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Estimating
Quoting
Job Costing
Service / Maintenance
Manufacturing
Scheduling
Sales and Marketing
Accounting
Debtors
Creditors
Invoicing
Payroll
Stock Control
Purchasing
Importing
Asset Management
Management
Retail Point of Sale
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Estimating
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Detailed Job Estimating
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Estimating is an integral part of InterAcct’s “Job Costing” Software module. It allows multiple (detailed) estimates to be created for the one job. There is a Cost Group Summary of Costs, Suggested Quote Value, and Profits – and those totals can then be broken down into “Phases” (Sub-Jobs, Stages), and then finally into “Costs Items” (Materials, Labour, Trades, Sundries, Machine Time, etc.). Estimating then integrates with the Job Quotations system.
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View/Print
Video
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Quick Job Estimating
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The “Quick” Estimating & Quoting system is an option to create an initial cost estimate and customer quote with the minimum of time & effort.
You can then choose whether to prepare a more detailed Cost Estimate and Quotation.
The “Quick” option is ideal in the Pre-Sales situation where you only want to give a price indication to a Prospect (without wasting a lot of time doing a detailed quote).
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View/Print
Video
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Job Budget – Variance Analysis
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With the two options of creating a Job Estimate (both Detailed and Quick), there is the third option of ‘manually’ entering a Job’s Budget. However, if you have already completed a Detailed Estimate, this can be copied across as the job’s budget (normally when the job is won). There is the same three level cost analysis available by Phases, Cost Groups, and then Cost Items. Budget costs and revenues are then compared to Actual to provide Variance Analysis.
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View/Print
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Estimating – Kit Costing
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One of the options for Job Estimating is the “Kitting” module. It allows you to create standard templates (kit) of costs to complete a Work Task. This kit could be a combination of Materials, Labour, Trades, Sundries, and Machine time. When estimating all you then need to input the Kit and Quantity required. Kitting can also be used to do ‘automatic’ costing of actual costs.
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View/Print
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Quoting
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Six ways to raise a Quotation
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Within the InterAcct system, there are no less than six different ways in which you can create a customer quotation. Three of these quoting methods relate to the Job Costing system, with the other three associated with straight Products & Services quotes.
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View/Print
Video
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Job Quotations with Products
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Under the Jobs Database there are three separate areas to create a Quote.
One relates to Quick Estimates, another related to Detailed Estimates, and a third is a standalone system that can relate to a Job’s Budget. There are numerous Print Format options, and these too can be further personalised to suit.
It is in this third area that a (free of charge) software enhancement has been added to InterAcct.
Products and Services can be added (automatically creating the job’s budget), and for each Product you can add details of any “Elements” and the cost of such optional Components.
This verges on aspects of “Kitting” and a simple Bill of Materials, but does not require these software modules.
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View/Print
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Quick Job Estimating
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The “Quick” Estimating & Quoting system is an option to create an initial cost estimate and customer quote with the minimum of time & effort.
You can then choose whether to prepare a more detailed Cost Estimate and Quotation.
The “Quick” option is ideal in the Pre-Sales situation where you only want to give a price indication to a Prospect (without wasting a lot of time doing a detailed quote).
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View/Print
Video
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Detailed Job Estimating
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Estimating is an integral part of InterAcct’s “Job Costing” Software module. It allows multiple (detailed) estimates to be created for the one job. There is a Cost Group Summary of Costs, Suggested Quote Value, and Profits – and those totals can then be broken down into “Phases” (Sub-Jobs, Stages), and then finally into “Costs Items” (Materials, Labour, Trades, Sundries, Machine Time, etc.). Estimating then integrates with the Job Quotations system.
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View/Print
Video
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Quick Invoicing & Quoting
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In the preparation of a Sales Invoice, there is the option to first enter a Sales Order as a Quotation. You can then print a Quotation, and once the deal as been won – with the Quote converted to a Sales Order; you can also print an Order Conformation.
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View/Print
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Sales Order Processing & Quoting
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Yet one other option for creating a Sales Invoice is part of the Sales Order Processing (Distribution) module. It is obviously similar to “Quick” Invoicing – but offers more options. Not surprisingly, this system also allows a Sales Order to be first created as a Quotation, and then converted to either a Won Order, or Lost Business.
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View/Print
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Central Quotation Register
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With all the (possible six) ways of creating a Quotation within the InterAcct system, there is a central register of quotations in date sequence – with menu links back to the source quotation records.
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View/Print
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Quotations – Stand Alone System
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Normally with InterAcct Quotations they are a pre-cursor to conversion into business – sales revenue. However, there is also a ‘stand-alone’ quotation system that has nothing to do with the InterAcct Accounting system.
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View/Print
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Quantity Price Breaks
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The standard InterAcct system (with the “Distribution” software module) offers a multi level pricing matrix. A recent customer has had this extended to provide Quantity Price Breaks as well.
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View/Print
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Job Costing
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Job Costing
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One of the highlights of the integrated InterAcct system is Job Costing, Estimating, & Quotation software module. There are several extensions to the base system (costing by “Phase”, Job Cost “Kitting”, and “Service/Maintenance”). This note is a good starting point to understand the features.
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Video
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Job Analysis
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InterAcct Software has just released an update to their Job Costing system – being an extension to the Job Analysis & Reporting.
For years now, InterAcct has provided a most comprehensive system for Job Costing, Estimating, and Quotations. This new file is yet another way to search across Jobs, using multiple search criteria.
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Job Tracking – by Dates
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There are so many dates associated with a job – from the initial enquiry and quotation, and then once won and scheduled, the stages of work in progress. This note shows off some of the ways to track these job related dates.
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View/Print
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Job Invoicing
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Within the InterAcct Job Costing system there are no less than four separate areas where you can prepare a sales invoice for a customer, and several variations so far as the print layout is concerned.
Those four areas are –- Progress Claims – Pro Forma Invoices, often based on a % complete by Phase
- Job Invoicing – several different print formats to choose from
- Periodic Job Invoicing – often used for Service Contracts, and Plant Hire situations
- Automatic Draft Invoicing – great for “Do & Charge” type jobs
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View/Print
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Job Invoicing – with Photos Attached
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It is a standard feature within the InterAcct system to be able to attach related “documents” to a Client or Job in order to update a central Document Search database.
Now, there is a new feature where you can attach photo images to an invoice, and print them out (4 images to a page), with two lines of comment with each photo.
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View/Print
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Job Reporting
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Within the InterAcct system there are many ways to produce a printed report on selected information. Most reports can be run from a simple menu – at the point when you need them. Others you can ‘configure’ the amount of information (files) you wish to print – each time. And there are also report “generators” that allow you to create entirely new report designs of your own.
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View/Print
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Jobs – Document Control
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This new software enhancement by InterAcct offers a simple way to create a document control register (in relation to a Job), but also a distribution via email method.
One job can have numerous documents attached to it.
You can ‘click’ on any document to open it up in the ‘native’ program (eg MS-Word, pdf document, Photo, CAD Drawing, etc.)
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View/Print
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Job Letter Writer
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The new software enhancement allows you to create a library of standard job related letters. Letters can then be created under the job details, and have job information (including Variations to Contract) attached to them.
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View/Print
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Job Site Checklist – OH&S
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For those InterAcct customers that do work at a client’s site (for example, Building Repairs) this software enhancement allows them to record additional job based information.
The fields can be personalised to suit, and may include such things as type of dwelling, security access to the site, storage, waste, toilets, power, water facilities.
There are extensive search and display options right off the InterAcct Main Menu.
The scope of work (tasks) can be sorted by Work Stages – either for your own labour or for Sub Contractors. The OH&S Risk Assessment can be made against each Work Task.
Details of equipment hire can be noted along with the materials required (not a detailed estimate at this stage). Any future work opportunities also update the follow up diaries.
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View/Print
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Plant/Equipment/Machine Servicing – Civil Engineering
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As part of InterAcct’s Job Costing-Estimating-Quotation system, there is a Machine Register which is primarily used to charge the time/cost of machinery used on a job (just like an Employee’s time).
This latest (free) software enhancement uses part of the Service/Maintenance software module (normally associated with the servicing of a customer’s equipment) to provide the scheduling of Repairs and Service for your own equipment.
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Builder’s Software – keeping it simple
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If you keep it simple and just look at using a simple Customer file (name & address, etc.), add a Job File for that customer, and then add your Sub Contractor’s details. No need to use the Estimating, Quoting, and Job Budget areas – you start entering job cost transactions straight away.
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Sub Contractor Trades – Works Orders
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Estimate & Budgets can be summarised by “Phase” (sub-job), and then into the various Cost Groups (Labour, Materials, Sub Contractors, Sundries, etc.). For Sub Contractors (Subbies, Trades), you can now break this down into various “Work Tasks”.
Each Work Task would have a Unit of Measure (eg. M2, L/M, Each, etc.), a rate $, a Description, and (optionally) a Comments line. Works Tasks automatically copy to the Estimate or Budget from your Library for each Trade. Then, to create the Estimate, all that is needed is to input the Quantity# value to calculate the Estimate (or Budget).
Works Orders can be then automatically created based on the Job’s Budget for each Trade (within each Phase of Work). Claims by the Subbie against the Works Order also create the line item detail automatically from the Works Order.
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Job Timesheets
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As part of the InterAcct Job Costing module, there are Employee Timesheets that put hours, labour cost, and expected revenue against a job. The InterAcct Payroll module is generally handled separately, so that hours charged against a job need to bear no relationship to what Employees are paid.
There are three alternate methods for entering Timesheets – with the focus on minimising data entry keystrokes.
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View/Print
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Scheduling – Quick Timesheets
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This new software enhancement by InterAcct offers a fast and simple method to create employee timesheets of work performed on jobs. It starts when you first win a job, and then schedule what employees will need to be scheduled to work on it.
That automatically creates both an Employee Work Schedule and Daily Diary. Both can be amended (employee, date, times, etc.) as required.
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View/Print
Video
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Job Progress Claims
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One of the standard features of InterAcct’s Job Costing system is the ability to create Progress Claims on a Job – typically based on a percentage complete of the Contract Value – by “Phase” within the job.
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View/Print
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Contracts – Reconciliation
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Each time you need to prepare a Progress Claim invoice, the InterAcct Software package allows you to not only print the Progress Claim invoice (maybe based as a percentage complete by Phase of Works), but also to print an Invoice Reconciliation report as well.
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View/Print
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Construction Industry Job Costing
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One of the main strengths that the Australian designed InterAcct package is recognised for is their integrated Job Costing, Estimating, and Quoting module. It is ideal for both large long running Construction Projects as well as the smaller Building Repair maintenance type jobs.
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View/Print
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Job Costing for Engineering
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InterAcct’s Job Costing module was not developed for any one industry specifically, but certainly the Engineering Industry is very well suited to using InterAcct.
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Service/Maintenance Industry
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Any business that sells and services plant & equipment will appreciate this add-on software module to the InterAcct Jobs Costing system. It provides a database of a customer’s equipment at each of the customer’s site locations, in terms of Type, Make, Model, and Serial Number.
Customer’s Requests for Service can be logged to create ad hoc service jobs – updating the equipment’s service history. Service contract details can be recorded by customer, with routine maintenance being scheduled by various periods (eg. Monthly, Quarterly, Yearly). The profitability of service contracts can be monitored.
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Video
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Trades-Contractors
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InterAcct is ideal as an integrated Job Costing, Estimating, Quoting and Accounting system for Plumbers, Builders, Electrical Contractors or any ‘medium sized’ Trades business.
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View/Print
Video
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Visual Scheduler
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InterAcct is a database software product. As such, your diary of follow ups, (or your work schedule) are shown in a traditional columnar format.
With the new InterAcct Scheduler, you can create a graphical calendar of your diary – to see one or more employees, for a day, week, or month.
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View/Print
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Marine Shipwright Job Costing
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The InterAcct “Marine” system is ideal for businesses involved in the Marine Industry as it integrates a Names, Boat, and a Job Database – together with the related Accounting transactions. It is therefore suitable for those involved in Repair Work, Jobbing, Boat Building, Chandlery Sales, Marinas, and Consultancy work.
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View/Print
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Joinery – Kitchens
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As part of InterAcct’s Job Costing, Estimating & Quoting system there is the optional software module suitable for “Joinery” businesses. This system would be ideal for companies making Kitchens, Wardrobes, or Cabinetry.
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Job Progress Claims
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Optimisation software can be used by Timber Joinery or Steel Fabrication style businesses to automatically calculate the optional sheet or length of product to be used to cut out a shape or length.
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View/Print
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Service / Maintenance
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Service/Maintenance Industry
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Any business that sells and services plant & equipment will appreciate this add-on software module to the InterAcct Jobs Costing system. It provides a database of a customer’s equipment at each of the customer’s site locations, in terms of Type, Make, Model, and Serial Number.
Customer’s Requests for Service can be logged to create ad hoc service jobs – updating the equipment’s service history. Service contract details can be recorded by customer, with routine maintenance being scheduled by various periods (eg. Monthly, Quarterly, Yearly). The profitability of service contracts can be monitored.
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View/Print
Video
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Google Mapping of Addresses
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Addresses are used throughout the InterAcct system – for Prospects – Appointments Diary, Customer’s Site Addresses, Delivery Schedules, Supplier’s Pickup Addresses, and Service Job Site Locations.
Wherever there is an address you can ‘click’ of the buttons to link to Google Maps, or Google Directions from your office to that site.
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View/Print
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Job Site Checklist – OH&S
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For those InterAcct customers that do work at a client’s site (for example, Building Repairs) this software enhancement allows them to record additional job based information.
The fields can be personalised to suit, and may include such things as type of dwelling, security access to the site, storage, waste, toilets, power, water facilities.
There are extensive search and display options right off the InterAcct Main Menu.
The scope of work (tasks) can be sorted by Work Stages – either for your own labour or for Sub Contractors. The OH&S Risk Assessment can be made against each Work Task.
Details of equipment hire can be noted along with the materials required (not a detailed estimate at this stage). Any future work opportunities also update the follow up diaries.
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View/Print
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Job Invoicing
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Within the InterAcct Job Costing system there are no less than four separate areas where you can prepare a sales invoice for a customer, and several variations so far as the print layout is concerned.
Those four areas are –- Progress Claims – Pro Forma Invoices, often based on a % complete by Phase
- Job Invoicing – several different print formats to choose from
- Periodic Job Invoicing – often used for Service Contracts, and Plant Hire situations
- Automatic Draft Invoicing – great for “Do & Charge” type jobs
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View/Print
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Jobs – Document Control
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This new software enhancement by InterAcct offers a simple way to create a document control register (in relation to a Job), but also a distribution via email method.
One job can have numerous documents attached to it.
You can ‘click’ on any document to open it up in the ‘native’ program (eg MS-Word, pdf document, Photo, CAD Drawing, etc.)
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View/Print
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Job Letter Writer
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The new software enhancement allows you to create a library of standard job related letters. Letters can then be created under the job details, and have job information (including Variations to Contract) attached to them.
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View/Print
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Serial Number Stock Control
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One of the options with the Stock/Materials Database is to breakdown stock by “Serial” Number. This is similar to the way InterAcct manages Carpet Rolls with Colour Dye Batches, and Batch Numbers with Use-By dates.
Serial Numbers by Product Item is often associated with the InterAcct Service/Maintenance software module which allows you to view equipment sold/used by a client, and service history.
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View/Print
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Visual Scheduler
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InterAcct is a database software product. As such, your diary of follow ups, (or your work schedule) are shown in a traditional columnar format.
With the new InterAcct Scheduler, you can create a graphical calendar of your diary – to see one or more employees, for a day, week, or month.
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View/Print
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Manufacturing
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Manufacturing, Bill of Materials
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The InterAcct Manufacturing system combines a multi level Bill of Materials with a job costing Production system – all integrated with the normal accounting functions.
The Bill of Materials system will provide a costing on finished goods (and sub assemblies). It allows you to combine Materials, Labour, Machine Time, Sub Contractors, Overhead Recovery, and Sundry costs.
When considering the production of an item (to cover stock and/or sales order requirements), the system provides both gross and net material requirement plans, plus machine capacity. There are links to automatically create purchase orders, works orders, to reserve stock, and then to automatically issue materials to a production job.
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Video
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Production Plan
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Linked to the InterAcct Bill of Materials software module (manufacturing) is the revised Production Planning system.
When creating your Bill of Materials (BOM), you can prepare a list of all the Production Processes that the job will follow through.
Each production process (operation) can be listed in a logical sequence – with any combination of Labour, Machine Time, or Sub Contractor’s costs. The production “Operation” (or Cost Centre) can also be linked to a Production Department.
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View/Print
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Bill of Materials Reporting
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This note covers improvements to the Bill of Materials reporting that are provided as a free of charge upgrade to existing InterAcct customers.
Also included is an automatic routine to globally update (material) cost items in order to re-calculate the latest cost of manufactured items, and the correct sell pricing.
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Optimising for Sheets & Lengths
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The BOM combines materials (both purchased and manufactured sub assemblies), and “Operations” – being the production processes involving possibly a combination of Direct Labour, Machine Time, and Sub Contractors.
Material details are drawn from the Products (Stock) Database, including both the Buying and Stocking Unit of Measure. It is possible to handle stock (material) items that are sheets and lengths. In constructing the BOM, you can define the required Length & Width of the ‘cut-out’ size, and then have InterAcct calculate the Spoilage percentage.
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View/Print
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Scheduling
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Scheduling – Quick Timesheets
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This new software enhancement by InterAcct offers a fast and simple method to create employee timesheets of work performed on jobs. It starts when you first win a job, and then schedule what employees will need to be scheduled to work on it.
That automatically creates both an Employee Work Schedule and Daily Diary. Both can be amended (employee, date, times, etc.) as required.
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View/Print
Video
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Visual Scheduler
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InterAcct is a database software product. As such, your diary of follow ups, (or your work schedule) are shown in a traditional columnar format.
With the new InterAcct Scheduler, you can create a graphical calendar of your diary – to see one or more employees, for a day, week, or month.
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View/Print
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Job Timesheets
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As part of the InterAcct Job Costing module, there are Employee Timesheets that put hours, labour cost, and expected revenue against a job. The InterAcct Payroll module is generally handled separately, so that hours charged against a job need to bear no relationship to what Employees are paid.
There are three alternate methods for entering Timesheets – with the focus on minimising data entry keystrokes.
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View/Print
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Sales and Marketing
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InterAcct for Marketing
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InterAcct was one of the first commercial available Sales & Marketing (CRM) systems in the world (circa 1983). It is designed to increase the number of qualified sales leads. It is fully integrated system from first recording a new sales enquiry, to estimating, quoting, win/loss analysis, purchasing, invoicing, and all the other accounting processes.
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Video
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Sales Management
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If it is the task of the Marketing Department to generate new, qualified sales leads, then it is the role of the Sales Department to quickly convert these sales enquiries into profitable business.
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Profiling the Prospective Customer
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One of the best ways to create (corporate) wealth is to profile the Products & Services that each of your “Prospects” currently have, or need, or have used and since rejected. Also, the incidence of competitor activity with these Prospects, and when best to follow up.
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Customer Sales Budget
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A new InterAcct customer that has a reasonably small Products Database required a sales budgeting feature that allowed the creation of their Sales Budget by customer.
This is what is generally called a “Base-Line” budget approach where the sales budget can be calculated at the lowest level – of what customers are expected to purchase by product, by month.
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Client Report Configurator
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There are so many standard report designs within InterAcct, and these can all be personalised to suit your specific requirements – or get a new report designed from scratch. This profile is all about “doing your own thing” by configuring your own report designs – without the need for any programming experience.
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Executive Summaries
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The idea behind InterAcct’s Executive Summaries (Reports and Visual Search Enquiries) is to give Management the ability to “zoom in” on the exceptions, and to view the trends. Then, if necessary, drill down into the detail to seek explanations.
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View/Print
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Telemarketing
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Telemarketing is just one of the options within InterAcct.
It allows you to import “raw” names into InterAcct from an outside source, or maybe take past customers from your own database.
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Video
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Sales/Profit Analysis
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There are at least six different options within the InterAcct system to create a Sales Invoice to a customer, although it would be unusual for a InterAcct User to use more than two of these invoicing methods.
As a by-product of sales invoicing, numerous sales/profit analysis files are automatically updated. This might be summaries of revenue/profits generated by “Period” (eg Daily, Weekly, Monthly), and by various parametres (eg. Employee, Product Group/Category/Item, Region, Customer Industry, Origin of Lead, etc.).
In addition, there is a very detailed central Sales Invoice Register, and (for products/services), an even more detailed Sales Line Item file updated. It is these two files that can then be used by the Report Generators to create a host of different report designs for the InterAcct User. This is sometimes referred to as “Database Mining”.
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View/Print
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Accounting
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InterAcct Accounting
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InterAcct is described as a “fully integrated accounting system”. It is more than just an accounting system of course (with all the optional software modules), and really is better described as a “fully integrated business information package” (sometimes called ERP).
After the entry of an accounting transaction, all relevant subsidiary ledgers, the General Ledger posting file, plus any analysis are immediately updated. There are logical menu links to/from all the files that are in any way ‘related’ to that transaction.
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InterAcct – Overview
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InterAcct is basically made up of the “Base” system – which includes most of the popular accounting functions (plus the Sales & Marketing Database), and then you can also choose from a list of optional software modules. Some of these modules are specific to an Industry.
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Fixed Asset Register
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This optional software module allows you to create an Asset Register, and calculate and automatically post Depreciation entries to the General Ledger. More than that, you can also schedule servicing to manage your assets.
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Debtors
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Debtors
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We appreciate that virtually all Accounting system has a Debtors module. What makes InterAcct different is the Credit Control aspects, plus the level of analysis.
This note will give you an insight into what 26 years of software development can result in.
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Debtors – The Hub
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InterAcct’s Debtors system is integrated with the Client/Prospect Database. Access to the Debtors information is protected by the security access system.
Here, on one single screen, are all the accounting menus relating to one customer (just one click away). These fields and menus will obviously change quite dramatically depending on the software modules chosen, and can be further personalised to suit individual requirements.
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Creditors
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Creditors
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Fundamental to most Accounting systems is the Creditors (Accounts Payable) module. It is part of the “base” InterAcct system.
What makes the InterAcct – Accounts Payable system different to others ?
For a start, it is very easy to use, and fully integrated with Inventory, Purchasing, Job Costing, Import Shipment Costing (foreign currency), and General Ledger. It is suitable for Creditors, Suppliers, and Sub Contractors invoices and payments.
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Debit Note Returns
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A comprehensive system to adjust the amount owed to a Creditor/Supplier.
The system allows you to return stock items, and also claim a refund of delivery charges.
Stock items can also be returned to a supplier for repair (with a supporting Delivery Docket).
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Invoicing
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Quick Invoicing & Quoting
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In the preparation of a Sales Invoice, there is the option to first enter a Sales Order as a Quotation. You can then print a Quotation, and once the deal as been won – with the Quote converted to a Sales Order; you can also print an Order Conformation.
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View/Print
Video
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Sales Order Processing & Quoting
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Yet one other option for creating a Sales Invoice is part of the Sales Order Processing (Distribution) module. It is obviously similar to “Quick” Invoicing – but offers more options. Not surprisingly, this system also allows a Sales Order to be first created as a Quotation, and then converted to either a Won Order, or Lost Business.
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View/Print
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Job Invoicing
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Within the InterAcct Job Costing system there are no less than four separate areas where you can prepare a sales invoice for a customer, and several variations so far as the print layout is concerned.
Those four areas are –- Progress Claims – Pro Forma Invoices, often based on a % complete by Phase
- Job Invoicing – several different print formats to choose from
- Periodic Job Invoicing – often used for Service Contracts, and Plant Hire situations
- Automatic Draft Invoicing – great for “Do & Charge” type jobs
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View/Print
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Follow Up Sales Orders
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A simple suggestion was made to us. “Can we have a follow up date on Sales orders that links back to the Follow Up Diary file ?”
Being able to attach follow up dates is common throughout the InterAcct system, and these typically update both a client/prospect’s Contact History Diary record, as well as the Follow Up Diary itself.
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Credit Notes
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Within the InterAcct Software package there are numerous areas where you can prepare a Sales Invoice, and also a Credit Note.
The “Quick” Invoicing system is part of the Base InterAcct package and is popular for invoicing Products & Services. The emphasis is on speed and simplicity of data entry.
This latest (free) software enhancement has improved the preparation of a Credit Note. It links back to the original Sales Invoice to reduce the number of data entry fields required, also reducing the changes for error, and is very simple to use.
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View/Print
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Sales/Profit Analysis
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There are at least six different options within the InterAcct system to create a Sales Invoice to a customer, although it would be unusual for a InterAcct User to use more than two of these invoicing methods.
As a by-product of sales invoicing, numerous sales/profit analysis files are automatically updated. This might be summaries of revenue/profits generated by “Period” (eg Daily, Weekly, Monthly), and by various parametres (eg. Employee, Product Group/Category/Item, Region, Customer Industry, Origin of Lead, etc.).
In addition, there is a very detailed central Sales Invoice Register, and (for products/services), an even more detailed Sales Line Item file updated. It is these two files that can then be used by the Report Generators to create a host of different report designs for the InterAcct User. This is sometimes referred to as “Database Mining”.
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View/Print
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Retail Point of Sale
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InterAcct is a fully integrated business and accounting system. The I-POS software module offers a comprehensive retail point of sale system combined with a strong “Back-End” system for purchasing and sales/profit analysis. The focus is on speed of data input, accuracy, and simplicity.
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Batch Numbers, Use By Dates
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One of the options with the Stock/Materials Database is to breakdown stock by “Batch” Number. This is the similar concept InterAcct uses for Serial Number Control, and control of Carpet Rolls with Colour Dye Batches. Batch Numbers often have “Use By Dates” associated with them – with controls placed at the time of sale by Expiry Date.
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Payroll
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Payroll
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InterAcct is a fully integrated business and accounting system. Payroll is offered as a standard software module and is therefore part of the system’s integration. Although the Job Costing system has “Employee Timesheets” to update Work in Progress costing, it is generally run independently of the payroll system.
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Workers Compensation
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Worker’s Compensation Incident Reporting. A new file was added to the InterAcct Payroll system this week that allows you to record ‘incidents’ (accident ?) that occur with an employee that might have implications on your Workers Compensation Insurance.
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Job Timesheets
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As part of the InterAcct Job Costing module, there are Employee Timesheets that put hours, labour cost, and expected revenue against a job. The InterAcct Payroll module is generally handled separately, so that hours charged against a job need to bear no relationship to what Employees are paid.
There are three alternate methods for entering Timesheets – with the focus on minimising data entry keystrokes.
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Scheduling – Quick Timesheets
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This new software enhancement by InterAcct offers a fast and simple method to create employee timesheets of work performed on jobs. It starts when you first win a job, and then schedule what employees will need to be scheduled to work on it.
That automatically creates both an Employee Work Schedule and Daily Diary. Both can be amended (employee, date, times, etc.) as required.
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Stock Control
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Stock Control
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A database for recording details on “Stock” items – products and materials. Stock items may be for a simple Product Price List or recorded for sales, purchases, issues to jobs, or for manufactured items.
Regardless of whether a product item is held as stock in a ‘warehouse’, the whole history of the item’s cost/price and movements is recorded as a by-product of the integrated InterAcct Accounting system.
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Fully Integrated Inventory
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The importance of having a fully integrated accounting/business software package is best appreciated with the Inventory module.
Even if you only purchase inventory (materials, stock items) on an “as required” basis (rather than holding stock in a warehouse), you will benefit from the integrated approach.
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Stocktakes
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The standard method within the InterAcct package for counting stock is to run a routine to select which stock items are to be counted, and then to have the system “freeze” that current stock position.
That way, your count results are compared against that original ‘frozen’ stock position, and would allow you to continue normal business trading whilst any stocktake variances can be properly analysed.
This “manual” stocktake method is another alternative to that stock ‘freeze’ method.
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Stock Conversions
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The new Stock Conversion system report is provided to customers of the InterAcct system.It allows you to convert one or more component stock items into a composite product item(s).The conversion process is similar to what you could achieve using the InterAcct Job Costing and/or Manufacturing system.
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Product Issues
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A clever little suggestion from a prospective InterAcct client has now been added to the standard InterAcct system.
It allows you to record under a Product Item File (Stock/Material item) all the little (quality control ?) issues associated with that product.
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Serial Number Stock Control
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One of the options with the Stock/Materials Database is to breakdown stock by “Serial” Number. This is similar to the way InterAcct manages Carpet Rolls with Colour Dye Batches, and Batch Numbers with Use-By dates.
Serial Numbers by Product Item is often associated with the InterAcct Service/Maintenance software module which allows you to view equipment sold/used by a client, and service history.
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Batch Numbers, Use By Dates
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One of the options with the Stock/Materials Database is to breakdown stock by “Batch” Number. This is the similar concept InterAcct uses for Serial Number Control, and control of Carpet Rolls with Colour Dye Batches. Batch Numbers often have “Use By Dates” associated with them – with controls placed at the time of sale by Expiry Date.
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Storage/Transport Companies
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For several years now InterAcct Software has received enquiries from Storage Companies wanting a stock control and billing system – for stock held on behalf of their clients.
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Purchasing
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Purchasing
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The Purchasing function really highlights the level of integration in the InterAcct system.
You can purchase Product/Stock items for Sales, Jobs, or simply for stock replenishment.
You can also purchase Assets/Expense items.
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Quick Purchasing
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You select a Product Item from the Stock Database. Viewing the current stock position, and the suggested re-order information, you decide you want to purchase more of that stock item. Rather than selecting all products that need purchasing at that time, you simply want to raise a “Quick” purchase order for just that product item.
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Importers
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Given Australia is a country of Importers (rather than manufacturers), it is somewhat strange that this aspect of software is often overlooked or neglected by Accounting systems. Importing highlights the degree of integration of the InterAcct system – linking Purchasing, Suppliers, Stock, and Sales Orders into a simple to use package.
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Bond Store
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A recent InterAcct customer imports alcoholic beverages into Australia. The goods (once landed) are held in a Bond Store. As stock is required, it is then transferred from the Bond Store into “Free” stock.
It is at that point of stock transfer that the Excise Tax and Duty is calculated and paid, along with a clearance fee. Stock can be held in multiple Bond Store locations, as well as Free Store locations. The unit cost value for each obviously varies depending on whether it is still in bond, or ready for sale from the Free Store.
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Importing
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Importers
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Given Australia is a country of Importers (rather than manufacturers), it is somewhat strange that this aspect of software is often overlooked or neglected by Accounting systems. Importing highlights the degree of integration of the InterAcct system – linking Purchasing, Suppliers, Stock, and Sales Orders into a simple to use package.
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View/Print
Video
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Bond Store
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A recent InterAcct customer imports alcoholic beverages into Australia. The goods (once landed) are held in a Bond Store. As stock is required, it is then transferred from the Bond Store into “Free” stock.
It is at that point of stock transfer that the Excise Tax and Duty is calculated and paid, along with a clearance fee. Stock can be held in multiple Bond Store locations, as well as Free Store locations. The unit cost value for each obviously varies depending on whether it is still in bond, or ready for sale from the Free Store.
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Asset Management
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Fixed Asset Register
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This optional software module allows you to create an Asset Register, and calculate and automatically post Depreciation entries to the General Ledger. More than that, you can also schedule servicing to manage your assets.
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Management
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Executive Summaries
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The idea behind InterAcct’s Executive Summaries (Reports and Visual Search Enquiries) is to give Management the ability to “zoom in” on the exceptions, and to view the trends. Then, if necessary, drill down into the detail to seek explanations.
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Management Analysis
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Arising out of the somewhat mundane entry of business and accounting information into InterAcct a wide variety of Management Information is available on demand.
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Retail Point of Sale
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Retail Point of Sale
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InterAcct is a fully integrated business and accounting system. The I-POS software module offers a comprehensive retail point of sale system combined with a strong “Back-End” system for purchasing and sales/profit analysis. The focus is on speed of data input, accuracy, and simplicity.
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View/Print
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