WINDOWS PC






BUSINESS SYSTEM MODULAR USER GUIDE DOWNLOAD: PC

  • Full business Accounting, CRM, Organizer, Project Management and Inventory control in a single application.
  • Link to one or more Android devices (phones or tablet PCs): information from the Android devices is automatically downloaded to the system.
  • Import data from an arbitrary CSV file



  • Quotes, Invoices and Payments
    • Instantly create and email professionally looking quotes
    • Add images to show how your work will look
    • Combine multiple quotes & prepare the comprehensive estimate for the full project
    • Record sales, print or email invoices & receipts

    • Record time on the job, fill the timesheets; get the client's signature
    • Track job staus, instantly invoice your customer, process partial payments
    • All information from mobile phone is uploaded to PC application

  • Expenses & Bills
    • Record bill paymets; categorise and control your expenses
    • Make photos of your receipts and upload into PC application
    • Calculate and record GST on purchases; it can be claimed in BAS report

  • Accounting, Reports, Payroll
    • Keep track of all your money related activities: journals created by the user or generated automatically by the system upon processing of sales, purchases, payments, expenses etc.; Sales and Purchases automatically generate entries in the General Ledger, update relavant Account balances, update inventory levels and inventory dollar value;
    • Bank account details include all transactions, month balances and reconciliation information
    • Standard accounting reports
    • International Financial Reoprting Standards (IFRS) compiant reports
    • BAS and annual company reports
    • Special features: interest bearing accounts data, loans and deposits
    • Logging of all accounting transactions for control and audit purposes (optional)
    • Payroll management
      • All types of payments to employee: salary, bonus, allowance
      • Automatically calculate and keep control of PAYG tax deduction & payments to the super
      • Process timesheets: recive from your subcontractors; submit to your clients

  • Customer relations management
    • Data
      • Personal/Organisation Data
      • Multiple shipment addresses for the custmer
      • Additional tables can be created to keep specific Customer information (e.g Tax file number, or medical, patient's details for doctors, etc.)
    • Sales & purchases
      • List of Sales (purchases) linked to the Customer (vendor)
      • Customer's payments list
      • Sales per week, month, per year, by month

    • Actions
      • Link tasks, notes and actions to the customer record
      • Link and keep all customer related documents
      • Create & copy customer actions to organiser for the given dates
    • Communications
      • Send & recieve emails, link emails to contact record

      • Instantly call or send SMS (Android)
      • Keep phone log and link to contact record (Android)
    • Customers' groups & marketing
      • Create multiple customers groups & use as mailing lists
      • Broadcust emails & marketing materials to the selected groups of customers

        • Send professionally looking graphical emails
        • Different types of addressing the contact
        • Record the dates when the e-mail was sent

  • Inventory management
    • Stock control
      • Management of inventory: data, prices, inventory levels

      • Sales per week, month, per year by month
      • Full stock history with the name of the user who made the changes to stock amount or reference to the sale, etc.
      • Inventory & sales cross-referencing: automatic update of physical and money inventory values when process slae or purchase
    • Repurchasing
      • Use "stock alerts" to control insufficient inventory
      • Automatically generate Purchase Orders when inventory level falls below the stock alert threshold

  • Project Management
    • Project based accounting
    • Sales & Purcahes linked to particular projetcs
    • Customers paymenrs & Expences for a project
    • Reporting, including Profit and Loss, for the particular project
    • Project stages and tasks

    • Project costing and estimates

  • Communications & Client server configuration
  • Uload the data from multilple Android devices (phones or tablet PCs)
  • Client server configuration: upload the data from PC applications configured as clients
  • Access permissions for different Android users. The user can only read the business data from selected subsystems based on his access level.

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