Features That Make Exchequer Crm A Preferred Accounting System

By Author: Jessica Heald
Total Articles: 2
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Exchequer is an accounting system for SMEs that enables them to manage their finances and report in detail so that decision-making is easier. It is a modular piece of software that can be built to cater to specific business requirements and dedicated modules can be chosen so that the system works exactly how an organisation needs it to. This system offers a comprehensive list of functions, which makes this accounting system one of the very best in the market. Below given are some of the desirable features of the Exchequer CRM that you must make the most of.

The General Ledger Clone and Difference

The General Ledger clone is an extremely useful tool and allows users to compare more than one GL screen sizes at once. It is particularly great for comparing profits or any other figure between currencies, financial years, departments and cost centres. You can take it one step further by choosing an object clone difference on the 3rd screen to show your percentage or value differences.

F9 Repeat

Do you have to add bulk transactions with same or repeated information? When using Exchequer, you can make use ...
... of the F9 key that will quicken the process of repeating the same data that you had inputted last into the field. For instance, if you are adding an array of transactions where each of the value needs to have the same alt reference, you can just type it into the 1st transaction, but on each successive transaction, you can press F9 in that field and the information will be repeated.

F1 Help

EXchequer's help functionality is brilliant and there are several ways of accessing it. You can access it by pressing F1 on your keyboard, through the help menu or by clicking on the '?' icon found on the top toolbar and then, clicking on the particular screen's area that you wish to see the help files for. The help files are quite interactive and if you want to see more information on any of the help files, you simply have to click on it and more information will be presented to you.

Sort Views

The feature of sort views in the Exchequer accounting software allows the customer and supplier ledgers, trader list, the stock ledgers and the stock list to have filters applied. You can set these filters and views as default or set for use by multiple users or an individual user. This is an easy and quick way of sorting your information on the screen in real-time.

Object Stock Enquiry and Object Credit Controller

Object stock enquiry and object credit controller are 2 controller panels that can be accessed through the search menu. The function of these controller panels is to provide you with a snapshot of the status of the supplier or customer account, or stock item that is currently highlighted. You can also access them by Ctrl+11 and Ctrl+F3. This means that you can quickly get a snapshot of the relevant information at the press of a button.

Exchequer finance system is regarded as a modular accounting and finance software solution, especially for growing enterprises. This system can be personalised to meet the specific needs of a business. The above-mentioned are only a few of the features of this system that distinguishes it from the other accounting and finance software solutions available in the market. This system is mostly used by distributors and wholesalers who sell goods or products from stock.

Adopt Exchequer to discover the different ways that this system can boost the productivity of your business. You can speak to professionals to find out more features and functionalities of this software. With this system, small and medium-sized businesses can empower their sales team with a detailed analysis of the history of Exchequer sales for each customer.

Founded in 2000, ProspectSoft is an eCommerce Software-as-a-Service (SaaS) and Customer Relationship Management (CRM) company based out of the UK. They have designed Prospect 365 for businesses selling products from stock B2B. Its unmatched integration framework makes it the Stock-Aware CRM. The company has a long-standing partnership with Exchequer CRM, the accounting system for SMEs.