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Enterprise Resource Planning (ERP) & Financials

A ERP software system designed by Zavanti.
Questions about Enterprise Resource Planning (ERP) & Financials? Call (800) 827-1151 and talk to a software expert now.

Zavanti ERP has been designed from the ground up to provide detailed financial, sales and operational control for businesses in the Real Estate, Construction and professional Services industries.

Zavanti has over 30 years of experience providing solutions to the Real Estate & Construction and Professional Services industries as well as specialized solutions for Enterprise Project Management. Over the last 5 years we have looked to expand our solutions especially for the Real Estate and Construction industries. This has included our Zavanti Sales and Leasing solution built on Microsoft Dynamics CRM and Zavanti Feasibility for project analysis.

Our Mission is to help our clients make better decisions every day. Our solutions provide accurate real time information with web enabled access to achieve this result.

Zavanti solutions enable you to:

  • Access accurate information in real-time from everywhere and anywhere
  • Measure manage and improve your operations
  • Utilize specialized industry process flows
  • Stay connected and remain in control
  • Eliminate disparate systems.

Development

Zavanti allows you to define your property hierarchy to suit the type of developments that are relevant to you. This enables complete on going management of these properties. The hierarchy would generally include:

  • Company
  • Estate
  • Stage
  • Lot, Project, or Improvement

This capability allows you to set up any Development Model “chart of accounts” and then relate this chart to the General Ledger financial model in the manner you desire. This is made possible as the solution is a seamlessly integrated solution, with Accounts Payable, Accounts Receivable and the General Ledger.

We recognize that the property development process can be complex with many entities involved. Zavanti has built into key functions, such as Sales processing and Accounts Payable invoicing, the ability to create your intercompany loan journals to efficiently manage your group activities. For instance the Accounts Payable Invoice function allows you to record the liability for the invoice to a supplier in company A, but to dissect the cost to a Company, Estate and Stage in company B.

Estimating

Zavanti ERP provides an Estimating module that allows the user to create an estimate that will carry through, from the feasibility stage, to job completion.

Zavanti Estimating inserts your budgets into the Job once it is created and, allows the ability to automatically create Purchase Orders. You can import your results from Feasibility as your initial estimates. This capability also allows you to update forecasts as your project moves forward merging actuals to date and updated budgets.

The Zavanti ERP software also allows you to copy estimates from one company in the database to another. You can also maintain an archive of estimates to review how you or your team has performed over time.

Financials

The Zavanti General Ledger is the core of all financial reporting and management. Capture your Profit, Balance Sheet and Cash Transactions to produce accurate financial information, for a single company business through to a consolidated multi company enterprise.

The General Ledger module holds the Chart of Accounts, user configurable such as these four primary groups,

  • Income
  • Expenses
  • Assets
  • Liabilities

Within the subsidiary ledgers Cost Centre codes are set up for each activity and the relationship of the Cost Centre to the Chart of Accounts is defined as they provide the main link to the General Ledger.

The Zavanti ERP software suite is fully integrated. This means that if a cost or revenue item is entered in the Job Costing module, this cost is reflected in our General Ledger Profit/Loss Statement.

Zavanti General Ledger includes:

  • Automatic posting of journals generated from the sub modules
  • Standing journals which can be automatically run on a periodic basis
  • Automatic creation of intercompany journals
  • Bank Reconciliation, allowing you to match off your presented cheques and daily banking to your Bank Account Statement
  • Reconcile the subsidiary accounting modules to your control accounts
  • Tax Listing report on either an Accruals or Cash basis.

Job Costing

Zavanti Job Costing is central to the creation and management of projects and sub-projects. Control your costs, keep track of your time and billing, boost revenues and manage jobs more efficiently.

The initial budget for the Job will be the estimate. The current budget acts as a baseline to the project. When an estimate is applied to a job, we can choose to create purchase orders from the estimate. Once Purchase Orders are issued against a Job, variations can be raised if required to change the budgets.

If required Authority Level checking is applied on each job to allow the Project Manager to set restrictions for other users. This might include setting maximum dollar values for the entry of variations, overruns on budget etc.

Zavanti Job Costing also fully supports the following features:

  • Feasability Import
  • Invoicing
  • Purchasing
  • Task Management
  • Journal posting
  • Timesheets
  • Comprehensive Reporting
  • Retentions

Sales and Marketing

The property sales and marketing module focuses on capturing all the relevant information regarding Sites, Stages and Lots across different sectors such as Residential, Commercial and Retail. Users have the ability to track registrations of interest from multiple sources for example, web site, walk in’s, emails, phone call etc. and associate them with the relevant site stage or lot. Manage the complete sales cycle through the solution from ROI to In Negotiation to Executed sale even through to Settled sale or signed lease.

Security

System Maintenance allows the creation and cessation of users and fully configurable security settings. Zavanti ERP also allows for the inclusion of “User Groups” which is a collection of users all sharing the same authority level and access rights. This allows for System Administrators to quickly and efficiently manage all users within the software.

User security is also defined within Systems Maintenance for all users of the Zavanti ERP. Users can be restricted to only view, such as job properties and not be able to update any information on the job, or perhaps restricted from being able to edit tax amounts for any transactions, or seeing payment details for any suppliers or supplier.

Providing that a User has been given access, they are then able to change their own password.

Authority Levels, if required, are set up in Systems Maintenance. These levels indicated what can and cannot be done by a user. Each user is assigned an Authority level.

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