Features

• Your Profitability: View your profit and loss values for this financial year with interactive graphs and compare month by month values. You can also compare values to the previous financial year.
• Detailed Profit and Loss: View a detailed breakdown of your Income and Expenditure. You can see the totals for all categories in your Chart of Accounts and compare the values between months.
• Bank Account Balance: View an up to date balance for each of your bank accounts. Choose which bank accounts to include in the overall balance.
• Bank Account Transactions: Drill down on the total balance of each bank account to see the transactions in and out that make the total. Helps you check when funds are cleared within your accounts.
• Customer Overview: See at a glance how effective your credit control is by viewing the total amount of money that is owed by all customers and how many customers owe you money.
• Customer Watch list: Keep an eye on customers who are important to you by adding them to your watch list. Watched customers appear in your overview screen so you can instantly see their balance.
• View Customers who owe you money: View a list of all customers who owe you money. You can see at a glance the total owed from each customer and the age of their oldest invoice.
• Customer Balance Breakdown: View details of all outstanding and overdue customer invoices contributing to the balance. You can use this information to investigate issues and spot trends.
• Customer Activity: View all transactions on each customer account.
• Customer Communication History: Keep up to date with all correspondence between your company and each customer by viewing the customer communication history from Sage 50 Accounts 2013.
• Contact Details: View contact details for all of your customers and suppliers. This helps you keep in touch with your contacts.
• Supplier Overview: View the total amount of money that you owe to your suppliers to help you avoid late payments.
• Supplier Watch list: Keep an eye on suppliers that are important to you by adding them to your watch list. Watched suppliers appear in your overview screen so you can instantly see the balance owed.
• Supplier Activity: View all transactions on each supplier account.
• Company Selection: If you have more than one company in Sage 50 Accounts 2013 you can choose the company that you would like to work with.
• Search: Search for customers or suppliers by name from any area of the application.
• Demo Mode: Explore Sage 50 Accounts Pulse using demo data or connect to your live data.
• Synchronise your data: Synchronise your view of the business with the data in your office. If you do not have an internet connection, you can see everything from the last time you synchronised.