Posts Tagged ‘SSAI’

h1

Customer Profiling – Simply Accounting 2011 Report

December 7, 2011

APPLICATION

This solution provides business information for the profiling of Customers. Use the dimensions in this report to profile customers by Sales and ‘Days to Pay’ for any period.

SOLUTION FEATURES

Depending on the report variant selected, this report provides rapid access to sales-side information and filtering by ‘Customer’, ‘Invoice Number’, ‘Payment’, ‘Paid/Unpaid Invoices’, aging of AR into ‘Current’, ’30 Days’, ’60 Days’, ’90 Days’, ’90 Days Plus’, with the option to isolate aging that is Project related or Non-Project related. This report displays all AR transactions up to the aging ‘cut-off’ date selected at run-time.

This solution has two performance variants:

V1.0 Customer Profiling including Invoice value, Maximum days to pay, Minimum days to pay and Average days to pay. This Free variant is limited to invoices created over the past 60 days.

V1.1 Customer Profiling including Invoice value, Maximum days to pay, Minimum days to pay and Average days to pay.

All of these variants contain common dynamic features:

  • Swiftly and easily filter by available reporting dimensions
  • User selection of the date range for reporting and a second level filter by document date
  • Two views available – Customer and Invoice view
  • Drill-Down from Customer to Invoice level

Note: This solution focuses only on fully paid invoices

All Free Variants available here.

Versions: Excel 2007 +

Advertisements
h1

Accpac V5.6- Asset Register for ‘Norming Fixed Assets’

November 18, 2011

APPLICATION
Using this report will give you rapid visibility of all Assets and salient Asset related information for the improved management of Assets and serves as a basis for statutory Fixed Asset reporting.

ROI AREA
Improved management of Assets

SOLUTION FEATURES

This solution has two performance variants:

V1.0 Displays a register of all Assets by Location and Asset Group, Status, Acquisition Date and the values for Original Cost, Accumulated Depreciation and Net Book Value. Two Additional views of the report are included – 1) a list of Assets by Acquisition Date 2)a list of Assets by Disposal Date (This is a free variant and displays all Project Budgets but only transactions for the past 30 days)

V1.1 Displays a register of all Assets by Location and Asset Group, Status, Acquisition Date and the values for Original Cost, Accumulated Depreciation and Net Book Value. Two Additional views of the report are included – 1) a list of Assets by Acquisition Date 2)a list of Assets by Disposal Date.

 

This solution contains the following useful features to achieve your goal of rapid PJC P&L interrogation:

1) Easily filter the report by Location and Asset Group, Status, Acquisition Date to isolate Assets of interest for a particular application

2) Swiftly adding and removing report dimensions

3) Using this report in MS Excel as a basis for statutory or other management reporting

Variants available here.

Platform: Accpac V5.6

Excel Version: 2007 +

 

h1

Need Immediate access to business reports?

July 8, 2011

The Intelligence Store was built in response to our customers requiring immediate access to reports.

It may have exactly what you need: http://theintelligencestore.com/

h1

SSAI – Amount Due By Customer with Project Flag

June 9, 2011

If cash management is a focus in managing your operations then this solution may interest you. The ROI that can be gained from using this lies in saving time in isolating particular customers and groups of customers and viewing these in Summary and in Detail.

And for those managers using Projects in Simply Accounting with the need to apply cash management at project level, the Invoices relating to Projects are cleary identified. This report is available for download in the IntelligenceStore.