Financials for Office 365

Financials for Office 365

Financials for Office 365

Financials for Office 365 is a powerful cloud accounting software for small and growing businesses which integrates natively with other Microsoft powered solutions including Office 365, PowerB1 and Dynamics 365 Sales. Financials for Office 365 provides comprehensive features to businesses who need real-time data to make decisions with small technology and insight.

Most powerful Cloud accounting software that grows with your business.

All the features you need to successfully run your business.

Product Overview

See Financials for Office 365 in action

Watch this short video to learn more about Financials for Office 365 and how it can help you run your business better.

Key Benefits

Finance
Want to save time and money? When it comes to accounting, consider software that helps you see the big picture which includes notification alerts and advanced reporting with powerful dimensional tagging tools.
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Distribution
Unable to move stock quickly? Immovable stock is costly and bad for business, so consider software that manages sales demand forecasting, with advanced inventory capabilities like batch, lot, serial tracking and automatic re-order triggers.
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Manufacturing
Looking for an accounting software with make-to-stock or make-to-order capabilities? We got your back. Financials handles everything from light assembly to multi-level bill of materials production.
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Jobs and Project Costing
Having trouble managing your resources effectively? Your accounting software should help you be more profitable when it includes full job planning with budget vs actual tracking, work in progress calculation and automated invoicing triggers.
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Fixed Assets
Need to keep track of your fixed assets? Get a detailed view of your fixed assets including depreciation, maintenance and disposal information on these key tools owned by your business.
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Key Features

Finance

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Dimensional Tagging

Know where your funds are going using customizable tags that can be placed on customers, items, expenses, invoices, line items on those invoices and more. With this automated, you can easily view real-time reports on the health and performance of your business.

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Budgets and Forecasting

Present information effectively by showing how well your business has performed compared to a budget or period. Drill down to understand the cause of problems to make better decisions for the future.

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Cash Flow Forecasting

Generate a cash flow forecast to visualize the short-term stability of your business. This tool generates with ease in a worksheet sourced from your general ledger, purchasing, sales and services, fixed assets and even live budgets in the system. When happy, publish the results on your dashboard.

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Accounts Receivable

Your entire sales process can be easily tracked, from the initial quote through to the order and invoicing of your customers. The ability to create templates for common orders is available, as well as the creation of discounts based on item groups or a periodic basis. The payment of invoices is a simple process of applying what has been paid and posting it.

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Accounts Payable

The Purchasing Process can be as straight-forward or complex as your business requirements are. Whether you are simply creating purchase invoices on a recurring monthly basis to vendors or utilizing drop shipments for your organization, the purchasing process incorporating quotes, orders and invoices has EFT functionality available out-of-the-box.

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Add Customers

Add customer details including their address, contact person, phone number, email address, payment details, discounts, bank accounts and add notes. See payments due, payments history and transactions by period reports.

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Add Vendors

Add vendor details including their address, contact person, phone number, email address, bank accounts, invoicing/payment details and currency code. See payable owed and payment history reports.

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Sales Prices & Discounts

Plan ahead and create sales prices for your customers and customer groups that can hold individual prices for items to hold multiple price books. Also generate discounts by percentage linked to particular customers, customer groups and even items and item groups.

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Payments to Vendors

Keep your payables to your suppliers in order with the ability to account for different currencies from your suppliers.

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Make Offers

Create a sales quote where you offer products on negotiable terms before converting the quote to a sales order and then an invoice. Ability to copy document lines from another sales document or copy a sales invoice to quickly create a similar document.

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Purchase Discounts

Manage negotiated discounts from your suppliers based on minimum quantity, unit of measures and more.

Distribution

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Receivables Approval Workflows

Incorporate your approvals workflows in Financials with approval amount limits specific to each user. Request approval for posting and notify an approver in the system who can approve, reject, even delegate the request to another user all on your phone.

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Multiple Ship to Addresses

Allow your customers to decide which addresses they would like
their goods to be delivered.

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Drop Shipments

Allow for the shipment of goods purchased from a supplier to be
delivered direct to your customer.

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Purchase Products

Create a purchase invoice to record your agreement with a vendor to buy goods on specific delivery and payment terms or create a purchase invoice from all or selected lines on a sales invoice. Option to insert recurring purchase lines such as for monthly replenishment order.

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Payables Approval Workflows

Incorporate your approvals workflows in Financials for Office 365 with approval amount limits specific to each user. Request approval for posting and notify an approver in the system who can approve, reject, even delegate the request to another user all on your phone.

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Add Items

Add items and specify their unit of measures (e.g. piece, kilo, pack, hour), costing method (e.g. LIFO, FIFO, Standard, Average), unit cost and price, View your current stock levels and transaction history.

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Item Availability

Easily provide availability of your inventory across various locations and by multiple methods, see availability by transactions, or by item.

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Item Variants & Substitutions

Incorporate your approvals workflows in Financials with approval amount limits specific to each user. Request approval for posting and notify an approver in the system who can approve, reject, even delegate the request to another user all on your phone.

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Serial and Lot Numbers

Assign serial and lot numbers manually or automatically.

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Landed Cost

Essential for a business wanting to track freight tie and charges for shipments from overseas. See expected arrival date, bill of landing number and more.

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Reorder Policies

Allow for streamlined logical planning for your inventory with reordering policies and minimum and maximum levels. Even bulk create replenishment of your inventory through a worksheet.

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Multi Company

Easily move between companies within the same database. One subscription price for multiple companies.

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Intercompany Transactions

Buy and sell between your companies as well as split the bills between multiple entities using the inbox and outbox feature.

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Consolidation

Combine your business into one company that can report on the full health of your portfolio of companies.

Manufacturing

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Bill of Materials

Create bill of materials on a granular basis with the ability to have multiple levels whilst also calculating for the time and cost to build.

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Capacity Planning

Ensure that capacities from work centres are accounted for when planning for materials and more.

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Full Production Status Processing

Manage every stage of manufacturing through the production order types, include simulation for cost quoting planned and firm planned for manufacturing placeholders, released for production on the manufacturing floor and finished for statistical review of costs and wastage.

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Communicate Production Plans

Transform suggested planning lines to Supply Orders: Purchase, Transfer or Production and notify the warehouse to pick components. Have production work seamlessly with all your other modules.

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Apply Master Planning & Demand Forecasting

Prepare an overall plan that reflects anticipated purchasing, transfer and production all through the Master Plan Schedule. Even include projected sales sourced from sales forecasting.

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Perform Material Requirements Planning

Transform suggested planning lines to supply orders: purchase, transfer or production and notify the warehouse to pick components.

Jobs and Project Costing

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Produce, Copy & Manage Projects

Create jobs that involve use of man hours, machine hours, inventory items, and other types of usage that you want to keep track of. Configure Projects with the familiar feel of Excel and use every job as a template for future projects. You can also use this functionality for many types of services and consultancy tasks.

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Job Tasks and Planning Lines

Structure a job to match your business practices and design the project to provide fixed price progress claims, variation claims and time and material billing. Schedule for your man hours and consumable materials with planning lines to track usage, Using this functionality will provide a good overview, not only of individual jobs, but also of the allocation of employees, machinery and other resources being used in all projects.

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Manage Job Pricing & Budgets

Provide project specific pricing for resources, resource groups, consumables and other types of usage. While maintaining budgets for the project as a whole, or by individual task and planning lin. You are even able to manage cost forecasts on the individual line level to ensure projects run efficiently.

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Monitor Progress and Performance

Record usage on a project and monitor the consumption of materials, resources and other expenses through /work in Progress. Calculate the method of WIP for posting to the general ledger for a project as Cost Value Sales Value, Recognisable Cost, Percentage of Completion and even Completed Contract.

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Utilise Timesheets

Integrate time sheets for resources to schedule for both machine and man hours into your projects. You can fill in the timesheets which populate your projects for vice versa eliminating double entry and manual processes. Even incorporate an approval workflow to the timesheets entered with the ability to approve and reject.

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Manage Project Supplies & Invoice Jobs

Generate Purchase Orders to have direct ties to a job r produce the PO directly from the planning lines with a project with one click ease. Even reconfigure existing purchase orders. Then produce customer invoices from within the job lines and review the profitability from the project’s expected, average and actual expenses and revenue.

Fixed Assets

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Depreciation

Transform suggested planning lines to Supply Orders: Purchase, Transfer or Production and notify the warehouse to pick components. Have production work seamlessly with all your other modules.

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Disposal

Account for the disposal of a fixed asset or its movement from one company or location to the next.

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Maintenance

Record maintenance and service expenses for a fixed asset as well as tracking insurance for it to make decisions on when to dispose or sell a fixed asset.