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Business Analysis
Live Management Information
- Live drill-down workflow overviews using Lists shows exactly what’s going on, for whom, being done by whom and when its due
- Comprehensive drill-down Sales Register shows all completed invoices for any given period and their value
- Detailed Stock Profit, Stock re-ordering (min qty on hand) and Stock Valuation reporting
- Detailed productivity reporting for any given period
- Live Profit & Loss by Branch, Sub-Branch and GL Department
- Comparison reporting against Budgets by Branch, Sub-Branch and GL Department
Live Profit & Loss by Branch, Sub-branch and GL Department
- Standard Monthly views.
- YTD Comparison - will give you a running total of how you have been going from the start of the financial year.
- Previous Year Comparison - You can compare how you went this time last year with how you are going right now.
- Budget Comparison - This will compare how you are going now to a designated budget.
- Budget Only - Through this you can look at budget/projected P&L.
- Display - Specify what time period you want the P&L sorted by.
- Group By - If you have set up Branches or Sub branches, you will have the option to group your P&L by them.
- Offset - You can offset your comparisons by year from 9 to -9.
- GL Levels - Set how many levels down that you want the P&L to look at.
- Include 13th Period – choose to include 13th period in your GL or not
- Show Account Numbers/Show Zero Balances/Show Cents
- By right clicking on the figures you can choose to Hide the Change Columns, do a drill down via Account Inquiry or General Ledger to see what transactions make up these figures.
- You can also choose to Export Data to an Excel, HTML, XML or Text file.
Budgets by Branch, Sub-branch, GL Dept
- Name Budget/s to suit your own requirements
- Fin. Year - Choose which year you are apply this budget to.
- Branches - You can set a budget for a specific Branch, Company or GL Dept.
- Account - Choose whether the budget is for a specific account or for an account range
- Calculations - You can choose whether you want Jim2 to do your calculations for you (AutoAdd) or to key them manually (None)
- AutoAdd – lets you choose whether to increment/decrement, in percentages
- Use ‘Based On’ to choose what you are calculating budget from. You can choose to calculate from this year/last year performance or budgets. If you use the increment method you will only be able to select dollars, as you can only increment in amounts, not percentages
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…the team from Happen took time to understand our business
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Inter-Chillers
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