accpac options and industry solutions guide...

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ACCPAC OPTIONS and Industry Solutions Guide wish picking living room colors was as easy as customizing my ACCPAC ® accounting software. ACCPAC Options give you the freedom to create your ideal accounting solution. You choose the applications you need most, with the opportunity to easily add, customize and enhance your system as your business needs change. I Order before March 31, 2005 and SAVE up to 20%

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Page 1: ACCPAC OPTIONS and Industry Solutions Guide Idocs.accpac.com/products/options/aocatalog0105_pro.pdf · 3/31/2005  · ACCPAC KPI™ is an add-on module that enhances ACCPAC CFO™

ACCPAC OPTIONS™ and Industry Solutions Guide

wish picking living room

colors was as easy as

customizing my ACCPAC®

accounting software.

ACCPAC Options give you the freedom to create your ideal accounting solution.

You choose the applications you need most, with the opportunity to easily add,

customize and enhance your system as your business needs change.

I

Order before March 31, 2005 and

SAVE up to 20%

Page 2: ACCPAC OPTIONS and Industry Solutions Guide Idocs.accpac.com/products/options/aocatalog0105_pro.pdf · 3/31/2005  · ACCPAC KPI™ is an add-on module that enhances ACCPAC CFO™

ACCPAC Advantage Series ACCPAC Pro Series

To order or for more information including compatibility, contact your authorized ACCPAC reseller or call 800-416-11034

Sales Optimizer

Forget report writing and complex data-mining tools. Sales Optimizeris your key to unlocking the critical intelligence hidden in themountain of sales transactions.

With Sales Optimizer, you can:■ Test your strategies and check the impact of other factors on your

product, customer and sales resources.■ Review your total sales in any two planes of a four-dimensional

transaction view. ■ Focus attention on your top performers. ■ Use “traffic lighting” – an analysis technique designed to quickly

highlight good versus poor business performance. ■ Use easy-to-follow wizards to load data manually or from an

existing data source.

Identify Sales OpportunitiesSort both columns and rows on any displayed view and easily rank topperformers from best to worst, or vice versa. With Sales Optimizer,sales opportunities are highlighted instantly – for example, why are wenot selling our sixth top-selling product to our top two customers?

Trend AnalysisUse graphs to visually identify trend information on all salespeople,products and customers. Sales Optimizer allows you to graph anytwo detailed categories – for example, product brand and contents or customer region and product mix.

Other Key Features■ Imports invoice and order data or both■ Attaches notes to values■ Conducts variance analysis■ Exports instantly to Microsoft® Excel

Sales Summary ScreenThe Sales Summary Screen is the perfect place to start a salesmeeting as it provides a two-year snapshot of sales performance.It also monitors total business activity, including customer, productand sales staff performance.

Critical Sales AnalysisCross-sell opportunities, order frequency, loyalty and retention –the Sales Optimizer performance assessment tool instantlyprovides the critical sales analysis you need. You can analyzequestions, such as: why are 46 percent of our customers buyingless than ten of our products?

Compatible with:ACCPAC Advantage Series™ (Enterprise, Corporate and Small Business Editions)*

ACCPAC Pro Series® (Enterprise and Small Business Editions)*

*Requires Order Entry.

See order form insertfor pricing.

To order

Sales Optimizer™ is a sales planning, analysis and strategy tool designed to help youimprove the performance of your business.

Page 3: ACCPAC OPTIONS and Industry Solutions Guide Idocs.accpac.com/products/options/aocatalog0105_pro.pdf · 3/31/2005  · ACCPAC KPI™ is an add-on module that enhances ACCPAC CFO™

ACCPAC Pro Series ACCPAC Advantage Series

5To order or for more information including compatibility, contact your authorized ACCPAC reseller or call 800-416-1103

Compatible with:ACCPAC Advantage Series™ (Enterprise, Corporate and Small Business Editions)

ACCPAC Pro Series® (Enterprise and Small Business Editions) See order form insertfor pricing.

To Order

ACCPAC Query ACCPAC Query™ makes it easy to generate the reports you need to runyour business.

With ACCPAC Query, you can:■ Generate informative reports in minutes without having

complex reporting skills.■ Use the same report specifications on different company

databases.■ Share report layouts with other users.■ View full descriptions for all field and table captions.■ Select from a full suite of pre-defined reports.■ Create “quick” reports.

■ Import custom reports.■ Export data to Microsoft® Excel.■ Create labels.■ Report on multiple companies in a single report. ■ Create cross-tab reports. ■ Accomplish pre or post-data processing. ■ Create a filter that compares one field to another in the same table.

Runtime Edition: In the new Runtime Edition, you canrun reports created by the Professional Edition;however, you can not create, edit or delete reports.

Why You Should Use ACCPAC Query■ Make report writing a snap with user-friendly design for

even the most inexperienced user.■ Create elegant, persuasive and easy-to-read reports in five

easy steps with the report wizard.■ Set up reports in minutes and allow control of the sort

order, filter conditions and output with easy-to-use wizards.■ Define different levels of user access for reports with

custom security settings.■ Add another dimension to reporting, giving you more

control of layouts and output with the ProfessionalEdition’s advanced customization features.

Page 4: ACCPAC OPTIONS and Industry Solutions Guide Idocs.accpac.com/products/options/aocatalog0105_pro.pdf · 3/31/2005  · ACCPAC KPI™ is an add-on module that enhances ACCPAC CFO™

To order or for more information including compatibility, contact your authorized ACCPAC reseller or call 800-416-11036

ACCPAC Advantage Series ACCPAC Pro Series

ACCPAC CFO Comprehensive Financial OptimizerACCPAC CFO™ is a powerful financial diagnostic tool that takes the guesswork outof your business planning process.

Change days receivable to 60 days to view cash flow impact.

Increase revenue growth to 20%to view the impact on cash flow.

Identify what can be done to achieve a break-even cash flow.

ACCPAC CFO is a financial diagnostic and strategic analysis toolthat enables you to assess your business performance from oneeasy-to-read screen. This unique one-page “scorecard” instantlyreveals the health of your business. With CFO, you can quicklyevaluate and communicate your company’s financial position andstrategic goals, detect hidden problems and make informedbusiness decisions.

ACCPAC CFO takes the guesswork out of yourbusiness planning process and enables you to:■ Perform “what-if” analysis – for example, what would be the

impact of reducing your receivables from 70 to 60 days?■ Perform “goal seeking” – for example, what strategy can you

employ to improve your cash flow from ($325,000) to break-even?■ Create a budget or forecast report – the Roll Forward function

enables you to create a budget in two keystrokes.■ Instantly evaluate, forecast and implement strategic

business decisions to achieve your desired results.

ACCPAC CFO provides a framework for in-depthquantitative analysis that can be used to maketargeted business decisions. The goal-seek capabilityhelps you achieve your strategic business goals byidentifying the most sensitive financial variables anddisplaying them in priority order.

Count on ACCPAC CFO when you need answersto complex business questions like these:■ What are the best-case and worst-case results of launching

a new product line or service this year?■ What will be the overall impact of a price increase,

if it reduces sales volume?■ Would reducing prices in order to increase volume

be the best strategy?■ How can we significantly improve cash flow over the next

12 months?

Compatible with:ACCPAC Advantage Series™ (Enterprise, Corporate and Small Business Editions)

ACCPAC Pro Series® (Enterprise and Small Business Editions) See order form insertfor pricing.

To Order

Page 5: ACCPAC OPTIONS and Industry Solutions Guide Idocs.accpac.com/products/options/aocatalog0105_pro.pdf · 3/31/2005  · ACCPAC KPI™ is an add-on module that enhances ACCPAC CFO™

7To order or for more information including compatibility, contact your authorized ACCPAC reseller or call 800-416-1103

ACCPAC Pro Series ACCPAC Advantage Series

ACCPAC KPI Key Performance IndicatorsCreate detailed financial comparisons and reports with this add-on module for ACCPAC CFO.

ACCPAC KPI™ is an add-on module that enhances ACCPAC CFO™

by enabling detailed comparisons between financial models, theaddition of user-specific variables and benchmarking of results withdata from prior years or similar organizations.

In-depth ComparisonWith KPI, you can develop in-depth company-to-company anddivision-to-division comparisons – allowing you to thoroughlyanalyze the business performance of your entire organization. You can extract and consolidate the information required to createbenchmark data sets in minutes.

With ACCPAC KPI, you can:■ Create your own performance measures.■ Compare actual performance with budget and forecast numbers.■ Create forecasts for as many as 20 years.■ Develop company-to-company comparisons.■ Develop benchmarks

ACCPAC KPI enables you to compare financial models for anumber of years – and it allows you to create your own performancemeasures. You can compare actual with budget and forecast, andmake notes as to the variation reasons. KPI allows you to work with multiple CFO models.

You can create three types of comparisons with KPI:■ Variance Reports allows you to compare the budget with the

actual and the forecast. The variance can be displayed inpercentage or dollar terms.

■ Compare Models allows you to view a number of CFO models.For example, you may wish to compare branches or subsidiaries.You can create an average model to provide a benchmark forcomparative purposes. In addition, you can create a total or anannual model.

■ Compare Years allows you to view a sequence of CFO models.KPI will create a projected forecast for up to 20 years. You canselect your method of revenue growth, or input your owngrowth forecast.

You can also export any ACCPAC KPI report or model toMicrosoft® Excel or Microsoft Word.

Compatible with:ACCPAC Advantage Series™ (Enterprise, Corporate and Small Business Editions)

ACCPAC Pro Series® (Enterprise and Small Business Editions)

Note: ACCPAC CFO is required to run ACCPAC KPI.

See order form insertfor pricing.

To Order

Page 6: ACCPAC OPTIONS and Industry Solutions Guide Idocs.accpac.com/products/options/aocatalog0105_pro.pdf · 3/31/2005  · ACCPAC KPI™ is an add-on module that enhances ACCPAC CFO™

To order or for more information including compatibility, contact your authorized ACCPAC reseller or call 800-416-11038

ACCPAC Advantage Series ACCPAC Pro Series

Financial Link Professional

Financial Link Professional enables you to:■ Consolidate multiple companies.■ Print great-looking reports.■ Use templates for easy report design.■ Drill down to transaction-level detail (Advantage Series).

Using Financial Link Professional, reports can be created in a variety of ways:■ Select a template from a list of choices to instantly create

statements using editable, user-defined account groups.■ Copy an existing statement from one of the many samples

provided, and modify it to suit your reporting requirements.■ Custom design your own statements.

Generate complete financial reports without the use of a spreadsheet.

Why You Should Use Financial Link Professional■ Drill down from financial statement to general ledger

account to transaction detail in Advantage Series.■ Create professional-looking financial reports.■ View easy-to-understand English names for database fields.■ Consolidate multiple databases into one report.■ Consolidate ACCPAC Advantage Series, ACCPAC Pro Series

and ACCPAC Plus companies on the same report.■ Generate reports throughout departments.■ Use as a stand-alone solution – no spreadsheet program required!■ Save formatted statements to Microsoft® Excel, Microsoft Word

or HTML format.

Compatible with:ACCPAC Advantage Series™ (Enterprise, Corporate and Small Business Editions)

ACCPAC Pro Series® (Enterprise and Small Business Editions)

ACCPAC Plus™

See order form insertfor pricing.

To Order