Dashboards

Up-to-date snapshots of your company’s financial and operational status

Allows executives to make better-informed more timely decisions

Accpac FAS Link

Integrate Accpac ERP purchase orders or accounts payables

Easily track fixed asset purchases and ongoing monthly depreciation entries

General Ledger Account Rollup

Lets users create relationships between accounts

Saves time and resources, minimizes errors, and allows for easier account reconciliation and consolidation

Multicurrency revaluation

Choose currency revaluation methods based on different international standards

Ensures compliance with currency translation standards enforced in different countries

Multiple Customer Billing (PJC)

Invoice multiple parties to one contract for different facets of work

Keep control of your project costs, billing, and accounts receivables, even if you have to bill multiple customers for the same job

Accpac CRM Integration

Bidirectional data flow between Accpac CRM and Accpac ERP: • You can now share AP,AR and aging and statistics information • Analyze and update Accpac ERP data in Accpac CRM • Create customer account documents from within Accpac CRM • Synchronize billing and shipping information

Users will benefit from the bidirectional flow of data between Accpac ERP and Accpac CRM to manage customer interactions more effectively

Microsoft Outlook Integration

Accpac CRM offers in-depth integration with Microsoft Outlook: • New wizard-driven Outlook plug-in easy deployment • Improved synchronization • Meeting organizer displayed on the Accpac CRM meeting screen

Users will benefit the seamless integration with Microsoft Outlook, giving them the power to manage e-mail and schedules more efficiently

Enhanced Accpac CRM Calendar

The Day View in the Accpac CRM calendar has been redesigned to allow side-by-side display of overlapping appointments

Calendar interface is easier to use, and displays information more accurately

Customization Capabilities

With the new Delete Field option, Accpac CRM developers and administrators can delete custom fields through the user interface without having to create code. And the can add new buttons or customize existing ones in the work area

System administrators now have the ability to further customize Accpac CRM to reflect their organizations unique business processes, making the system easier for al users

Windows Vista and Office 2007

Accpac CRM is compatible with Windows Vista and Microsoft Office 2007

Accpac CRM works with the latest Microsoft products and supports Microsoft Office

Quotes and Orders

Find quotes and Orders information faster using expanded search criteria. You can even customize quotes and orders with your own notes and comments

Advanced search capabilities allow users to find, group, and manage Quotes and orders faster using a variety of search criteria

Compatible with a 64-bit Operating System

It is now possible to easily install Accpac CRM on a 64-bit Microsoft Windows 2003 server

Offers organizations the flexibility of using either 32-bit or 64-bit servers

Additional languages – included

Ability to enter taxes on entries in Bank Reconciliation and on Bank Transfer service charges

Ability to print Payment Register

Integrated Dashboards

Account Rollup in G/L

Account Code Change and G/L Security by Segments – included

New revaluation methods to meet the International Foreign Exchange Reporting Standards for GAAP for exchange gain and losses

10 New Sample FR Specs

Vendor Number Change - included

New revaluation methods to meet the International Foreign Exchange Reporting Standards for GAAP for exchange gain and losses

Ability to enter advanced credits (similar to AR feature)

Ability to specify job information (contract, project, category, and resource) on recurring payables

Enhance Aged/Overdue Payables, Aged Cash, Vendor Transactions, and Aged Retainage reports: option to subtotal each sort/group by, show group headers on report, option to suppress paid documents

AR Inquiry and Customer Number Change - included

New revaluation methods to meet the International Foreign Exchange Reporting Standards for GAAP for exchange gain and losses

Ability to specify job information (contract, project, category, and resource) on recurring payables

Enhance Aged Trial Balance, Customer Transactions, Aged Retention reports: option to subtotal each sort/group; show group headers on reports, select transaction types to be shown, or to suppress paid documents

Enhance Aged/Overdue Payables, Aged Cash, Vendor Transactions, and Aged Retainage reports: option to subtotal each sort/group by, show group headers on report, option to suppress paid documents

Ability to launch A/R Inquiry option product from A/R Invoice Entry (if the correct version installed, the user has a license, and is not running in a browser

Item Number Change - included

Ability to specify start and end dates for price lists

Ability to internally consume inventory (including FAS integration)

Ability to inquire about the quantity on sales order, quantity on purchase order, and committed quantity in Location Details

Enhance Aged/Overdue Payables, Aged Cash, Vendor Transactions, and Aged Retainage reports: option to subtotal each sort/group by, show group headers on report, option to suppress paid documents

Split up of Day End to allow just costing during Posting

Ops Inquiry - included

Integration with Project and Job Costing

Ability to calculate backordered quantities based on customer options

Ability to inquire about the quantity on sales order, quantity on purchase order, and committed quantity in Location Details

Prepayments on shipments

Ability to inquire on items that are expected to be shipped within a specified date range

Ability to inquire or print a report that lists the orders that have an item that has a committed quantity

TimeCard user licenses - included

Ability to specify customer at the project level in PJC, plus ability to change a customer

OE/PJC Integration

Serialized Inventory and Lot Tracking Integration in Material Usage and Return

Respect I/C UOM set in Contract Maintenance for Material cost - type

Ability to use customer’s price list for Material Usage, Return transactions