Challenges faced in Professional Services (CPA, Corporate Finance, Financial Advisory…)
Cost Management is one of the most important aspects for Professional Services. In Professional Services industry, accounting personnel often struggle to keep their expense and timesheet details organized and spend up lots of their time inputting data into the accounting system. Sage 300(Accpac) for Professional Services can ensure the data remains current without tedious data entry by accountant, as well as help you manage your projects, resources and finances on time and on budget.
By providing web and mobile based Employee Self Service (ESS) Portal, employees are allowed to take care of their own expenses or time reports on the ESS Portal.
Taking advantage of the seamless integration with Sage 300(Accpac), the documents approved in ESS can flow to Sage end for reimbursement, project cost updating and etc.
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Take the complexity out of managing your financials
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Increase control on expense and visibility, accelerate the expense reporting and reimbursement process. Allows you to track, analyze, and control employee travel expenditures.
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Capture and control employee’s time spent on task, projects in real-time. Empower you to manage time tracking for your billing and payroll easily.
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Keep projects on schedule and on budget with flexible estimating, tracking, and project billing in Sage 300(Accpac).
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Gantt chart based scheduling tool helps you quickly build your project, task and milestones with ease. Gain insight into how resources are allocated.
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Help your company to automate the process and provide complete audit trail to trace the approval status in real time.
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Intuitive and user friendly User Interface (UI) for employee to easily claim expense or submit timesheet report and purchase requisition form via web portal. Managers can also make real-time approvals using tablets or smartphone. |
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Data entered by employees in Expense Report, Timesheet, Purchase Requisition and etc. through Web Portal or Mobile Devices flows instantly and accurately to the accounting system which eliminates the duplicate data entry in the accounting side. After the documents are approved by the managers or stakeholders through the Employee Self Service portal, you will find the accounting data auto-generated in the Sage 300(Accpac), back office staff such as accountant and procurement specialist don’t have to re-enter the data, and they can simply follow up the reimbursement via A/P, bill the customer with the work hours through Project and Job Costing or the Purchase Requisition in Purchase Order, the project cost will also be updated with the expense and labor hours if you have the Project and Costing integrated with Sage 300(Accpac) for Professional Services.
Sage Intacct is the leading cloud-native financial management and accounting solution, recognized by the AICPA as the preferred provider of financial applications. Built from the ground up in the cloud, Sage Intacct delivers deep accounting capabilities, real-time financial and operational insights, and the automation finance teams need to streamline operations and accelerate business growth.
With its open API architecture and best-in-class integrations, Sage Intacct adapts to your unique business needs across multiple entities, currencies, and locations — empowering CFOs and finance leaders to make smarter, faster, data-driven decisions. Whether you are a fast-growing SaaS company, professional services firm, nonprofit, healthcare organization, or financial services business, Sage Intacct provides the agility, visibility, and control needed to scale with confidence.
Sage X3 Cloud ERP is the right, proven solution for mid-market customers with international ambitions and multi-national requirements.
Built for the web, Sage X3 Cloud ERP solutions enables employees, partners, suppliers and customers to access information conveniently wherever they are over a web browser, and can accelerate all business exchanges, within and outside the company, locally and internationally.
Sage X3 is the right Cloud ERP solution for medium and large enterprises, corporate groups, international companies, and companies with a strong growth in distribution, manufacturing and services industries.
A scalable and advanced web-based business management solution built on world-class multi-tiered architecture, Sage 300 (Accpac) Cloud ERP accommodates the unique requirements of various businesses while adapting to the ever-changing needs of the market.
Sage 300 (Accpac) Cloud ERP is designed for small and medium business looking to connect all business ,including Financials, Operations, Inventory, Project and Job Costing , Vendor Management, Sales, Marketing and Customer Services, as well as access intelligent insight that drives global growth and profitability.
Sage 300 (Accpac) Cloud ERP helps you interconnect processes from each functional area of your business securely and in real time, bringing front-office and back-office operations into alignment.
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Epicor Kinetic is a global cloud ERP solution designed for and with manufacturers, helping them maximize profitability with real-time business intelligence and built-in collaboration tools. Powered by the industry expertise of Epicor, Kinetic has the functionality to run a modern, future-ready business poised to capitalize on data, transform digitally, and innovate without limits.
With 20,000 customers in over 150 countries, Kinetic (Epicor ERP) provides integrated Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Accounting and Financial Management, Manufacturing Execution System (MES) and Supply Chain Management (SCM) that enable companies to drive increased efficiency and improve profitability.
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In today’s data driven world, a successful business is one that can analyze information with the intelligence to anticipate and respond to customer needs in real time. That is where Microsoft Dynamics 365 comes in. With the power of the intelligent Microsoft Cloud, it seamlessly unifies Finance & Operations capabilities along with the productivity applications to enable you to identify and capture new opportunities. With Dynamics 365, all key parts of your business are connected. You are empowered to collaborated across geographies, have the insight to make critical decisions, take advantage of new trends, disrupt, adapt and re-imagine what’s possible.
Dynamics 365 enables you to transform your business for the digital age, giving you the ability to innovate quickly, move new products to market, develop meaningful relationships and win new business virtually any time, anywhere.
Microsoft Dynamics 365 brings together the best of Microsoft technology, connects you to what matters, unlocks new opportunities and moves you forward like never before.