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Welcome to the world of on-demand business software. You could be issuing invoices today!
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| Invoicing |
Customer Relationship Management |
Accounting |
All-in-One
Enterprise Suites |
Franchise Suites |
Software for Accountants |
| SMARTEDGE Practice Management | Only R 200.00/user/month |
Practice Management Features
SMARTEDGE PM Practice Management accountant includes the features listed below. These features are similar to the service management features found in module ES1. If you want to compare the features of this edition with other editions, click here.
Organisational Management
Organisation
 Organogram / Organisational Chart |
| Customisable Business Units (departments, cost centers etc) |
| Branches as Self-Contained Business Units |
| Business Unit Allocation |
| Business Unit Drill-Up (reports) |
| Employees |
| Sales Team Commissions and Bonuses |
Group Accounting
| Holding Company |
| Subsidiaries (independant accounts) |
| Group Accounting (consolidated accounts) |
| Independant companies (not-consolidated accounts) |
| Intercompany Item Sharing |
| Intercompany Supplier Sharing |
| Intercompany Customer Sharing |
Office Productivity
| Shared Calendar |
| Time Sheets and Employee Time Tracking |
| Tasks, Appointments and Events |
| Activity Notes and Attachments |
| Automatic Time, Task and Appointment Invoicing |
| Recurring Tasks and Events |
| Document and Voice Log Library |
| Document Management |
| Customers, Suppliers and Contacts integrated with Skype and Microsoft Messenger |
| Alerts and reminders |
Sales
Customers and Leads
| Activities and Notes |
| Address Labels |
| Age Analysis (multiple aging options) |
| Banking Information |
| Campaign Source |
| Classification (Lead or Customer) |
| Collection Period Analyis |
| Communication Preferences (e-mail/print documents) |
| Communication Tracking (e-mails/documents sent) |
| Credit Limit Control |
| Customer Balances |
| Customer Blocking |
| Customer Categories |
| Customer Groups |
| Customer Ledger |
| Discount Handling |
| Document Tracking |
| Foreign Currency |
| Interest Calculation |
| Interest Rates (customer specific or company default) |
| Mass Statements (e-mail and date customisable) |
| Multiple Addresses |
| Multiple Contacts |
| Multiple Ledger Accounts (A/R, Trust, Contract Accrual) |
| Parent Company w/grouped statements |
| Price Differentiation |
| Customer Specific Product Catalogs |
| Customer Specific Price Catalogs |
| Sales Statistics by Customer, Customisable Data Presentation |
| Standard Sales Representative (owner) |
| Standard Payment, Delivery and Transportation Terms |
| Statements with Age Analysis |
Sales Opportunity Automation
| Opportunities |
| Opportunity Activities and Notes |
| Opportunity Value Estimation |
| Sales Pipeline Tracking |
| Automatic Conversion of Opportunity to Invoice |
Service Delivery and Invoicing
| Business Unit Allocation |
| Cash Invoices |
| Commercial/Export Invoices |
| Credit Notes |
| Customer Refunds |
| Electronic Documents in PDF |
| Foreign Currency Invoices |
| Invoices (Tax and Non-Tax) |
| Joint Capture Window For All Sales Documents |
| Mass Delivery |
| Mass Invoicing |
| Order and Quote Activities and Notes |
| Order Confirmations |
| Order Fulfilment Stages |
| Payments With Automatic Invoice Matching |
| Proforma Invoices |
| Quotes |
| Quote to Sales Order |
| Sales Orders |
| Sales Returns |
Contract Management
| Contracts for Progressive Invoicing (Sales Contracts) |
| Contracts for Recurring Invoicing (Subscription Contracts) |
| Contract Activity Tracking |
| Document Attachments |
| Initial Pro-Rata Invoicing |
| Multiple Invoice Cycles (Job Schedules) |
| Once-Off (Ad-Hoc) Contract Invoicing |
| Scheduled Recurring Contract Invoicing |
Campaigns and Marketing
| Campaigns |
| Campaign Analysis |
| Campaigns Linked to Mass Communication (mass e-mailing) |
| Customised Datasets (sub-set of customers, suppliers or contacts) |
| Customer and Contact Dataset Export for Local Mail Merge |
| E-mail Templates (HTML/Plain Text) |
| E-mail Tracking |
| Mass Communication by E-mail |
| Stand-Alone E-mail Address Lists for Mass E-mailing |
Commission and Bonus
| Personal Commissions |
| Team and Team Leader Commissions |
| Commission By Invoice or By Item |
| Commission Calculated From Sales, Gross Profit or Units Sold |
| Commission Payable on Invoice or Payment |
| Personal Bonuses |
| Team and Team Leader Bonuses |
| Bonus Calculated From Sales, Gross Profit or Units Sold |
| Bonus Earnings Carried Forward to new Bonus Period |
| Bonus Earnings Expiry |
Customer Service and Support
| Call Center with Trouble Tickets |
| Knowledgebase |
| Service Cases |
| Automatic Service Case Invoicing |
| Service Case Activity Tracking |
| Service Case Employee Assignment |
Financial Management
| Accounts Payable (Supplier Ledger) |
| Accounts Receivable (Customer Ledger) |
| Automatic Processing of Bank Statements From All Major Banks |
| Bank Manager / Cash Book / Payments / Account Transfers |
| Bank Reconciliation (Automatic and Manual) |
| Balance Sheet |
| Balance Sheet by Branch/Subsidiary |
| Business Unit Allocation (departments,cost centers etc) |
| Business Unit Reporting |
| Cash Expenses |
| Cash Flow Statement |
| Cheque Tracking |
| Collection Period Analyis |
| Credit Card Reconciliation |
| Credit Card Tracking |
| Consolidated Company Reports |
| Customer Age Analysis |
| Customer Payments/Credits/Refunds |
| Electronic Customer Statements |
| General and Cash Ledger |
| Financial Ratios Analysis |
| Fixed Asset Management |
| Fixed Asset Depreciations (Automatic) |
| Income Statement |
| Internal transfers |
| Merchant Accounts |
| Merchant Payment Transfers |
| Supplier Invoices |
| Sales Receipts |
| Settlement Period Analyis |
| Supplier Age Analysis |
| Supplier Payments/Credits/Refunds |
| Take-On Balance |
| Transaction Journal |
| Trial Balance |
| VAT Tracking |
| VAT Returns |
Suppliers and Purchasing
Suppliers
| Activities and Notes |
| Age Analysis (multiple aging options) |
| Banking Information |
| Settlement Period Analyis |
| Communication Preferences (e-mail/print documents) |
| Communication Tracking (e-mails/documents sent) |
| Credit Limit Information |
| Discount Handling (supplier discounts) |
| Document Tracking |
| Foreign Currency |
| Multiple Addresses |
| Multiple Contacts |
| Interest Rate Information |
| Item Links with Supplier Item Code and Price |
| Parent Company w/grouped statements |
| Purchase Statistics by Supplier, Customisable Presentation |
| Standard Buyer Representative (owner) |
| Standard Payment, Delivery and Transportation Terms |
| Statements with Age Analysis |
| Supplier Balances |
| Supplier Categories |
| Supplier Groups |
| Supplier Ledger |
Purchases
| Convert Purchase Order to Supplier Invoice |
| Foreign Currency Purchases |
| Incomplete Delivery Handling (Purchase Back Order) |
| Joint Capture Window For All Purchase Documents |
| Purchase Orders |
| Purchase Returns |
| Request for Qoutes |
| Supplier Invoices |
Contacts
| Contact Activities and Events |
| Contact Details |
| Contact Notes |
| E-mailing of Documents to Contact |
| Integrated with Skype and MSN |
| Linked to Customer or Supplier |
| Skype (internet telephony) your contacts directly from SMARTEDGE |
Items (Services)
| Barcodes and alterntive item codes |
| Default Sales and Credit Accounts |
| Description and Extended Item Characteristics |
| Discount Matrix |
| Foreign Currency Prices |
| Images Upload |
| Item Brands |
| Item Groups |
| Item Categories |
| Minimum Sales Price Control |
| Multiple Sales Prices |
| Produce PDF Datasheets Using Images and Item Characteristics |
| Prompt for Cost Price on Invoices |
| Purchase Statistics by Items, Customisable Data Presentation |
| Sales Statistics by Items, Customisable Data Presentation |
| Standard Cost Price (last cost price) |
| Supplier specific cost prices |
| Service Item (and non-stock product) |
| Variable Decimal Scale for both quantity and price |
Company Implementation
| Company Preferences for Customised Set Up |
| Company Letterhead for Merging with Business Documents |
| PDF Documents (invoices, quotes, purchase orders etc.) |
| Company Logo |
| User Roles |
| Five-Tier Security Protection |
| Presentation Preferences |
| Import Customers, Suppliers and Products |
| Export Reports To Desktop Applications |
| Datasets (highly customisable sub-sets of customer, suppliers, contacts or items) |
| Software Upgrades and Maintenance |
| Automatic Daily Backups |
| 24 hour, 7 days a week monitoring |
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