1. A/R INVOICING ADAPTER -
Maintain detailed invoice histories, supports service codes, returns,
price adjustments, retainage, credit limit checking, unlimited lines of
text on the invoice, miscellaneous charges, added fields, invoice notes,
and end of day sales register.
2. ACCOUNTS PAYABLE
- Maintains 5 years of history for each vendor, supports multiple
discounts, one-time vendors, payments on hold, customer refunds, check
voiding, 1099 forms, and recurring transactions.
3. ACCOUNTS RECEIVABLE - Maintain 5 years of history for
each customer, supports customer notes, invoice notes, added fields,
multiple bill-to and ship-to addresses, open item or balance forward
invoicing, commissions based on profit, automatic late fees, reprinting of
invoices and vendor refunds.
4. AcuODBC VISION
DRIVER & AcuXFD TECHNOLOGY - ODBC
Connectivity provides the ability to export data to ODBC compliant
applications such as Microsoft Excel.
5. ASSEMBLY WORK ORDERS - Component features include tracking
number, multi-location, conversion U/M, Fixed or Variable quantity,
Confirmation option, W/O Effective Date; Up to 9999 components per
assembly ; creates a stock item from multiple stock items - components can
be sub-assembled for multi-level assembly.
6. CASH FLOW
- Reconciliation report; unlimited number of bank accounts; check number
audit report.
7. COLLECTIONS ADAPTER - Manage collections by scheduling
collection calls and entering collection call information. Supports
automatic selection of customers who need a call, review previous calls,
record who you talked to and what they promised, call date and promised
date tracking, and zoom into the details of any invoice.
8. CONTACT MANAGEMENT - Contract assigned to service
location, territory, and route sequence; handles contracts based on meter
usage; create proposals / turn into contracts; generate scheduled service
orders.
9. DATABASE DIRECTOR™
- Store or replicate your data in MS-SQL, Oracle, Informix, ISAM,
Microsoft SQL Server, Oracle and Sybase (for history files), Btrieve,
C-ISAM, generic ODBC.
10. DocTransfer™
- Directly exchange documents with customers and vendors who also use the
SouthWare Excellence Series™. Exchange EDI documents with customers and
vendors.
11. EQUIPMENT SERVICING - Track by serial #, tag #, or
system; specific warranty dates based on model; loan, rent, out-of-service
indicator; up to 10 schedules per equipment model; based on time elapsed
or metered usage.
12. EXCELREPORT™
- The ExcelReport allows you to produce a report card summarizing six
success factors; trend analysis, GPA analysis using an A-B-C-D-E-F grading
scale.
13. EXECUMATE II™
- ExecuMate provides a window into the financial health and activity of
your business and includes a summary of the following data: company totals
or profit center detail; cash and aging totals; trigger “Alert” warnings;
financial statement totals current balance; cash worksheet; last 10 weeks
actual cash flows; next 10 weeks projected cash flows; actual trends; A/R
and A/P aging; today’s sales; activity statistics per day, week, month,
etc.; trigger “Alerts” for G/L accounts or financial ratios.
14. EXTENDED DATA™
- Add hundreds of new data fields to standard files. Create your own prompts and
defaults, add new search keys.
15. FIXED ASSETS
- Tracking, valuing, and depreciating your assets. Supports 15 character
asset ID numbers, property tax report locations, cost basis, salvage
values, replace costs, insurance coverage amounts, usage, owned, leased,
or borrowed indicators, straight-line, declining balance, usage-based,
sum-of-the-years digits, statutory, ACE, and non-depreciable, and partial
period conventions.
16. GENERAL LEDGER
- 16 column reporting, source and use of funds report, cash flow in
compliance with FASB 95, multi-company consolidation, 4 segment account
numbers, 5 year comparisons, and on-screen zoom to detailed transactions.
17. IMPORTMATE II™
- ImportMate II is an add-on module you can use to automatically input
data into selected Excellence Series files. ImportMate II prompts you for
all the information it needs and checks to make sure that the data you are
bringing in is valid.
18. INTERNATIONAL
TRANSACTIONS™ - Record, track, and report
multi-currency transactions involving international trading partners.
Features include unrecognized gain/loss report, history of gain/loss
report toggle display between natural currency and base currency (dollars)
19. INVENTORY CONTROL
- Comprehensive line of modules for your inventory-related operations.
Sophisticated Inventory Control includes tracking numbers
(serial/lot/etc.), various costing methods, multi-location flexibility and
many related capabilities to help you manage inventory levels and
information. Purchasing features help you buy what you need, when you need
it, and at the right price. You can track the assembly of items from
inventory, returns to vendors and returns from customers. Sales options
include Point of Sale, Order Entry (and related shipping processes) and
Rentals. Plus, powerful management tools ensure that you always know where
you stand in reaching your goals for profitability and service.
20. JOB COST- Completed contract or percentage complete; copy function to quickly
duplicate a job; AIA Invoicing option; subcontractor retainage; change
order; overhead allocation; and up to four breakdowns such as phase and
cost category.
21. ORDER ENTRY
- Customize the keystrokes and security features per operator ; text and
notes for the order ; special purchase, drop ship, and handle as surplus;
backorder, substitute and cancel options; sell from multiple locations on
an invoice.
22. PAYROLL
- Distribute salary to multiple G/L accounts ; employee notes; added
fields; pre-check authorization report; direct deposit; retirement,
review, leave reports; 401-K, cafeteria plans, and garnishments.
23. POINT OF SALE
- Numerous pricing options; serial, lot, or other tracking numbers; option
to display suggested related items; allows miscellaneous add-on charges;
calculates proper sales tax; any combination of cash, check, credit card,
or on account payment; calculates change due; optional interface to
electronic cash drawer.
24. PURCHASING
- Suggested order quantity based on EOQ, movement class, quantity
discounts, prior usage, min/max; safety stock - fixed or based on usage;
option to “freeze” order controls for items; Info about out of stock
situations; seasonal indicator and movement class generates POs for stock
based on current item status and order controls replenishment, expedite,
exceptions, review cycle, scheduled receipts, vendor performance, and
other reports.
25. RENTAL DEPARTMENT
- Ideal solution for the business that both rents and sells items;
multi-location option, base rate for rental table, serial number tracking
option, Cost/Value/Price info; other info such as bin location, turnaround
requirements; rentals, sales, and service in single transaction; option to
sell or exchange rental items; grace period, cutoff times and weekend
pricing; security deposits.
26. REPORTMATE™
- Access the data in any major file in SouthWare and produce a report.
Relationships between files are already set up; test a field to be less
than, greater than, equal to, not equal to, greater than or equal to, less
than or equal to, or match on masking characters ; report formats include
printer, screen, or file, HTML file, browser table, DIF, delimited, merge
file, XML data, fixed-position or fixed-length text, a file to use with ImportMate, as ExecuMate II statistics; “WYSIWYG” entry lets you see and
edit what the report will look like, up to 264 columns per line
27. RETURN AUTHORIZATIONS - Lets you manage your
inventory in conjunction with items being returned from customers and
items being returned to vendors; Tracks item/serial#/equipment info;
estimated cost; return status info.
28. SALESMARK®
- Integrated contact management system 36 user-defined record types;
multi-screens per record; up to 10 search fields per record; client data
linked to A/R customer; territory masking; conversation records; hot keys;
history of letters, literature; mailing lists and labels ; automatic phone
dialing; data import to create prospect records from purchased databases;
create selective call campaigns.
29.
SALES PROCESSING - Provides sales quotes, user friendly POS,
order entry, order acknowledgements, credit card verification, special
pricing, sales tax, commission calculation, partial or full invoicing that
includes backorder capabilities, and delivery scheduling.
30. SERVICE INVOICING
- System for service businesses that handles credits, special orders,
pricing adjustments, and payments on account credit limit checking;
generate invoices from contracts, service orders, equipment service
pricing.
31. SERVICE ORDERS
- Option for multiple service locations problem description, problem
codes, estimates, comments, and actions taken, track dates and times for
each step; option to service multiple equipment on one service order,
multiple technicians per service order; display service orders to be
dispatched along with a list of possible technicians; check technician
skills, territory, priority.
32. SHIPPING INTERFACE - Send order-related information to
and from a third-party shipping software package; interface to/from StarShip™ (by V-Technologies); interface to/from Clippership™ (distributed
by Evcor); open interface can be utilized by other shipping software that
supports ASCII file transfer/polling.
33. SOUTHWARE NETLINK™ - Provide partners controlled
browser-based access via the Internet to review and update your business
data. Valid requestor logins; security masking per requestor and request.
34. SOUTHWARE THIN CLIENT- Provides graphic interface via UNIX
or LINUX servers. Faster and easier to set up and administer. Performs
faster, even on slower computer workstations. Results in tighter security.
Reduces network traffic. Reduces total cost of the system.
35. SOUTHWARE WORKFLOW™ - Create customized program changes
for your needs while remaining compatible with the standard version.
36. SWIFTMATE™ - SwiftMate is SouthWare's system manager module which allows users to
configure menus, security, styles, hardware, etc. SwiftMate keeps track of
who's logged into the system and what they are doing. It can send e-mails
between users. SwiftMate enables you to program new features with Objects,
Field-Level Objects, and Field Filters. You can also create "Zoom Views"
to provide unique summaries of your data.
37. TASKWISE® -
Combines the functions of task management, relationship management,
exception management, and information sharing into a single company-wide
system. Tracks contacts, opportunities, prospects, alerts, financial
graphs, trends, tasks, etc.
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