|
• How much does it cost?
The system is given to our clients free of charge, in the desire to provide another tool for the success of the business.
|
|
• How does it work?
After our firm receives the current documents and records, the system is automatically updated, and the data are uploaded onto a secure view-only Internet server (entry into this server is enabled only by means of a personal code and password) with no ability to revise the data.
This method enables the client to view the data in the system that was developed and designed in the most user-friendly fashion to display the data with no need to become familiar with complex accounting software, including graphs and administrative reports, from anywhere, in the most accessible and efficient manner, without being able to "destroy" anything.
|
|
• How safe is it?
With today's technological developments, mainly in the field of computers and the Internet, any business owner who wants to succeed must used advanced technologies in the business field as well, just as the large corporations do so successfully.
The software is protected by an advanced security system, and thus provides the same protection as when viewing one's current account on the bank's website without being able to make any changes.
|
|
• What data will I see?
In general, the data displayed depend on the scope of the accounting managed for you in our office, therefore we recommend that the accounting system be managed not only according to Income Tax requirements, but also according to the specific needs of the business (our firm will be pleased to advise on this point).
|
|
• How can I see how much a customer owes me?
Go to "Search" > "Search for File by File Name/Number": enter customer's name or number if known, and press the "Search File" key > double click on the file and the customer's transactions are shown. The range can be delimited by date.
Press "Display All" - shows the whole file.
Press "Display Closed Transactions" - shows invoices paid up by the customer and how they were paid.
Press "Display Outstanding Transactions" - shows only unpaid invoices.
|
|
• How can I see how much all customers owe me?
Go to "Financial Reports" > "Trial Balance" > scroll down until you reach the customers group.
A more advanced method is to press the button "Open Report Sorting Options", then write on the sorting display "From Sorting Code (20) Customers to Sorting Code (20) Customers". The range can also be delimited by dates or any other sorting method as shown in the Sorting Options.
|
|
• How can I see how much I owe a specific supplier?
Go to "Search" > "Search for File by File Name/Number": enter supplier's name or number if known, and press "Search File" > double click on the file and the supplier's transactions are shown. The range can be delimited by date.
Press "Display All" - shows the whole file.
Press "Display Closed Transactions" - shows invoices paid to the supplier and how they were paid.
Press "Display Outstanding Transactions" - shows only unpaid invoices.
|
|
• How can I see how much I owe all suppliers?
Go to "Financial Reports" > "Trial Balance" > scroll down until you reach the suppliers group.
A more advanced method is to press the button "Open Report Sorting Options", then write on the sorting display "From Sorting Code (30) Suppliers to Sorting Code (30) Suppliers". The range can also be delimited by dates or any other sorting method as shown in the Sorting Options.
|
|
• How can I locate an address/phone number?
To search for the address/phone number of a customer, supplier, employee, etc.:
Go to "Search" > "Search File by Name/Number of File": enter name or number of file if known, and press the "Search File" key > double click on the file and the particulars of the file are shown at the top of the screen.
|
|
• How to monitor fixed expenses:
To monitor expenses paid monthly or bimonthly, such as telephone, Internet, electricity, regular payment to a supplier, etc. - go to "Financial Reports" > "Trial Balance - Monthly Cross-section" > press "Open Report Sorting Options" > and write on the display from Sort 90 to Sort 995.
All expenses are displayed with monthly breakdown and the expenditure for each month separately.
Pressing the name of the expenditure appearing in blue will display the particulars of all expenditures.
|
|
|