This product has been discontinued, and is no longer available for purchase.
Please note that as of January 1, 2009 Small Business Finacials 9.0 is no longer for sale to new customers
Manage vendor relationships, control costs, and replenish inventory efficiently with streamlined purchasing processes that give your business flexible options for buying and receiving items. Microsoft Small Business Financials includes automated purchasing, payment, and vendor tracking processes, with integration to help ensure that information across your business is consistent, current, and free of errors.
- Vendor maintenance
Set up and maintain vendor records with unique payment terms, multiple addresses and phone numbers, general ledger accounts for posting, and customized fields and notes. After choosing a vendor, multiple fields are automatically populated from vendor setup,
- Import transactions
Easily import transactions from third-party applications into Accounts Payable.
- Sales taxes:
Applicable taxes are calculated automatically and can be tracked with an electronic audit trail.
- Purchase orders:
Enter a purchase order and receive and invoice the goods, record required and promise date, automatically calculate tax, place a purchase order on hold, and auto-receive purchase orders that will automatically update inventory costs.
- Drop shipments:
Arrange direct shipments from your vendor to the customer to provide faster service, eliminate unnecessary handling, and streamline your inventory.
Record and automatically apply unique discounts per vendor.
- Invoice matching:
Match purchase orders to received goods and vendor invoices in one step, or split receiving and invoice matching.
- Returns and credit memos:
Apply returns and credit memos to other documents at the time they’re entered, or automatically during check runs.
- Check writing:
Print checks during bill entry, record individual manual payments later on, or run batch payments for multiple bills and vendors using the flexible Check-Writing Wizard.
- Void checks and documents:
Void bills before payment and void payments during or after the computer check-printing process. The void process preserves a full audit trail.
Set up reminders so you know when to post recurring batches, make payments for invoices, or perform user-defined tasks.
- 1099 tracking:
Automatically calculate 1099 year-to-date information for the appropriate vendors and print 1099 forms at year end.
- Complete purchasing reporting:
View un-posted, posted, and historical transactions to analyze purchasing activity: Payables Aging, Period Purchasing Analysis, Cash Requirements, Daily Purchases, YTD Purchases, and more.
- Track purchase order status:
Keep purchasing data current and accurate by changing the status of your orders as they move through the buying and receiving process.
- Vendor history analysis:
Review complete vendor activity by period, year, or lifetime buckets using inquiry windows and reports. Print historical purchase orders easily, choosing from four different formats.
Note: Small Business Finacials will no longer be sold to new customers after 1/1/09