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What Accounts Functionality does PromoServe have
3rd Party Upload vs Inbuilt
PromoServe• Everything in one system• Availability of data to all• System designed for
industry• Flexibility of report creation• Easy to use
Third Party• Currently used to the
system• Additional maintenance
costs• Potential issues with data
upload• Specialist package just for
accounts
Explaining the Nominal Structure
Key Reports Available
• Profit & Loss• Trial Balance• Vat Reports• Balance Sheet• Daybooks• Forecasts• Aged Debtor & Creditor
Building your own reports
• Export, Print or Automate• Choose any field from the
database in any order• Filter or Query the Report• Save commonly used
reports• Choose sort order• Report at detail & header
levels
Debtors & Creditors Integrated
• Diary & follow up • On-Hold notification in all
key routines• Debtor days calculation• Credit check option on
sales orders
Costing Options Explained
• Latest Cost• Standard Cost• Average Cost• Actual Cost• Cost From Order
Journals Explained
• What is a Journal used for• Why a journal must always
balance• What nominals can you
post to• Recurring Journals• Reversing Journals
Useful Accounts Extras
• Auto On-Hold Facility• Personal Expenses Entry• Auto Payment Collection• Electronic, Staged or Recurring Invoices• Cashing Up Routine• Stock take & Stock Management
Electronic Invoices
• Sending Sales Invoices – by email or choose custom formats / create your own csv files
• Receiving Purchase Invoices – can be received electronically from other PromoServe / Transaction users
Interfaces with the banks
• Currently work with NatWest, HSBC & Barclays• Auto pay suppliers direct from the software• Auto collect payments from customers• Auto process credit cards• Print your own cheques