Generate repetitive or recurring invoices according to any time period specification

Sage Evolution Annuity Billing management software module integrates with both Receivables and Inventory and provides for repetitive or recurring invoices or recurring billing on a daily, weekly, monthly or quarterly basis. The Annuity Billing add-on module to Sage’s Evolution ERP application is designed to take care of your business invoice and billing function.

The invoice management software’s invoice run allows for an option of printing or e-mailing to customers. You can specify contract periods, design recurring invoice templates or simply set up base amounts to be charged to your customers periodically.

Annuity Billing is a flexible ERP module that provides you with the ability to customise the invoice and billing application according to the specific requirements of your business.

Track items simultaneously

Lot Tracking allows you to track several units of a stock item using the same lot or batch number. Expiry dates and user-defined status allow you to further control stock items. Users can determine what can be purchased or sold by Lot Status. You cannot sell stock items that have expired. You can track items simultaneously by Lot Number and by Serial Number.

This module allows for the cash book to be electronically populated when a bank statement is imported where large volumes of transactions are processed. Once verified, the information can be updated to a cash book batch and then to the general ledger. The bank statements are acquired by using a download facility that’s provided by each of the four major banks in South Africa (ABSA,First National Bank, Standard Bank, Nedbank). Supported formats include OFC, CSV and ASCII.

The advantages of using this module include the instant processing and coding of accounts once the initial process of assigning recurring coding has taken place; and the process of reconciliation and account coding is virtually guaranteed. Another benefit exists for transactions where the codes have been assigned as per the relevant accounts. Codes need not be assigned a second time – only new transactions have to be coded in the months to follow.

This module is an extension of Sage Evolution Bill of Materials.

It separates the manufacturing process into time periods where items being manufactured are transferred into Work In Progress and then into Finished Goods. In addition this module allows you to:

See a full audit trail of each manufacturing process.

Draw stock at the beginning of the manufacturing process, and reverse any unused stock once the process is complete.

Change a Bill of Materials without affecting an ongoing manufacturing process that uses the same Bill of Materials.

Replace one or more components in an existing process if you need to, and then continue manufacturing with the new components.

Create by-products in addition to your main manufactured item.

Forward plan with the material requirements feature.

Designed for the Manufacturing and Assembly Environment.

This module allows you to create assembly sheets (or Bills as they are commonly known) detailing each component making up the completed item. Completed items can be manufactured before they are sold or you can simply invoice the completed item and Sage Evolution will manufacture the item on-the-fly, where-upon the sub-components will be drawn from stock.

You can manufacture items in a single operation or, for more complex manufacturing and for processes that occur over a significant time period, you can work on an open manufacturing process over time.

Your sales force will not only gain instant access to customer information but will also be able to view inventory levels.

The need for mobility, and the ability to access and send information on-the-fly, has significantly increased over the last decade. Workers travel more, work from home more, and spend more time out of the office with suppliers and customers. These workers often need access to company information when at home, with clients or suppliers. With Sage Evolution Mobile, Sage Evolution users can access information directly from their handheld devices – another way we’re helping you take your business beyond accounting. 

Through Sage Evolution Mobile your sales force will not only gain instant access to customer information but will also be able to view inventory levels and even place an order while visiting the customer, ensuring you continue to meet the level of service your customers have come to expect. 

Once an order has been placed via the handheld device, Sage Evolution Mobile will automatically notify data capturers back at the office of the changes. The order will then be tracked by means of the Order Entry module. 

All you need to take advantage of this solution is Sage Evolution (Version 4 and up), any cell phone or PDA that supports web browsing, a means of connectivity (3G, GPRS, HSDPA) and Microsoft Internet Information Systems (IIS 5+).

Branch Accounting simplifies and streamlines business processes and transactions between all of these entities.

Organisations which have legal entities in multiple locations may encounter difficulties in optimising operational efficiencies and control within their various branches.

Branch Accounting enables bi-directional synchronisation and consolidation of data. Information can now be shared, consolidated and saved on both the centralised system at the head office as well as at branch level. For example, all financial, inventory and pricing data is always up-to-date and consistent across branches. Product prices can be changed at head office level and automatically pushed to all branches.

Branch Accounting includes the ability to transact at local level even if the ADSL lines or virtual private network become unavailable. In addition, any potential loss of data due to fire or theft will be kept to a minimum, as regular consolidation and replication will house data at head office over and above any off-site backup processes. Data for a particular branch can be restored and sent to the relevant branch within hours of the loss.

Branch Accounting assists in:

• Increasing productivity as a result of simplified transactions.

• Minimising potential errors with once-off data capturing.

• Providing full visibility into business activities with the complete audit trail, which details transaction histories for the head office per branch.

• Creating efficient, cost-effective transactions with affiliate and subsidiary companies.

Main features of Sage Evolution Branch Accounting:

• Centralised and Decentralised Accounting.

• Document numbers and transaction types per branch.

• Ability to merge data to the head office database.

• Reports consolidated by branch at the head office.

• Global and local Customers and Suppliers.

• File Transfer Protocol (FTP) as a communication protocol.

With Sage Evolution Multi-Currency you can process customer and supplier transactions in their currency.

It allows you to track foreign currency, customer and supplier values in both the foreign and home currency. You can view balances and transactions in either currency at any time. You can maintain separate buy and sell rates for each currency. Sage Evolution Multi-Currency maintains a history of exchange rates so that you can process transactions at earlier dates using the most accurate exchange rate. When you process customer receipts or supplier payments, Sage Evolution uses the current exchange rate to calculate any foreign exchange profit or loss, which is automatically posted. In addition Sage Evolution Multi-Currency allows you to:

Process and print customer and supplier sales and purchase documents in foreign currency or home currency.

Print customer and supplier statements, age analysis and transaction reports using foreign currency or home currency

Process foreign currency cashbook transactions.

We have combined South Africa’s leading accounting software with Microsoft® Excel® and have produced a reporting tool that revolutionises the way you make decisions in your business!

Sage Pastel Intelligence Reporting is an add-on module that dynamically links to your Sage accounting data, taking your business beyond standard reporting functionality. You can generate spreadsheets by simply extracting Sage Accounting data and converting it into an easy-to-read, graphic format. Sage Pastel Intelligence Reporting retains report formats and makes them available for future use. You also have instant access to ‘live’ information and that last minute journal no longer impacts your Excel reporting. Monthly financials account for a large percentage of manual Excel labour.

Sage Pastel Intelligence Reporting offers a customisable pack which provides drill-down functionality. You can customise the standard set of reports and templates, and create new ones. It gives you flexibility with the combinations of financial data you choose to report on.

Sage Pastel Intelligence Reporting ships with Management Packs (Balance Sheet, Income Statement), Sales Master (Sales Reports), Inventory, Purchasing options, and more.

Sage Pastel Intelligence Reporting Report Designer

The user friendly Sage Pastel Intelligence Reporting Report Designer gives you the power to transform data using an intuitive drag and drop interface to construct reports.

Reasons why you need the Sage Pastel Intelligence Reporting Report Designer

• It is an extension of the Sage Pastel Intelligence Reporting

• You can generate financial statements from predefined lists

• Edit existing and/or create new financial layouts using drag and drop functionality

• Caters for consolidations, segmented General Ledgers and column reporting using drag and drop functionality

• Refresh newly added accounts into your existing layouts at the click of a button

• Supports the use of native Excel

Sage Pastel Intelligence Reporting:

This module is an extension of the existing Sage Pastel Intelligence Reporting module. It provides worldwide secure access to your business reports through a standard web browser. This is an excellent platform to share information with partners, suppliers and customers. All you need is Internet access from your web browser and then authenticate yourself and the reports will be made available to you.

You will have access to critical information about your business from anywhere in the world at any time you choose. Online Web Reporting supports secure access so you receive your reports in a variety of formats across the web for example Microsoft® Excel, PDF or HTML.

It interfaces and updates all billing data directly into Sage Evolution financials.

The Sage Evolution Municipal Billing Solution is an affordable solution that delivers essential operational information and can create National Treasury reports. It interfaces and updates all billing data directly into Sage Evolution financials, and updates both the consumer and General Ledger accounts. Expense control with the Procurement module and Asset management allow for Municipalities to run efficiently. The system enables municipalities to improve the accuracy and timeliness of billing and, therefore, substantially improve revenue collection and consumer relationships.

The Municipal Billing Solution includes:

• Property Information Management

• Billing Frequency

• Customer Categories

• Flexible Tariff Structure for Fixed and Consumption Services

• Rates Billing

• Refuse Billing

• Consumption Billing

• Indigent Support Subsidy Billing

• Database Management Tool

• Aligned to latest Property Legislation

• Comprehensive exception reporting

• Statistical Management Information

• Robust Security

Sage Pastel Evolution Payroll & HR is a comprehensive, feature rich payroll package that integrates seamlessly with the core Sage Evolution Accounting system. In addition to containing all the standard payroll software requirements and functionality, Sage Pastel Evolution Payroll & HR includes a range of powerful and flexible features. These features significantly enhance the management and level of information derived from the application, whilst delivering increased usability of the software.

Supports Peripheral Devices.

Sage Evolution Point of Sale integrates with both Receivables and the Inventory add-on module, while addressing the practical issues you may encounter within the retail Point-of-Sale environment. It contains the following features which can assist you with:

• Security parameters

• Tender types (cash, voucher, credit card and cheque)

• Flexible pricing

• Discounting

It supports peripheral devices such as pole display units, cash drawers, slip printers and a bar code scanner. It is user friendly, while offering you flexibility by allowing for per-till configuration and giving you powerful reporting features.

Will generate standard legal documentation based on the type of business you are operating.

Integrating with Receivables, Sage Evolution Credit Risk Management helps you manage your customer credit risk through a step-by-step process. Your customer will complete a credit risk application form in order for you to assess his/her potential credit-worthiness before granting them any credit.  It will generate the credit application form and run the data through a scoring system giving you a credit-worthiness result on your potential customer. A passing score will see a new account being opened. A failing score will request guarantees or security against granting credit. 

The following documentation, amongst others, is included:

• Terms and conditions of sale.

• Credit application forms.

• Both ‘soft’ and ‘final’ demand letters.

• Power of attorney forms.

This module adds great flexibility to Sage Evolution’s standard pricing feature.

With this module you can not only create volume-based or time-based price breaks you can specify discounts by customer or group of customers. In addition, you can design unlimited discount variations, such as multiple discounts per customer per stock item, and discounts per stock group while having the ability to override discounts on processing invoices.

Businesses that manage large items or quantities of inventory items from point of sale to on premise deliveries can now easily manage their processes from dispatch to the customer. The Delivery module seamlessly integrates into Sage Evolution’s Retail Point of Sale allowing for items to be flagged for collection or delivery at time of sale. All items flagged as delivery are updated electronically into the Delivery module where the warehouse manager can then control the dispatching of inventory.

• Manage Inventory deliveries

• Confirm partial deliveries and cancel deliveries

• Search by invoice number, delivery method, item code or description

• Generate delivery notes and re-print delivery notes

• Generate reports on outstanding, partial, completed deliveries

• Automatic delivery note sequence

• Delivery note enquiries

Workflows and Escalations rules can be configured...

This module offers a three tiered process that allows you to precisely manage the numerous purchase orders in your business and keep control of purchases either for internal purposes or specific projects. The first tier is the requisition process where the purchase of an item or consumable can be requested and routed to a head of department for authorisation. The second tier allows purchase orders to be generated based on configurable rules. Different levels of authorisations can be administered and setup. The procurement process also validates all purchases against budgets setup in the general ledger. The third tier allows the purchase order to be converted into a goods received voucher to receipt the inventory items. Throughout the span of a requisition to purchase order completion, all movements or comments are logged against incidents in CRM Premium. Workflows and Escalations rules can be configured to create efficiencies and automate processes ensuring that purchase orders are actioned on time

The internet has fast become a necessary extension to the traditional manner in which business is conducted. Sage Evolution’sE-Business module enables you to open an online web store quickly and easily, with seamless integration between your online store and Sage Evolution. For example, you can draw product and price information from Sage Evolution into the online store. In turn, online orders can be automatically downloaded into Sage Evolution for processing.

As mentioned with Sage Pastel E-Business being fully integrated into Sage Evolution, you can benefit from:

As mentioned with Sage Pastel E-Business being fully integrated into Sage Evolution, you can benefit from:

• Seamlessly drawing customer, product, pricing information from Sage Evolution directly into your website thus enabling you to sell products online.

• With full order integration, orders automatically flow back from your E-Business web store into Sage Evolution.

• You can even sell your products while Sage Evolution is offline.

Sage Pastel E-Billing will allow your customers to view their detailed statements, with drill-down into source transactions over the internet. You will however need to supply your customer with a password. The benefits from this module are as follows:

• Get paid faster.

• Customer self-service.

• Customer account access 24/7/365.

• Uniform electronic remittance advice.

• Mobile sales representatives with up-to-date information.

• Detailed account research.

South African Company Law requires that you keep a register of your business' fixed assets as part of its accounting records.

However, managing your company’s fixed assets can be tedious and time-consuming. Fixed assets are physical items such as desks, computers, cars, machinery, etc which you acquire to run your business. As you use assets, they depreciate or become obsolete. You can legally expense depreciation in your accounts for tax purposes.

Managing your fixed assets includes the following tasks:

• Tracking each asset’s value, both from a tax and an accounting point of view

• Depreciating assets correctly using an appropriate depreciation rate and method

• Updating the replacement values of your fixed assets for insurance purposes

• Accurately recording any sale, disposal or loss of assets

• Maintaining an accurate fixed assets register which records information such as: date of purchase; date of disposal; purchase price; accumulated depreciation; net book value etc.

The Sage Evolution Fixed Assets module automates all these processes for you. Once you provide the initial information, the system takes over and manages your assets for you. One of the realities of fixed assets processing is that companies frequently change depreciation rules as legislation allows and as company policy changes. Some changes are retroactive to when you purchased the asset. Sage Evolution Fixed Assets calculates its values dynamically from the start of each asset’s life, which makes retroactive changes simple. Imagine the time required to accurately programme all this yourself into a spreadsheet! 

*Sage Evolution Fixed Assets can be used in conjunction with the Sage Pastel Partner or Sage Evolution or can be purchased as a stand-alone product.

You can allocate jobs to projects on a job card basis or a job line basis.

This add-on module lets you invoice jobs to customers. A job card is more powerful than an invoice, because you can link more types of items besides inventory items in a job. For example, you can purchase an item directly for use in a job, and you can allocate employee hours from the Payroll module into a job. You can also invoice a job on a partial basis.

You can allocate costs and measure the profitability of short to medium term jobs. Create an unlimited number of job cards, with the ability to archive these for future estimates. Track labour costs from payroll time sheets in Sage Evolution Pastel Payroll & HR and calculate transactions on a rate, lump sum, or percentage basis.

Individually track items.

Sage Evolution Serial Number Tracking allows you to individually track items. For example, if you sold an item that carries a warranty, you will need to know when you sold the item, to whom you sold the item so that you know if the item is bought in for repairs, if it is still under warranty or not. 

Integrating with Sage Evolution’s Inventory module, Sage Evolution Serial Number Tracking keeps detailed information on specific inventory items. From purchase to sale, to returns, each item is tracked uniquely providing you with absolute control over individual inventory items. 

With Sage Evolution Serial Number Tracking you can receive Serial Number Listing reports that provide you with key information regarding your items, such as where the current location of the serial numbered item is, the item code and description, the date of its last movement, the current general location in stock and the customer it was sold to. 

While the Serial Number Transaction report will show you all the transactions for a Serial Number, by reflecting one transaction per line. Each line will report on the following information: the Serial Number, item code and description, transaction date and reference, the customer/supplier account code and its originating module.

The process of creating a payment or receipt voucher is an essential function for many businesses and the Voucher Management module helps streamline and automate these processes. This module is suitable for clubs, schools, and other organisations where money is collected from members, students or customers and documented proof is required for audit and record purposes.

• Role base authorisations, permissions and discretionary limits per user

• Process Accounts Receivable receipts

• Process Accounts Payable payment advices

• Process General Ledger receipts and/or payments

• Support for multi-currency accounts

• Customisable receipts and payment voucher layouts

• Capture and save receipts and payments for future processing

• Maintain and print audit trials