Toll Free: 1300 66 26 26
After Hours: 0412 578 622
sales@interacct.com.au
 

Sales Order Questions

The Job related Questions & Answers system is now available on:

  • Sales Orders
  • Products
  • Suppliers
  • Clients/Prospects

In each case, you can either create these sets of Questions under the respective database files (eg. Linked to a Product Masterfile record), or under the “Getting Started” Menu.

The idea behind this to have these questions copy across to a Sales Order (Quotation) in order that you can then input the relevant answers to those questions.

When you enter an answer, you will also be asked for a –

  • Follow Up Date, and
  • Employee (lookup) responsible.

The system will then update a central Follow Up Dairy of these “events”, with a menu link back into the source Sales Order/Quotation (or, Client, Product, Supplier, or Job).

Sample Question creation screen.

Other Questions and Answers

Other Questions and Answers

Example: Client related question Setup

Client Related Question Setup

Posted in Invoicing | Leave a comment

Charity Walk – Manly to Port Stephens

It was one of the things on my Bucket List” says Founder of InterAcct Software Clive Rainbow.

Clive, and his son Paul (InterAcct’s Software Design Manager), plan on starting their walk on Friday 8th April from Manly Beach to Port Stephens (some 188 km away).  They say it should take them about a week to get there.

The walk is a charity event in aid of Bear Cottage. To date, over $3,150 has been raised by Clive and Paul.

As you may know, Bear Cottage is the only children’s hospice in NSW that provides support, respite and end of life care for terminally ill children and their families. Located on Sydney’s Northern Beaches, Bear Cottage is a medically supported home away from home.

Bear Cottage is there for every child, parent, or family who needs them. It currently costs more than $2.3 million a year to keep their doors open and this is raised entirely through the generosity of people in the community (like you).

To donate, go to : http://www.everydayhero.com.au/manly2nelsonsbaywalk2011

To contact Clive, call 0412 578 622

 

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Export Sales for InterAcct Software

InterAcct have just announced yet another export order for their integrated business and accounting package (InterAcct).

The new installation is in Beijing, China with an Australian Public Listed Company involved in Oil Exploration and Production as a Joint Venture with a Chinese Corporation.

InterAcct software modules selected include:

  • Job Costing,
  • Service/Maintenance
  • Kit Conversion Costing
  • Import Shipment Costing,
  • Serial Number Stock Control
  • Multiple Warehouse and Bin Locations

One special requirement was to have the ability to print some reports (eg. Purchase Orders) using the Chinese character set.

The implementation and training process is expected to be completed within a three month period.

Download the full profile

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Job Related Questions & Answers

During the Pre & Post stages of winning a new Job/Project, there is often a lot of information that needs to be collected against a job (or a Product, Supplier, Sales Order, Client).

Information (Questions & Answers) like:

  • a customer’s specifications
  • site details
  • measurements
  • financial details

and after the sale more questions & answers may be needed in regard to:

  • the Contract,
  • Construction,
  • Installation, etc…

InterAcct refers to these sets of questions & answers as “Forms”, and the form can be linked to a Job Type, and Industry Classification (or any other basis).  In other words, the questions & answers may be specific only to one type of:

  • work you do,
  • customer industry group
  • building construction
  • job site location, etc

In turn, each Form can be linked to any number of Question & Answer (Q&A) “Items”.  In fact, each Q&A item can be made up of 4 different questions and answers.  You can define the format type for each one of the four questions for a Q&A Item as being:

  • Date
  • A defined set of Allowed Values
  • Numeric
  • Text – alphanumeric
  • Yes/No ?
  • Or, Not Required

Sample Question creation screen.

Download the full profile

Posted in Functionality, Invoicing, Job Costing | Leave a comment

InterAcct Lite – Optional Payroll Module

InterAcct Software has now announced that the Payroll Software module is now provided as an optional extra with their Lite version.

Previously, only the standard InterAcct package offered the numerous optional Software Modules – including Payroll.

Pricing is as per the InterAcct Lite Pricing Schedule (see separate note).

Rental: from $20 a month.  Outright purchase $900, plus Annual Support @ 20%.  Training allowance: 5 hours @ $140 per hour.  All figures + GST.

 

View the complete software profile

Posted in InterAcct Lite, Payroll | Leave a comment

InterAcct Lite – Purchase option

The InterAcct Lite system was previously only available on a monthly “subscription” basis. Now, there is the option to purchase the Lite system outright.

The outright purchase price includes –

  • InterAcct Lite Software (3 User Network version),
  • Annual Software Support Licence (first year)
  • Implementation & Training Services (first 20 hours expended time)
Purchase Price $ 6,600 + GST
Purchase Price – additional Users (> 3 Users) $ 840 + GST
Annual Support (Years 2 & 3/Years > 3) $ 700/490 + GST
Additional Users $ 140/98 + GST
Additional Implementation & Training, from $ 120 per expended hour + GST
Any travel related costs are recovered.
Posted in InterAcct Lite | Leave a comment

InterAcct Lite – Cost Reduction

Effective from January 1, 2011, InterAcct Software have announced a substantial price reduction in regard to their new InterAcct Lite version.

This reduction is to be made retrospective for all previous InterAcct Lite customers.

The monthly subscription payment has been reduced by $50 a month ($600 per annum).  This represents a 25% saving !!

In other words, the total cost for the (3 User) InterAcct Lite version is –

  1. Initial Startup Payment        $ 1,990 (also covers training & support)
  2. Monthly Subscription          $   150 per month (was $ 199)

Please Note : All costs are plus GST (+ 10% in Australia).

The InterAcct Lite version includes CRM, Accounting, Job Costing, Estimating, and Quoting.  For further details, please refer the InterAcct-Lite Software Profile.

Posted in InterAcct Lite | Leave a comment

Parent/Child Debtors Accounting

InterAcct have developed a new Software Module to handle Debtors accounting where there is a Head Office and Branches involved.

Previously, this requirement was achieved through individual customer software personalisation, so having a standard module will now mean –

  • Less software costs
  • Quicker implementation time
  • Free Support as a standard software module.

This module offers –

  • Links the Branch Debtor to Head Office (HO), and vice versa
  • HO Debtor’s Ledger – plus an enquiry file showing Branch only Invoice balances
  • HO Statement – sorted by HO Regions and Branch
  • Products Purchase History by Branch
  • Both HO and Branch Monthly Sales/Profit Analysis

Parent/Child Debtors Accounting

Posted in Accounting, Debtors | Leave a comment

Lighting Manufacturing Software

InterAcct Software has commenced work on a new customer software installation – yet another Lighting Manufacturer.

This new customer has purchased the Bill of Materials Manufacturing and Production Scheduling system.  Also included is the Sales Kitting software module which allows them to sell a bundle of products as a single item.

Some database and report personalisation work is being carried out to meet this customer’s specific software requirements.  This includes –

  • The ability to duplicate automatically a customer’s prior sales order (to save on data entry time).
  • A similar feature allows a customer’s quotation to be copied for use by another customer.  Again another labour saving efficiency measure.
  • The new Parent/Child Debtors reporting system was developed for this client (and is now a standard InterAcct Software Module) which allows both Head Office and Branch Debtor’s reporting and sales/profit analysis.
  • The InterAcct Document Register has been extended to allow documents to be linked to a Sales Order.  There is also a Document Register for Stock Items too.
  • Print a Sales Quotation, Delivery Docket, Invoice reports to a default printer, plus at the same time is automatically emailed to the customer.
  • Customer rebates (volume discounts) are accounted for at the time of Cash Receipting, rather than at the point of sale (as in the standard system).
  • Special software is also being developed for this client to automatically handle the accounting for stock transfers between multiple legal entities.

Later, this same customer plans to extend their use of InterAcct into their Retail Lighting stores – using InterAcct’s I-POS (Retail Point of Sale software).

Posted in Industries, Manufacturing | Leave a comment

InterAcct Implementation Process

As you may know, we have been installing software packages into businesses now for nearly thirty years.

It can certainly can be a case of the pain before the gain if you don’t go about it the right way.

InterAcct has just produced an updated version of their long standing Implementation Process note.

One could argue that this document is probably not perfect – so we may need to modify it for your InterAcct installation.

View the Implementation for Standard InterAcct
View the Implementation for InterAcct Lite

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