e-automate development U - PowerPoint Presentation

Slide1

e-automate development

U

pcoming add-ons

October 15

th

, 2013Slide2

Upcoming add-ons

L

easing module – 8.5 only

Budget utility – 8.1 and 8.5

Sales tax

utility – 8.1 and 8.5Slide3

e-automate 8.5 – L

ease module

Multiple leases per contract

Each with their own start and end dates

Amortization schedule & deferral support

Real-time posting of interest revenue/unearned interest and principal reduction

Integration into sales and vendor invoices

Reports

Principal/Receivable reconciliation report

Future amortization report that be used for buyout infoSlide4

e-automate 8.5 – L

ease module

Multiple leases per contract

(

sub-leases)Slide5

e-automate 8.5 – L

ease module

Multiple leases per contract Slide6

Amortization schedule support

e-automate 8.5 – L

ease moduleSlide7

Real-time interest/principal GL postings

e-automate 8.5 – L

ease moduleSlide8

Integration into sales

e-automate 8.5 – L

ease moduleSlide9

Integration into sales

e-automate 8.5 – L

ease moduleSlide10

Integration into vendor invoices

e-automate 8.5 – L

ease moduleSlide11

Reports – Receivable/Principal Reconciliation

e-automate 8.5 – L

ease moduleSlide12

Reports – Amortization schedule

e-automate 8.5 – L

ease moduleSlide13

Reports –

R

evenue and balance report

e-automate 8.5 – L

ease moduleSlide14

Pre-term / term / Post-term phases

Lease-only phase (Operating or Rental)

e-automate 8.5 – L

ease moduleSlide15

Lease distribution codes

e-automate 8.5 – L

ease moduleSlide16

Deferrals

e-automate 8.5 – L

ease moduleSlide17

Internal buyouts, additions and upgrades

e-automate 8.5 – L

ease moduleSlide18

Internal buyouts, additions and upgrades

e-automate 8.5 – L

ease moduleSlide19

Integrated into

standard

lease list and equipment lease tab

e-automate 8.5 – L

ease moduleSlide20

e-automate 8.5 –

Budget utility

Multiple budgets

Budgets by period, account, department and branch

Create budget details from previous

actuals

Excel Import and

Export

Comparative budget to actual reportSlide21

Multiple budgets

e-automate

8.1

–

Budget utilitySlide22

Budgets by period, account, department and branch

e-automate 8.1 – Budget

u

tilitySlide23

Create budget details from previous actuals

e-automate 8.1 – Budget

u

tilitySlide24

Excel Import and Export

e-automate 8.1 – Budget

u

tilitySlide25

Comparative budget to actual report

e-automate 8.1 – Budget

u

tilitySlide26

e-automate 8.5 –

Sales tax utility

Accrual or cash based

Exempt

code

support

Vendors on tax authorities

Calculates sales tax payables by tax authority vendor

Enhanced reportsTransacts sales tax paymentsSlide27

Exempt code support

e-automate 8.1 – Sales tax

u

tilitySlide28

Vendors on tax authorities

e-automate 8.1 – Sales tax

u

tilitySlide29

Calculates sales tax payables by tax authority

vendor

e-automate 8.1 – Sales tax

u

tilitySlide30

Calculates sales tax payables by tax authority

vendor

e-automate 8.1 – Sales tax

u

tilitySlide31

Calculates sales tax payables by tax authority

vendor

e-automate 8.1 – Sales tax

u

tilitySlide32

Enhanced

reports

e-automate 8.1 – Sales tax

u

tilitySlide33

Enhanced

reports

e-automate 8.1 – Sales tax

u

tilitySlide34

Transacts sales tax payments

e-automate 8.1 – Sales tax

u

tilitySlide35

Reports can be run on past payments and therefore will reconcile to the past payments. Great for audits.

Removes potential of missing tax liabilities and credits

e-automate 8.1 – Sales tax

u

tility