Whether you are new to SBS or have used our accounting software for many years we know that questions will come to mind. We're happy to answer your questions by chat, email, or phone. Our FAQ is a good first-step for learning more about SBS software.
Financials
Paperless office functionality is built into our applications. When you scan a document into the system it’s automatically uploaded to the proper directory. Then, when you go to process an AP invoice, for example, the scanned image is easy to find and attach to the transaction. While some accounting systems use third-party paperless office software, we’ve chosen to integrate it seamlessly within our Financials, In-House Payroll and HR Management, and Procurement suites.
Yes. SBS runs on the Mac OS. Users will have access to all of the functionality that is available to PC users. The robust SBS system will run smoothly on their Apple computer.
Yes. SBS is compatible with Windows 7 through Windows 10 and is compatible Microsoft Office. Users can import data from Excel spreadsheets and export reports to Excel, Word, Notepad, PDF, and other Microsoft-compatible formats.
Our financial reporting tools are integrated into the system. This allows you to manipulate the data and get the report you want without leaving the application. You can create templates for reports that you run frequently and automatically assemble them into financial packages for distribution across your organization with just a click.
Yes. Seamless integration with the G/L gives you real-time budgeting and forecasting capability. Both general budgeting and wage and salary budgeting are included in our standard financials package. There is no limit to the number of budgets you can create or the number of times you may revise a budget.
Yes. Even if you have multiple divisions, dissimilar chart of accounts, or different fiscal year-ends, our financial consolidation software lets you efficiently report on your company’s financial position.
While some accounting systems only track financial data, SBS tracks key performance indicators (KPI), business metrics, and statistics that are important to your organization. The system also lets you create statistical budgets and run what-if scenarios.
Payroll HR
Yes. We use role-based security so that users see only what they should see. For example, a manager's access can be limited to view only the information for employees on their team.
Yes. It is a straightforward process that can be seen as part of a demonstration.
Yes. If your company's time clock system can export a file, it can be used with SBS Payroll. Compatible formats include Excel, .csv, or a flat file. The process of capturing and importing the file can be automated to save time and reduce manual errors.
Yes. The system allows an unlimited number of garnishments and wage attachments.
Our in-house payroll software automates the processing of W-2 forms as well as ACA forms 1094 and 1095. The system generates an electronic file that can be uploaded to the appropriate government website. Our support team works with you through the set-up process to ensure that your software will accurately track compliance and generate the required reports.
Yes. Employees can go online to change their name, address, phone number, and email address using the Employee Self-Service portal. They can also view paystubs, W-2s, available time off, sign up during open enrollment, enroll in 401K plans, view company documents, and more. Your Payroll and HR team determines the type of information that employees can change or view using ESS. Admin users configure the system by pointing and clicking. No additional programming is required.
Payroll reporting tools are built into the system so generating and customizing reports just takes a few clicks. Available payroll reports include:
- Total company tax liability including FICA, Medicare, earnings, SUTA, FUTA
- Garnishment by employee and amount
- 401K contributions (and 401K loans) by employee and by amount
- Payroll by date showing employee, gross pay, and hours worked
- Check reconciliation showing check number, employee number, and net amount
- Quarterly tax reports by state
- Work anniversary by date
- Birthday report by month
- …and many more
System
Yes. We use role-based security so that users see only what they should see. For example, accounting users may have full access including set-up and administration privileges. Managers, on the other hand, may have “query only access” enabling them review and approve invoices or purchase orders.
If you can export a file to an Excel format, you can import it into SBS. Our point-and-click process makes it easy to import scanned documents, PDF, Excel workbooks, .csv files, and flat files. You can also import files that were created in other applications such as AP invoices, journal entries, 1099 information, vendor files, account balance history, and account detail history, to name just a few.
Customizing SBS to your business needs is done through a simple point-and-click process. No additional programming is required.
Yes. A test database is provided with each system. Users can try out functions, features, and approaches to processing data without impacting their live data.
Unlimited implementation and training services are provided for a low, fixed fee for the first six months using the system. We do this to ensure that there are no barriers to learning our software. After that, support is included to help you keep your system running at peak performance. Our knowledgeable team provides live support by email, phone, and interactive webinar.
Yes. SBS Financials are used by organizations of all types and sizes – from divisions of publicly traded companies to multi-location companies to single entities with multiple departments – to produce audit-ready financials. Audit readiness links business activities to accounting transactions and ensures that the accounting transactions are properly reported in the financial records. Auditors from all the major firms have examined financials produced by SBS customers.
Security can be assigned according to the role of the user. The role of "Auditor" can be configured to provide access only to the data required for the audit including such items as notes, external documents, and images.
Yes, changes made in the system may be tracked via the Modification Log (Mod Log). The system can be configured to track modifications by record, a record and its related records, a file and all its records, or the last time a record was modified. System administrators set the parameters for tracking and may modify them as needed.
