Select a topic below for more feature details:

Accounts Payable

Accounts Receivable

General Ledger

Payroll*

Recurring Billing*

Time Clock*

Download complete Advantage Feature List in Adobe Acrobat format.

* May be an optional module, not included in the standard package.

• Easy vendor lookup:
• Cross-reference by phone number, contact name, or any word in the vendor name
• Find hard to spell vendor names with "sounds like" cross-reference ability
• Multiple user-defined cross-references such as abbreviated vendor name
• Use vendor "ledger card" to:
• Show all open and paid vouchers (vendor invoices) with payment history
• Show proposed and taken cash discounts
• Flag individual items in voucher for payment
• Display prepaid vouchers not entered.
• Multiple bank accounts and checkbooks:
  • Quickly create and void checks
  • Write manual or computer checks for all or a portion of a voucher
  • Review intended payments before printing checks with the payment edit report
  • Batch reconciliation forces deposits entered into checkbook to tie to balances posted to cash by batch number
    
• During voucher entry:
• Enter unlimited number of vouchers per vendor
• Unlimited number of general ledger distributions per voucher
• Access purchase order and receiving information while entering vendor voucher
• Apply deductions on a vendor invoice
• Display product receipt detail from the voucher entry screen
• Take cash discounts, even if expired
• Cash requirements report projects needed cash for cash discounts
• Accounts payable aging:
• by vendor payment priority
• due date
• by vendor
• Multiple payment selection methods; pay by:
• voucher date
• voucher's required pay date
• vendor earned discounts
• items flagged for payment on vendor's "ledger card"
• Payment edit report lets you review intended payments before printing checks
• Warnings if Purchase Order, Receiving Document, and Voucher totals vary
• Ability to make Accounts Payable adjustments.
• Ability to simultaneously process next month's vouchers and last month's vouchers before running end-of-month reports.
• Process 1099 forms.

• Maintain invoices, accounts receivable, and payment detail for a time period you specify; option to store the detail for an unlimited time
• With a single keystroke access a customer's open and paid invoices:
• up to the minute 30/60/90 aging
• amount due with and without interest charges
• collection comments
• payment history by item if multiple payments are applied to an invoice
• see last payment listing with detail on how payments were allocated
• monthly sales and payment summary history screens for the last 3 years (or more)
• Cash discounts are supported.
• Charge and book finance charges with flexibility:
  • apply finance charges to selected customers or to all customers except those selected
  • o pro-forma finance charges look real to customer but remain off-book until collected
• Sales journal and COGS report with subtotals by warehouse
• Detailed aging by:
• customer number
• customer name
• invoice date
• warehouse
• sales representative
• Ability to generate customer statements for one, all, or a group of customers:
  • Automatically send customer statements to specified ship-to locations as desired - statements include only the invoices shipped to those locations
  • Send customer statements to bill-to locations (headquarters) that include invoices for all locations (ship-to branch offices)
• Monthly sales tax journal by user-defined tax jurisdiction
• Keep and display unlimited invoice comments (useful for collection notes) and line-item comments
• Create bank deposit slips automatically
• Ability to write-off accounts receivable balance to multiple general ledger accounts during cash receipts.
• Cashiering functions allow quick over-the-counter sales
• Create a separate monthly invoice to charge interest or charge interest on an invoice-by-invoice basis
• Apply cash:
• automatically to oldest open invoice first, until all funds are applied
• invoice by invoice
• Accept and apply deposits:
• accept customer cash deposits (unapplied cash)
• easily transfer customer cash deposits (unapplied cash) to open invoices
• apply deposits during invoice creation (optional feature)
• Access Customer Master from within the cash receipts program by entering:
• invoice number
• customer number
• any word in the customer name
• any predefined customer cross-reference
• From within the Customer Master record, view in summary or detail:
• orders
• quotes
• back orders
• future orders
• printed but not shipped orders (work orders and pick lists)
• invoices
• special orders
• open balances and payment history
• While entering receipts in the cash receipts program:
• enter and post a manual invoice to accounts receivable
• From the cash receipts program, view customer "ledger card":
• open balances and payment history
• cash comments from the Customer Master
• Ability to process next month's sales before closing last month's transactions.
• Supports recurring receivables*.

• Fully integrated GL:
• post balances daily or monthly, allows daily financials if desired
• ability to keep many months open at one time
• ability to post and un-post a journal or rerun end of month reports if necessary
• Ability to hold open accounts payable after the end of the calendar month:
• Process next month's accounts payable before closing off last month
• Flexible closing dates, reopen a month if necessary
• Financial statements:
• by warehouse location or by department
• user-definable format and user-definable headings, map the GL to a line on the statement
• financial statement format is not dependent on GL numbering sequence
• many display options: this year vs. last year; this year vs. budget vs. last year, etc.
• Budgeting by GL#, by department, and by warehouse.
• Support for sub-accounts.
• GL adjustments:
• booked --> immediate adjustment to the GL
• automatic reversing --> automatically reverses the adjustment in the next period
• automatic recurring --> standard adjustment candidate list, edit as necessary and post by batch to the GL
• automatic reversal of accounts payable prepaid to expense (works with accounts payable entry)

• Maintains employee information:
  • ID#
  • name
  • password for time clock
  • rate of pay
  • type of pay (hourly, salary, commission or other)
  • supervisor password
  • hire date
  • warehouse and department#s for GL allocation
  • birth date
  • time clock information
  • and vendor#
• Maintains personal information:
  • home address
  • phone numbers
  • exemptions (used for withholding and printing W2)
  • Social Security number, emergency contact, etc.
  • Withholding History – displays the current year, many years, or compares several deductions for the current year
  • Unlimited freeform comments for each employee
• Process payroll checks for hourly and salaried employees
• Print computerized paychecks (laser or dot-matrix with same standard check stock used for your AP checks) and/or write manual checks
• Print computerized paychecks for more than one bank
• Correct errors:
  • before posting by deleting or changing a pro-forma paycheck
  • after posting by voiding the paycheck
• Review payroll reports including:
  • Pro-forma Paycheck Edit Report
  • Printed Payroll Checks Report Paycheck
  • Summary by Employee#
  • Federal Forms 940 & 941 worksheets
  • wages by week for specified fiscal period
• W2s automatically prepared.
• Sort Employee Master Reports by birth date, hire date, etc. to use for employee recognition programs.
• User-defined GL withholding matrix easily handles 401k and cafeteria benefit plans, expense reimbursements, garnishments, loan (salary advance) repayments.
• Salary and commission can print on one paycheck with different withholding amounts.

Recurring Billing* 

• Repetitive billing for leases, contracts, split terms billing, club/membership billing and any other type of recurring invoicing where a specified amount is due for a specified number of billing periods
• Billing process is very similar to regular order entry
• Invoices are created automatically a specified number of days before the next payment is due
• List of invoices created and sent-to-date for each "contract"
• Lease payment coupons available

• Records employee punch-in/punch-out entries on a ‘timecard’ system of compensation
• Punch-in/punch-out up to 1000 times a day
• Password prevents unauthorized use of employee clock record.
• Keep employees on time with a first punch-in-time deadline:
  • Punch-ins after the deadline carry a time penalty
  • Supervisor can allow punch-in after this deadline if desired
• Hourly time card summaries including overtime available can print at the end of each time clock period
• Number of hours worked per day, overtime rate, permitted lunch break are all set system-wide
• Overtime is tracked; overtime approval can be mandated to help control unauthorized overtime
• Vacation, sick time, and comp time are tracked and reported as you require
• Emergency information is on hand: emergency contact, physician name, known allergies and/or medications; general comments
• Multiple passwords can be assigned to each password prompt.
• All menus can be password protected with unique passwords.
• Key programs can be password protected with unique passwords.
• Changes and/or overrides to key data are password protected.

Download complete Advantage Feature List in Adobe Acrobat format.

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