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Products » Software for Accountants » PM Practice Management

Invoicing Customer Relationship Management Accounting All-in-One
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SMARTEDGE Practice ManagementOnly R 200.00/user/month

SMARTEDGE Practice Management

SMARTEDGE PM enables you as an accountant to effectively manage your practice. Integrated client login and automatic time tracking makes it easy to manage your practice and keep client books on SMARTEDGE.

Perfect for any accountant requiring:

  1. Automated Clerk Time Tracking and Time Sheet Maintenance
  2. Automatic Invoicing and Cost Allocation of Time Spent on Clients
  3. Task Allocation and Reminders
  4. Service Contracts
  5. Comprehensive Client Accounting

Try SMARTEDGE Practice Management for free now!

Integrated Practice Management and Client Bookkeeping

With SMARTEDGE Practice Management you get your own practice client where you track activities in your practice, maintain contracts, issue invoices and keep your own accounts. Furthermore, you link client books to your practice enabling you to provide an integrated service to all your clients. Practice Management also allows you to add client users so that your clients can have access to their own data online. Using Practice Management also entitles you to commission or discount on any subscriptions fees paid by clients that have their own users. Click here for general information about being an accountant partner.

Key Features in Practice Management

Integrated Client Company Login

When signing in on SMARTEDGE you can select client companies or select tasks that you need to perform for a client. When a task is selected the user gets signed in on the client company the task is for. [Read More]

Task and Time Management

SMARTEDGE Practice Management offers you easy time management for yourself and your clerks. Time spent on client tasks can be marked as chargeable and automatically invoiced to the client. [Read More]

Service Cases

Service Cases allows you to easily track multiple service activities for a customer. Service Cases can be loaded with future recurring tasks that need to be performed for the client, for example as VAT submission, Tax Submission. [Read More]

Appointments

With SMARTEDGE Practice Management you can easily track your appointments. Client appointments can also be marked as chargeable and invoiced. [Read More]

Client Trouble Tickets

Tracking customer requests and problems are easy with SMARTEDGE. All customer request can be added as trouble tickets and subsequently invoiced automatically if the request is chargeable. [Read More]

Contract Management

If you offer your services on fixed monthly contracts you can create recurring invoicing contracts for your fees. Additional extra tasks can be automatically appended as once-off charges to your contracts. [Read More]

SmartPanels

A real-time view of your invoice, payment and customer situation at a glance. [Read More]

Simple Interface for Opportunities, Quotes and Invoices

With SMARTEDGE you get a simple and straight-forward interface to create opportunities, quotes and invoices. Opportunities and Quotes can seemlessly be converted to invoices without re-entering any data. [Read More]

Customers, Contacts and Items

Store your customers and contacts for re-use. You can also create items to track sales of different services, offering you superb understanding of what you are selling and who you are selling it to. [Read More]

Keep Track of Payments

Just as important as getting out the invoice is getting the payment in. Included in our Invoicing system is customer statements and age analysis of outstanding payments. [Read More]

Employee Incentives and Rewards

Incentives and rewards are handled automatically in SMARTEDGE. You can create commission and bonus plans for employees, and from these plans, commissions are calculated when invoices are issued. [Read More]

Reports

Easy to read reports give you full view of your opportunities, quotes, invoices, service cases and trouble tickets. The reports can be customised to view data for different time periods. [Read More]

Sales and Profitability Statistics

With SMARTEDGE you can produce statistics showing total profitability, or sales and profitability by customer or products/services. [Read More]

Purchasing

Tracking purchases and supply chain management are critical tasks for any trading business that wants to be successful and achieve growth. Without control of the supply chain the company's financial situation will deteriorate because of capital limitations, loss of control and reduced profit margins.

Simple Interface for RFQs and Purchase Orders

With SMARTEDGE you get a simple and straight-forward interface to create Request for Quotes and Purchase Orders. Request for Quotes can seemlessly be converted to Purchase Orders without re-entering any data. [Read More]

Suppliers and Supplier Payments

Store your suppliers for re-use. Specific supplier prices are kept so that next time you buy an item from a supplier the system will remember the supplier's price. [Read More]

Supplier Invoices

Keeping your Suppliers in order is simple. SMARTEDGE allows you to capture supplier invoices with payment due date. Supplier Invoices can either be based on a Purchase Order or captured as a stand-alone supplier invoice. The Supplier Age Analysis tells you at a glance when you need to make payments. [Read More]

Reports

Easy to read reports give you full view of your purchases. The reports can be customised to view data for different time periods. [Read More]

Purchase Statistics

With SMARTEDGE you can produce statistics showing total purchases, or purchases and costs by supplier or products/services. [Read More]

Accounting

Accounting is the backbone of any business, and without accurate financial information your cash flow and profitability will suffer. SMARTEDGE Accounting is a complete accounting solution for small and medium sized businesses, ensuring that your books are in order and that you are completely informed about the overall performance of your business.

SMARTEDGE allows you to allocate income and expenses to departments, projects and other business units or employees. It enables you to get a better understanding of how the different parts of your business are doing, and every report can be produced for the business unit or for the company.

SmartPanels

A real-time view of your financial situation at a glance. [Read More]

Powerful Bank Manager for your Cash Book

SMARTEDGE offers a powerful, yet easy to use, Bank Manager to capture all your money transactions. The bank manager can automatically capture payment transactions from electronic bank statements downloaded from your internet bank. [Read More]

Easy Reconciliation

With SMARTEDGE bank reconciliation becomes a hassle-free experience. Whether you use the bank managers auto reconciliation feature or manually reconcile your bank accounts, you will at all times be sure that your bank is in order. [Read More]

Accounts Receivable

Tracking customer invoices and payments is easy with SMARTEDGE. Aging Balance reports give you full overview of your accounts receivable and you can easily produce mass statements that can be e-mailed as PDF documents to your customers. [Read More]

Accounts Payable

Keeping your Accounts Payable in order is simple. SMARTEDGE allows you to capture supplier invoices with payment due date. The Supplier Age Analysis tells you at a glance when you need to make payments. [Read More]

Value Added Tax Handling

SMARTEDGE tracks all your VAT transaction for you without you needing to worry about it. At the end of the VAT period a VAT return is automatically created in the format required by SARS, for your easy transcription to SARS' VAT submission form. [Read More]

Financial Statements

Income Statements, Balance Sheets and Cash Flow Statements can be produced for any time period at any time. [Read More]

Reports

Easy to read reports give you full view of your invoices, financial transactions, general ledger and trial balance. The reports can be customised to view data for different time periods. [Read More]

Click Here to see the feature list for PM Practice Management.

Don't need Practice Management?Click here to look at our Professional Accountant

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