OptiPro ERP

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Financial Management for OptiPro ERP

Financial Management

From general ledger to job costing, OptiProERP’s Accounting and Financial Management software gives you a powerful, fully integrated and sized-right upgrade from basic and stand-alone accounting systems.

OptiProERP’s Financial Management Benefits

• Process reconciliations, bank statements, and payments faster through various methods including checks, cash, and bank transfers
• Use real-time data to create standard or customized reports to improve business planning and audit review processes
• Use a virtual function to simplify the management of fixed assets and remove repetitive manual entries
• Manage cash flow, track fixed assets, control budgets, and monitor project costs with greater accuracy and efficiency
• Automate the handling of all key accounting processes such as journal entries, accounts receivable, and accounts payable
• Get insights faster with the ability to drag and relate and drill down data and use search assistance and workflow-based alerts
• Design interactive dashboards that help track revenues, costs, and cash flow accurately
• Create standard or ad hoc reports with real-time data to easily review critical business information

OptiProERP’s Financial Management Functionality

• Close with confidence, get more timely and accurate insight, and drive more profitable decision-making with a complete set of tools for streamlined financial and back office operations
• Speed up transactions and improve cash flow with connected financial operations
• Automate accounting processes: journal entries, receivables, payables, and more
• Accelerate tedious banking processes and expedite payments with flexible options
• Manage cash flow, control budgets, and monitor job costs efficiently and accurately
• Create standard or customized reports from real-time data to inform planning
• Track fixed assets without repetitive manual data entry using a virtual function

Reporting and Analytics

With OptiProERP, Reporting and Analytics are built into and integrated with your ERP, so you can capture all critical information instantly, and create standard or ad hoc reports on-demand.

OptiProERP’s Reporting and Analytics Benefits

• Better decision-making analysis from multiple perspectives with integration to Excel functionality
• Have critical information available company-wide so staff can make confident decisions
• Ability to drag and relate and drill down data for faster insight
• Real-time dashboards that answer important business questions to take swift action
• Design reports to pull the information you want and display it the way you want
• Improve your cash balance visibility and sales performance with analytics and KPIs
• Dig deeper and find patterns that lead to actionable data
• Better evaluation of data to forecast future outcomes and drive results

OptiProERP’s Reporting and Analytics Functionality

• Get a more granular view of data with specific layers of information to analyze
• Display a wide array of real-time business information linking master data elements to transactions
• Enterprise search, pervasive analytics designer, and workflow-based alerts all help provide faster insight
• Pull data from any sources to build insightful end-to-end data visualizations
• See multiple perspectives with integration to Excel functionality to include pivot table interaction
• See graphical reports that depict business performance for purchasing, sales, inventory, and financial activity
• Users can easily control information to create and run ad hoc reports to explore and report on data
• Analyze large amounts of data in real time for instant business insights to help drive transformation

Purchasing

With OptiProERP, Purchasing is built into your ERP, giving you a single system to manage the entire procurement process from purchase order creation to supplier invoice payment.

OptiProERP’s Purchasing Benefits

• Increase control and lower costs by managing detailed purchasing data 
• Negotiate better deals by easily comparing vendor pricing to identify cost-saving opportunities
• Optimize procurement with automated processes for fewer errors, improved practices, and faster transactions
• Greater insight with real-time data generated in reports for intelligent decision-making
• Accurate inventory by synchronizing accounting and inventory levels identifying material needs
• Receive fast approvals by requesting and receiving in seconds with web and mobile access
• Streamline purchasing processes to improve productivity and save time
• Reduce process complexity to stay organized and reduce paperwork

OptiProERP’s Purchasing Functionality

• Synchronization of goods receipts and inventory in the warehouse to plan with ease
• Centralize purchasing processes by managing detailed data in a user-friendly interface
• Match documents, view information trails, and manage multiple currencies for audits
• Process AP transactions with a PO reference to plan for and to purchase needed materials
• Generate integrated reports with real-time data to gain an overview in various formats
• Request vendor quotes, create purchase requests, and pay vendors in a systematic approach
• Set approvals by dollar thresholds, users, departments, and locations
• Three-way matching with a purchase order, invoice, and packing slip to ensure accurate transactions

• Materials Management for OptiPro ERP
• Production Management for OptiPro ERP
• Sales & Order Management for OptiPro ERP
• Financial Management for OptiPro ERP
• Supply Chain Management for OptiPro ERP
• Customer Relationship Management for OptiPro ERP
• Additional Capabilities for OptiPro ERP
• Services & Support for OptiPro ERP