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SB Solutions 04-09-2012



 

SB Solutions 04-09-2012

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SB Solutions 04-09-2012 Ranking & Summary

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User Review: 0 (0 times)
File size: 7.8 MB
Platform: Windows All
License: Freeware
Price: $0
Downloads: 11
Date added: 2012-04-17
Publisher: BAAC, Inc.

SB Solutions 04-09-2012 description

SB Solutions 04-09-2012 comes as an interesting as well as beneficial tool which is made to create new job work orders in seconds, track status of all Client Work Orders with an ability to assign a Vendor and track income in and payments out.

Auto Create Repeat Work Orders such as Preventive Maintenance. Easy Invoice Creation and log payments received. Track Payments to Vendors. Each Easy Work Order can have up to 8 accounts to bill and 3 options for each of of those 8 accounts. For example labor for trip 1, 2, or 3 or material for Phase 1, Phase 2, Phase 3.

Major Features:

  1. Customer Management, Quick Work Orders
  2. Prospect Management, Inquiry Management
  3. Job Template Management, Job Estimate 
  4. Management
  5. Employee/User Mgmnt, Employee Training 
  6. Mgmt, Employee Equipment/Inventory 
  7. Assignments
  8. Task Mgmt, Inventory Mgmt, Equipment Mgmt, 
  9. Preventive Maintenance, Equipment Repair 
  10. Tracking
  11. Accounting Mgmt (Multiple Ledgers), Chart of 
  12. Accounts/Sub-Accounts, Create Manage 
  13. Multiple Budgets
  14. General Journal, Transfer Funds, Ledger 
  15. Reconcile, Merchandise Sales
  16. Accounts Receivables, Accounts Payables, 
  17. Credits/Returns, General Ledger
  18. Payroll, Tax Liability Mgmt, Sales Tax Liability 
  19. Mgmt
  20. Board/Committee Mgmt
  21. Excel Export Features
  22. Mailing Labels
  23. Referral Tracking

Enhancements:

  • Added New Field for entering credits for sales tax in the event a state has credit allowances, also added a note field to add when viewing sales tax liabilities to pay and record.
  • Non, used existing non used fields
  • Modified Sales Tax Report when paying sales tax to not include the sales tax paid for Gross Sales. No issues with data, just a formula change on the report.
  • When printing checks, added the account information in section 2/3 of voucher checks, added capability to also include paychecks when printing checks in a batch.
  • Added a memo when auto billing “Repeat” invoices to alert the user that the invoice listed came from a completed invoice that is scheduled to repeat.
  • Corrected Issue with Auto Billing, the include date range of membership on the invoice option did not work, it included dates regardless of the setting 
Requirements:
  • MS Access or MS Access Runtime

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