Felix Accounts Feature List

The ideal small business and tradesman invoicing solution.

Felix is a full featured stock control and invoicing system. Generate invoices and statements with ease. Print to any Windows printer - or email directly from the software. Create purchase orders, remittance notes and inwards goods dockets. The software includes an extensive array of management reports.You don't need to be an accountant to use Felix. Easily understood full open item accounting makes using this package a breeze!

Only NZ$395 (excluding GST)

Felix Accounts: Features for dollars, arguably the best value small business package available anywhere!.

  • General
    All Windows platforms, multi-user, multi-currency, supporting GST, VAT, ACN. It supports all Windows printers, has inbuilt PDF capabilities, and comes with an extensive reporting module with zoom and double page screen preview formats. A full, user friendly, manual is included.

    User Preferences
    Check purchase history when invoicing, Show or hide inventory notes file, Show or hide customer notes file, Age customers using sale date or due date, Allocate credits against oldest invoices, Control the user preferences to suit the user's needs.

  • Inventory
    Unlimited inventory items, alpha-numeric code and barcode access, multiple sales groups, multiple pricing groups, bills of materials, standard cost, weighted average and actual inventory value with FIFO or Last-Buy-Price, re-ordering control, stock-take utilities, inbuilt costing templates, multiple bin locations, multiple warehouses, notes file, email support for statements,  invoices, purchase orders, and proposals from templates, full supplier details including cost and currency, full purchases and sales history, supports back-orders and undelivered orders

    Inventory Reports
    Sales Report, Sales analysis, Product Performance, Value On Hand, Negative Stock, Discrepancies, Back Orders by Product, Back Order Alerts, Re-Orders Required, Re-Order Alert, Re-Order Management, Orders Undelivered, Pricing Matrix, Products By Price Group, Product Adjustments, Goods Received, Movements Report, Master Lists, Price Lists, Promotional pricing, Inwards Goods, stocktake sheets etc etc

  • Customers and Invoicing
    Unlimited customer accounts, supports cash sale and 20th following terms, open item aged balances, invoices matched against payments received, aged statements in user-selectable stationery layout, assigned salesperson and territory, physical, postal, statement and multiple delivery addresses, multiple email addresses and contacts, raise invoices, sales orders, consignment notes, proposals and quotations, show complete purchase history and transaction history, user defined customer profiling, notes file, 12 month sales analysis, customer credit limit, default invoice and packing slip quantities, head office billing support, back-orders and unfulfilled sales orders, email invoices and statements, mailing list options, label primter support etc etc,

    Customer Reports
    Transactions, Account Balances, Sales Analysis, Group Sales Analysis, Items on Backorder, Cash Received, Deposit Supplement, Master List, Contact List, Statements, Gross Profit Report, Credit Sales Report, Invoice Batch Reprinting etc etc

  • Suppliers and Purchasing
    Unlimited supplier accounts, supplier group, supports cash sale and 20th following buying terms, open item aged balances, invoices matched off against payments made, email remittance advice, physical, postal and remittance addresses, multiple email addresses and contacts, create purchase orders and inwards goods dockets, show complete ordering history and transaction history, user defined supplier profiling, notes file, supplier bank details, 12 month purchases analysis, orders required, back-orders and undelivered purchase orders, mailing list options including email, label printing options, etc etc

    Supplier Reports
    Transactions, Account Balances, Purchase Orders, Purchase Order Status, Purchases Analysis, Master List, Payment Schedule, Inwards Goods,

  • Management and Control
    Stationery Layout, Price Matrix Discount Table, Multi-Currency, Centralised Billing, Invoice and Statement Messages, Inventory Costings and Update Options, Invoice Minimum Markup Control, Product Groups, Profile Labels, Purchase Order Setup, Sales Prompting - pre and post invoice messages, Security - configure users, passwords and permitted program operations, Warehouse Location Names, Configure User Preferences

    Management Reports
    Salesperson Yields, Trading Statement, Best Performers, Debtors Reconciliation, Accounts On Credit Hold, Critical Events Log, Mailing Lists
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