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Want the expertise, power, and accountability provided by a financial ‘controller’? Think you can’t afford one? Now you can.
SMB Controller brings you the business accounting software process and expertise, the budgeting and planning, the reporting and compliance, and audit capability your business needs – without having to hire a financial controller.
SMB Controller is built on the proven Microsoft Dynamics GP platform, loaded with tested and successful business practices, and with fast transition/implementation processes. SMB Controller gives you the power and benefit of large company financial accounting, without the cost and hassle.
This offering contains the necessary components to manage and grow a small and medium business. Full of functionality and integration, Controller Essentials represents your ‘starting point’ for easy, safe, and affordable business technology.
Core business accounting functionality, ledger transaction, payment adjustments, detailed accounting and audit trails, core financial reports, transaction automation, batch posting, automated period-end processing.
Full expense control, vendor management, task automation, cash flow status, payment scheduling/tracking, detail transaction and payment reports.
Track sales and revenue, follows invoices, post payments, process receipts, analyze customer activity, and detailed transaction, receipt, and customer reporting.
Advanced, customized financial and management reporting, exports to Excel, report and data consolidation, secure distribution of reports.
Access financial data, reconcile accounts, view your checkbook register and distribution history, and manage bank transactions from one automated interface.
Customize the SMB Controller to meet unique requirements, role-based security and access and user interfaces, real-time information inquiries, streamline productivity within your company.
This offering builds on “Controller Essentials” bringing additional functionality, integration, and adaptability as your business demands. An easy ‘step up’ for every business, without any capital outlay.
Watch, allocate, and report on fixed assets, asset tracking made simple, depreciation allocation and tracking, averaging or comparisons of assets, all through an easy to use interface.
Easy facilitation of multiple companies within one solution. Easily switch from one company database to another in just a few keystrokes -- each containing it’s own set of customers, inventory, documents, locations, etc.
Setup and maintain relationships between companies and/or entities, track asset transfers and accompanying liabilities, single or recurring business accounting transactions, control relationships between companies, simplified journal entry.
Use your bank’s Positive Pay service, generate electronic files of checks and voids, bulk/batch transfer transaction information to bank, coordinated bank transaction monitoring for fraud elimination.
For the most sophisticated, complex, or demanding small and medium business, each SMB Suite Advanced Module bring the highestlevel of functionality, integration, business capability, and alignment to your most exacting business accounting software requirements. Advanced Modules can be added to either the Essentials or Enterprise SMB Controller solutions.
Detailed transaction views, deep analysis of business and individual projects, multi-level reporting, multi-dimensional analysis, drill-down/through to transaction, export to Excel, and basic reporting.
Get control of finished goods, maximize resources, see resource problems, engineering, archived, and product BOM capability, track shrinkage factors, understand cycle times, easy to understand visual user interface and reports.
Integrate and report key business information and ratios across the business, near ‘real-time’ information access, customizable to unique needs, ‘holistic’ analysis of the business for better decision-making.
User and role-based interface to business and transaction information, web-access, user security, personalization of information or presentation, information sharing for more accurate analysis and decision-making.
Forecasting, monitoring, predicting and managing cash flows, customized cash flows, cash controls, monitor/manage inflow and outflow of cash.
Maximize cash flows, reduce bad debt, minimize administrative workload. Track customer payment schedules, automated email notices or collection letters or invoices, receivables ‘drill through’ to transaction detail.
Automated monitoring, reconciliation, summarization, tracking, and reporting of bank transactions. Immediately see and analyze account balances, reconciliations, and transactions to catch errors early and eliminate costly mistakes.
Budgeting and profit forecasting for additional profitability. “What if” analysis, budget to actual tracking, budget/forecast integration into other business systems, CAPEX planning, detail to the degree you wish, drill through summaries to transaction detail.
Secure and safe personnel information collection, management, and reporting, employee self-serve portals, integration of information into other accounting functions, plus tracking of recruitment, time and attendance, employee pay, and skills/training assessment information.
Automated conversion of previous business accounting data/information into SMB Suite, cross-business technology data/information sharing, scheduled data move/transfers, drag and drop user interface, elimination of human error and redundancy during and after migration(s).
Get control of inventory, pricing levels, price lists, serial/lot tracking, moving average costs, stock analysis and ordering, and reporting.
Easily move and reconcile cash and accounts across national and currency borders, currency standards compliance, real-time exchange rate tracking, consolidated balance views, analysis and reporting of currency gains/losses, multi-currency cash transactions to vendors or from customers.
Tracking of accrued vacation and sick time, plan management, policy enforcement, carry-over and maximums tracking, multiple plan management, and reporting.
Manage complex and diverse US-based payroll requirements. Streamline payroll processes, increase accuracy of reporting, and eliminate payroll-based surprises. Automatic update of tax tables, multi-company capability, comprehensive reporting, and automated direct deposit, benefits, tax deduction calculations, payable vouchers.
Track project expense details, improve billing, and integrate project data into financial systems. Improve project processes and push down expenses through project-related business intelligence and insight. Also works within EU Intrastat guidelines.
Automate purchasing processes, instill disciplined POP processing policies, manage long-term contracts, monitor landed costs, ship to multiple addresses, and full business alerting.
Spend less time and money managing and issuing refunds. Works with both Accounts Receivable and Payables. Issue checks easily and automatically.
Quickly manage, review, and approve all outstanding requisitions, reduce paperwork, streamline the purchasing process. Automated purchasing hierarchy and workflows, multi-company support, easy on-line requisition creation, requisition aggregation for vender term negotiation, commitment measurement against budgets.
Eliminate time and error, simplify tax calculation, supports multiple expense models, and automatically recognize and post transactions.
Lower cost of sales, increase accuracy and speed of transactions, grow productivity, process credit cards, and monitor and solve inventory shortages, and manage discounts accurately and completely.
Solve back-office compliance issues, create and monitor internal controls and policies, integrate across financial systems, and easy Section 303 and 404 implementation.
Capture and recover labor and project expenses. See, review and approve time and expense data from anywhere in the world. Increase accuracy of customer invoicing, reduce time and error on expense reports, and shorten collection cycles.
Link MS Dynamics GP data to MS Office applications. Speed access to business information with dashboards, create custom inquiries and quickly link cross-functional data for fast analysis and reporting.
Enhanced financial reporting, customizable financial and management reports, information consolidation, currency translation, full security administration and handling, XBRL support for report creation and distribution.
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