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FEATURES LIST |
Management Module |
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Stock Control |
Cashbook Module |
General Ledger |
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Create Estimates |
YES |
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Create Quotes |
YES |
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Specify Property |
YES |
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Create and use Templates |
YES |
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Copy from Previous Estimate or Quote |
YES |
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Assign Stock / Material Items and Labour Items |
YES |
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Include Individual Comments for each Item |
YES |
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Generate Professional Estimates and Quotes |
YES |
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Group Items on Estimates & Quotes (eg Foundations, Framing etc) |
YES |
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Email Directly to Client |
YES |
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Assign Tasks |
YES |
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Produce Worksheets |
YES |
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One Click Quote generation from Estimate |
YES |
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One Click Job generation from Quote |
YES |
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Import Supplier Quotes / Prices |
YES |
YES |
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Specify Pricing Structures |
YES |
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Add Markups with built in calculators |
YES |
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Accept / Decline Quote |
YES |
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Create Purchase Orders on Quote Acceptance |
YES |
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Lookup original quote from Job |
YES |
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Specify / Track Start, Due and Completion Date/times |
YES |
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Specify (user definable) Job Priorities |
YES |
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Specify (user definable) regions |
YES |
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Assign Multiple Staff / Sub Contractors per Job |
YES |
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Specify (user definable) locations for each area of Job (eg kitchen, bedroom, roof, outside etc) |
YES |
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Show Variation Items |
YES |
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Produce Variation Acceptance Reports |
YES |
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Use Built In Advanced Qty and Rate Calculators |
YES |
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Track Size, Weight and Volume |
YES |
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Generate Purchase Orders directly from Job when required |
YES |
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Produce Detailed Job and Cost Analysis Reports and Graphs |
YES |
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Assign Actual Costs |
YES |
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Show Orders still in progress |
YES |
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Cancel Job |
YES |
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Generate Progress Invoices |
YES |
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Generate Overall Invoice for complete Job |
YES |
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Record unlimited Job Notes |
YES |
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Lookup all Completed or Cancelled Jobs with full history |
YES |
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Extensive Reporting Options |
YES |
YES |
YES |
YES |
YES |
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Generate and track rectification notices on completed Jobs |
YES |
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Add / Edit Prospects |
YES |
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Add / Edit Debtors |
YES |
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Unlimited Contacts per Debtor |
YES |
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Unlimited Properties per Debtor |
YES |
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Detailed Notes and messaging |
YES |
YES |
YES |
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Google Maps Interaction |
YES |
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Full Transaction History; filter transactions by date range, unpaid etc |
YES |
YES |
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Show detailed analysis and graphs |
YES |
YES |
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YES |
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Crate Quote or Job directly from Debtor |
YES |
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Job Status |
YES |
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Generate Debtor Invoices |
YES |
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Lookup, Reprint Invoices |
YES |
YES |
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YES |
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Recurring Transaction Processing |
YES |
YES |
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YES |
YES |
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Debtor Journals |
YES |
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Generate and Email / Send Statements |
YES |
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Popup Messages |
YES |
YES |
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Process Payments Received |
YES |
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Advanced Search facilities |
YES |
YES |
YES |
YES |
YES |
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Unlimited Stock |
YES |
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YES |
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Import Supplier Price Lists |
YES |
YES |
YES |
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User Definable Stock Categories |
YES |
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YES |
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Multiple Sell Price Breaks |
YES |
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YES |
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Time, Weight, Volume Recording |
YES |
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YES |
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Reminders |
YES |
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YES |
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Unlimited Staff |
YES |
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Add / Edit Staff Details |
YES |
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Add Signatures |
YES |
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Popup Staff messages |
YES |
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Timesheet Entry |
YES |
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Email Address Book |
YES |
YES |
YES |
YES |
YES |
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Queue Emails |
YES |
YES |
YES |
YES |
YES |
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Assign CC Email Addresses |
YES |
YES |
YES |
YES |
YES |
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Multiple Attachments |
YES |
YES |
YES |
YES |
YES |
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View Attachments |
YES |
YES |
YES |
YES |
YES |
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Lookup Sent Emails |
YES |
YES |
YES |
YES |
YES |
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Reuseable Quote / JobTemplates |
YES |
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Tasks |
YES |
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FEATURES LIST |
Management Module |
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Stock Control |
Cashbook Module |
General Ledger |
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Unlimited Creditors (includes Suppliers and Sub Contractors) |
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YES |
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Unlimited Contacts per Creditor |
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YES |
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Import Supplier Quotes |
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YES |
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Contractor Cost margin settings |
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YES |
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Enter Invoices and assign costs to Jobs |
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YES |
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Creditor Journals |
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YES |
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Purchase Orders including Back Orders; Split Invoices; assign direct to Jobs or into Stock etc |
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YES |
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Tracking Order Status |
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YES |
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Calculate and Assign Freight |
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YES |
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Process Payments |
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YES |
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Direct Credit Scheduling linking to all major banks. |
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YES |
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FEATURES LIST |
Management Module |
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Stock Control |
Cashbook Module |
General Ledger |
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Full Stock Control |
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YES |
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Track On Hand, Allocated and On order Qunatities |
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YES |
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Minimum / Maximum Reorder levels |
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YES |
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Build Kitsets |
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YES |
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Job Cost Batch processing |
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YES |
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Stocktakes |
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YES |
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FEATURES LIST |
Management Module |
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Stock Control |
Cashbook Module |
General Ledger |
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Unlimited Bank Accounts |
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YES |
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Deposits / Withdrawals |
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YES |
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Funds Transfers |
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YES |
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Bank Reconciliations |
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YES |
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Single Step Bank Fess / Interest processings |
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YES |
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Reprint All prior Bank Reconciliations |
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YES |
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Full GST Reporting |
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YES |
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Reprint Previous GST Reports |
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YES |
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GST Payments / Refunds |
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YES |
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FEATURES LIST |
Management Module |
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Stock Control |
Cashbook Module |
General Ledger |
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User Definable Chart of Accounts |
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YES |
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Import Chart of Accounts |
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YES |
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Full Budget setup and reporting |
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YES |
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Opening Balances (Current and Previous year) |
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YES |
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GL Journal Entry |
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YES |
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Lock GL Periods |
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YES |
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Export to Accountants |
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YES |
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End of Year Closeoff |
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YES |
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Full Financial Reporting |
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YES |
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OTHER SYSTEM FACILITIES |
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Date Sensitive System |
YES |
YES |
YES |
YES |
YES |
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Single Transaction Entry |
YES |
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Multi User System |
YES |
YES |
YES |
YES |
YES |
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Extensive user Definable Defaults |
YES |
YES |
YES |
YES |
YES |
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User Passwords and Accessibility settings |
YES |
YES |
YES |
YES |
YES |
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Full Backup and Restore functions |
YES |
YES |
YES |
YES |
YES |
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Automated Alert Monitoring |
YES |
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Custom Report Options |
YES |
YES |
YES |
YES |
YES |
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Export Reports to PDF, Word, Excel, RTF and other formats |
YES |
YES |
YES |
YES |
YES |
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Full Built In Context Sensitive Help |
YES |
YES |
YES |
YES |
YES |
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