Software Recommendation


R

Richard Soul

We are a small (5 employees) but growing IT business looking for an
accounting system with some or all of the following functionality.

Stock control

Quoting system

Job costing system i.e. Create jobs and be able to trace all related quotes,
orders, timesheets, expenses, supplier invoices, sales invoices.

Purchase order processing.

Automatic repeat invoicing.

Financial coding structure for detailed analysis.

CRM or at least be able to integrate with a third party CRM which enables
customers to edit their own details on-line.

Not intending to use it for payroll at this stage.

Has to be able to e-mail invoices and statements as PDF's to customers or
integrate with MS Exchange.

Have a web interface for remote access for us to use the system and for
customers to run their own reports.

We want to be able to feed the system with data from at least 5 PDA's
running Windows Pocket PC 2003
i.e. synchronise time & material data on connection to the network.

Plus all the usual accounting and reporting functions.

Does this sort of thing exist?

Regards,

Richard.
 
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H

Help

It's not Quickbooks which this forum is about! You are talking more
like Great Plains or MAS90 or something upscale from this group's
general needs.
 
H

Help

OOPS I thought I was in the Quickbooks group when this was posted so now
please don't everyone get excited. The first sentence doesn't apply and
I am sorry, but the rest is on. Mid range or above may help your needs.
AccPac also is in this group as is Solomon.
 
B

Bob

OOPS I thought I was in the Quickbooks group when this was posted so now
please don't everyone get excited. The first sentence doesn't apply and
I am sorry, but the rest is on. Mid range or above may help your needs.
AccPac also is in this group as is Solomon.
all of those accounting software packages would work - Great Plains, MAS90,
etc., but for a 5 person company? !!!! seems pretty ambitious to me
 
B

Bob

Richard Soul said:
Do you mean that I am expecting too much from an application designed for
small businesses or that MAS90 & Great Plains are designed for bigger
companies?

Martin.
absolutely - most small business don't have the resources (money and time)
to implement those accounting packages. I suppose if you have venture
capital funding and expect phenomenal growth it could be done -- but most
start out with peachtree, quickbooks, etc.
 
R

Richard Soul

Do you mean that I am expecting too much from an application designed for
small businesses or that MAS90 & Great Plains are designed for bigger
companies?

Martin.
 
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H

Help

Yes your wants far exceed the reality of software for a small business.
If you require these features it's going to cost a great deal of time
& money to implement them.
 
R

Richard Soul

OK thanks for the advice. If I were to modify my requirements to the most
appropriate small business package that is strong on job costing what would
you recommend I look at?

Richard
 
H

Help

You could check Peachtree or Quickbooks in the small off the shelf
variety. Up the pole a bit is Businessworks from Best Software. This
is all dependant on your budget & need and how to best mesh the two into
a product you will find useful. A bit of research or hiring a
consultant may help you more than a forum.
 
B

Bob

You could check Peachtree or Quickbooks in the small off the shelf
variety. Up the pole a bit is Businessworks from Best Software. This
is all dependant on your budget & need and how to best mesh the two into
a product you will find useful. A bit of research or hiring a
consultant may help you more than a forum.

I'll agree -- you can download free trials of peachtree and quickbooks but
to get the complete job costing application you have to buy the "premier" or
"pro" version of quickbooks. You should consult with a knowledgable local
accountant that supports different accounting software packages.
 
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A

arnold

Richard,

Go to http://www.a-systems.net/html/jobview.htm to review the functions
in A-Systems JobView®. It was reviewed this spring in CPA Technology
Advisor and received 4 1/2 of 5 stars in their write-up. After 26 years
of doing job costing software, JobView is a very powerful piece of software.

Richard said:
We are a small (5 employees) but growing IT business looking for an
accounting system with some or all of the following functionality.

Stock control
JobView has an optional inventory module that tracks inventory on FIFO,
LIFO, Standard, or Serialized basis.
Quoting system
JobView's Sales Order module has a built in Quote system.
Job costing system i.e. Create jobs and be able to trace all related quotes,
orders, timesheets, expenses, supplier invoices, sales invoices.
JobView is built around job costing. The budget is set up, typically
from your estimate of costs. A budget can be imported from a
spreadsheet or from an estimating software. As actual invoices are
paid, timesheets entered, etc. they are compiled against the budgeted
dollars and units and a variance analysis done. Numerous (billions) of
job cost reports may be printed in several formats. Of course, each job
has its own profitability analysis using billings, including the AIA format.
Purchase order processing.
JobView has an optional Purchase Order module that is fully integrated
into Accounts Payable and Inventory.
Automatic repeat invoicing.
The Preferred Edition had the capacity to do repeating journal entries
including invoicing.
Financial coding structure for detailed analysis.
There are two financial coding systems. First, the cost codes are used
to track each phase of each job, in depth. Included with the software
is the Constructors Specification Institute (CSI) job cost codes. They
may be modified to meet you unique needs to meet needs outside of the
construction industry.
CRM or at least be able to integrate with a third party CRM which enables
customers to edit their own details on-line.
There is an optional import/export capacity that allows certain
integration. If and how it works depends entirely on the third party
CRM you might select.
Not intending to use it for payroll at this stage.
Payroll is built in, included as part of the bundled package. It does
not cost extra. It has user definable tax tables so the payroll module
does not become dysfunctional when tax tables are changed. Tax tables
may be updated in a matter of seconds by going to the A-Systems' website
and entering the data from that page:
http://www.a-systems.net/html/tb512.htm for no charge.
Has to be able to e-mail invoices and statements as PDF's to customers or
integrate with MS Exchange.
JobView can email invoices and statements, but not in a PDF format (at
least not in the latest release.)
Have a web interface for remote access for us to use the system and for
customers to run their own reports.
Several of our customers use JobView over the internet, but I do not
believe they are allowing customers to access their accounting
software. The software is protected by passwords that allow users
access to specifically defined modules and functions in those modules.
If you wish to set up your customers as users and limit their access,
that may be a possibility. Bear in mind that access is limited to a
fixed number of simultaneous users, that number being determined by how
many you buy.
We want to be able to feed the system with data from at least 5 PDA's
running Windows Pocket PC 2003
i.e. synchronise time & material data on connection to the network.
JobView has a PDA interface for timesheets and field reports. It is
part of the optional electronic import module.
Plus all the usual accounting and reporting functions.
JobView has Accounts Receivable, Accounts Payable, General Ledger, Job
Costing, Payroll, Subcontract Management, Management Overview, a built
in Report Generator, and a Contact Manager as part of the basic system.
Optional modules include a Custom Report writer, Inventory, Purchase
Orders, Equipment Costing, Electronic Import and Export, and a
Homebuilder module.
Does this sort of thing exist?
JobView may or may not have everything you want, but it is a very
powerful job cost accounting program that costs a fraction of either
Great Plains or MAS 90. In fact, A-Systems' most recently added dealer
is also a MAS 90 dealer. (He doesn't want MAS 90 to know.) Great
Plains resellers are forbidden from selling JobView, so those that sell
do so secretly. JobView does a lot of what Great Plains does for a
fraction of the price. I can't imagine why Great Plains is so testy.

If you would like to receive a Risk-Free Trial CD. You can actually run
your company on it, setting it up on the Getting Started Wizard for
free. Go to this site http://www.a-systems.net/html/freetrial.htm. If
you want to talk to someone, call toll free (800) 365-6790 and ask for
Mike Schmidt.

Good luck,

Arnold
 
R

rawlins

use to use "Cyma Shoebox" and found them to be quite good and flexible.
 
J

jimmyst

Richard Soul said:
We are a small (5 employees) but growing IT business looking for an
accounting system with some or all of the following functionality.

Stock control

Quoting system

Job costing system i.e. Create jobs and be able to trace all related quotes,
orders, timesheets, expenses, supplier invoices, sales invoices.

Purchase order processing.

Automatic repeat invoicing.

Financial coding structure for detailed analysis.

CRM or at least be able to integrate with a third party CRM which enables
customers to edit their own details on-line.

Not intending to use it for payroll at this stage.

Has to be able to e-mail invoices and statements as PDF's to customers or
integrate with MS Exchange.

Have a web interface for remote access for us to use the system and for
customers to run their own reports.

We want to be able to feed the system with data from at least 5 PDA's
running Windows Pocket PC 2003
i.e. synchronise time & material data on connection to the network.

Plus all the usual accounting and reporting functions.

Does this sort of thing exist?

Regards,

Richard.
Hi Richard,

I am pretty much in your situation right now just with much more
humble requrements but it is the nature of what I am doing. Also, I
am extremely sensetive about the investment in such software. So, I
focused on Open Source and found some excellent alternatives of the
comercial Accounting Packages. You could check out Compiere
www.compiere.org or SQL-Ledger www.sql-ledger.org. Both are open
source which means you get the code for freee (download from Internet)
and pay only for support. As long as you are IT business and if you
have and accounting knowledgeble person in hand I do not believe you
will need a lot of support.

Compiere looks very close to what you need but I am not very familiar
bacause it is defenetely overkill for me and the support is quite
expensive. Check it out your self. SQL-Ledger is less function rich
but may be will satisfy most of your needs (at least for web
interface, PDA access, e-mailing invoices, PDF and much more) and it
is written in Pearl so for IT people it would not be a big deal to
improve. On other hand the support is excellent and much more
affordable and you can make a request to the developers for features
you need and get them implement it for you. Of course you will have
to pay for that but it will be small fraction of what you will need to
spend for comercial full blown package. By the way right now I am
evaluating SQL-Ledger and on the technical side everything went very
smooth (I am also IT kind of proffesional) and so far it cost me
exactly $0 and no more than 2-3 hours to install and get it going.
What I am struggling whith is the accounting side but I do not have
any stuff at the moment, so I have to be my own bookkeeper.

Hope this is of some help for you.

Regards,
Jimmyst
 
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