AccountingSuite User Guide

Entrepreneur, Small Business and Premier Editions
Version: 1114301
Dated: 28 Apr 2016

1.Overview

 

Welcome to AccountingSuite:

doghead_yellowPowerful software for your growing business

AccountingSuite is a powerful cloud based business software that includes accounting, inventory, order management, time and project tracking. Our full-featured solution is powerful and flexible enough to support your business today — and scale with you as your business grows. Because AccountingSuite gives you more features up front, your total cost of ownership is often lower with no add-on’s to license.

Accounting & Reporting

Gives business owners and employees anytime, anywhere access to the financial data and reports they need to make day-to-day and strategic business decisions. Provides financial data for outside accountants, investors and partners.

  • General Journal / General Journal Entries
  • General Ledger
  • Trial Balance
  • Income Statement / Balance Sheet / Statement of Cash Flows

Cloud Banking

Connect AccountingSuite to your bank and credit card accounts and have transactions flow in automatically.

Sales Module

Manage all aspects of sales orders and customer service transactions. Designed to shorten your “order-to-cash” processes across all parts of your business.

  • Sales Orders
  • Sales Invoicing
  • Backorder Functionality
  • Electronic Delivery of Forms
  • Customer Returns
  • Customer Refunds
  • Cash and Credit Payments
  • Track deposits on Sales Orders

Purchasing Module

Stay on top of your purchasing processes with streamlined management of purchase orders, inventory receipts, vendor invoicing, and supplier refunds.

  • Purchase Orders
  • Vendor Invoices
  • Purchase Returns
  • Backorder Functionality
  • Refunds / Credit Memos

Inventory

  • Products and Services
  • Item Adjustments
  • Lots / Serial Numbers
  • Assemblies and Bill of Materials
  • Price Matrix
  • Multi-location
  • Warehouse Transfers
  • Lots and Serial Numbers
  • Advanced Units of Measure

Customer / Vendor Central

See all transactions associated with a customer or a vendor in one place.  Create new orders and invoices or view balances.

  • Create new customers or vendors
  • Create invoices, orders and other documents
  • View balances and transactions

Time and Project Tracking

Time and Project Tracking help keep costs under control and profits in the light.   The Project Profitability report brings it all together for a complete view of your business.

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Last updated on Apr 04, 2016
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