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Our long term plan is to create a Web based solution with most of the functionality of our Windows environment, and some new features which can only be added to the web version.

The core connection to the database has been written, and a sample interface to a sample system will be available to have a look at by the end of the year.

Stay tuned for more news.

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We have been using the service for a few months now without any issues and great quality calls/connections.

Breeze Connect supply us with the Landline numbers and 1300 number and plans to host these. These are called SIP Trunks. They offer either Unlimited plan or Pay as You Go and we found the rates very competitive.

We have reduced our phone bill to about a third of the price of our previous IP Phone system.

They also now offer NBN Plans, again at a good rates too.

We now use 3CX as our new phone system, which you can use for free. But for us, we purchased the Small Business Plan for the few more options and features.

If you are interested in finding out prices or the change over process you can give us a call or email to discuss.

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e-Invoicing will save your business time and money by reducing data entry time and errors.

There will be some setup required on each side to get the relations connected up, but this will improve as the database will understand what should be done with incoming Invoices and Lines from a Supplier with the knowledge it builds up over time.

If you are interested in e-Invoicing and the other features in InterAcct, send us an email to sales@interacct.com.au

The post e-Invoicing Customer Setup – Optional Send PDF Invoice as well. appeared first on InterAcct.

Vessel/Ship Database

There are 2 versions of the Marine Database in InterAcct, one is for Domestic Boats/Ships where the Rego Number is important, and then the Vessel/Ship Database for Commerical Vessels is used for when the IMO Number is what is the main way the Ships are recorded in the Database.

Ship Relationships

Allocated to a ship you can record many different relationships your contact names might have to this ship. They might be the current owner, an agent, a commerical manager, a brooker or an  “ex” contact, or something else. Whatever thier relationship is with the ship you can record it again the ship.

Marine Job Header Record

When you create a Job against a ship you can find the ship by the IMO Number, Client or Ship Name. Then you define the type of work which will determine the fields and menus you will see. You might not see options likes Estimates and Quotes for example for Do and Charge Work.

When entering in the Job Header, you will get a list of the Clients/Contacts which relate to the ship and you will be able to select one of these to be the Contact for the work to be done. 

Later when you do the Invoice for the work, you can either use this contact or another name related to the ship.

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At InterAcct Software we have been developing a Job Costing Module for Odoo with the same flavour as we already have in InterAcct by for the Odoo Platform.

The first version of this is now available and you can check if out at https://interacct.com.au/odoo/job-costing-by-interacct/

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From time to time we get asked to design different Main Menus for a customer. Sometimes these main menus are just for a single user in the organisation. For example the Warehouse Manager quite often has a Main Menu setup for checking Purchase Orders, receiving goods, sending goods, stock adjustments and stocktakes. And doesn’t need much else.

In our current menu structure we have the filter buttons at the top for:

1. Favourites
2. Transactions
3. Reports
4. Search
5. Setup
6. All Options

These are the menus that you will see depending on the filter button you select from the top.

In the current default menu structure this is the way we have designed a lot of the modules in the system, from General Ledger, Bank Recs, Payroll to Job Costing.

Favourites

Transactions

Reports

Search

Setup

As you can see you can normally stay with the filter in Favourites or Transactions depending on what you are doing, but the main functions and features which are used a lot are the buttons across the middle of the page and they stay the same with the filters.

1. AKA Search – Search for any product by Item Code, Description, Supplier’s Part Number or another way to find it.
2. Stocktakes – Full or Part Warehouse
3. Purchasing
4. Stock Setup – Product Groups & Categories, Units of Measure & Pricing
5. Stock Adjustments  – Quick write offs and ons of Stock.
6. Aged Stock Report – By Month/Week and sorted by Product/Value

This is just one example of the main menu which could be used by a user, but there are many others. Also if this doesn’t suit perfectly we can adjust the menu options to suit your business.

If you are interested in seeing more let us know.

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