Features

Enterprise Accounting at a Small Business Price.

At the heart of Tradepoint Entreprise is an integrated Accounting system designed to provide small and growing enterprises an Accounting structure combining easy to use tools with a GAAP compliant structure. Providing small and large enterprises alike with a core structure enabling companies to manage a combination of more than one separate company or a company with multiple divisions, each with its own respective General Ledger. Accounting functions within Evolution provide a sophisticated tool capable of managing diverse corporate structures with tools designed for easy daily use.

With complete audit trail capability and support for an unlimited number of levels of accounts within a General Ledger structure small and growing businesses can enjoy the security and capability of an enterprise level Accounting solution with an 'out of the box' business management solution. With Tradepoint's synchronization technology all users have real time access to the most up to date Accounting information enabling all users access to your Accounting data as business happens.

General Ledger Overview

Most companies may only use up to 5 levels deep for a Chart of Accounts structure, with Tradepoint there is support for an unlimited number of accounts within your Chart of Accounts. This allows for easy tracking of expenses for the different areas within a company across departmental, offices, locations and divisions. Access to company financial information within Tradepoint's Accounting is protected by User Access Settings making access to specific types of information secure and relevant to Employees responsibility.

Support for an unlimited number of levels within a Chart of Account Structure
Data Import tool allows for easy importing of existing Chart of Account structures from other applications
Integrated tools for creating new Chart of Account structures using templates or manually
An over view of detailed Account information
Drill down tools for detailed transactional information within an Account
Activity trail for all Accounting actions taken in Tradepoint
Defaults reports include Profit and Loss Statement, Trial Balance, Income Statement, and others
Overview and detailed reports for Receivables and Payables activity

Company Settings: Automation Preferences

Since every work flow is unique, Tradepoint Accounting preferences provide flexibility for automation at key points. Tradepoint's Company Settings provide options for automating an Accounting work flow for a more seamless experience in your Accounting. Company Preferences provide options to determine an automated Accounting process including default account settings for basic Accounting transactions, events that happen as part of a work flow such as an Order confirmation email sent out to the customer when a web order is completed.

Default Account settings for numerous of Account types
Product Account default options with 'Apply to All' function
Invoicing defaults for edit ability with Sales Taxes and Shipping
Inventory Management options for automation on Supply Side for Bills and updating Inventory
Order Fulfillment options for automation in fulfillment and customer communications options
Defaults for Sales Taxes with support for multiple and local level sales taxes
Options for automatic posting of Accounting events as they happen

Contact Based Accounting

Tradepoint Enterprise's Accounting has brought together the very best in CRM functionality with full accounting functionality with in Customers, Resellers and Supplier accounts. For businesses which require the ability to process receivables or payables within a contact account Tradepoint provides an ideal Accounting tool to handle those needs. User profile settings define the level of access you provide for you Employees so, if your sales team needs to be able to process only orders within contacts those settings can be enabled easily. The same tools are also available for payables functionality for purchasing on the Supply Side.

User defined access to contact based accounting functions
Support for Adjustments and Reversals within contact based accounting
Automatically tracks activity to accounts from any web based sales
Returns processing within Invoices including support for electronic returns of electronic payments
Order processing and Invoicing capability for contacts
Purchase ordering and bill processing available for contacts
Print/Email out all related documentation to a contact directly from the same screen an action is processed in
One click function from Quotes to Orders, to Invoices
Time/Date stamped activity trail for all actions taken in a contact file
Filter options for easy viewing of account history
Drag and drop options for easier data analysis

General Ledger: Direct Transactions

The General Ledger is extremely important for Accounting professionals for daily actions, auditing and forensic accounting. Tradepoint's General Ledger is designed with a display window for a Chart of Accounts structure and detailed account activity within a highlighted account. This provides details of activity with who, when and where in regard to all account activity at a glance. With a built in search tool designed to handle detailed searches for forensic accounting capability and screen views with drag and drop options for easy prioritizing of information, Evolution's General Ledger provides an integrated approach to Accounting directly within a General Ledger. Features within Evolution's General Ledger also includes:

Support for reversals and adjustments to all accounting activity
Account Reconciliation tool
Deposits for non-electronically received payments
Journal Entry tool
Accounts Transfer tool
Generate a new Bill or Invoice from General ledger
Support for prior year entry and posting of activities
Print and Export to multiple file types for Accounts
Advanced Search tool detailed options for each transaction type

Click Here to download a Product Data Sheet on Tradepoint Enterprise.