Enterprise Solutions for Accounting
Accounting Software
CPACCESS
Financials
offers some of the most comprehensive and feature rich business solutions
on the market. Below is a quick view of the solutions available.
System Manager
The Main Menu of CPACCESS
Financials is the command center of the program. You can access all key
areas of the program by manipulating through the Outlook type toolbar
on the left, which display the associated menu items to the right. Only
from the Main Menu can you maneuver through the entire program by using
the drop down menus. Drop-down menu items such as File will show you important
items like the Import Wizard, Backup Data File, Create a New Company,
functions not found anywhere else in the program. more info
General Ledger
The General Ledger stores all posted and unposted transactions throughout the program. From inside the General Ledger form you can review all the activity for a specific Account ID. By default the program will show every transaction for the selected Account ID but you can filter it in the Date Range area by choosing a date range to view. You can use the little calendar buttons next to the "From Date" or "To Date" to open the miniature calendar form to graphically enter your date range. Choose "All Dates" to view all the transactions for the selected Account ID again. You will also see the description for the current Account ID as well as the opening and current balance for that account. You can choose to view a different account by selecting one from the Account ID combo box or using the record navigation buttons at the bottom of the form. more info
Accounts Receivable Manage all financial aspects regarding your customers. Produce customer invoices, statements and agings. Assess finance charges and book customer payments through this comprehensive collection of business automation tools. This puts all the information on your customer at your disposal with the push of a button. Review payment history, sales history and sales volume instantly and easily. Management information is instantly available at your finger tips. more info
Accounts
Payable
Provides the flexibility a company needs to maximize its cash flow
yet pay its vendors and suppliers in a timely fashion. This application
provides a streamlined methodology for entering in invoices received from
vendors and suppliers. The system tracks due dates and discounts automatically
allow you to maximize your cash flow. Maintain and review Vendor information
such as payments or invoices to date. Produce payments to the vendors
through the check writing process. The system allows for manual and handwritten
checks through an easy to use and simple interface. Make tracking and
control of payments to vendors and suppliers a breeze with this business
automation tool. more info
Bank Reconciliation
CPACCESS
Financials reconciles your bank or credit card account against your monthly
statement. Bank Reconciliation is usually done once per month when you
receive your printed monthly statement for your bank or credit card accounts.
You will be able to review a list of payments and deposits from your bank
or credit card accounts and clear the transactions that appear on the
statement. The cleared information will be referenced inside the bank
or credit card account. more info
Multi-Currency
The Currency Exchange
Rate form is where you track all the different currencies your company
uses when buying or selling goods. Throughout the program you will see
Currency ID combo boxes that will list all the available currencies you
have entered into this form. You can set the default Currency ID you wish
to use in the Company Preferences form so you do not always have to enter
a Currency ID each time you use a form that it is on. It is important
to keep this form accurate as far as the currency rates are concerned
so you can charge the appropriate amount when selling or buying each day.
When you use a Currency ID other that your default currency you will notice
that the total fields on the form you are using the foreign currency on
change to a greenish color. This helps you visually tell that you are
using a currency other than your normal currency. more info
Contact Management
The Contact Log displays
detailed information about the selected contact log including the date,
time, subject and notes. You can have an unlimited number of logs for
each Customer, Vendor, Job, Employees or Personal Contacts. This is a
great way to log numerous conversations you have with a particular contact.
Moving to the Company Schedule displays a monthly view of all the activities
scheduled for a specific month. You can do many different things from
inside the Company Schedule form. The company schedule form is designed
to look like a normal desk calendar and offers you flexible options as
far as making notes and reminding yourself of dates. You can schedule
an unlimited number of activities, search for a previously scheduled activity
and set reminders to display scheduled events. more info
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