Microsoft Small Business Financials overview
Updated: November 15, 2006
For companies that have outgrown basic accounting applications, this business solution offers functionality to better manage financials, sales, purchasing, inventory, payroll, reporting, and more. With Microsoft Small Business Financials, you can process transactions more efficiently; get a comprehensive view of information across your business; and manage the complete customer, vendor, and product life cycle—all in one application.
NOTE: Effective January 2009, Microsoft Small Business Financials has been discontinued. Microsoft Small Business Financials customers that stay active on a service plan will continue to receive mainstream support through January 11, 2011. Learn more about the Microsoft Support Lifecycle policy.
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Business Management Suite
Microsoft Small Business Financials Basic Management Suite includes the following functionality:
| • | Financial (General Ledger with Advanced Financial Analysis) |
| • | Banking (Bank Reconciliation/Cash Flow Management) |
| • | Sales (Sales Order Processing/Accounts Receivable) |
| • | Purchasing (Purchase Order/Accounts Payable) |
| • | Inventory (Item tracking) |
| • | Foundation and Reporting (Report Editor, SmartList, Microsoft Office Integration) |
| • | Integration (Import Wizard for master records/transactions) |
| • | Microsoft SQL Server Desktop Engine |
Additional functionality
The following applications can be added to your Basic Management Suite:
| • | Crystal Reports |
| • | Fixed Assets |
| • | FRx Designer User |
| • | Magnetic Media |
| • | US Payroll |
Installation, customization, and integration with other products
Microsoft Small Business Financials integrates with other applications and services, including Microsoft Excel and Microsoft Word, reducing the need to train employees on a new system. Excel-based budgeting tools help you better manage vendor relationships and inventory. In addition, you can control costs by simplifying the creation and management of budgets, and the assessment and forecasting of cash flows.
Setup wizards and checklists make installation easy. And flexible default settings allow you to customize the solution for your specific needs, whether it's scheduling tasks, defining who can access information, or customizing reports and forms.

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