| Customizable information management system |
| Custom fields for line items in documents |
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Capture information specific to your business on each line item in a document. |
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Use this information to create reports based on your needs. |
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| Item details |
| Update the detail of multiple items at once using the data import function |
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Use the existing import functionality to update existing information on your products, instead of just
adding new ones. |
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Create a spreadsheet of changes you want to make to information like price or description, and
import it into Everest. Instead of skipping item codes that already exist, use the import to update
the information on existing items. |
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This allows you to process changes to products more quickly since you don't have to make
changes in each individual item profile. |
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| Transport your old data onto Everest’s business management system |
| Import historical documents from previous management systems |
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Sales invoice, credit memos, purchase receipts and debit memos can be imported with line item
detail. |
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Allows you to see sales and purchase history that took place in systems used prior to Everest |
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No accounting entries are created, and it is assumed that all documents are already paid. |
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| Accounting software manages account profiles |
| Title field has been added to customer and vendor profiles |
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A field is now available in the customer and vendor profiles for you to identify what position
business contacts hold in their company, or designate them as Mr., Miss or Mrs. |
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| Ability to preserve address information on previous documents |
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Once an account has been used on a document, its address information will be disabled. |
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Before modifying an address, the user will have to select if they want the address information on
previous documents to be kept OR if they want it to be updated with the new details. |
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The retention of address information on old documents can be useful when investigating credit
card fraud. |
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| Order processing |
| Prompt users to apply job codes to documents or do it automatically |
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Users can be prompted with a list of available job codes for an account, or a job code can be
applied to all documents for a particular customer. |
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Users will be notified if they select an expired or incorrect job code. |
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Helps prevent users from accidentally forgetting to add a job code to line items in documents. |
