Microsoft Small Business Financials overview

Updated: November 15, 2006
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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.

On This Page
Business Management SuiteBusiness Management Suite
Additional functionality availableAdditional functionality available
Installation, customization, and integration with other productsInstallation, customization, and integration with other products
Financial managementFinancial management
DistributionDistribution
PayrollPayroll
Next StepsNext Steps

Business Management Suite

When you license Microsoft Small Business Financials, you’ll get the Basic Management Suite with 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 available

You add to your Basic Management Suite by purchasing any of the following applications:

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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Financial management

Your accounting program should be designed for ease of use, and to accommodate business growth and changing business needs. Microsoft Small Business Financials addresses these needs by providing flexible account structures, intelligent transaction processing, familiar Excel-based budgeting, and sophisticated financial reporting capabilities.

DemoFact Sheet

 Financials: Overview
    5:45 min

Financials

 SBF_Financials.pdf
    236 KB
    Portable Document Format file

 Banking
    4:20 min

Banking

 SBF_Banking.pdf
    245 KB
    Portable Document Format file

 Reporting
    3:59 min

Reporting

 SBF_Reporting.pdf
    280 KB
    Portable Document Format file

 

Fixed asset management

 SBF_Fixed_Assets.pdf
    268 KB
    Portable Document Format file

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Distribution

Microsoft Small Business Financials helps simplify distribution processes so that you can increase revenues, streamline sales order processing, and lower costs per transaction. With reporting capabilities usually found in applications used by much larger companies, you can even track histories to identify top customers, and monitor sales efforts and inventory levels.

DemoFact Sheet

 Sales: Overview
    7:03 min

Sales

 SBF_Sales.pdf
    253 KB
    Portable Document Format file

 Purchasing: Overview
    8:08 min

Purchasing

 SBF_Purchasing.pdf
    521 KB
    Portable Document Format file

 Inventory: Overview
    7:39 min

Inventory

 SBF_Inventory.pdf
    264 KB
    Portable Document Format file

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Payroll

Manage payroll processes efficiently and respond quickly to employee requests. Microsoft Small Business Financials includes U.S. payroll automated processing, integrated compensation, direct deposit, benefits management, government reporting, and payroll reports—helping you and your employees save time, and providing quick access to information you need to manage your payroll better.

DemoFact Sheet

 U.S. Payroll
    3:55 min

 SBF_Payroll.pdf
    275 KB
    Portable Document Format file

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Next Steps

Use Microsoft Solution Finder to search for add-in solutions developed for Microsoft Small Business Financials by Microsoft Certified Partners to meet unique business needs.

Get an overview of the buying process, financing options, and pricing information.

Contact your local Microsoft partner to help you get started. Need help finding a Microsoft partner? Contact us.



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