Orders/Invoices Tracking
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Maintain unlimited products and/or services per invoice
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View a summary listing of a client's invoices at any time
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Optionally modify and reprint an invoice
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Automatically update the contact's year-to-date and history-to-date counters
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Activities & Time Billing
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Mark any activity record as Billable and identify the amount of billable time and rate charged
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Review and optionally transfer any unbilled activity within a date range into a client's invoice
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Once transferred, automatically flag the activity as billed and display its invoice number
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Select one or more of the listed Billable activities to be transferred onto an invoice
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Orders Detail
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Enter a multi-line description of products
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Automatically display detailed product information and selling instructions
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Store and later search for serial numbers and other pertinent information per item
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Enter a discount rate, independently from any existing invoice-level discount
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Payments Tracking
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Track direct (not invoice-based) fund raising and/or membership payments
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Add multiple payments per invoice
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Enter identifying data via a barcode reader
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Optionally enter payments in batches
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Track associated credit card information
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Product & Inventory Control
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Track inventory-based products and services
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Optionally group products and services into categories for reporting and analysis
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Specify a product's selling instructions
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Track on-hand and sold-to-date quantities
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Generate re-order reports
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Expenses Tracking
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Track expenses by user-defined categories or by general ledger chart-of-accounts
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Specify the Expense Type for analysis
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Track reimbursable expenses and the status of reimbursement
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Link to an associated contact or vendor
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Link to an invoice in which reimbursement was submitted
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Results Presentation Layer
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Delivers a Windows application as well as a Web-based application that can be run simultaneously or independently
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Windows application delivers the rich GUI and the superior speed of a client-server solution
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Web-based application provides mobile workforces the flexibility to work from anywhere
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Results Data Layer
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Truly scalable back-end to fit your current needs and budget
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Start with our SOHO (Small-Office & Home-Office) solution that uses an MS-Access database and does not require a dedicated server
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Move directly into our SMB (Small to Mid-size Business) solution that uses MS-SQL, as needed
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Plans to deliver an enterprise solution using an Oracle® database
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