Administration & Accounting
This group of modules performs all basic accounting functions including effortless credit control. An example of the level of efficiency: At the touch of a button, invoices are generated and mailed to the customer's billing contact. A monitoring system automatically records which staff member sent invoices to which email address as well as any comments made to the customer. Note is also made of how many times a customer has been reminded.
1 - Analysis
Selected
staff from all departments can view concise, meaningful reports on the
financial status of the company and feedback can be incorporated
immediately. Some examples of the modules in this family are:
Sales over 12 months Here the broad picture can be used to compare company performance over a series of years and to project future company goals;
Income per month
The income for the current month can be viewed and compared against
that of preceding months. This enables the company to keep a firm
handle on current trends and to anticipate and plan for the future;
Expenditure per month
The analysis of expenditure per month can be placed within the context
of annual income and expenditure. The company can assess whether
expenditure varies seasonally and assess areas where savings can be
made;
Income / Expenditure / Profit
This module provides an overview of all financial activity at any given
time of the year. Current activity can be compared to the activity of
previous months or years.
2 - Debtors' book
Invoice
and reminder creation are among the features included in this module
family. Spacebuilder's debtor book modules ensure full automation of
all debtor details, accounts receivable and correspondence entered into.
Some examples of the modules in this family are:
Debtors' Book An age analysis showing outstanding invoices. All customer information is also accessible:
email
address, telephone number, billing information, invoice numbers,
customer contacts and any comments made to or received from customers.
The debtors' book shows the due date of payment, when the invoice was
created and by whom, how many times it has been sent, and details of
the items within the invoice. It shows the price of the item inclusive
as well as exclusive of VAT. By clicking on the amount due, an invoice
is created instantly in a 'popup' window(suitably branded with the
company’s logo. Another click immediately sends the invoice by email or
prints the invoice for mailing. Capture Expenditure All company
expenditure is captured according to amount, supplier, date, method of
payment, and entry into the system. A comment area is provided for any
comments or queries as well as the 'pasting' of EFT confirmations;
Capture Income
All income and payments made to the company are captured through this
module according to amount, customer, date and method of payment. A
comment area is provided for any comments or queries as well as the
'pasting' of EFT confirmations;
Manually Create Invoice This module allows for manual creation.