Customise the financial configuration of BusinessMan to suit your location. Specify tax codes, nominal codes (for your accounts), invoice and document footers and the number of decimal places to trade in.
Multi-currency settings can also be entered from this area of the system. Create as many currencies as required and click 1 button to get all the current live exchange rates. Multi-currency is used throughout the system, namely for Quotations, Sales Orders, Purchase Orders and invoicing – which can all be printed, emailed and created as a PDF in either your base currency or the display (foreign) currency.
Multiple Bank Accounts can also be stored. Therefore, the required Bank Account can be selected prior to exporting data to your accounts package.
QuickBooks® accounting software integration.
Accounting data can be exported
Supports any currency (GBP, EUR, USD...)
Money Works
Quickbooks
Sage Accounts
Summary
Monitor invoices that have been exported to your accounts system and also invoices not in the accounts system.
QuickBooks® accounting software integration.
Accounting data can also be passed to Sage.
Enter your trading currency into the system set-up.
Features
QuickBooks® accounting software integration.
Accounting data can be imported into Sage.
Supports any currency (GBP, EUR, USD, CAD, AUS, YEN...)
From sales order processing we will move to the financials area by selecting the financials button at the top.
We have now entered the financials dashboard. From here we have an overview of the elements corresponding to the financial aspects of the company.
Along with a business snapshot which allows you to view the order values and invoiced and quoted values within selected date ranges, you also have an order status area showing the different statuses of orders in progress. Additionally you have a customer invoice area showing the payment status of invoices that had been issued.
Company purchases are also catered for with a purchase order status area. Numerous filters are available to view the full range of purchase orders in progress.
Along the top of this window there are several more options available to us including invoicing, credit notes, settings and ledgers.
Financial Settings
We will now enter the settings area by selecting the settings button on the top menu.
In here we set all the default financial settings such as the tax rates, the default currency the default currency symbol. We also set the sales and purchase ledger settings for accounts analysis either within the system or by integrating the system within an existing accounts package such as QuickBooks or Sage accounting.
We also have the ability to enter the footer contents for the invoice, credit note, purchase order, and the customer account statements.
Under the bank and invoicing details tab, we can set our company tax numbers and the tax description such as MST, sales tax, or for EU countries, the EU vat number and the corresponding label that is to be used as a description for this tax throughout the system.
Integrate with your current accounts system*.
* - Integration available for Sage, Quickbooks, Money Works. Integration of Opera Accounts is possible with the assistance of your software provider. Contact us if your accounts package is not listed.
Computech IT Services Ltd are certified FileMaker Pro Software Developers and are a member of the FileMaker Business Alliance. BusinessMan is a complete Business Management solution incorporating CRM Software, FileMaker Scheduling and booking software, FileMaker timesheet and Job management software, FileMaker Templates and Order processing software for your business. BusinessMan is your only complete Business Software for Mac and Windows.
