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Cloud Financials Software - Needs Assessment
As you evaluate cloud accounting software, use this checklist to select the features and functionality that are most important to you. Submit the form and we'll follow up with a customized report of how SBS Financials can meet your needs.
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Reason(s) for shopping:
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Current system no longer fits business our needs
Software crashes frequently (or I fear that it will)
Require role-based security
Need to efficiently manage multiple entities
Lack of knowledgeable support
Current SBS User
GL functionality desired (check all that apply)
Import data from other systems
Automated inter-company transactions
Invoice Approvals
Vendor Approvals
Approval Routing
Flexible Account Number Structure
Multi-Entity Processing
Automated Inter-Company Transactions
Prior Period Postings
Future Period Postings
Allocate Revenues and Expenses
Import Journal Entries
Import AP Invoices
Import Bank Rec Files
Import Payroll Files
AP functionality desired (check all that apply)
Recurring Invoices
Drill Down to Invoice Image
Positive Pay
Pay from Multiple Bank Accounts
Invoice Approvals
Automated Invoice Approval Routing
Paperless Workflow
ACH Payments
Manual Checks
1099 Processing
Monitor Approval Status
Available API
AR functionality desired (check all that apply):
Recurring Invoices
Invoice Processing
Cash Receipt Processing
Customized Aging Reports
Payment History
Reason Codes
Pick and Pay Individual Invoices
Cash Flow Management
Credit Management
Available API
Bank Reconciliation functionality (check all that apply):
Automated Bank Reconciliation
Process Miscellaneous Transactions
Supports Multiple Bank Accounts
Three-Way Reconciliation
File Imports
Consolidations (check all that apply):
Report by Department
Report by Location
Report by Cost Center
Report by Division
Report by Region
Automate Roll Ups
Define Level of Consolidation
Efficient Consolidation Processing
Fixed Assets (check all that apply)
Track Inventory
Automate Data Entry
Calculate Depreciation
Allocate Costs
GL Integration
Additional Nice to Haves:
Name
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Company
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Email
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Phone
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Comment
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