Exporting data and reports
is easy. The information entered into Finance Co-ordinator
can all be exported as reports to Word, Excel, HTML,
TXT or even PDF which means they can easily be attached
to emails. For example you could analyse the accounts
to produce the specific report you need and then email
this to the relevant people with ease.
Supplier, Grantors, Contacts and Agencies can
all be entered and transactions can be recorded against
them. You can then easily produce reports to analyse
the transactions for each supplier, grantor etc.
A Sample set of accounts is included, so when
you start to use Finance Co-ordinator you can experiment
with nominal codes, funds, transactions bank reconciliation
etc. When you are ready you can then remove the sample
set and start on your real accounts.
Journal entries can be recorded simply in Finance
Co-ordinator and you can control both halves of the
transaction. Finance Co-ordinator will ensure that the
transaction balances before you can post it.
Audit trails in Finance Co-ordinator are comprehensive,
automatic and provide a range of reports including a
full audit trail of transactions and a voided transactions
list. This attention to detail is important especially
if or when you receive a Charity Commission inspection.
On-line help, Start up guide and a PDF manual. Specific
help for each screen is available in Finance Co-ordinator
as well as the full manual installed with the program
as a PDF . Finance Co-ordinator is also supplied with
a startup guide to help you setup your accounts. You
have 90 days free support with Finance Co-ordinator
and further support is available if required.
Multiple password levels
are used in Finance Co-ordinator. As holder of the master
password you can access the whole program and make global
changes such as voiding a transaction or performing
a year-end. The secondary password allows your chosen
person to enter data but not to make any global changes.
Multiple and Network version available. The standard
version of Finance Co-ordinator will run across a network
but will only allow one person to access it at any one
time. If you wish to allow more than one person access
to the program at the same time or if you wish to record
the accounts for a number of oganisations then the Multiple/network
version of Finance Co-ordinator will enable this. For
more details please contact us.