Accounting Software
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| View account balances for both posted and unposted transactions |
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Account balances can now be viewed based on both posted and unposted transactions. |
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You always have access to up-to-the-second accounting information. |
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| Job costing |
| Job explorer to quickly view profitability of specific jobs |
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Quickly check the profitability of specific jobs without having to run a job costing report. |
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The job explorer gives you a snapshot of all your jobs along with the itemized detail of each. |
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| Monitor your Business
Activity through Everest management software |
| Notifies you when events occur in your business |
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Replaces "event based email" that was previously available |
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More "tags" are available for sending personalized email |
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You can schedule email to be sent a set period after an event occurs or based on a related date
(example: notify a shipping manager of an order on the planned "delivery date" instead of the day (link to ) was created)
a shipping order |
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You can schedule multiple emails to be sent for the same event (example: send one email to your
accounting manager, and a completely different mail to a sales rep) |
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Integrates your standard Everest events with the Everest CRM Studio option. |
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| Opportunity management |
| Ability to define "customer action" for opportunities so you can analyze what your prospects are doing |
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Track more details for each opportunity so you can better analyze the sales process and identify
trends. |
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| Changes made to opportunities are recorded so you can go back and investigate their history |
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Each change made to an opportunity is recorded so you can go back later and investigate results. |
