Product

Financials and Reporting

Financials are the backbone of any Enterprise Resource Planning (ERP) system. The Financials, Reporting and Costing functionality within Equip-Soft will provide real-time visibility into the state of your business, allow you to gain greater control, and drive growth at your dealership!

Financials

  • General Ledger provides ability to set up a company and post to the general ledger including setup of chart of accounts, general journals, recurring journals, and source codes.
  • Full data export to Word or Excel using style sheets and adding links to external documents.
  • Allocations, budgeting, account schedules, consolidations, responsibility centers and financial reporting standards, change log, intercompany transactions, dimension, bank reconciliation, and multi-currency support.
  • Accounts Payable and Accounts Receivable are integrated with General Ledger and Inventory.
  • Support for Electronic Funds Transfer, printing of MICR encoded checks, positive pay, and other advanced features.

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Reporting

  • Support for tactical and operational reporting
  • Detailed reporting in real-time via Excel reduces users’ learning curve and removes the dependence on IT departments for report writing.
  • Easy-to-use report features that integrate Excel functions like charting, pivot tables, and conditional formatting.
  • Analytical and Business Intelligence capabilities through Excel or Web-based user interface.

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Costing

  • Automatic accrual of equipment received but not invoiced.
  • Item Charge Assignment functionality allows you to associate related costs against items or documents; handy for freight, duty, storage, and other associated costs.

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