Clifford was an early member of the team and worked his way up to the top position. As the leader, he has implemented changes like more approachable management and consistent policies. He is considering whether software could help with the company's strategy. The proposed software provides executives with real-time financial and operational reports directly from the accounting data. It also offers strong budgeting, planning, and comparison features. Executives can access reports and data remotely. Alerts and notifications help leaders monitor business activities and metrics proactively.
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Executives
1. Clifford - Executive Clifford was one of the earliest members of the team, back when the company was operating from a house. Clifford transmitted his vision and mission and slowly but surely throughout the years he escalated all the way to the top of the ladder. In these couple years he has brought much needed change to the office, from more approachable upper management, to a more congruent set of policies and standards for the company. As part of the organizational change he was to bring, he is also wondering if maybe software should be part of the strategy.
Print Preview Balsum04.xls You can also achieve a side by side comparison for variance analysis
Reports are not limited to the financial statements Select Finratio01.xls From this area you can also access the key financial ratios for a pulse on the health of your business
Quick look at the profitability ratios and growth ratios Scroll down for more/discuss the one of interest – the one that might solve a problem at hand
You can also display the financial ratios as dynamic graphs that pull the underlying information in real-time from your Accpac company data Print Preview Finratio03.xls Click ‘next’ to show the graphs of the other key indicators You can now see that once the critical information you need has been predefined, it can be accessed the way you want, when you want
Objective 2 Reports once defined using pre-defined GL segmentation and filters will run from the Accpac data in real time – no additional steps required Areas of focus GL Setup Options GL Financial Reporter – Report set up and Drill Down Reports through VBA macros G/L Drill Down to details
With Accpac, getting to the reports is quick and easy, but more importantly, the successful information retrieval starts with the correct set up The reporting tools – whether Crystal Reports or the FR - pull the data from Accpac in real time for up to the minute reporting. It thus gives you the flexibility to get the report when you want rather than the other way round! Under the G/L set up options, you can define the various levels of reporting through the G/L Segmentation structure (Account, Division and Region in our example)
Once the parameters and data sources are defined, we additionally give you filters in the reports interface Open G/L FR and select a report: You can re-run a report using the Year/Period; Actual vs. Provisional; Choose the levels (Acc, Div, Region). You can even select the range of account numbers to include The output can be previewed or distributed as a file or e-mailed
You can also define whether the G/L FR can drill down to the Accpac source transactions for the details behind the numbers in your reports Open Quickinc4.xls and save it as a file on the desktop. Reopen it via the designer To drill-down, simply right click on the numbers or choose FR Drill Down from the top menu You can access the source data screen that you can drill down further and open relevant Accpac screens
VBA Macros Besides automating repetitive tasks and reducing keystrokes, reports that are created using VBA macros are an ideal way to provide additional options and filters Open Run Macro from the top menu in Accpac and choose “cashflow.avb” macro You are presented with the flexibility of changing the cutoff period rather than the hard coded 30/60/90 days. You can choose the degree of detail and the accounts to include With these options, you don’t have to wait to receive summary reports and the business data you need to make quick and informed decisions!
G/L Chart of Accounts Drill Down In Accpac, there is a complete drill down available to the source transactions right from the G/L Chart of accounts Think of this as an on-line audit trail/footprint of events that you need to research In G/L Chart of Accounts , choose the sales account 4010-100-10 . Click on Transactions button to open GL Transaction History screen. Say if I’m are looking for a transaction for the month of May: Change the ‘Period Ending’ to 2010-05 – transactions on the screen will refresh Scroll down to the sale to The Courtyard – the last transaction (the one that I am looking for)
Double Clicking on the Courtyard will open the G/L Journal Entry screen Use the Drill Icon to open the A/R Invoice Entry screen Continue drilling down
You can now see the OE Order Entry transaction As you close these screens and return to the G/L Chart of Accounts, reiterate the power behind this feature: Through this powerful drill-down, you can instantly research the details behind your business transactions stored in the financial and operations modules. Due to the integration between the modules, you can drill down to access that information when you need it
Objective Accpac offers strong budgeting and planning features Areas of focus GL Budget Maintenance Screen The budget macro that ships with the product FR Forecasting Reports
Open GL Budget Maintenance Screen Based on the edition, Accpac offers up to five sets of budgets per account per fiscal set. This allows for a lot of room for maintaining more than one budgets for comparison and forecasting purposes In addition, you can choose from several budget methods to spread an amount over the year
Using fiscal set lookup, you can choose which year/fiscal set information to use as the baseline for budget calculations Budgets can either be pulled as reports or can be exported to Excel for review
Open the Budget.xls by accessing it from C:\\Program Files\\Sage Software\\Sage Accpac\\Macros or using the Macros folder in your Accpac install directory Accpac also ships with a macro embedded in a spreadsheet that you can use to retrieve budget data from Accpac company database You can manipulate this information in the spreadsheet if you prefer working in that environment
Once done, these revised numbers can be exported back to Accpac With this option you have the flexibility to combine the features of excel while still maintaining the information in Accpac
Open the G/L FR – choose Forecast.xls
With the built-in forecasting report, you can compare actual and projected numbers side by side Remember that the filters supplied with the report give you additional level of detail Combining the budget maintenance tools and forecasting reports you can meet toughest of planning challenges, while maintaining the data in Accpac.
Objective Accpac Web-Deployment allows remote access. Accpac Dashboards are web-based, customizable and provide inter-activity for details. Can open Accpac screens from CRM. Area of focus Accpac Web Deployment Accpac Dashboards
Open Web Deployed Accpac Screen based on the URL that is configured for your installation. Login as ADMIN. The URL in the screenshot is for a local instance on the same machine as the server. Accpac web deployment allows access to Accpac users remotely, with the same privileges defined in administrative services. Once configured, Accpac users can start using it right away In addition to enhanced productivity, secure remote access also ensures that you have access to all the reports and key metrics you need to monitor
Open Accpac Dashboard based on the URL that is configured for your installation. Login as ADMIN. The URL in the screenshot is for a local instance on the same machine as the server. Accpac also ships with web-based dashboards that allow you to access key metrics on your Sales, Receivables and Payables information These three sample dashboards pull the data from the AR, AP and the OE modules and keep you in touch with the business data while you are on the road
Accpac dashboards offer interactive look into the details behind these metrics Using the customization kit, you can either modify or create new dashboards to display Accpac data In closing mention that CRM also allows for access to Accpac: Due to the integration between Accpac and CRM, users in CRM can be allowed access to open Accpac screens. SageCRM being a web based solution will provide access to Accpac in yet another way
Objective Accpac (Business) Alerts keep the decision makers notified by monitoring predefined business activities Area of focus Accpac Alerts Server
Open Accpac Alerts Server and point out the Alerts Customer Credit Alert Using these business alerts, you can notify the users (either via email or an on-screen notification) as soon as an event being monitored takes place As an example, a change in the customer credit status (their credit limit change or their account being put on hold) can immediately alert the concerned individual by sending out an email with the pertinent details
Account Balance Alert Similar notifications can be set up if a GL Account balance exceeds the budgeted amount.
Inventory Alerts In the operational modules, Inventory Control for example, you can ensure that critical events like inventory on hand does not go below predetermined levels Through alerts notifications you can ensure that timely actions are taken and the business does not suffer
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