New Financial package
We are currently working on the top level specification for the new financial package - ready for development within the next couple of weeks.
So far, we are looking to develop the following specification however, we are keen to get your feedback to see whether it meets your requirements.
Invoicing and Quotations
- Ability to create a multi-line Quote / Invoice and associate it with a customer.
- Ability to mix products & services in your Quotes / Invoices.
- Ability to offer different types of discounts for your preferred customers, volume or term, at a “customer” or “type of customer” level.
- Ability to set a “Quote valid until” date and also be able to edit it if required.
- Ability to print out Quotes / Invoices in PDF format with company logo, address and all the necessary information entered to make up the Quote/Invoice.
- Ability to set payment terms on Invoices at a “customer” or “type of customer” level.
- Ability to review outstanding Invoices.
- Ability to mark an Invoice as paid or as bad debt.
- Ability to assign an organisational owner to the Quote/Invoice.
- Ability to create an Invoice without going through the Quotation stage.
- Ability to link customer Quotes to a sales prospect tool.
Expenses
- Ability to create a supplier list.
- Ability to raise a Purchase Order Number against a supplier.
- Ability to raise payments against Purchase Orders and Supplier accounts.
- Ability for employees to electronically input expenses including amounts,purpose and payment categories.
- Automatic approval process for employee expenses.
- Ability to track payments against Purchase Orders, Supplier accounts and individuals employee expenses.
Reporting
- Ability to generate cash book and day book reports in real-time.
- Ability to generate graphical reports.
- Ability to generate reports detailing number of Invoices paid at the end of the month and the number in arrears assigned to sales people.
- Conversion rate for Quotes to Invoices assigned to sales people.
- Ability to view Quotes see what prospects are due each month and report against a target for each customer.
This a high level specification of the new package, as soon screenshots available I will post them for review, however in the mean time please provide us with your comments.
Thanks
Sarah
August 30, 2007 | Filed Under BTBizBox Updates
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