elev8 Australia specialise in business software for hire, accounting, HR & payroll

Transcription

1 elev8 Australia specialise in business software for hire, accounting, HR & payroll

2 Evotools Elev8 specialise in providing custom programming services for Sage Pastel Evolution. These programs have been developed mainly from existing customer requirements and later modified as a generic product for all to purchase. EvoTools are easy to use, self installing modules that enhance your use of Evolution accounting software. Each product is FREE to download and use for 30 days prior to purchasing, offering you the opportunity see for yourself how EvoTools will benefit your business. For further information about Evotools or any of our products please call us on or us at info@elev8australia.com Our products Financial Report Writer 2 Code Breaker 3 PO Delivery Date Manager 4 Debt Manager 5 GL Budget Tool 6 Invoice Import 7 Batch Journal Entry 8 Inventory Price Importer 8 Foreign Bank Revaluation 8 Multiple Purchase Order 9 Warehouse Transfer 10 Auto Purchase Order 11 GL Consolidator 12 Bank Deposit Slip 13 Invoice Processor 14 Mail Merge 15 Job Costing Centre 16 Inter Company Journal 17 Shipment Module 18

3 Evotools Financial Report Writer The report builder allows the finance and account departments to customise their own profit and loss report, as well as balance sheet report. Some sample layouts are provided together with the report builder and you can choose to add the company s logo, change the font size, colours and other look and feel. You would also be able to include / exclude a range of accounts in the reports and group them together. For further information about Evotools or any of our products please call us on or us at info@elev8australia.com 2

4 Evotools Code Breaker EvoTools CodeBreaker finally lets you change that code. Have you ever had the customer who changes their name, but the account number has to remain as it was, for system reasons and historical purposes. Finally you can change the account code, updating all the history and modifying all the future documentation. The CodeBreaker enables users to change codes throughout Sage Pastel Evolution, extending from General Ledger through to Job Costing. Allows code changes for: Suppliers Customers Inventory Items General Ledger Account Codes Job Numbers Project Codes Asset Numbers NEW - Now allow transaction editing for all areas including i invoice/credit note/sales order/purchase order documents! EvoTools CodeBreaker will alter nothing but the code itself, all the transactions will remain, all the history and the future will be altered. Code%20Breaker.exe For further information about Evotools or any of our products please call us on or us at info@elev8australia.com 3

5 Evotools Purchase Order Delivery Date Manager Evolution only allows a single delivery date per Purchase Order (PO). This is often inconvenient when PO s are partially delivered and more so when multiple deliveries are made from a single PO. This EvoTool allows existing PO s in Evolution to be displayed on screen where each line can be assigned to a separate delivery date. The utility will then allow you to display all PO s with a nominated user entered delivery date and the respective PO lines. For further information about Evotools or any of our products please call us on or us at info@elev8australia.com 4

6 EvoTools Debt Manager Tired of scanning through reports and screens to chase up debtors? The EvoTools Debt Manager allows you to view all outstanding aged balances on one screen, without having to trawl through hundreds of records in your system. Scroll through aged balances, and selectively view customers transactions. View specific items on screen, and re-print at the press of a button. The client says they don t have a copy, press the button and instantly a PDF copy will be sent through to the customer. Debt Manager will log all calls, s, letters, in fact all contact with the customer regarding debts. After every contact a follow up date can be set and remind you to chase again. If there are specific allocation errors, these can be repaired in the Debt Manager.» View each customer s transactions» View the actual invoice or credit note on screen» Create Calls/ s for any number of transactions (each call and can have a status of outstanding or complete)»follow up dates» See which customers have overdue calls/ s from any date and time» Put customers on hold or take them off hold» Allocate invoices/credits to payments without having to go back into Evolutions allocation screens Cash_Flow/cash_flow.exe For further information about Evotools or any of our products please call us on or us at info@elev8australia.com 5

7 EvoTools General Ledger Budget Tool The EvoTools General Ledger Budget Tool make it quicker and easier to maintain and update your GL Budgets. This will allow for spreadsheet types and entering of budget data. For further information about Evotools or any of our products please call us on or us at 6

8 Invoice Import If you produce invoices by an external application to that of Evolution this tool is the answer for automating the importing of data directly into Evolutions invoice, Sales Order or Purchase order files. By selecting the elements of any of these documents by a simple checking of the relevant fields this tool will save hours of manual data entry. Saving of profiles and validating source files is a feature of this product. For further information about Evotools or any of our products please call us on or us at info@elev8australia.com 7

9 EvoTools Batch Journal Entry The EvoTools Batch Journal Entry can be used to create journal batches with auto receiving accounts. This tool allows you to create batches as Accrual transactions, and post reverse transactions for the next accounting period. Journal_Entry/Journal_Entry.exe Foreign Bank Revaluation Manage your foreign bank revaluations quick and easily using the Foreign Bank Revaluation Add-on from Elev8. Here are some of the reasons to consider this module: Revalue single or multiple foreign bank accounts Report on gains/losses Post foreign gains/losses as adjustments after reviewing Save time and avoid mistakes with your month end Revaluation/Foreign_Bank_Revaluation.exe EvoTools Inventory Price Importer The EvoTools Inventory Price Importer is great for companies maintaining a single price list against their inventory. The EvoTools Inventory Price Importer can import single or multiple price lists to your inventory in a flash! For further information about Evotools or any of our products please call us on or us at info@elev8australia.com 8

10 EvoTools Multiple Purchase Order Processor EvoTools Multiple Purchase Order Processor (EvoTools MPOP) allows you to process multiple purchase orders that have a single supplier invoice. For example: If you have ten purchase orders from a single supplier, you can edit all line details, select any number of lines from any number of purchases orders to process all at once! Genius! For further information about Evotools or any of our products please call us on or us at info@elev8australia.com 9

11 EvoTools Warehouse The EvoTools Warehouse module allows you to select a master warehouse, transfer warehouse and a quantity to compare, and will calculate the quantity for each stock item to be transferred from one warehouse to the other, while displaying on your screen. The EvoTools Warehouse modules allows you to edit the transfer quantity and print the picking list. This module also allows for saving of batches, so you can process the Warehouse transfers at a later date. For further information about Evotools or any of our products please call us on or us at info@elev8australia.com 10

12 EvoTools - Automatic Purchase Order Edit Purchase Orders before they are generated! The EvoTools Automatic Purchase Order allows on screen editing of orders to be processed before they are generated. The Auto Purchase Order processor interrogates sales order lines and adds these to Auto Generated Purchase Orders. It Also takes into account existing Purchase Orders. Suits back to back ordering. The Automatic Purchase Order can also:» Compare against stock re-order or minimum levels» Filter by stock item and/or supplier» Allows you to view the generated PO s and change anything before you actually commit them to the system.» View and compare sales orders For further information about Evotools or any of our products please call us on or us at info@elev8australia.com 11

13 General Ledger Consolidator If you run multiple branches, divisions, entities or business units within your organisation and wish to easily consolidate data across multiple databases and or currencies then the GL Consolidator allows you to easily manage these tasks. The Evolution GL Consolidator has been designed to consolidate general ledger transactional data from multiple Evolution databases into a consolidated Evolution database. You can perform multi-currency consolidations and conversions, translation reserve account for foreign exchange differences as well as the easy importation of accounts and exchange rates. Save you maps for subsequent use, modify them as needed. With the ability to enter foreign currency exchange rates when each database has a different currency of the consolidating company. Build an entirely new database from existing databases for you to generate standard Evolution financial reports. If you run multiple branches, divisions, entities or business units within your organisation and wish to easily consolidate data across multiple databases and or currencies then the GL Consolidator allows you to easily manage these tasks. The Evolution GL Consolidator has been designed to consolidate general ledger transactional data from multiple Evolution databases into a consolidated Evolution database. You can perform multi-currency consolidations and conversions, translation reserve account for foreign exchange differences as well as the easy importation of accounts and exchange rates. Consolidation/GL_Consolidation.exe For further information about Evotools or any of our products please call us on or us at info@elev8australia.com 12

14 Bank Deposit Slip An Invaluable tool for producing printed deposit slips from bank transactions already made with in Evolution. No change of processing in Evolution necessary. You can purchase this tool and immediately produce bank deposit slips for transactions already posted in Evolution. The program works by picking up bank transactions either single or split to a nominated Evolution bank account and or a POS holding account. The program allows you to deem any transaction as cash or cheque and list these payment types separately on the deposit slip. There is an allowance for the drawer details should your bank require them on the slip. The deposit slip can be modified by you complete with company logos and graphics as you want them. For further information about Evotools or any of our products please call us on or us at info@elev8australia.com 13

15 Invoice Processor Evolution does not allow an invoice to be printed without it being posted through to the accounting ledgers. There are ways around this one of which is to copy the invoice layout through to the picking slip print stage, but this is restrictive in other ways. This program allows you to print as many copies of an invoice as you wish. Since the program emulates exactly the postings created as in the standard Evolution it will be as if the invoice was posted within evolution. Many customers have had this program modified to perform other processes and calculations at invoice posting time. You may need additional functionality? Contact us and discuss your requirements we would be more than happy to provide modifications to suit your needs. For further information about Evotools or any of our products please call us on or us at 14

16 EvoTools Mail Merge Mail Merge your Evolution contacts quickly and easily into Microsoft Word. Simple and easy to set up, this EvoTools module will make your customer communications effortless. Create quick letters, incident letters, incident templates and view overdue accounts with the EvoTools Mail Merge module. For further information about Evotools or any of our products please call us on or us at 15

17 EvoTools Job Control Centre About The Elev8 Job Control Centre has been developed upon windows technology making the interface easily recognisable, enabling intuitive navigation. Built around the standard Sage Evolution suite the Elev8 Job Control Centre provides fast and efficient data processing and reporting. Features Single or multiple Jobs - with sub-job relationship Purchase Orders interacting with Inventory, direct purchase to jobs, committed costs Labour timesheet entry Multiple Job Cards - single customer invoicing Close/reopen Jobs Batch Inventory Issue on jobs Manufacture Inventory items from Job costs Much more... Customisation We are able to fully customise the Job Control Centre to suit your requirements, whatever they may be. User Types The Job Control Centre has two types of users which can be purchased depending on your organisational needs. These users are explained below. Administrators This user has full control and access of every part of the system, from user administration, access control, creating new projects, inventory management, billing and much more. Suitable for management personnel. Field Users Perfect for project managers and staff out on the field. Access to the system covers the entering of timesheet or project data to their project. For further information about Evotools or any of our products please call us on or us at info@elev8australia.com 16

18 Inter Company Journal The Inter-Company add-on is designed to automate all your inter-company /inter-branch transacting. This add-on will save you allot of time as it will:» Allow you to post directly to other inter-company General Ledger accounts from your current posting batch.» Easily process inter-company expenses and allocate across multiple other entities» Post inter-company loan transactions from the parent database» Automate the posting of inter-company journals within Evolution For further information about Evotools or any of our products please call us on or us at 17

19 EvoTools Shipment Module (Imports) The EvoTools Shipment Module for imports allows you to process add-on costs, transport fees, shipping and GST across single or multiple purchase orders. The EvoTools Shipment Module allows you to allocate multiple purchase orders to each shipment, add additional shipment costs, and the re-calculate each item s average unit cost. Makes processing easier for anyone importing goods in sea containers. For further information about Evotools or any of our products please call us on or us at info@elev8australia.com 18

20 Elev8 Australia Pty Ltd Office Address The Beaufort Centre Level 1, Beaufort St Perth WA 6000 Toll Free: Ph: Fax: info@elev8australia.com version 1.0 April 2012