Business Basics 2008 (PC)

Quickly produce professional looking quotes and invoices for your customers, easily customizable to suit your individual business needs. Simply track who owes you money and have the power to make improved management decisions. Spend less time on the admin and more time running your business.

Accounts Functionality

83 starter charts of accounts or build your own
4 levels of account detail
Customise your accounts
Mark unused accounts as inactive
Create journal transactions
Save journal transactions as recurring
Historical Balancing account

Banking Functions

View and access all financial transactions from Bank Register
Create all financial transactions from Bank Register
Save transactions to use as recurring
Import downloaded online statement into BusinessBasics
Open as many bank or credit card accounts as you want
Consolidate funds on deposit slips
Reconcile Bank accounts as of a past date

Sales ledger Functions

View and access all sales status and transactions from the Sales Register
Create all sales transactions from the Sales Register
Add lines, headers, subtotals to invoices
Create quotes or invoices
Change quotes to invoices in a single click
Email or fax invoices for faster payment
Enter a different invoice to and delivery to address

Find transactions Function

Available from each command centre
Organised in tabs by category
Various search criteria including advanced search
Includes totals
Print a Customer Activity Statement for a date range
Look up an invoice by invoice no. or customer PO no

Contacts Functionality

Track customer, vendor, employee and personal cards
Track up to 5 shipping addresses per contact
One-click email to contacts
Assign custom lists and fields to each contact
Include a graphic on the contact card
Mark unused contact cards as inactive
Assign and search by card ID number

Reports Functionality

Over 60 reports; organised into convenient tabs by category
Available from every command centre
View a description of what each report contains
View a sample of your report
Create and save customised reports
Email reports in PDF format
Save reports in HTML format for the web

Jobs Function

Create an unlimited number of jobs
Assign jobs to customers
View reports on jobs, including job Profit & Loss

Items Function

Create an unlimited number of items
Include a graphic of item on item card
Assign custom lists and fields to each item
Track sales history for each item
Mark items as inactive when no longer using

Transaction journal

Available from each command centre. Organised in tabs by category
View journals by date range

And more!