A multi-module management system designed by Workplace Software Systems.
WorkPlace Financials is a robust series of business applications management solutions that is designed to function individually or fully integrated with each other. Financial, manufacturing, warehousing, distribution, retail, work order managemen, payroll and customer relations modules forms the core of these dynamic and powerful technology solution programs. The fully integrated Sales order entry module is also the backoffice engine for the WEB Order entry option, that allows your customers 24x7 online ordering capabilities. Full customization of any module or combination of the series is available.
Accounts Payable records purchasers via vendor invoices and records both manual payment and system generated checks. This system integrates with General Ledger, Job Cost, Inventory, Purchasing, and the Check Reconciliation system.
The Accounts Receivable module provides total receivables entry and management, including daily, weekly, and monthly receivables management and statistical reports based on products sold and services rendered, plus automatic cycled billing for user defined dunning messages. G/L account numbers, product and service codes are verified at time of entry. Both open item and balance forward billing are supported.
Appointment Scheduling is a generic time appointment book that allows scheduling of individuals, groups, facilities, equipment, etc. The scheduler is a useful tool for doctors, hospitals, dentists, hoetl or club meeting rooms, salesmen, maintenance and repair facilities, and anyone else who must schedule time and/or resources.
The Check Reconciliation system receives check entries from the Accounts Payable and Payroll systems and allows manual entry of other checks and voids. Deposits are added from the Order Entry and Accounts Receivable Systems. Recon lists outstanding checks and provides easy clearing of checks.
The Client Resource Manager includes Contact Manager, Order Entry, Appointment Scheduling, ToDo, Activity, with Customer Resource and Sales Opportunity Manager functions.
The Contact Management System(CMS) assists the user in keeping track of daily contacts, to do’s, letters, meetings, and phone calls. CMS can handle all of your contact management needs.
The Employee Scheduler software will keep track of all pertinent and relevant employee information that will be useful for small and medium size companies to accurately track and manage flexible scheduling of personnel. This program tracks employees within their assigned departments, departments within assigned divisions and all divisions related to a single company.
The Workplace Timecard software program will keep track of all pertient and relevant employee information that will be useful for small and medium size companies to accurately track and manage personnel time clock operations.
The Expense Report Tracking system allows the user to enter and track travel expenses and print expense reports.
The General Ledger application is the hub of a fully interactive accounting system. GL is fed by the other accounting modules thereby reducing manual input of journal entries. Manual entries are further reduced by the ability to clone batches from previously entered data.
The Inventory Control application allows the posting of issues and receipts and automatically calculates a weighted unit cost with each receipt posted. This system will automatically request purchase orders fro the Purchasing system. Reports include a Stock Status Report, Low Stock report with out-of-stock highlighting, and a Physical Inventory worksheet. Inventory Control passes transactions to the G/L system.
Job Cost Reporting is a generic job costing system. This application can be used in most any job costing environment. The system produces estimates and job billings and is interfaced with Accounts Payable, Accounts Receivable, Payroll, and General Ledger.
The List Manager application provides easy access to frequently used names, addresses, and phone numbers. This system combines the company and contact information from the vendor file, the customer file, the employee file and a general user file for easy list management.
The Online Sales Order Entry program give you 24/7 WEB access to place orders directly into your Order Entry system. This online feature will require the Order Entry or Sales Order Management modules in your desktop location.
The Order Entry Module provides ordering, invoicing and quotation capabilities, plus management and sales analysis reporting. This module interfaces with both the Accounts Receivable and Inventory modules. In addition, postings are automatically generated for the General Ledger module. Order Entry includes calculation of commissions, sales reporting by salesperson, and statistical reporting on product and services sales volumes. The system also handles ship to addresses different than the billing address. A demand invoice can be requested from the order entry screen. General Ledger account numbers and product/service codes are verified at time of entry and postings are automatically accumulated for the general ledger. The program module also includes back order processing.
The Payroll module utilizes pay templates for the entry of employee time and pay information. Employees can be assigned up to five taxes plus FICA and SDI(California) and a maximum of twelve miscellaneous deductions. Account numbers are verified against the Chart of Accounts for automatic posting to G/L and Check Reconciliation systems. The Payroll module also provides check preparation and a check preview report for verification, includes a full set of earnings reports and generates quarterly fillings and W2’s. Weekly, bi-weekly, semi-monthly, and monthly pay cycles are supported.
The Purchase Orders application is a complete Purchase Order entry and tracking system. Vendors and inventory item numbers are verified at time of entry. Outstanding PO’s are reported by purchase order number and by vendor for tracking. PO’s are automatically generated for purchase requests from the inventory system. And, this system reports exceptions where receiving quantities do not match order quantities. Receipts can be posted from the Purchasing system when inventory is not used. The system also allows orders to be marked complete regardless of quantity received.
The Sales Order Management software combines functions of the Order Entry, Purchase Order and Inventory Control modules.
The Work Order Management software combines the functions of the Job Costing/Proposals, Order Entry, Purchase Order and Inventory Control modules.
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