ManageMore Simple Start Edition

Key Features

General Features

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	32-bit Architecture
	Supports MS Windows 2000/2003/XP/Vista
	Over 600 pages of Comprehensive Online Help
	Company setup wizard guides you through software implementation and includes over 100 business models for quick setup
	Quickbooks® database conversion included for easy migration from other systems
	Customizable data entry screens
	Shortcut Keys and Toolbar definable by user
	Training Mode allows user to practice or experiment without harm to database
	Accounting handled behind the scenes on all documents, so no real bookkeeping knowledge needed
	Email documents and reports easily
	File Backup utility included
	Company Logo image can be added to all documents
	Documents throughout program record employee, date and time

	Security can be set to prevent access to certain areas of program
	Audit all activities performed by a user
	Over a hundred business reports to choose from or create your own savable custom reports with our built in report wizard tool
	Reports can be output to Printer, Screen, PDF and Email
	Query wizards which help you drill down on your data by any piece of information
	Saved custom query lists
	On-demand reporting of Query generated lists
	Custom Data Views can be created for ad-hoc sorts and hiding / showing columns
	Multi-Company Capable
	Built-in Calendar
	Built-in Calculator
	Integrated Spell Checker

* Looking for a solution that can handle more than the features/limits mentioned above?
Please contact us to discuss our higher software editions which offer even more capabilities.
Visit www.managemore.com to learn more about our Standard, Professional, and Complete Software Editions.

Accounting Features

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	General Ledger
	Accounts Receivable
	Accounts Payable
	U.S. Payroll
	Multi-tier Chart of Accounts
	Bank Deposits
	Bank Transfers
	Bank Reconciliations
	Multiple Bank Accounts
	Unlimited Open Years
	Check Printing
	Customer Credit Hold
	Customer Check Hold
	Finance Charges
	GL Account Drill-Down capabilities
	Multi-tier Taxes

	Integrated Time and Attendance system eliminates needs for Time Clock and integrates directly to Payroll
	Supports Accrual or Cash Based accounting method
	Automatic GL posting
	Write-off bad debt feature
	Recurring bill payments
	Print or Electronically send Vendor 1099's
	Freely distributable Auditors Edition allows outside accountants to review/modify your financials from a remote office (i.e. similar to Quickbooks® Accountant Copy feature)

Customer / Prospect Features

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	Unlimited Customers and Prospects
	Customer templates can be setup for quicker data entry of new clients
	Supports user-defined fields for Customer and Prospect Records
	Supports multiple contact info such as home phone, work phone, fax phone, email, etc.
	Easily locate a customer based on invoice number, name, email, or any phone number on file.
	Unique "Sounds-like" feature for searching customer or prospect names phonetically
	Customer and prospect information can be easily imported or merged from other systems
	Specific customer fields can be disabled to customize and simplify customer data entry
	Multiple Ship To addresses per Customer

	Instant M-T-D statistical customer sales history for present and prior years
	Automatic auditing of all field changes made to a customer or prospect record
	Customer Classifications permits grouping of customers (corporate, reseller, end user, family, etc.) for reports and operations throughout the program
	Allows for automatic duplicate customer checking to minimize data entry errors
	Prospects can be easily converted to customers in one step
	Prospects can be imported from mailing lists
	Imported prospect lists automatically filter out duplicates and/or merges new information to keep your name lists up-to-date

Inventory Features

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	Supports LIFO, FIFO, Last, Average costing methods
	Manage unlimited Tangible and Intangible(i.e. service) Items
	Manage internal inventory office supplies
	Manage serial number or lot based items when receiving or shipping
	Up to 3 vendors per item
	3 price levels per item
	5 price breaks per level
	Fractional Quantity capable
	Item unit price precision to 2 decimal places
	Track reorder point stock levels per item
	Track minimum/maximum stock levels per item
	Track best/last cost, EOQ, and lead time per item
	Inventory Templates for quick item additions
	Quick on-screen price check feature for any item

	Graph Inventory Levels
	Bar Code Printing
	Price Protection
	Unit Measure Conversion
	Item Kits and Item Groups
	Audit Trail for Inventory Adjustments
	Stock Transfer capabilities
	Inventory Import feature
	Reconciliation can create count worksheets and auto-adjust variances
	Supports data collectors for faster inventory counts
	Flexible tax setups on each item
	Item label designer
	Supports up to 5000 inventory items

Point of Sale (POS) and Invoicing (A/R) Features

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	Fully integrated with A/R, Inventory and G/L
	Free Credit Card Processing Integration
	Allows for unlimited line items
	Automatically updates inventory levels and account balances
	Supports returns, redemptions, and other negative quantity line items during POS entry
	Support for electronic cash drawers, receipt printers, pole displays, magnetic card readers, and barcode scanners
	Credit Card Authorization supports AVS/CVV2/CVC2
	Handles multiple tender types like cash, checks, credit cards, store credit, etc.
	User definable tender type
	Split tender capability
	Cash Drawer reconciliation
	Barcode scans item code or UPC
	Bank deposit preparation
	Summary/detail reports for filing all taxes
	Prevent or Warn user of refunds on items past their return policy period
	Instant Credit Card Purchase History lookup allows customers to refund items without a receipt
	Promotional/Volume/ Customer-Level Pricing
	Specific Customer Pricing
	Allow changes to every facet of invoice line items

	Quotations, Proposals, and Sales Documents
	Easily email any transaction to a customer as a PDF file attachment through your own mail browser
	Back Dates to allow posting to correct accounting period
	Easily find invoice items by various means including unique Intellisearch lookup
	Discounts can be handled per line item or as a total amount for the document
	Special comments, warranties or instructions can be added to each invoice line item
	Customer Shipping Instructions can be included per document
	Historical reports maintain sales for an unlimited number of years
	Alerts user when customer credit limit exceeded
	User definable invoice terms and shipping methods
	Process COD invoice and track payment until receipt
	Batch Invoice Printing
	Item drill-down and adjustments can be done on-the-fly

Purchasing and Payables (A/P) Features

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	Purchase Quotes, Purchase Orders, Back Orders, and Purchase Receipt capabilities
	View Purchase History
	Auto Generate Purchase Orders based on max quantity levels, economical order quantity or best fit
	Check Vendor Payment History
	Memo alert feature for special reminder when purchasing certain items
	Configure Preferred Vendors per Item
	Create inventory items on-the-fly while purchasing
	Customizable payment terms
	Maintain Item Quantity Held, Committed, and Ordered
	Quick Auto-fill of purchase orders based on previous orders to same vendor
	Automatically generates item labels for marked products in inventory

	Purchase orders can be edited, printed, and reprinted at any time
	Receive partial purchase orders
	Cancel all or a portion of a purchase order
	Automatic freight and discount prorating on purchases for precise inventory item costing
	Numerous inventory reports and sales charts to analyze inventory performance and help forecast future ordering
	Quick and easy Bills to Pay Feature can select invoices to pay based on multiple criteria
	Support for standard laser/inkjet check forms including QuickBooks/PeachTree check formats
	Memorized transaction feature can automatically generate Purchase Orders and Receipts based on any schedule (i.e. weekly, monthly, 5th of the Month, etc.)

Billing Features

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	Recurring and incidental Billing
	Templates allows for billing various services to customer
	Multiple billing periods allow you to bill as often as needed
	Multiple billing terms (i.e., weekly, monthly, bi-monthly, quarterly, annual, etc.)
	Support for 28-day billing periods
	On-screen bill presentment
	Customer statement reprint for any prior billing period
	Several professional statements to choose from
	Export statement info to third party printing service
	Suppress printing of bills for certain customers
	EFT integrated in billing process workflow
	Email customer bills (HTML)
	Allow template customization of electronic HTML bill
	Allow dunning messages to appear on statements
	Allow Bill P.O. Reference
	Suppress bill printing based on min. balance, customer type, etc.

	Company Logo printing
	Watermark printing
	Optical Mark Recognition support for Pitney Bowes bill sorting equipment
	Barcode printing on statement for faster batch payment processing
	Auto-incrementing dunning messages
	View/Create incident notes for each customer
	Tag specific incident notes to auto-popup when customer is accessed
	Create employee tasks for reminder and follow-up calls to overdue customers

Customer Relationship Management (CRM) Features

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	Tasks/Appointments/ Reminders capabilities
	Intra Company Mail
	Customer/Vendor History Calendar
	Customer Care screen facilitates instant inquiry access to a customer's history of quotes, orders, invoices, payments, incidents, tasks, emails, etc.
	Last 25 customers accessed can be re-visited anytime
	True Email browser integration eliminates need for MAPI interface to products like MS Outlook
	Manage multiple internal/external email accounts from within system
	Address Book to store and retrieve email addresses for employees, customers, vendors, prospects, etc.

	Create personalized folders for organizing and prioritizing your emails
	Easily forward email or set rules to route email to another account when you are not available
	Setup shared email accounts that an entire department can respond to (e.g., sales@mybiz.com)
	Quickly respond to email with user-defined templates and signatures
	Schedule tasks (i.e., to do's, appointments and call backs) for yourself or assign them to other employees or departments
	Recurring tasks can be setup to remind employees of routine tasks that need accomplished at set times or intervals

Order Entry Features

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	Manage any kind of order document-- Work Orders, Web Orders, Service Orders, Layaways, and Contract Pricing documents
	Create sales quotations or estimates and easily convert them to invoices
	Allows partial shipment of sales orders
	Allows comments, misc. charges, and labor charges on sales orders
	Accepts payments and deposits at time of order
	Allows prepaid sales orders
	Future Date orders to be invoiced at a later time

	Cancel all or a portion of a sales order
	Sales orders can be edited, printed, and reprinted at any time
	Fulfillment screen can display all pending orders in FIFO with availability status for completion to make invoice
	Generate pick tickets
	Warn user of low stock levels
	Alerts user when customer credit limit exceeded

Marketing / Analysis Features

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	Customer Tracking/Profiling
	Prospect Tracking/Profiling
	Track Return on Investment using Advertising Codes
	Integrated mail-merge capabilities
	Supports printing to dozens of common Avery® address label formats

	Built in Lists and Labels Feature allows you to design your own custom labels, business cards, business forms, bar-coded Employee ID cards, etc.
	Salesperson Performance Charts
	Best and Worst Sales Item Charts
	Sales Trends Charts
	Advertising Statistics Chart
	Profit Analysis Chart



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