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Financial planning in the ERP
Navigating by line of sight can be useful in the short term, but highly prejudicial as soon as you want to reach medium to long term objectives. Good financial planning, based on reliable figures and projections, lets you forecast the medium to long term consequences of decisions taken, or to be taken, concerning your company strategy.
The ERP module "Treasury" lets you efficiently interpret results from clearly presented information, based on your own criteria: customer/supplier open entries including their payment history, status of liquidity accounts, bank credit limits, sales/ purchasing logistics portfolio (company liabilities), payroll simulation, comparison between real and planned amounts (budgets), treasury evolution analysis, etc.
The Fixed assets ERP module gives you the general data for each asset, methods and amortizement calculations, movements and entry into accounting in finance, etc. and therefore an inventory of all your assets (tangible and intangible). It also gives you the liberty to work seamlessly with supplier, general ledger and cost accounting in ProConcept (pull up depreciation information in finance, integrate finance documents in fixed assets, benefit from the automatic initialization of several fields (accounts, numbering methods, etc.), and simulate/project depreciation by fixed asset.
General ledger accounting
A simple and efficient tracking, maximum deductions using accounting jobs, integrated analysis axis, etc., these are some of the advantages offered by our ERP software that follows the evolution in the market (ISO20022, QRCode, etc.).
Easily integrated, this lets you have data directly available at all the levels, and an efficient follow-up of customers and suppliers.
Choose from over 20 available axes in the ERP software to cover all your entries, few examples: project, sub-project, and product lines, etc. Cost accounting by CCEN, CTYP (with division based on keys and work units in particular) by file, by transaction, by project, etc. including information coming from any ERP (logistics, production, human resources...). Gives you simple but powerful comparison analysis information and tools you need to run your business effectively.
From general to particular, from budget entries (its lets you avoid the need to know the budget credit at the time of commitment) to accounts, from analytics to finance, you can have a complete and immediate control over multi-level, multi-version, and multi-period budget at a single glance, in addition to exceptional analysis functionalities And that is just scratching the surface because you can also benefit from simplified entry, periodic allocations, remarks for modifications, possible import of budget data from external files, for example: Excel, etc.
ProConcept lets you manage an unlimited number of currencies transparently. Regardless of the number of different currencies that your company uses, ProConcept offers you the optimal ERP software. In fact, your company can be managed in one specific currency (for example: USD), though you may work with your partners with different currencies (YEN, CHF, etc.), and pay all, or some of your employees, in EURO, and your official accounting documents may have yet another currency (based on the location of your company.
Benefit from over 400 standard salary sections created using almost 30 years of experience in the payroll domain, all in multi-currency, for monthly, daily, or hourly wages, for your local, offsite, or expatriate employees, or for salaries linked to a table system (class, step, annuity) in the ERP software of ProConcept. Do you require an additional section? Our creation wizard in the ERP software will guide you, and you can benefit from the formulae in the Excel syntax for complex sections.
Reduce data entry and free your time to perform analysis with our integrated and powerful tools by taking advantage of automatic import of salary elements, standard interfaces with time and net/gross calculation management tools, anticipated entries, or digital declarations using Swissdec 4 norm.
The pre-defined roles will let you access the ERP tools required for your daily tasks, and also benefit from the important information using hundreds of reports and analysis provided as a standard. And if you are missing an element, our intuitive reporting tools are available and easy to use without any particular technical knowledge.
Fed up with paper? Use our standard function to make digital salary cards and annual certificates available, and automatically inform your collaborators by email as soon as they are available.
The right people at the right time for the right functions? Identify and monitor key skills for today and tomorrow, regardless of whether they are available or desired.
External recruitment or internal mobility? Who best fits the required profile?
The training and support measures for collaborators, internal or external, represent investments to be monitored and valued. Plan careers in the ERP software keeping in mind your budgets.
If you do not know exactly what data you are looking for, you often perform lengthy, random queries before exactly finding what you are looking for.
On the contrary, our CRM in the ERP software provides interactive information pertaining to the form, size, and quality of your data, thanks to the large number of query and analysis tools. You can access an account situation status, financial references or supplier addresses, and view reports, control panels, attachments for every event (images, Word or Excel documents, etc.), all with a single click in the ERP software.
The CRM integrates complete processes, for example:
- A global view of partners and their relations with others.
- Direct access to the partner account situation, and accounting and logistics statistics.
- Monitoring of partner business relations and activities by events entry.
- Optimal use of the database for mail management.
Synchronization with organizational software
Meetings, contacts, notes, and tasks can be synchronized from the events in CRM with popular organizational software, for example: you can automatically register for a meeting from an event created in ProConcept in the calendar of another software. Data can be transferred from the ERP software to nomadic materials, for example: cell phones, tablets, PDAs, etc.