Questions We Are Asked Most Often – Feel Free to Ask Your Own!
Are financial reporting tools included?
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.
How does your accounting software handle the paperless office?
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.
Is budget and forecasting software included?
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.
Does SBS support financial consolidation reporting?
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.
What about tracking KPI and statistics?
While some accounting systems only track financial data, SBS tracks key performance indicators (KPI) and other statistics that are important to your business. The system also lets you create statistical budgets and lets you run what-if scenarios.
Can I restrict what users see?
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.
Does SBS provide a "test database"?
Yes. Whether on-premise or in the cloud, there is a Test database that allows customers to try out functions, features, and approaches to processing their data without having any impact on their live data.
Is the system compatible with Windows and Microsoft Office?
Yes. SBS is compatible with Windows XP through Windows 10 and is compatible with Microsoft Office. Users can import data from Excel spreadsheets and export reports to Excel, Word, Notepad, PDF, and other Microsoft-compatible formats.
Our company has Macs. Is SBS Mac compatible?
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.
Which types of files can I import into the SBS accounting system?
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.
How does SBS Financials interface with other software?
You can import data from industry-specific software, such as manufacturing or EHR systems, into SBS with a few clicks. The interface between systems can be manual or automated. If your system can automatically export a file to a directory, SBS can grab that file and import it. The first few times through the process we recommend that someone review the file before it is imported to your SBS system. Once everything looks good, the interface can be scheduled to occur daily, weekly, monthly, or on whatever timeline you need.