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Key Features

SoEasy is made up of 3 product groups:

  • Entry Level Products - systems to suit most businesses
  • Specialist Products - designed for specific industries
  • Add-on Modules - add a special module to your product to increase productivity

Here are just some of the key features of each of the SoEasy Accounting products and add-on modules.

General Features

These features are present in all versions of SoEasy:

  • Easy to follow screens
  • Import data
  • Print, email and export reports
  • Paperless office technology to help save the environment
  • Portability, work anywhere
  • Training and support programs

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Entry Level Products

ball_small  Cash Book

The Cash Book module is included in all other versions of SoEasy.

  • Know how much money is in your bank
  • Produce GST returns in under 60 seconds
  • Import your transactions from your banks web page
  • Keep a budget
  • Print, export and email reports

ball_small  Small Bussiness

This product includes the Cash Book module and also includes features such as:

  • CRM Database
  • One click Street Map
  • Keep a products register
  • Import and export your products
  • Create Quotes
  • Create Invoices and Job Cards
  • Batch close invoices when you are ready
  • KPI reporter keeps you on top
  • Paperless office
  • Creditors management
  • Debtors management

ball_small  Enterprise

  • Includes all features of Cash Book and Platform
  • Manage Sales Reps
  • Project management
  • Sentinel, the advanced marketing module
  • Shedule calls to existing clients
  • Manage a sales team
 
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Specialist Versions

All Specialist Versions include Cash Book and Platform Modules

ball_small  Trades Professional

  • Job cards and Invoice production at the same time
  • Client and branch relationships
  • Leave an invoice open
  • Progress payments
  • Project management

ball_small  Point of Sale - General Features

The following features are in all Point of Sale versions.

  • Front and back office solution
  • Works with cash drawers, scanners, thermal printers, touch screens
  • Automatic security
  • Automatic stock management
  • Easy till reconciliation
  • Upselling sales techniques
  • Promotions

ball_small  Point of Sale - My Mechanic

  • Customer and vehicle database
  • Easy job sheets
  • Templates and buy in
  • WOF and reservice letters
  • Vehicle history

ball_small  Point of Sale - General Retail

  • Easy configuration of POS screen
  • Individual till reconcilliation

ball_small  Point of Sale - Repair Shop

  • Produce job cards
  • Set a daily target
  • Take a deposit

ball_small  Freight Manager

  • Recover fuel costs
  • Easy billing
 
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Add-On Modules

Add-On Modules can be added to any version of SoEasy

ball_small  Call Centre Manager

  • Keep a sales team motivated

ball_small  Sales Rep Manager

  • Set up a self management program for sales reps
  • Keep track of performance

ball_small  Despatch Manager

  • Manage the despatch of goods and services easily

ball_small  Stock Convertor

  • Convert stock from one commodity to another

ball_small  Point of Sale - General Features

The following features are in all Point of Sale versions.

  • Front and back office solution
  • Works with cash drawers, scanners, thermal printers, touch screens
  • Automatic security
  • Automatic stock management
  • Easy till reconciliation
  • Upselling sales techniques
  • Promotions

ball_small  Quick Invoicing Module

  • Bill large numbers of clients efficiently

ball_small  Zoning Manager

  • Save fuel and time
  • Work with customers in zones
  • Market to zones

ball_small  Address Verification Module

  • Automatically insert NZ Post codes into your database
  • Get correct spelling of street names and districts
  • Automatic verification to NZ Post standards
  • Work with maps
  • Get mail delivered faster
 


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