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Small Business
Manager Features
System Manager
- Master record import from QuickBooks
and QuickBooks Pro
- Company setup wizards
- Setup checklists
- Supports up to 5 companies
- Supports up to 5 concurrent users
- Administrator defined access rights for
each user
- Automated file backup and recovery
- Personalized shortcut menu
Financials and Accounting
- Double-entry accounting
- Full audit trail
- Default charts of accounts for multiple
industries Excel-based budgeting
- Supports account numbers up to 25 characters
and 5 segments
- Supports up to 13 fiscal periods
- Batch and individual transaction posting
- Automated batch recovery
- Ability to close sales and purchasing
ledgers while leaving general ledger open for year-end adjustments
- Prior year adjustments
- Financial statement reporting
- Trial balance reporting
- General, recurring, and auto-reversing
journal entries
Vendors and Purchases
- Unlimited number of vendors
- Vendor contact information
- Automated discount and sales tax calculations
- Finance charges
- Credit memos
- Returns
- Bill payment via cash, credit card, or
check
- Payables check wizard
- Supports voiding checks and transactions
- Full audit trail for check printing
- 4 accounts payable aging buckets
- Vendor history tracking
- Purchases reporting
- Accounts payable transaction, history
and analysis reporting
Customers and Sales
- Unlimited number of customers
- Customer contact information
- Customer statement wizard
- Customizable invoices and statements
- Automated discount and sales tax calculations
- Credit limits
- Credit memos
- Debit memos
- Service repair
- Warranties
- Apply cash receipts to open invoices
- Put customer accounts on hold
- NSF check processing
- 4 accounts receivable aging buckets
- Customer history tracking
- Sales reporting
- Sales tax reporting
- Accounts receivable reporting
Banking
- Unlimited number of bank accounts
- Bank reconciliation
- Enter transactions
- Void checks and transactions
- Record deposits and withdrawals
- Record transfer of funds between accounts
Payroll
- Supports up to 100 active employees
- Integration with General Ledger
- Payroll setup wizards
- Payroll checklists include pay period,
month end, quarter end and year-end
- Tax table updates
- Payroll check printing
- Void payroll checks with audit trail
- Direct deposit
- Absence reporting
- Overtime calculations
- Deduction calculations
- Pension processing
- Payroll reporting
Reporting
- SmartList queries
- Drill down to source documents
- Financial statements
- Report editor
- Customizable reports
- Standard reports throughout Small Business
Manager
- Reports available via the Web
- Export to Excel
- Export to Word
- Export to HT
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