Manage Business Payables & Receivables
Account Overview
|
|
View your checking, savings and credit card accounts in one place
including balance, last transaction, upcoming bills and number of
checks to print. Updated in real-time as transactions occur.
|
Account Register
|
|
Enter & edit transactions with ease. Checksoft works just like
a checkbook, so it's easy to get started. Includes payee database
so you don't have to retype payee information for recurring bills.
Keep contact information and important notes.
|
Reconcile Accounts
|
|
Reconcile your bank statement with your account in minutes with
the easy-to-use reconciliation wizard. The reconciliation wizard
quickly walks you through the process of matching cleared transactions
from your bank statement against transactions entered in your register.
|
NEW! Bill Scheduler
|
|
Stay on top of your finances by scheduling upcoming payments and transactions ahead of time.
Bill Scheduler reminds when they're due or automatically records them for you.
Ensure you're never late again on a payment.
|
Generate Professional Invoices or Estimates
|
|
Effectively manage your billing and cash collection. With just one click, you can print monthly statements to send to all of your customers.
Print or email invoices, estimates and customers statements. Send invoice emails all in one batch, by date range or specific invoice.
Calculates total and taxes instantly, including state and city sales tax rates. Accommodates U.S. and Canadian tax calculations.
Customize your invoice or estimate. Edit your headings. Add or remove columns. Include personalized messages, customer discounts and import company logo or graphic.
Track outstanding invoices for your customer accounts. The invoice tracker window tells you which invoices are overdue and the amount.
|
Purchase Orders
Generate purchase orders and track business expenses.
|
Enter account information
Set specific dates for each item
Add messages or shipping instructions
|
Inventory Control
Manage inventory levels of products, goods and supplies.
|
-
Each time an invoice is created the item quantity is
automatically subtracted from your inventory
-
Set minimum inventory levels for each item
-
Warning message appears when each item is below minimum
inventory level
|
|