If you need to track the profitability (or just all the Income and Expenses) for specific projects, outside of your regular finanical reporting, SMARTEDGE has you covered.

You can use Project tracking for anything that you need to track, including buildings, conferences, team building events, meetings, infrastriucture development, software implementations, fund raising, charity work, sports events, etc.

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You can add as many different Projects as required, including a structured hierachy of Projects if necessary.

Any transaction can then be allocated to a Project, either when capturing it, or at a later stage. Detailed reports are available to show all Income and Expenses related to any Project in a view which is very similar to a standard Income Statement.

You can also define up to 10 of your own fields to assist in classifying and grouping projects, each field allowing either free text or pre-defined options.

Management and reporting screens for Projects cover everything you need, including the following:

Project Budgets
This report displays budgets for projects. From the report you can select and edit the budget for a selected year.

Project Allocation
Identify and allocate existing transactions to projects.

Project Statement
This report displays your project income statement.

Project Statement By Classification
This report displays your project income statement by project classifications (which you can define yourself).

Project Ledger
The project ledger report shows all transactions that occurred during a given time period for a project. The report is grouped by account and it displays the beginning and ending balance for each account. The report can be processed for a specific date range and business unit.

Projectogram
This window displays the company's projects in a tree structure. Use the window to select projects if you want to view, edit or delete the project.

Projects
This report lists projects in a table report format. Use the list to select a project if you want to view, edit or delete project details.

New Project
Use this window to add new projects. You can also view, edit or delete projectss from this window. 

 

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Stock Management

Comprehensive stock tracking whether working from home or tracking multiple warehouses.

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Service Calls

Track your customer service calls including entering items used and technician time details.

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multiple currencies

Multiple Currencies

Capture your transactions in multiple currencies including for customers, suppliers and bank accounts.

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Fixed Assets

Track your Fixed Assets and have your depreciation automatically calculated and posted.

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projects

Projects

Allocate any financial transaction to a Project and view detailed statements.

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Invoice Collections

A detailed process to aid you in collecting outstanding money owed by customers.

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Contract Invoicing

Recurring, Multi-Delivery and Sales Invoices can be generated by using Contracts.

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Tax Compliance

SMARTEDGE has a number of features to ensure full legal compliance.

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