you can count on Assembly & Stocking of Kits Kit Products can now be purchased, assembled, stocked and disassembled within ABM. This allows users to conduct simple manufacturing operations without the need to use the full manufacturing module. To access the kit assembly facilities just view the kit, go to the components page and click the new button.

Business solutions you can count on Stocktake Variations At the end of a stocktake, the variations in value are calculated and are now posted to a separate control account. This means that you are able to track the gains and losses resulting from stocktakes over a period of time.

Business solutions you can count on Purchase Discounts or Margins Users who purchase stock on the basis of retail or wholesale price less a margin, will welcome this new feature. On each product and supplier, you can specify the discount or margin received for quantity one and a specified quantity. The purchasing program will then default to the percentages specified.

Business solutions you can count on Allocation of Delivery Charges Delivery charges can now be allocated to purchased products at time of delivery; not just at time of invoice entry.

Business solutions you can count on Document Folders now on Products An Outlook folder and a disk folder for documents can be allocated to each product for quick access to documentation from within ABM.

Business solutions you can count on Customer & Supplier Opening Balances On new installations, the opening balances for customers and suppliers can now be imported from spreadsheets, etc. Aged outstanding items for each account will be automatically created.

Business solutions you can count on ABM and ACD are now fully integrated Users of the Advanced Crystal Documents (ACD) module can now see their extra documents and printer and forms settings all centralised in one place. ACD has now become ABM’s Advanced Printing Module.

Business solutions you can count on Generating Extra Documents The standard documents now appear in the integrated list as default documents. Users who have already purchased ACD will see their extra documents appear in the integrated list. Users may purchase the Advanced Printing Module to add additional documents for specified or all customers and different printers or addresses.

Business solutions you can count on Customer Interest Charges A new button calculates and posts the interest charges on any customers who have an interest rate and also have overdue invoices dated prior to the selected date. Each charge is an invoice containing a single ledger item allocated to the specified account.

Business solutions you can count on Australian Wine Equalisation Tax Australian users who are in liquor related industries can now get ABM to completely handle their wine equalisation tax.

Business solutions you can count on Australian Wine Equalisation Tax The Wine Equalisation Tax (WET) status of both customers and suppliers can be selected to be quoting, with or without rebate. A warning is displayed when the quoting expiry date is passed and a sale or purchase takes place.

Business solutions you can count on Australian Wine Equalisation Tax WET is automatically calculated at the time of each relevant sale or purchase.

Business solutions you can count on Visual Management of Contacts Users now have easy visual control of their contacts Users can now choose if and when synchronisation is required and with which folders. Synchronisation can be with Outlook or Legrand CRM or both.

Business solutions you can count on Document Folders now on Jobs An Outlook folder and a disk folder for documents can be allocated to each job for quick access to documentation from within ABM.

Business solutions you can count on Optional Job Profit Calculation ABM normally calculates the profit on each job as the total charges less the total cost. Users can now choose to calculate the profit on each job as the invoiced amount less the cost.

Business solutions you can count on Direct Editing of Budgets Any budget can now be edited directly without having to use the Budget Wizard. Much more convenient when you only have a few changes to make.

Business solutions you can count on Importing Journals Journals can now be imported into ABM from a spreadsheet. The column format is flexible as long as each row contains at least an account code and an amount. ABM will check that the journal balances before starting the import

Business solutions you can count on Better control of Bank Reconciliations ABM maintains a list of previous statements giving users one click access to the contents of each statement

Business solutions you can count on Easier Bank Reconciliations If you need to enter a missing transaction in the course of a bank rec, ABM now links to all cashbook transactions. So you can now add receipts and payments to customers, suppliers and jobs as well as ledger transactions. You can also add bank transfers.

Business solutions you can count on Profit & Loss Report by Period P&L by Month across the page providing great period comparisons

Business solutions you can count on Profit & Loss by Quarter P&L by Quarter across the page provides easy comparison of business performance

Business solutions you can count on Overdue Customer Alerts On each customer, you can choose to receive an automatic when it looks like the customer is going to exceed their credit limit or trading terms

Business solutions you can count on Job Estimate Exceeded Alerts On each job, you can choose to receive an automatic when the job exceeds its estimate

Business solutions you can count on Budget Exceeded Alerts On each ledger account, you can choose to receive an automatic when the monthly budget is exceeded in total or for any sub-account.

Business solutions you can count on Redirecting Alerts When management changes occur the alerts can be redirected in one step

Business solutions you can count on The Business Bulletin Users can design their own bulletins which summarise the health and wealth of the business. Each bulletin is an Excel spreadsheet containing the selected tables and graphs. Bulletins can be viewed on demand or can be automatically created and ed at specified intervals. Bulletins can be accessed only by users who are authorised to see ledger financial reports.

Business solutions you can count on The Business Bulletin Content Wizard In creating a new Business Bulletin, the first step is to give it a name

Business solutions you can count on The Business Bulletin Content Wizard Step 2 is to specify if you wish to monitor your percentage gross sales margins. You can choose one of four levels of row detail One or more of three time periods can be specified.

Business solutions you can count on The Business Bulletin Content Wizard The average age of your stock, in months, can be shown and compared with the same time in two earlier periods.

Business solutions you can count on The Business Bulletin Content Wizard Your debtors situation can be monitored by means of the average age of your debtors, the total aged balances and the number of customers who have exceeded their terms or credit limits. All of these can be compared with the same time last month or last year.

Business solutions you can count on The Business Bulletin Content Wizard Similar tools are provided to monitor your creditors

Business solutions you can count on The Business Bulletin Content Wizard Standard accounting ratios are used to monitor the state of the business financially. They are shown graphically in the bulletin across thirteen periods so that this year/last year comparisons can be done.

Business solutions you can count on The Business Bulletin Content Wizard You can choose to generate the Bulletin on demand by using the ABM menubar Or you can have the Bulletins produced automatically on the server. The time and days when they are generated can be specified and they can be ed to a list of addresses.

Business solutions you can count on The Business Bulletin Your Business Bulletin is presented in Excel charts. Use your mouse to point at any chart portion you require detail on. Your selected presentations appear in Excel worksheets

Business solutions you can count on Scheduled Reports Reports can be selected and scheduled to be run at particular times and dates using specified filter sets, output format and destination settings

Business solutions you can count on Scheduling Tasks Scheduled tasks can be set up for backups, reports, database housekeeping and Business Bulletins. Whilst these tasks can be set up in the individual programs, they can also be viewed, created or modified in the Master Schedule for all company databases. The Master Schedule also shows Windows Scheduled Tasks so that ABM tasks can be scheduled to occur between other activities.

Business solutions you can count on Scheduling Tasks The Target button can be used to switch computers so that selected tasks can be viewed and run on the server or other workstations.

Business solutions you can count on Scheduling Tasks Whilst advanced users and consultants can change the properties of each task to achieve more specialised results.

Business solutions you can count on Easier Running of Scripts If a database maintenance script has to be run, it is now much easier to get the user to run it.

Business solutions you can count on Ensuring that SQL Server Runs Efficiently Users of both SQL Express and full SQL Server can set up a housekeeping plan which ensures that database performance is optimum within the limits of their hardware. This can be scheduled to run on their server at a specified interval and time. Multiple plans can be set up eg. A nightly plan and a weekend plan. A backup facility is provided for Access users.

Business solutions you can count on User Settings get a lot easier Database paths now stored in the Local Machine registry stay there. Printer settings now in the Current User registry stay there. All other settings are now moved into the company databases. This means that: User’s settings follow them when they work on a different workstation When you want your support consultant to look at something, they can see exactly what you see, just by logging on as you from their office. When they copy your database to work on it, all the user’s settings come with it.

Business solutions you can count on Plus….  Ability to re-print remittances  Job claim enhancements  WIP reports can be printed as at ….  Activity log report to check on what happened, when and by whom.  NZ users now see the postcode in the position required by their Post Office.