Get functionality to facilitate the most common business processes from day one, including quotes, orders, invoicing, purchasing, inventory, cash management, and reporting.
Your company will be able to conduct the following financial functions: GL, A/P, A/R, inventory and PO management, and electronic bank reconciliation.
Offer Includes:
  • General Business Set up
  • Office 365 integration
  • Chart of Accounts
  • Default Financial Statements;
  • GL Posting Groups (1ea) for General Business, General Product, Customers, Vendors, Banking and Inventory
  • Customer Template
  • Vendor Template
  • Yodlee Bank Feeds for Electronic Bank Rec
  • Importing Vendors, Customers and Products
  • Configuration of Power BI Dashboard
  • Online How-to Documentation for all functional areas provided by Microsoft
Customer must provide the following: Chart of Accounts, Customer Master List, Vendor Master List, and Products Master list.

Open A/R and A/P will be entered manually by customer as a part of system training.

Does not include custom report creation, historical data migration, or custom coding/functionality/integration with other line of business systems.