|
Customer Records
-
• Create, edit or delete customer
records.
• Use the Customer Record wizard to
guide you through the creation of a new customer record.
• View customer invoices, credit
notes, receipts and balances on a monthly basis, either as a
graph or in a table.
• View a customer's outstanding
balances and see the transactions that make up their balance.
• Produce credit notes for your
customers.
• Print letters to your customers to
remind them of overdue payments or to keep them informed of any
special sale offers.
• Print statements for your
customers as often as you need.
Suppliers -
• Create, edit or delete supplier
records.
• View your trading relationship
with each supplier.
• Control the cash flow of your
business by agreeing credit terms with your suppliers.
• Enter your suppliers' opening
balance as a lump sum or as separate transactions.
• View your supplier transactions on
a monthly basis, either as a graph or in a table.
• See how much you owe each supplier
and when you need to pay.
• Record all the invoices and credit
notes you receive from your suppliers.
• Instant Accounting provides you
with a standard set of nominal accounts to help you start your
work straightaway.
• Create, edit and delete nominal
accounts.
• View your nominal ledger
transactions as a graph or in a table. You can also examine in
detail all the transactions you have posted to your nominal
ledger accounts.
• Use journal entries to follow
double-entry bookkeeping principles.
• Update your entries automatically.
• Store budget and prior year
information to assist you in performance monitoring and business
cash flow management.
Bank Accounts -
• Use the Bank Record wizard to help
you set up bank, cash and credit card accounts quickly and
easily.
• Record deposits into your banks
and all withdrawals.
• Record transfers of money between
your bank accounts.
• Adjust your bank accounts to take
account of bank charges and interest received.
• Use bank reconciliation to check
that your bank account transactions match those on your bank
statements.
• Print statements at any time to
show your reconciled bank payments.
• Record the transfer of money from
one bank account to another.
• Record your monthly transactions
automatically.
Credit Control -
• Create credit control details
tailored to each customer
• Apply credit restrictions to a
customer's account.
• Apply credit charges for any late
payments.
• Gives advice and tips on debt
chasing.
• Create a record of all the
products you sell.
• Record a description, sale price
and unit of sale for each product.
• Store an image with your product
record.
Invoices
-
• Invoice your customers with
product details taken from your product records.
• Invoice your customers for the
services you provide.
• Apply settlement discounts and
record carriage charges.
• Generate and print product credit
notes for your customers.
• Print invoices whenever you need.
VAT
-
• Let Instant Accounting calculate
your VAT Return.
• Check your VAT return on the
screen before printing.
• Submit your printed VAT Return to
HM Customs and Excise.
• Reconcile your VAT transactions
automatically and clear your VAT control accounts.
• Produce regular reports for
up-to-date financial information; Trial Balance, Profit and Loss
report, Balance Sheet, Budget report and Prior Year report.
• Use the reports to see how your organisation is trading, what it
is worth, the VAT you owe and how you are trading compared to last
year or against this year's budget.
• Provide a complete record of all your transactions for the
auditors.
• Edit the existing reports and layouts to your own specifications.
• Use Report Designer to create your own reports, layouts, letters
and labels.
• Preview your report before printing
Top
Data Management -
• Back up your data on a regular
basis.
• Restore data from your back up
disks.
• Correct any errors in your
transactions.
• Create new data files.
Task Manager -
• Set up tasks to remind yourself of
bills you have to pay
• Use the Bills option to record all
the regular bills you have to pay.
Demo Data -
• Try out new options and
familiarise yourself with Instant Accounting without affecting
your own company's records.
Return to
Top of Page |
Sage
Instant Accounting
Customer records - enter customer details, set up
their credit terms, record sales, post invoices, and
identify when their payments are due and overdue.){kind=small}
