The process of selecting mid-market accounting software usually starts with products that have achieved some name recognition and that's fine as long as the search does not end there. SouthWare Innovations has created in its Excellence Series a worthy competitor, serving a number of industries and offering users a surprising array of functionality, either directly as SouthWare applications or through one of their independent sales vendors (ISV).
Service Management Series
This is a complete service management system that is comprised of four specific applications to help companies manage service contracts, track service histories and required preventive maintenance for each piece of equipment under service contract, daily planning and dispatch, and service invoicing.
* Contract Management: Tracks each service contract, including earned and unearned income, contract pricing, route scheduling, meter usage, renewal tracking, contract proposal, and addendum generation.
* Service Orders: Handles both recurring and on-demand service calls, technician scheduling, complete time and cost tracking, and all dispatch functions. This application also interfaces with SouthWare's Return Authorization application to track returns for credit, repair, exchange, and warranty work for both items sold as well as customer-owned equipment.
* Equipment Servicing: Maintains equipment service information including service histories, metered usage, location, status, preventive maintenance schedules, parts lists for each piece of equipment under service, skills required for servicing, and extensive warranty information, including on-line customer access for warranty inquiries, service requests, equipment service history, and notification of equipment relocation.
* Service Invoicing: Invoicing application for service management series. Includes recurring and contract billing as well as actual service calls.
This is an import application with powerful filtering and validation. This powerful utility can be used to
* Convert accounting data when switching to SouthWare from another business system.
* Regularly update inventory pricing from vendor-supplied electronic catalogs.
* Create payroll exception hour entries from data captured in an electronic time clock.
* Add new stock items from a vendor price guide.
* Create physical inventory transactions from an electronic handheld count device.
* Import—create or change—trading partner documents, such as orders and invoices.
* Import a file of the checks that cleared your bank to automatically mark them cleared in cash flow.
* Create A/R transactions from invoice data generated by a special customized billing system.
* Create A/P transactions from invoices stored in a database package.
* Change the product category code for a group of stock items.
* Create G/L journal transactions from data in a customized non-SouthWare package.
* Assign an A/R account number based on customer type.
Service Management Series
This is a complete service management system that is comprised of four specific applications to help companies manage service contracts, track service histories and required preventive maintenance for each piece of equipment under service contract, daily planning and dispatch, and service invoicing.
* Contract Management: Tracks each service contract, including earned and unearned income, contract pricing, route scheduling, meter usage, renewal tracking, contract proposal, and addendum generation.
* Service Orders: Handles both recurring and on-demand service calls, technician scheduling, complete time and cost tracking, and all dispatch functions. This application also interfaces with SouthWare's Return Authorization application to track returns for credit, repair, exchange, and warranty work for both items sold as well as customer-owned equipment.
* Equipment Servicing: Maintains equipment service information including service histories, metered usage, location, status, preventive maintenance schedules, parts lists for each piece of equipment under service, skills required for servicing, and extensive warranty information, including on-line customer access for warranty inquiries, service requests, equipment service history, and notification of equipment relocation.
* Service Invoicing: Invoicing application for service management series. Includes recurring and contract billing as well as actual service calls.
This is an import application with powerful filtering and validation. This powerful utility can be used to
* Convert accounting data when switching to SouthWare from another business system.
* Regularly update inventory pricing from vendor-supplied electronic catalogs.
* Create payroll exception hour entries from data captured in an electronic time clock.
* Add new stock items from a vendor price guide.
* Create physical inventory transactions from an electronic handheld count device.
* Import—create or change—trading partner documents, such as orders and invoices.
* Import a file of the checks that cleared your bank to automatically mark them cleared in cash flow.
* Create A/R transactions from invoice data generated by a special customized billing system.
* Create A/P transactions from invoices stored in a database package.
* Change the product category code for a group of stock items.
* Create G/L journal transactions from data in a customized non-SouthWare package.
* Assign an A/R account number based on customer type.
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