Financial Module
Have you checked out our forums?
Today we have published the final specification for the financial module.
We have split the module into three separate areas 1. Invoicing and quotations, 2. Expenses and 3. Reporting.
We are in the process of building the module and are planning on releasing it late October. As soon as we have screenshots will we upload them to the blog and forum.
Full details of the specification can be seen below;
Invoicing & 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.
- Ability to set VAT rate on Quotes & Invoices (eg. Zero rated charity work etc.)
- Ability to add shipping rates to Quotes & Invoices based on geographical location and courier type.
- Ability to bundle products / services together to create bundled product / service offerings.
- Ability to submit VAT returns online in order to comply with regulations required by 2010
- Ability to offer multi-currency pricing.
- Ability to send Quotes / Invoices by email.
- Ability to allow part payment on Invoices (eg. deposits or part payment).
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.
- Ability to categories expenses so category reporting can occur.
- Ability to collate employee working time against a project and associate it with and invoice.
Reporting
- Ability to generate cash book and day book reports in real-time.
- Ability to generate graphical reports to track growth.
- Ability to generate reports detailing number of Invoices paid at the end of the month and the 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.
- Top X most valuable customers.
- Top X most profitable products / services.
- Top X Debtors.
- Ability to export data into standard format for use in Sage, Quickbooks etc.
- Trend Analysis.
This is a great addition to the existing BT BizBox functionality providing you the community, with the full business in a box solution.
Thanks
Sarah
Comments
Leave a Reply
You must be logged in to post a comment.
-
-
About
BT BizBox is a simple to use, "Business in Box" solution aimed at small and medium sized businesses.
-
Recently Written
- 10 tips to increase customer satisfaction
- The benefits of blogging for your business
- What do you want to hear about?
- BT BizBox enabling you to take control of your business
- Can you identify your good and bad customers?
- BT Bizbox and Ribbit
- What’s new at BT BizBox
- How BT BizBox can help in the current economical climate?
- How Green is your business?
- When Web 3.0 Arrives, BT BizBox Will Be Primed and Ready
-
Categories
-
Archives
-
Blogroll
-
Admin
