Powerful reporting
360° views
Flexible enquiry screens provide instant on-screen access to a
huge array of information. From looking up customer and supplier
contact details, terms and credit position to viewing a
detailed analysis of budget or actual costs on projects or nominal
accounts there is a wealth of analysis readily available. Drill
down to display or print source transactions or drill across to
find similar or associated records. Whatever your enquiry you have
easy access to a 360 degree view of everything known about your
area of interest.
Enquiries can be delivered graphically and we also offer
optional integration with our Dashboard product. This lets you view
pre-defined graphical KPIs in a highly visual format (e.g. graphs
and charts) directly from the Enquiry window. For more information
about Dashboard, click here.
Daily workflow
Every record in your accounts system, such as customers, projects,
nominal accounts and stock records,
can be interrogated by clicking on them wherever they appear, e.g.
whilst entering or enquiring on a transaction. Wherever you are in
the system when you see a record for which you would like more
information you can select that record, say a supplier, and very
quickly report everything the system knows about them without
interrupting the workflow of what you are doing. Contact details,
turnover, terms, outstanding transactions, a lifetime history of
transactions are all readily available.
Exploring records
Having started to explore the smart tag of one record you can
quickly move sideways to explore the full information of any
associated record. For example, you can explore everything the
system knows about all the stock items the supplier has delivered
to you, or the nominal account used in one of the suppliers'
invoices to you.
Further information:
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