ActivAP - Accounts Payable
ActivAP is a flexible interactive Accounts Payable package offering effective management of vendors, invoices, and payments. Activity Accounts Payable provides accurate, detailed, and easily accessible information that enhances control over expenses, therefore improving profits.
- • The vendor code can be up to 20 characters. Changing a vendor code is almost instantaneous. You can combine any number of vendors together in seconds. All history is retained and transferred automatically (including Classic-PO references).
- • You can delete a vendor if there is no invoice and/or payment history. You can also flag a vendor as "obsolete" and keep that vendor from being accidentally used in either ActivAP or Classic-PO work.
- • Vendors can be mass changed in ActivAP. After you select the vendors to change, you can use the Change action to mass change any of the defaults or other pertinent information you wish.
- • The Vendor form provides quick access to related information about the vendor including defaults, locations, contacts, notes, invoices, and payments.
- • Vendor Defaults - establish default values for several fields to simplify invoice entry. For example, you can create and assign a default distribution template to each vendor along with an account mask. With this combination, you can automatically distribute an invoice to multiple accounts (such as departments) using a prearranged percent ratio, or merely produce the default account list for manual entry of the distribution amounts.
- • ActivAP offers any number of locations (addresses) per vendor. Each location has an address, and can be specified during invoice entry. Locations can be designated for default payment, default purchasing, and default reporting correspondence.
- • An unlimited number of contacts can be stored per vendor, along with their location (address) assignment as well as phone, fax, e-mail, mail-stop, and other contact information.
- • Distribution Templates - make the entry of invoices quick, easy, and accurate. They provide automatic GL distribution to a set of predefined accounts based on percentages or ratio amounts. You can assign a default distribution template to each vendor.
- • APCodes address use tax, payment reporting, and payment withholding based on an effective date. You can create any number of APCodes which can then be assigned to any invoice as necessary. You can also assign default APCodes to vendors. When a payment is made against the invoice, the APCodes from the invoice are copied to the payment. 1099 information is determined by APCodes assigned to payments. ActivAP supports the 1099-MIS, 1099-DIV, and 1099-INT forms.
- • Terms - defines the discount and credit arrangements made with vendors. The code can represent a "days from the invoice date" or "days from the end of the month" basis for calculating an invoice due date. In addition, an optional "Pay By" date field on the invoice form allows an earlier payment date to be entered (earlier than the due date), so the payment will arrive ahead of the due date.
- • Invoices - can be distributed to multiple accounts or one GL account and are merged individually or in batches.
- • Invoices can be selected for proof and merge based on different selection criteria. Security can limit which operators can merge invoices.
- • Multiple 1099 types can be recorded per invoice. You can also have multiple default distribution accounts per vendor.
- • A new vendor can be created from the invoice form by a quick keystroke.
- • The invoice date can be set to none, today, or previous. You can also set the GL date to none, today, invoice date, previous, or invoice date period end.
- • Recurring Invoices is used to build a set of invoices that are the same month after month. You can then process these invoices into the ActivAP system which creates new invoices that can be reviewed and merged. You can modify any of the processed new invoices, changing amounts or dates, then merge them individually if you wish.
- • Payments - can be distributed to multiple accounts or one GL account and are merged individually or in batches. Payments are made on one, multiple, or partial invoices.
- • Individual payments can be made from the Vendor form or the Payments folder. During creation, you can select which invoices to pay, as well as how much to pay.
- • A group of invoices can be paid using the Pay option on the Invoices view. This process creates new payments which can be proofed, edited, and individually (or as a group) merged.
- • The print checks procedure (disburse payments) presents a form where you can renumber checks, reprint (in the case of printer malfunction), and print attachments for situations where there are too many invoices for the check stub. When printing checks, you can load different check designs. For example, you may want to print signatures on some checks and not others.
Posting to GL
- • There is no "Post AP to GL" process. Each invoice and payment is recognized on a new GL journal entry when either is merged in ActivAP. The new journal entry can be left unmerged indefinitely, allowing GL accounts to be changed on merged invoices and payments. When the new journal entry is merged in ActivGL, the invoices and payments referenced by that entry are locked and can no longer be changed.
- • ActivAP offers many reports including the following: Aged AP Analysis, Cash Requirements Report, Vendor Listing, Vendor Labels, Vendor Invoices Report, Vendor Invoice/Payment Analysis, Vendor Payments Report, 1099 Detail Report. These standard reports can be changed and modified to include other information, or can be reformatted to present alternate information.
ActivAR - Accounts Receivable
Tracking cash flow, along with customer sales and payment activities, must be at the heart of an effective receivables solution. ActivAR is designed to facilitate your customer relationships and manage sales and receivables with extremely flexible processes.
- All related customer information can be viewed from a single form. Tabs at the bottom of the form give access to all invoice history, receipt history, contacts, locations, statement history, and related correspondence.
- Invoices can be allocated to multiple accounts and are merged individually or in batches. Multiple revenue and receivables accounts can exist for separate stores, divisions, or events. The general ledger date can be different from the invoice date. Customizable transaction screens can be maintained for making entry more efficient. Invoices can always be reprinted as needed. View payment applications to an invoice by accessing the Receipt or Receipt Detail tab directly from the invoice. Customizable sort options allow invoices to be printed in any order.
- Recurring invoices are processed to record invoices that are repeated for any frequency. You can process these invoices in ActivAR to create new invoices ready for review and merging. View previously generated invoices directly from an Invoice tab on each recurring invoice.
- ActivAR accommodates cash sales with a single entry. Flexible screen options provide a payment grid in the invoicing screen allowing payment details to be immediately entered. When the invoice is merged, the system automatically creates and merges the receipts.
- Receipts record funds received from customers in the ActivAR system. Receipts can be applied to customer invoices or entered as unapplied payments. Receipt entry can also generate a miscellaneous invoice for a sale not yet recorded. Customizable transaction screens allow efficient entry. The Pay Any feature allows receipts to be applied to any invoice regardless of the assigned customer.
- Deposits group receipts in ActivAR to reflect amounts shown on your bank statement. A single deposit can include multiple receipt types such as cash, check, and credit card receipts. Customizable deposit types accommodate complex credit card transactions and create references and descriptions used for auditing purposes. Deposits are locked to protect from changes and to approve for posting to the GL.
- You can scan and attach documents or images to appropriate records within the ActivAR system. Invoices and statements can be automatically attached without scanning the documents.
- ActivAR offers many reports including the following: Aged Invoice Analysis, Invoice Payment Analysis, Sales Analysis, Sales Tax Liability Report, Invoices Listing, Receipts Listing, Customer Listing, Locations Listing, and Deposits Report. These standard reports are fully customizable to meet any company’s requirements.
- Many accounts receivable systems rely on precalculated totals (“buckets”) to make reporting efficient. These totals are often placed on customer forms to show the total balance and usually an aging of invoices. ActivAR relies on an efficient use of the database so all totals are always calculated. There is no possibility of the detail data not matching totals.
ActivGL - General Ledger
The core of the Activity accounting system, Activity General Ledger is one of the most dynamic and robust general ledgers on the market. Performance is optimal along with an active database for quick viewing of information in a data-centric explorer. ActivGL has unparalleled flexibility in chart of accounts design, setup, and maintenance. The account number structure allows complete change to your corporate organization with ease and total control. It handles multiple calendars, units of measure, budgets, and ledgers. Account rules can be defined for quick and safe creation of accounts. You can also automatically create periods and place security controls on periods in calendars. Transactions can be posted individually or by batches with automatic posting from subsidiary modules. Activity's extensive reporting capabilities let you view, print, or export essential reports using Crystal Reports™. Reports offer a wide array of limiting specifications and can be used in various ways to support financial statements and provide insight into your posting history.
- • ActivGL allows up to 12 identifying segments to be used in the chart of accounts structure. You can name the segments what you wish to more accurately describe their function, such as Main, Dept, Sub Cost Center, Company, Ledger, etc. Each of these segments can contain up to 12 alpha/numeric characters. Therefore, the maximum length of an account is 144 characters.
- • You can easily change the segment size. For instance, you might begin with a 2-digit department segment and expand it to 3-digits at any time in the future. You can also shrink a segment in the future if you wish.
- • Accounts are created in ActivGL by either entering them directly in the account window or using Create Accounts, which uses account rules to determine which new accounts will be created. These account rules allow you to specify ranges and individual rules concerning "legal" accounts. Therefore, the creation of hundreds of new accounts for a new division or department takes a few seconds.
- • You can also specify a date of obsolescence for an ActivGL account. Doing so automatically restricts that account's use in the subsidiary systems, so no one accidentally uses the account in the future.
Units of Measure
- • ActivGL offers any number of units of measure to account for different monetary units, statistics, etc.
Calendars and Date Control
- • ActivGL offers any number of calendars, such as Daily, Weekly, Monthly, Quarterly, Yearly, Project (multi-year), etc. A control calendar (typically Monthly) allows the controller to "close" a specific period or use a floating window of open period(s). Activity uses date-driven accounting which lets you post entries and generate reports from any date range that you specify. At year end, you don't have to close for the yearly period before posting to the new period. With the option of keeping all periods open, prior period adjustments are easily accommodated. You can lock (close) and unlock (not close) periods as needed.
- • A ledger segment is used to differentiate between actual postings and budget postings to each appropriate account. For example, you may have an account 500-A (Actual Payroll Expenses) and 500-B (Budgeted Payroll Expenses). The A and B are valid codes used in the Ledger segment. Since budgets are stored in separate accounts, budget numbers can be included or excluded from any reports. Budgets are journalized, just as actual postings.
- • Budget information can be stored for any number of years.
- • You can budget at any level you wish in your accounts.
- • Budget worksheets can be developed to pull actual and budget information from Activity GL.
- • Budget spreadsheets can be imported into ActivGL with working budget numbers.
- • You can have different "kinds" of budgets, such as Real, Working, Approved, etc.
- • Since budget information is journalized, it is audited just like actual postings.
- • ActivGL offers Financial Views as a method of examining postings and accounts at virtually any level. This allows you to easily pull information out of ActivGL to be shown as a schedule behind a financial statement. The design of financial reports is accommodated with Crystal Reports™, which takes the data elements from your financial view and formats them on the final report.
- • ActivGL offers any number of ledgers, which can be used for storing statistics. Since statistics are represented as postings (to a non-balancing ledger), you can fully incorporate statistics in any financial statement.
- • You can determine which segment (typically a ledger) forces balancing entries. With ActivGL, you don't have to record offsetting entries for statistics or budgets. Balancing can be forced at a company level, so when you post multiple companies in one form, you must balance each company, even though the total debits/credits equal.
- • ActivGL allows you to record memos on any debit or credit. These memos accommodate further detailed explanation behind the posting.
- • Account defaults make the entry of account numbers in the posting form quick and easy.
- • ActivGL offers levels to the posting activity, where one operator can enter postings, another can review/approve them, and a third can merge them. While the postings are unmerged (new status), you can include them on all reports and statements to verify accuracy. Although this segmented approach to postings is offered, you can also streamline the activity where one person can still do the work from start to finish.
- • The import procedure uses the Activity Automation Library, which allows any program to insert postings into ActivGL. Typically, this is handled with an Excel macro which can create postings directly from a worksheet.
- • ActivGL offers a fixed percentage or a variable ratio method of allocation. One allocation journal can specify a wildcard mask of source accounts, which can be considered in the single allocation, or the group of source accounts can create individual allocations to the set of wildcarded destination accounts. Variable ratios are defined when you add the amounts in a collection of accounts (such as sales), and base the allocation to their associated expense account on the ratio of each account to the total dollars.
- • An allocation ledger can be used, which would contain the allocation postings made to the destination accounts. You could then design financials showing pre-allocation and post-allocation results.
- • You can establish up to 999 levels of allocations, so allocations can be tiered and calculated in an appropriate order.
- • You can easily create duplicate journal entries that occur each calendar period during a specified time span.
- • Closing entries are flagged so they can be ignored or considered on reports. You can close and re-close a year as much as necessary for finalization. Closing a year never erases postings in ActivGL. Therefore, you can keep unlimited years of information and use that information on financial statements as needed.
- • Group a list of accounts or other rollups together for reporting purposes.
Human Resources enables the HR manager to store track, monitor, and view all vital information about employees – complete with scanned images and document references!
The Human Resources Problem
• Manage all of the information associated with each employee.
• Produce reports for governments, unions, and managers.
• Maintain appropriate levels of security and privacy.
• Determine compliance and eligibility. Schedule follow-up actions.
Today’s HR department faces more challenges than ever before. The HR manager needs to be more efficient and productive yet juggle more data than in times past. Software providers have had difficulty keeping up with the changes, which has forced HR departments to maintain data in auxiliary spreadsheets and filing cabinets.
You need help in locating all of your HR data in one location and for your HR software to interface better with your payroll software. You need help in eliminating all the paperwork and manual processes associated with HR information changes.
The Solution: ActivHR
- ActivHR is designed to give you one-stop shopping on all of your employee data. The Activity architecture lets you view, analyze, and report employees in the myriad ways that HR managers demand.
- ActivHR helps eliminate all the physical paperwork and manual processes. We put you back in charge of your data. Paper files are replaced by images scanned into the database. ActivHR is fully integrated with the nQativ payroll system ActivPR.
Seniority and Leave Plans
- Vacation pay, sick leave, jury duty, and bereavement pay are just some of the benefits offered by employers. The tracking of usage and accruals of the benefits often does not relate directly to the employee payment cycles. ActivHR has a special subsystem for creating almost any imaginable plan for accounting for leave. Accruals can be simple (using number of years employed) or complex (service months based on minimum hours worked per month).
- This system can also be used to account for training hours, continuing education credits (CE), and other time-based employee information.
- Specific reports for the EEO requirements and other governmental regulations are provided. Additionally, there is a reporting subsystem using specially written extensions to Excel that allows the interfacing of spreadsheets directly into the ActivHR and ActivPR data.
- All companies keep a myriad of data on each employee or prospective employee. However, every company wants to define its own database of information. Employee "notes" solve the problem of classifying data to be associated with employees. Every company using ActivHR will define a series of "note types" such as W-4, employee reviews, background checks, certifications, resumes, NDA, resignation/termination documents, etc. The notes associated with each of these note types are thus the electronic filing cabinets which contain the data. Scanned images, electronic documents, and messages are thus systematically maintained for all employees and prospective employees.
- One of the unique features of notes is the ability to quickly determine missing information. A typical scenario is to locate all employees that do NOT have a particular note associated with their records. For example, you can query the system to list all employees that do not have a W-4 on file or all prospective employees for a particular job that do not have a background check completed.
- Follow-up dates are also attached to each specific note and can be used as reminders for reviews, raises, and disciplinary actions.
ActivBR - Bank Reconciliation
ActivBR provides a quick and accurate way to reconcile bank transactions with the GL bank account.
- • Registers contain a control list of GL accounts and check form designs that can be used for the Check Register. Check designs can be modified using Crystal Reports™ to fit any pre-printed check form.
- • Bank statements have a Closed attribute which, when selected, disallows changes to the statement. The bank statement form includes an Outstanding tab which shows all outstanding transactions (for this bank account) as of the bank statement's reconciliation date and a Reconciled tab which shows all transactions reconciled by this bank statement.
- • ActivBR includes the following reports: Accounts listing, Banks listing, Contacts listing, Registers listing, and Transactions listing.
- • Easily enter bank information and create accounts, registers, and statements.
- • ActivBR includes Positive Pay for verification of checks to be paid by the bank and Voided Forms to keep track of all other uses of pre-printed check forms such as lost, torn, voided, misprinted, or allocated for manual handwritten checks.
- • Bank transactions are created during the GL merge; therefore, all entries that are posted to a reconciled account will automatically generate bank transactions.
ActivPO - Purchasing
ActivPO is designed to collect purchasing data from a variety of sources and to consolidate, track, report, and analyze the data in almost any form you can imagine. ActivPO is designed to facilitate your vendor relationships and manage your purchasing with extremely flexible processes that can be adjusted as your business grows.
- All related purchase order information is viewed from the same form. Tabs at the bottom of the form can be accessed to reveal all invoice history, receipt history, payment history, print history, related attachments, and related vendor correspondence.
- All AP information created from Purchasing activity is seamlessly integrated. Flexible drill-down capabilities are available from AP invoice and payment information directly to the order and purchase details in ActivPO.
- ActivPO supports a multi-department environment for purchasing activity. Department designations can be used to define varying approval requirements and personnel. Users (operators) can be restricted to entering purchases for specific departments. In addition, purchasing relationships by vendor can be restricted by department.
- ActivPO provides for the flexible definition of the goods and services you purchase from your vendors. Each product can be defined with multiple units of measure and can be supplied by any number of vendors. Date effective costs can be specified for each vendor/UOM combination. An “allocated” product type is available to record costs (such as freight) that should be spread across all items on an order.
- You can scan any data and attach the scans to the appropriate records within the ActivPO system. Purchase orders, invoices, packing lists, etc., can all be electronically attached to the appropriate purchase order.
PO “Print” Tracking
- Every “print” or “reprint” of the purchase order is tracked/logged, along with the communication medium used to send the purchase order to the vendor for fulfillment. In addition, a PDF attachment of the purchase order can be attached to the print record.
- Flexible shipment tracking is available to track a virtually unlimited number of shipments on each purchase order. Shipment tracking includes an address for each shipment, the freight terms, shipping company, and a shipment tracking number (with a direct link to the shipper’s tracking website).
- Require up to four levels of approval for Purchase Orders. Set up rules that indicate what levels of approval are required based on the Amount of a Purchase Order. Send notifications by email when approval is need. Allow approval to be provided online through an Activity Self-Server website.
- Many purchasing systems rely on precalculated totals (“buckets”) to make reporting efficient. These totals are often placed on vendor forms to show total purchases or total receipts. ActivPO relies on an efficient use of the database so that totals are always calculated when needed. There is no possibility of detail data not matching the totals.
ActivGL - Fixed Assets
Tracking thousands of assets in varying locations with multiple depreciation methods can be overwhelming. ActivFA incorporates a relational database design, customizable views, note records, hierarchical asset grouping, attachment documentation, and integration with ActivAP. You can really enjoy the accounting and record-keeping aspects of fixed assets when you use ActivFA.
The Asset High Definition View
- The ActivityHD view of your asset list is truly amazing . You can see all your asset attributes as of any date, with options to display over 60 data values: in-service date, accumulated depreciation, location, bonus depreciation, asset life, basis, etc. This view can be sorted and filtered to any subset of your assets. This one view makes a traditional depreciation report almost obsolete. This view can be instantaneously exported to a spreadsheet.
- Depreciation is calculated and periodically posted to the ActivGL system. The detail posted amounts can be examined for each asset in the ActivFA system or in summary form in the ActivGL.
- There are ledgers for every imaginable use: Federal Tax, State Tax, IFRS, book, budget, and any others you wish to define. Each ledger controls the General Ledger depreciation accounts affected by each asset.
- Fixed asset plans change frequently. Added value, change in asset life, decomposition of composite assets, and asset disposition are all easily accomplished with ActivFA.
- You can form hierarchical relationships within ActivFA to represent parent-child relationships. For example, you can have software assets parented to the computer asset on which the software is installed.
- The location of an asset is maintained in the one-stop-shop form. The location is much more than a physical location and can be used to direct the general ledger posting to different expense accounts. As the location changes over time, then the expense accounts will track these changes automatically.
- You may requisition an asset in ActivPO, pay for the asset in ActivAP and have asset cost automatically populated in the ActivFA asset record. The purchase can happen at a single point in time. The purchase can occur over a time-span using a work-in-progress posting of multiple costs to the asset record. The in service date can be assigned to begin the depreciation process.
- Standard extra depreciation methods (e.g. Section 179, Bonus, etc.) are built into the system. You can also define additional extra depreciation for your own purposes or to align with new tax laws. Extra depreciation is optionally posted to the general ledger.
- You can choose to begin depreciation at any point in the life of an asset using a “manual posting” process to account for depreciation prior to using ActivFA for depreciation calculations.
- As assets are disposed of, then the retirement can be recorded in ActivFA. The proper amounts will be posted to ActivGL to account for the transaction and associated depreciation recovery.
Notes and Asset Documentation
- Each asset can have one or more associated Notes. Notes contain dates, recall dates, textual data and references to other assets. Notes can have documents (invoices, photographs, maintenance records) attached. This means that the ActivFA system is not only a system for depreciation accounting, but a complete document management system for your fixed assets. ActivFA can transform your asset records to a paperless office.
Elements and Asset Management
- Fixed Asset programs are designed primarily to keep accounting records for depreciation. Frequently you need to maintain additional data for an asset that does not belong in the fixed asset program, such as serial numbers, warranty information, and maintenance records. Also, each type of asset requires a unique set of data attributes.
- The ActivityHD system has a database called Elements that is used to store heterogeneous information. ActivFA has the unique ability to link a fixed asset record to one or more Elements. You can store the extra information needed for complete Asset Management in the Element and not clutter the fixed asset system with this disparate information.
- nQativ has created a library of Element designs, and you may commission a custom Element design for your unique assets. Element designs are peculiar to each asset type. The Element design for a vehicle contains a VIN number, auto make and model, purchase dealer, and a table for a maintenance log. Another Element for a software license contains a software manufacturer, version information, and license key.
- Elements are also used to keep details on composite fixed asset records. For example, a fixed asset record might represent the purchase of 10 computers. Then you can associate 10 Elements with this single fixed asset record to record the serial numbers, disk sizes and software installed on each individual computer. ActivFA with the Elements database is a complete Asset Management system.
Non Depreciable Assets
- The ActivFA system can also be used to keep up with non-depreciable or fully expensed assets. Elements can also be linked with these non-depreciable assets.
- ActivFA can be run as a stand-alone system (ActivGL required for account authentication), or integrated with ActivGL, ActivPO, ActivAP and ActivCRM.
ActivPR - Payroll
ActivPR is the solution to the most important challenge in payroll: the need to produce complex paychecks in the shortest time possible with limited resources.
The Payroll Problem
• Government Regulations
• Union Contracts
• Company Employment & Payment Practices
Complexity and constant change create almost unsolvable problems for the payroll department in any company. Government regulation (state and federal), company management, union contracts, and time constraints combine to create a difficult and ever-challenging dynamic to the payroll process. Payroll administrators are required to produce more checks with fewer resources and are subject to more regulations than ever before.
Most payroll software has been designed and redesigned over time to adjust to the dynamic payroll processes. The result has been many “side systems” consisting of spreadsheets that are required to keep up with inadequate software.
How many "side systems" does it take to produce your company payroll?
The Solution: ActivPR
- ActivPR is designed as a framework. It combines the basic capabilities of payroll, database management, security, and a calculation engine resulting in a solution that is definable by the company implementing the solution.
- ActivPR is designed to adapt to the complex and dynamic processes associated with producing employee payroll checks and related reporting requirements. ActivPR was created on the knowledge and resources of over 30 years of programming and implementing software for payroll.
- ActivPR allows you to define your own date-driven parameters and to assign values to these parameters. The date-driven nature of this process means that you do not have to wait until payday to change important calculation-related values.
- Time is often the most critical factor in producing payroll. Significant time must be allocated to distribute the payroll expense to the proper general ledger accounts. Most payroll systems require this distribution to be completely defined prior to producing the check.
- ActivPR allows you to produce the payroll check and delay the distribution until a less critical time.
- A special calculation engine has been created to solve complex payroll problems. The calculation engine capability is similar to formulas in the cells of a spreadsheet. This allows for extremely complex and flexible calculations.
Checks and Direct Deposits
- Checks and stubs can be printed or combined with direct deposits to disburse funds into multiple bank accounts for each employee. Laser signatures and MICR options are supported.
- ActivPR supports all US and Canadian taxing jurisdictions. Electronic filing is supported for tax, withholding, new employee registry, and quarterly reporting.
Earnings, Deductions, and Statistics
- Unlimited earnings, deductions, statistical, and tax codes can be defined for each employee. All codes can be managed by limits, frequency, allocations, and defined mathematical constructs with the calculation engine.
- By using the sorting and filtering capabilities within the ActivPR framework, almost any conceivable data can be analyzed and reported very quickly. Multiple report designs can be defined for each built-in report.
- ActivPR is fully integrated with all other nQativ modules including General Ledger and Human Resources.
- Time Sheets add the following benefits to Payroll:
- • Early entry. Instead of entering employees' time on the paychecks on payday, enter time as you go in time sheets. Pre-entry also includes one-time deductions, reimbursements, and so forth -- no more "sticky notes" on pay day.
- • Simple entry. Time entry screen is simpler and faster than the check screen and can be used by temporary payroll operators.
- • Import. In addition to manual entry, you can import time from any spreadsheet, time clock, or Time and Attendance system.
- Basic leave plans can be handled with statistics in Payroll, but the Leave Plans module adds the following:
- • Multiple Plans. Many companies have more leave plans than just the basic vacation and sick. The Leave Plans module tracks all of them.
- • Flexible Accrual Calculation. Accruals can be calculated based on hours worked, service months, or any "work unit." Overages can "spill over" to another plan. Seniority levels are automatically applied on the employee's anniversary date.
- • Automatic tracking of usage from Time Sheets. Leave Plan hours flow from Time Sheets to both paychecks and leave plan balances.
- • Automatic posting to GL. Accruals, usage, and employee rate adjustments can be automatically posted to GL -- as you go or whenever you designate.
ActivCRM - Customer Relationship Management
ActivCRM facilitates management of customer relationships in an organized way, making your sales force more productive while at the same time improving customer service. It is a great management tool that helps you to make informed business decisions. ActivCRM's ease of use will help your business trim costs and operate more efficiently. The following are a few of ActivCRM's features.
- • Limit what an authorized user can see and do with ActivCRM.
- • Enter recall dates along with all the notes for each customer.
- • Track elements such as passwords, resources, billing info, procedures, etc.
- • Easily keep track of and view up-to-date customer information from within the Customer form including customer contacts, locations, sales, tasks, projects, and notes.
- • Enter as many contacts and locations for a customer as needed. Specify a primary contact and location for a customer.
- • Track and record products.
- • Set up contracts for service products to effect billing.
- • Organize projects for each customer.
- • Group tasks under projects.
- • Track sales.
- • Enter recall and follow-up dates.
- • Record all contact information.
- • Organize and record all sales data for each customer.
- • Enter notes for all contacts and conversations.
- • Assign tasks to personnel and keep track of task progress and completion.
- • View the time spent on a task.
- • Enter notes about the task.
- • Tie the task to a customer.
- • Enter recurring tasks.
- • Personnel can enter time and tie the time to a task and/or a time code.
- • Interface time to payroll.
- • Interface time to OE/AR.
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