Beyond Software

Beyond Software’s powerful, web based project accounting and management software is designed for project-oriented organizations, facilitating your organization’s ability to manage and execute around your projects. The software enables companies to be more profitable by increasing visibility into projects, creating accountability within the projects, and improving cash flow through faster and more accurate invoicing and expense management. Beyond Software contains a flexible suite of powerful modules:

• Project Accounting/Management: allows you to set up an unlimited number of projects, manage your resources and track all aspects of costs versus revenue so you can proactively analyze and manage your projects profitability.
• Business Intelligence Reports, Consoles and Dashboards: allow you to quickly and easily conduct powerful self-service analysis with a flexible analytics solution. The enhanced reporting and consoles deliver relevant insight into your projects and financials with the option to export the date to Excel of Power BI for further analysis.
• Financials Management: allows you to automate the tasks related to bank reconciliation, automate your payables and receivables management, manage cash, increase financial control, record and analyze your financial information.
• Time and Expense: allows employees to easily record their time down to the task level on projects, giving you visibility into their work, while improving cash flow and billing cycle times. Employees are able to submit expenses while away from the office, streamlining employee reimbursement.
• Document Management: allows you to attach related or supporting contracts, documents and files from other programs (such as Microsoft Word or Excel). You can also attach a web address (URL) to a record in order to provide access to information available on the internet/SharePoint etc.

These modules enable your organization to connect your project and financial accounting to provide insight across your entire organization so projects are delivered on time and on budget, allowing you to maximize the profitability of each project.

Accounts Payable

The Accounts Payable application allows you to easily record and manage your payment obligations. You can manage payments from the system, take advantage of discounts, maintain vendor information, forecast cash requirements, and print checks from the system. Key features include:

Key Features:

• Regular and recurring vouchers
• Debit and credit memos
• Vendor Invoice Aging
• Vendor History
• Integration with project modules
• Check printing
• Quick checks
• Payment selection
• Cash requirements forecasting
• Payment hold at voucher or vendor level
• 1099 reporting
• Document Management

Accounts Receivable

The Accounts Receivable application allows you to create and manage your customer obligations. You can create invoices, project cash receipts, apply cash received, send customer statements, and more. Key features include:

Key Features:

• Regular and Recurring invoicing
• Customer Invoice Aging
• Open Item and Balance Forward payment application
• Customer history
• Integration with project modules
• Debit and credit memos
• Customer Statements
• Financial charge processing
• Credit checking
• Cash Application
• Cash receipt forecasting
• Document Management

Cash

Cash The Cash application allows you to manage your cash receipts. Petty cash accounts, store banking information and perform bank reconciliations. Key features include:

Key Features:

• Bank account reconciliation
• Cash application and processing
• Petty cash reimbursement
• Unlimited bank accounts

Expense Reporting

Expense Reporting

The Expense Report application allows all your employees to easily record their expense by project and task. You can route the expense report for manager review and approval if desired. The report is integrated with the project invoicing application for efficient billing. It is also integrated to the accounts payable application so approved expense reports will be set up as obligations to be paid in the accounts payable system. Key features include:

Key Features:

• Expense entry by task and project
• Customizable look of expense report
• Workflow for expense report approval
• Integrated to Project Billing and Accounts Payable

Financial Reporting

The financial reporting application allows you to get an up to date view of your business. The system comes with the preloaded reports you need to understand your business. An additional reporting feature consists of consoles that are customizable views into your data. To facilitate further analysis, all the reports and consoles can be exported to Excel. The reports and consoles can also be saved as favorites and shared among users. A sample of the reports includes:

Key Features:

• Budgets
• Robust Income Statement and Balance Sheet reporting
• Export functionality
• Multi-year and multi-level reporting (last 3 months, budget to actual, year over year, etc.)
• Accounts Receivable Aging
• Accounts Payable Aging
• Bank Account Reconciliation
• Cash Requirements
• Expected Cash
• Customer Activity

General Ledger

The General Ledger application allows you to quickly make entries across the system. Once posted, all transactions are tracked in a log to make an audit trail that can be followed to investigate data entry errors. Key features include:

Key Features:

• Predefined chart of accounts - by industry and company size
• Recurring journal entries
• Reversing journal entries
• Allocation journal entries
• Fiscal or calendar year option
• Adjustment period option
• Export functionality
• Budget and Statistical Entry

Project Invoicing

The Project Invoicing application makes invoicing your projects easy. Because the system is integrated, project details like billing rates and tasks, along with hours and expenses, are automatically sent to the Project Invoicing application. When you are ready to invoice a project, the system creates the invoice for you. Any changes can be done on the invoicing screen, including adding new items. Key features include:

Key Features:

• On-screen Project Billing Summary
• Write-off Tracking
• Partial Invoicing
• Invoice Previewing
• Task detail
• On-screen modifications

Project Management

The project management application electronically tracks all the dimensions of your projects in real time, giving you the knowledge you need to understand your projects. The application supports multiple contract types, customizable tasks, project budgeting, and multiple billing and costs rates. The application is integrated to the project billing and accounting applications to give you seamless flow across the system. Key features include:

Key Features:

• Multiple contract types ý fixed fee, fixed fee plus expenses, time and expense, time and expense to a maximum
• Customizable tasks
• Budgeting at the project or task level
• Revised budgeting
• Multiple billing rates
• Multiple labor cost rates
• Expense write-up rates
• Billing schedules for fixed fee projects
• Project templates
• Multiple Invoicing levels
• Document Management

Project Reporting

The Project Reporting application allows you to get an up to date view of your projects. The system comes with the standard project reports you need to understand your projects. An additional reporting feature consists of consoles that are customizable views into your data. To facilitate further analysis, all the reports and consoles can be exported to Excel. The reports and consoles can also be saved as favorites and shared among users. A sample of the reports includes:

Key Features:

• Project Profit and Loss
• Project Profit Analysis
• Project Billing Worksheet
• Project Time Report
• Missing Timesheet Report
• Project Transactions Report
• Project Unbilled Aging
• Staff Utilization

Project Revenue Accrual

The Project Revenue Accrual application allows you to record revenue as you earn it versus when you invoice it. The application is integrated to the General Ledger to automatically adjust revenue when applied. By using the Project Revenue Accrual you can more accurately match revenue and expenses and get a truer picture of your financial performance. Key features include:

Key Features:

• Automatic calculation
• Easily modified
• Integrated to General Ledger
• Calculated by project

Time Keeping

The timesheet application allows all your employees to easily record their time by project and task. You can route the timesheet for manager review and approval if desired. The timesheet is integrated with the project invoicing application for efficient billing. Key features include:

Key Features:

• Time by task and project
• Customizable look of timesheet
• Workflow for timesheet approval
• Comment Section
• Integrated to Project Billing application