Secretarial
The Secretarial Module is great for managing your Clients, like Close
Corporations, Companies, Trusts, Individuals and more. Handle Client's
Income Tax History with ease. Work out provisional taxes in bulk and
print out provisional tax Forms. Process annual duties due in bulk and
print out their Forms for submissions. Prepare Invoices via a standard
charge for bulk annual duties and provisional tax directly into the Time
and Billing module. Upload Client documentation to you Server for
central access to your employees. Group your Clients and assign them to
Consultants and Partners and decide to wich Revenue Office they belong
to. Group Clients and use own defined descriptions for your Color
Groups. Keep track of Revenue Offices and Registrar Offices Constact
Persons and locations. The Secretarial Module also has excellent Notes
management and can be queried either by notes made to the Client or
Notes made by Employee. Keep trak of Documents you sent to
Revenue/Receiver or Client and when you sent it.
Time and Billing
Time and Billing manages all your Employees Jobs assigned to Custom
defined Productivity Codes, Chargeable and Non-Chargeable. Process Leave
and Leave approval, Over/Under and Overtime hours. Do Bulk Invoicing,
recurring Invoicing and Credit Notes. Process your work in progess with
ease, write off Jobs to either Staff or Company, transfer Jobs or split
them, add Disbursements or a Standard Charge. Credited Invoices have
their Jobs released to work in progress for further processing. Close of
Workdays and Wip Periods to make sure all defined hours for each staff
member are accounted for. Define Budgets for your Employees and see/let
them know how they perform. Time and Billing offers a wide array of
Reports from Timecharge Analysis, Timesheets and more
Accounting
The Accounting module seamlessly integrades with Time and Billing but
also works as a Stand Alone product. Do Purchases and Purchase Returns,
Invoices and Credit Notes, Payments and Receipts and Process Journals.
Handle your Bank Recon easily by importing CSV files. Process Periodic
Vat Returns and Access Detailed Ledger, Trial Balance, Balance Sheet and
Income Statement Reports.
Payroll
Do your Payroll in a breeze. Integraded with Time and Billings electronic leave approval. Deduction Codes, Earning Codes and Loans are able to cover a wide array of common Payroll needs.