SoEasy

Cash Book

SoEasy Cash Book comes as a standard module with all versions of SoEasy.

The Front Company Menu

The Front Company Menu provides you with access to your company’s data.

Simply click on your company name for access.

You can add additional companies, set up printers, check for updates, and gain help and support.

Cashbook

Record your receipts and payments, produce budgets, report on cash flow, and produce your GST returns.

You can also import your transactions from your bank's webpage.

Features include

standard chart of accounts
create accounts to suit
monitor specific divisions of your business
artificial intelligent functions check your transactional information is correct
track funding
GST analysis showing you why you're paying GST
GST analysis on import of transactions so you can pay GST as you go
memorise transactions to save time
dissect transactions to many accounts
fully integrated with all other ledgers

Staff Security

You can set up staff members who can log onto the system and have access to various areas of the programme.

Features include

access to different modules and features
display key performance indicator dashboard
personalised email addresses
wage and salary rates
manage a specific member’s diary

A fully integrated log of staff activity is available so you can see who did what and when.

General Ledger

SoEasy comes with a preconfigured chart of accounts that suits most businesses.

You can add account codes to suit your requirements.

You can also create divisional accounts to keep track of specific areas of your business including sales reps, branches, and special projects.

Import Transactions

You can import your transactions directly from your bank's webpage.

Features include

automatic processing of known transactions
update of creditors’ accounts paid
update of debtors’ payments received

Special Features

estimation of GST due to be paid as a result of the transactions imported
estimation of tax to be paid as a result of drawings

These two features give you the ability to prepay GST requirements and save for end of year taxes.

GST Management

SoEasy automatically calculates the GST on transactions and provides you with a detailed report for your GST returns.

Features include

analysis of non-GST transactions so you can see why you're paying GST
if you detect an error, you can edit the transactions to suit
yearly summary of GST
online access to filing your GST returns

Reporting

SoEasy provides many reports to help you manage your business such as Trial Balance, Profit and Loss, and Balance Sheet.

One of the most important reports is the on-screen cash flow analysis which provides you with an indication of how your business is doing on a monthly basis.

You can also produce budgets and analyse your budget performance.

Features include

export reports to spreadsheet
print reports
email reports