Perspective Financials is a powerful and flexible Enterprise Resource Planning (ERP) Software that addresses the needs of the company in the following fields:

• Finance
• Customer Relationship Management
• Human Resources
• Supply Chain Management

Perspective Financials Release 3 is a robust solution to a company’s ever changing needs. With Perspective Financials, your company is ensured of smoother workflow management and gives you the power to make smarter, faster, more reliable decisions. You are assured of better security and accurate information in every field.
Release 3 enhances your company’s overall productivity, giving you more time to formulate better strategies for the company’s growth and success.

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1. Increased productivity. It is very easy to prepare reports and generate statements. Release 3 allows the entrepreneur to focus on higher level tasks with greater business value.

2. Empower your people. Give employees more time to work on decisions and projects by having the right information available.

3. The built-in capabilities allow for a process-driven and smoother transition of workflow. Helping SME’s develop Business Continuity Planning awareness and early on, adopt ISO process documentation.

4. Cost efficient. You don’t have to spend thousands of dollars for a program that is not suited to your company’s needs. Release 3 allows scaled subscriptions growing with your company.

5. Enhanced protection. The company’s vital information is protected all the time. Know who is using Release 3 anytime.

The Finance module is a versatile collection of highly adaptable, totally integrated accounting applications for SMEs. It includes the following features:

• Multiple Transaction Posting
• Customizable Chart of Accounts
• Account Classes
• Disbursement Interface
• Billing Advice Interface
• Bank Reconciliation Interface
• General Journal Interface
• Asset Register
• Petty Cash

• Integrated with Procurement - Maximize inventory control and expenditures

• Document Management Support - ensures that documents are never lost

• Advanced Cost Management - helps the company manage budgets and cost centers

• Security Stamps and transaction ownership - Identify users and transaction times

• Documented Reversals - Secure Journal Ledger manipulations

The CRM module helps maintain and develop profitable customer relationships from locating prospective customers to lead and opportunity management, sales management through a searchable database, and reporting tools.

• Prospect and Customer Database
• Quotation System
• Sales Ordering
• Invoicing
• Cash Receipts
• Sales Returns
• Accounts Receivable Aging Report
• Top N Customer and Sales Personnel

• End to End - Manage customer relations from prospecting to repeat orders.

• Call Management - Analyze your best industries, customers and sales cycles.

• Historical Data - Helps identify the company's strengths and weaknesses.

• Sales Ordering - Improves the efficiency of deliveries and customer services.

• Historical Data - Retain relationship information even when employees move on.

The Procurement module manages Sales Releases, Inventory, and Warehouses. Everything is integrated into the Finance Module providing companies with real-time financial and management accounting information.

• Product Configuration (Assembly, Serial and Consumable support)
• Vendors Management
• Purchase Order System
• Receiving Reports
• Inventory Adjustments
• Inventory Transfers

• Receiving Reports - Prevent delivery padding or unannouced price adjustments.

• Warehouse Inventory - Know how much the warehouse inventory is.

• Vendor History- Purchasers to have access to historical data Total, Avg, Pricing)

• Offtake Reports - Improves purchasing decisions and lowers inventory costs.

• Finance-Integrated - Ensures delivery of goods and services prior to vendor payments.

Manage and improve employee information and benefits through customized reports and unique features.

• Employee 201 File
• Document Management Support
• Customizable Pay Periods and Payroll Types
• Departmental Payroll
• Customizable Income and Deductions
• Customizable Fields
• Leaves and Loan Management
• Controlled Overtime and Customizable Holidays

• Document Management Support - Never lose employee information again.

• Customizable Income and Deductions - Allows adoption of new government regulations.

• Custom fields- No more database changes required.

• Automated Payroll - Payroll preparation is completed in minutes.

The System Control Panel manages the entire Perspective Financials Release 3 System. It is an added layer of security to have Database Administrators manages the system’s primary configuration. This prevents access to the systems database. System administration functions include;

• User Management
• Security Management
• System Default Settings
• System Database Settings

• Central Security Management - Control security rights around the system.

• Transaction Logs - Be able to trace transaction ownership and accountability.

• Best Practice - Systems Administrators should be the ones managing Information Systems.

• Central System Configuration - Systems settings are done from the Control Panel and cascaded to the workstations saving a lot of maintenance time.