| User Security Management. | Users can be configured, with contact details. Groups are setup and users and forms are allocated to groups. This is how the system provides users with different levels of access. Passwords can be set and reset, users can be revoked and user logon information can be retrieved. Any user utilising the system is immediately logged out when their account is revoked. |
| Document Upload/download system. | Documents can be uploaded, categorised and downloaded. Categories can be entered by a controlled group of users. Upload download statistics can be viewed. Total storage space can be viewed. |
| Personal Time sheets. | Designed to allow company employees to track their time. Times can be entered with description of tasks performed. |
| Customer Contact management. | Allows the entry of customer details, multiple sites per customer with contacts and contact information. Contact types can be defined by any configured group of users. Contact logs can be entered and viewed. |
| Sales Ledger, purchase ledger and invoicing. | Billing requests can be entered, ad-hoc invoice items can be created and incorporated into html invoices. These can then be dispatched to clients by means of the Email dispatch system. Credit notes can be raised and dispatched, bank account details can be entered and customer sales accounts can be allocated to bank payments. |
| Supplier invoice can be entered, and associated with uploaded documents (scans of invoices etc). |
| The system calculates and tracks VAT payable using cash accounting techniques. |
| Consultant time sheets. | Time sheets can be entered for use with the invoicing system. |
| Email dispatch system. | Emails can be dispatched from the system when certain conditions are met. |
| Task management and allocation. | Task queues can be configured, tasks entered and tasks allocated to users. Task can be marked complete and a history is retained. |
| Web-Scraping. | Data is automatically retrieved from other web sites and stored in the system for future use and analysis. |
| Analysis and Graphing. | Stored data can be graphed in almost any graphing format. Line, pie charts, radar plots, time based, histograms etc. We can plot financial graphs with moving averages (exponential, linear) and MACD analysis of historical data. Top performing data can be retrieved. For instance if financial fund data was collected then you are able to query the top performing funds over specified time ranges. |
| Contracts management and billing. | Contracts can be entered with billing intervals, amounts, start dates and end dates. The system allows batch invoices to be created for use with the sales ledger and invoicing system. Pro-rata charging is automatically calculated for contract start and end dates. |
| Mobile Phone Texting. | This module allows you to send text messages to mobile phones. This can be interactive or when certain conditions in the system are met (for instance the upload of a document). |
| Excel Upload and Download. | A custom plug in module for Microsoft Excel allows you to run reports, load and unload data from the web system. |
