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CRM Software - Exchequer Account Software

System Wide Features Within the Exchequer Account Software

Exchequer account software has been developed to include many features as well as the capability to add more through modules. But what lies at the heart of the Exchequer software is the system wide features, which include daybooks, future-proof technology and tightened security


NAVIGATING AROUND THE SYSTEM

It is vitally important, especially in an accounting environment, that data entry is fast, flexible and above all user-friendly. Exchequer Enterprise has been specifically designed to suit all levels of users, from novice to power users who need to jump around all areas quickly.

Navigating in Exchequer Account Software

Navigating your way around Exchequer Enterprise can be achieved using either the drop-down menus, the speed buttons, or by using the function key short-cuts - whichever suits your style.

The context-sensitive help in Enterprise is second to none. There is a "What's this?" help facility on every field and button within the system, together with tutorials, guides and examples.

OPEN PERIOD

Unlike most account software, Exchequer Enterprise does not have time consuming period-end or year-end routines, which often destroy the valuable data that you have entered.

It keeps history for as long as you want, and you can go back to view or print reports for any previous period or year. Imagine the power of being able to draw upon your rich historical data for analysis and comparison, or being able to start a new year without having to wait for time consuming year end adjustments.

Exchequer CRM Software

Users with the highest level of security can also post transactions to previous periods and all balances are automatically brought forward.

DAYBOOKS

All transactions are entered via a 'daybook', where they can be held before being posted to the general ledger. This gives all the advantages of live updates of customer, supplier and stock balances, with the flexibility to review and amend transactions (with strict password control) before committing them to the general ledger.

Each daybook has an "Auto" tab, which is used for generating recurring transactions, in the sales, purchase and general ledgers. Ideal for rental or contract invoicing, direct debits, standing order and regular journals, such as depreciation, pre-payments and accruals.

The daybook is a good example of how Exchequer has combined several areas of the system into one single window, making it simple to navigate and therefore easier to use. In most systems, sales invoicing, cash receipts, order entry and setting up regular invoices would all be performed in different parts of the system. In Enterprise, the ergonomic design contains all of these functions within one 'sales daybook' window, using the tabs at the top to separate each area.


FUTURE-PROOF

Exchequer Enterprise has been developed specifically for the 32-bit Windows environment and can be used on multiple workstation platforms across a network. Due to the technology upon which Enterprise is built, the system automatically adapts to the different look and feel of the various Windows operating systems available.

SECURITY

Virtually every single option and button within Exchequer Enterprise can be password controlled. Rather than being 'greyed-out', the options will disappear completely from view if a user does not have access.

e-TECHNOLOGY

Exchequer embraces the power of electronic communication and the Internet to provide a number of productivity benefits to your organisation.

Transactions, reports, statements and remittance advices can be emailed as well as faxed and printed. You can also set-up business alerts which will send an email or SMS text message to a pre-defined list of people whenever a certain event occurs, such as credit limits exceeded, stock levels low, orders received or cash levels low.

You also have the option of implementing an authorisation workflow system for remote managers, allowing them to authorise requisitions, orders or invoices via email. Enterprise will also run across the Internet, allowing you to centralise your global operations by providing access to Enterprise from any Internet connection anywhere in the world.

Key Benefits

  • No destructive period or year-end routines. All history is instantly available in original detail
  • A simple, logical and easy-to-use interface, with a familiar windows 'look and feel'
  • A unique 'daybook' for entering and reviewing transactions entered
  • Drill down from any balance, to show monthly values. Drill down from any monthly values to show a list of transactions. Drill down on any transaction to show original document with re-print, fax or email options
  • ObjectDrill™; an immensely powerful drill-around navigation tool, giving you access to any data which is linked to any transaction, instantly
  • Open multiple windows from any module, whilst in any other area, without disruption or delay
  • Simultaneous access to all screens by all concurrent users
  • Logical use of keyboard shortcuts and powerful on-line help, packed with tutorials, examples and context-sensitive help
  • Multiple preventative maintenance measures built-in, such as transaction roll-back, providing peace-of-mind
  • Comprehensive security and a wide range of system switches and customisable fields for optimising the system to your requirements
  • Multi-Company Manager with up to 5 companies as standard and options to increase as required
  • International VAT, GST and Sales Tax, plus EC Intrastat and EMU compliance
  • Optional Paperless Module for sending transactions via fax or email, plus with e
  • Business Module the option to send XML transactions
  • Extensive forms designer utility
  • No need to wait for time consuming tasks or reports to finish due to advanced multi-threading technology
  • Dynamic links to Microsoft Excel for instant live management reports

Contact Kamarin now regarding Exchequer CRM software
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