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IDEAL DIGITAL FINANCE FUNCTION
L
PERFORMANCE MANAGEMENT
INSTANT FINANCE
Ability to send financial information directly to
funding platforms for
instant decisions
P
p
on
3
r
a
Sin
in
SFore
sigh
t an
d p
lan
nin
g D
igit
al t
oo
ls
Rea
l tim
e d
ata
cap
ture
BUSINESS INSIGHTS
ive dashboards provide real time information
MONITORING
Done directly in software or
management reporting app
for integration and visual aids
ACCOUNTS
Done directly in software or
management reporting app
for integration and visual aids CASH FLOW FORECASTING
Accounting system predicts short term cash flow
CREDIT CONTROL
Sales invoices are automatically chased
at pre-defined intervals
PAYMENT SOLUTIONS
ayment links are provided
on invoices for quicker
ayment, which can be for
e-off collection or Direct
Debits
3RD PARTY SOFTWARE RD party software, such as
etail systems, is linked to
ccounting software to
send sales directly to
the accounting system
SALES INVOICES
ales invoices are raised
the accounting system and directly emailed to
customers, using automatic recurring
voices where applicable
ON-LINE APPROVAL
PROCESS
Purchase invoices and
expense claims are
approved online in the
software
EMPLOYEE EXPENSES
Employees use mobile app
to submit expense claims and mileage logs with GPS
to track business miles
PURCHASE INVOICE
AUTOMATION
Purchase invoices are sent
directly to
automation app by suppliers; Invoice Fetch automatically
downloads invoices from online
suppliers; andOCR technology pre-codes
invoices and sends them directly
to the accounting system
PURCHASE ORDERS
Purchase orders are raised
online and directly emailed to
suppliers and matched to purchase invoices
BANK TRANSACTIONS
Direct bank feeds download
transactions into the accounting system daily
CREDIT CARD
TRANSACTIONS
Employees use credit cards which integrate with the accounting system to
automatically download transactions and attach
receipts
PAYMENT PREDICTIONS
Payments are suggested based
on the ageing of invoices and short term cash availability
PAYMENTS
Payments made directly
through software
BANK RECONCILIATION
Automatch and bank rules
provide quick and easy
reconciliation
DATA REVIEW
Exception reports provide
alerts of bad data or KPIs
that need monitoring
WAGES
Wages journals are automatically generated
and posted
FIXED ASSET REGISTER
Depreciation journals are
automatically generated
and posted
CONNECTED COMPANY
Intercompany recharge
invoices are auto-populated
into corresponding
company
JOB MANAGEMENT
Job management systems
automatically send job
details into the accounting
system
ALES PURCHASES PAYMENTS OTHER
A R E A L A S S E T
KEY CONTACT
SARAH SMITH
DIGITAL SERVICES MANAGER
D 01942 292527
A C C O U N T A N T S A D V I S E R S
James House, Stonecross Business Park, Yew Tree Way, Warrington, Cheshire WA3 3JD
T 01942 292500
F 01942 292501
www.jacksonstephen.co.uk
A V A I L A B L E
F R I E N D LY
S U P P O R T I V E
O N - S I D E
P R O M P T
K N O W L E D G E A B L E
P R O A C T I V E
C A R I N G
V I S I O N A R Y
F O C U S E D
R E C O M M E N D E D
E N T E R TA I N I N G
R E A L I S T I C
P R E P A R E D
G U I D I N G
U N D E R S TA N D I N G
I N Q U I S I T I V E
P A S S I O N AT E
H E L P F U L
S I M P L E
U S E F U L
D I R E C T
C L E V E R
T R A N S P A R E N T
T R U S T W O R T H Y
T H O U G H T F U L
C O M M U N I C AT I V E
F L E X I B L E
H O N E S T
E N E R G E T I C
P R A C T I C A L
R E S P O N S I B L E