DualEntry Features

Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. This feature was mentioned in 81 DualEntry reviews.

Based on 79 DualEntry reviews. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record 78 reviewers of DualEntry have provided feedback on this feature.

Based on 77 DualEntry reviews. The layout of the invoice template is fully customizable and you can add or remove fields.

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions. 77 reviewers of DualEntry have provided feedback on this feature.

Based on 76 DualEntry reviews. The system automates the dunning process to help drive collections

Steamlines data entry by auto populating recurring or predefined vendor values 77 reviewers of DualEntry have provided feedback on this feature.

Based on 76 DualEntry reviews. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process This feature was mentioned in 77 DualEntry reviews.

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. This feature was mentioned in 76 DualEntry reviews.

Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. 76 reviewers of DualEntry have provided feedback on this feature.

As reported in 74 DualEntry reviews. Customizable reporting allows insight into usage of inventory and services.

Based on 76 DualEntry reviews. Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

Based on 75 DualEntry reviews. Automates recognition of revenue and expenses by defining recognition rules.

Based on 75 DualEntry reviews. Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.

As reported in 74 DualEntry reviews. Payroll module or integration to an external payroll provider which automates the recording of payroll

As reported in 74 DualEntry reviews. Automated time and expense capture, tracking, approval, reimbursement and reporting

General reporting offered covers all of the standard financial statements and meets the basic needs of the business 75 reviewers of DualEntry have provided feedback on this feature.

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer This feature was mentioned in 75 DualEntry reviews.

Based on 74 DualEntry reviews. Create and revise an unlimited number of budget, plan and forecast scenarios.

As reported in 74 DualEntry reviews. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance

Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions.

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. 72 reviewers of DualEntry have provided feedback on this feature.

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. 72 reviewers of DualEntry have provided feedback on this feature.

As reported in 73 DualEntry reviews. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.

As reported in 72 DualEntry reviews. Enables users to view and transact business with the same content in multiple languages and currencies.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. This feature was mentioned in 73 DualEntry reviews.

As reported in 71 DualEntry reviews. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Enables users to view and transact business with the same content in multiple languages and currencies.

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action.

Provide integration with accounting software and ERP systems.

Provide integration with B2B and B2C e-commerce platforms

Ability to input, modify and extract data from the application in bulk through a structured file. This feature was mentioned in 72 DualEntry reviews.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. This feature was mentioned in 72 DualEntry reviews.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. 72 reviewers of DualEntry have provided feedback on this feature.

Standard integration with accounting and ERP software 42 reviewers of DualEntry have provided feedback on this feature.

Standard integration with sales and marketing software This feature was mentioned in 42 DualEntry reviews.

As reported in 40 DualEntry reviews. Standard integration with Quote-to-Cash systems

Based on 40 DualEntry reviews. Out of the box APIs to integrate with any type of software

As reported in 41 DualEntry reviews. Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software 41 reviewers of DualEntry have provided feedback on this feature.

Deliver integrations with accounting modules of ERP systems This feature was mentioned in 41 DualEntry reviews.

Based on 54 DualEntry reviews. Provide integration with accounting and financial management software

Based on 54 DualEntry reviews. Integrate with payment gateways and enterprise payments software

As reported in 53 DualEntry reviews. Deliver integrations with accounting modules of ERP systems

Sync with company accounts to transfer payments for approved invoices This feature was mentioned in 53 DualEntry reviews.

To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product.

Ability to input, modify and extract data from the application in bulk through a structured file.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.

As reported in 17 DualEntry reviews. Integrates with real estate management solutions.

Integrates with ERP Systems. This feature was mentioned in 17 DualEntry reviews.

Identify customers that are more likely to cancel their subscriptions 19 reviewers of DualEntry have provided feedback on this feature.

Optimize product offerings and packages to increase customer loyalty This feature was mentioned in 18 DualEntry reviews.

Based on 18 DualEntry reviews. Address customer churn by identifying the causes of cancellations

As reported in 18 DualEntry reviews. Estimate future changes in revenues per product type or customer category

Track usage per company, custom time period, or contract This feature was mentioned in 19 DualEntry reviews.

Track payments received for products that haven't be delivered yet 18 reviewers of DualEntry have provided feedback on this feature.

As reported in 18 DualEntry reviews. Recognition rules to accrue revenue on a daily or monthly basis

As reported in 48 DualEntry reviews. Support multiple types of revenues, such as recurring and transaction based

Allows users to allocate revenues to various business entities or departments This feature was mentioned in 47 DualEntry reviews.

Revenue can be reclassified from one category to another, such as from deferred to earned This feature was mentioned in 46 DualEntry reviews.

Based on 45 DualEntry reviews. Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15

Automatic scheduling to ensure that revenue is recognized at the proper time 43 reviewers of DualEntry have provided feedback on this feature.

Provide multiple payment terms per customer or contract This feature was mentioned in 17 DualEntry reviews.

As reported in 17 DualEntry reviews. Different types of billing such as: recurring, one time changes, based on number of seats or usage

Based on 16 DualEntry reviews. Manage customer specific pricing as well as coupons, discounts, and gift plans

Based on 27 DualEntry reviews. Ability to create and send invoices automatically at predefined or custom frequencies.

Based on 27 DualEntry reviews. Consolidate invoices so customers can make one payment for multiple bills.

Adjust invoices to handle exceptions and correct errors. 27 reviewers of DualEntry have provided feedback on this feature.

Allows users to temporarily or permanently block potential fraudsters. This feature was mentioned in 27 DualEntry reviews.

Automates generating and distributing bills

Manages bill payments submitted by students and parents

Based on 27 DualEntry reviews. Assists users in collecting payments for unpaid invoices.

Based on 27 DualEntry reviews. Manages disputes regarding billing and payments.

As reported in 27 DualEntry reviews. Define escalation processes to suspend service for unpaid invoices.

Track the financial performance of various types of packages. This feature was mentioned in 27 DualEntry reviews.

Based on 27 DualEntry reviews. Identify the impact of special pricing and discounts on revenue.

Based on 25 DualEntry reviews. Monitor plan changes such as upgrades and downgrades, or cancellations.

Track revenue performance by customer, customer groups, or demographics This feature was mentioned in 44 DualEntry reviews.

As reported in 44 DualEntry reviews. Monitor revenues per contract, contract types, or groups of contracts

As reported in 44 DualEntry reviews. Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth

Based on 42 DualEntry reviews. Analyse the impact of special pricing and discounts on revenue

Based on 42 DualEntry reviews. Track the performance of bundles, special offers, and other sales incentives

Create forecasts to estimate future revenues 41 reviewers of DualEntry have provided feedback on this feature.

As reported in 41 DualEntry reviews. Ability to define promotions to increase revenues

Adjust prices to attract more customers and to improve revenues This feature was mentioned in 41 DualEntry reviews.

As reported in 41 DualEntry reviews. Revenue optimization activities can be evaluated on a regular basis

Data collected and analyzed by the platform delivered in an easily digestible format.

Reports and other relevant data housed in a single, easy-to-navigate location.

Tools to analyze how customers use the site in order to optimize user experience and determine which pages are most successful.

Tools to track the success of various marketing campaigns in order to optimize marketing efforts.

The ability to collect and analyze customer data in order to determine which demographics make up a customer base.

Predictions of future behavior based on past and present data.

Improve visibility into procurement activities across the company.

Monitor the performance of procurement operations.

Analyze procurement spending and identify future trends.

Provide benchmarking options for comparison with peers 21 reviewers of DualEntry have provided feedback on this feature.

Include standard spending KPIs that can be customized 21 reviewers of DualEntry have provided feedback on this feature.

As reported in 21 DualEntry reviews. Deliver reports for compliance purposes

Analysis that identifies errors in AP processes such as duplicate payments, anomalies, and fraud This feature was mentioned in 21 DualEntry reviews.

Based on 40 DualEntry reviews. Track invoices based on due dates to identify overdue payments

Based on 40 DualEntry reviews. Ability to compare AP automation metrics with other companies

Monitor KPIs such as time to process an invoice or erroneous payments 39 reviewers of DualEntry have provided feedback on this feature.

Based on 55 DualEntry reviews. Track invoices based on due dates to identify overdue payments

Analyze variations between incoming and outgoing cash 55 reviewers of DualEntry have provided feedback on this feature.

Based on 55 DualEntry reviews. Monitor KPIs such as time to process an invoice or erroneous payments

As reported in 55 DualEntry reviews. Track different types of payment such as deposits or partial payments

Track the earned value of projects to monitor performance and progress

Identify project issues and provide corrective actions to improve performance

Measure return on investment and leverage data to predict profitability of future projects.

The ability to store large quantities of data for analysis within the platform itself.

Tools to fascilitate testing various user experience tweaks in order to determine which configuration has the best results.

Integrations with other software tools in order to fascilitate the exchange of data collected by various software.

Reports and analytics created from payment data.

The ability to integrate directly with an e-commerce platform in order to create a seamless checkout experience.

Fees associated with processing individual transactions that may be based on a percentage of the purchase or a flat rate.

The ability to integrate with a POS system in order to allow the processing of credit card or mobile payments in a store setting.

Process payments from multiple channels such as ACH, mobile, or e-commerce.

Supports levels 1 and 2 for credit card payment processing.

Supports level 3 credit card processing which requires additional data for qualification.

Manage workflows and business processes for procurement.

Provide standard procurement contracts that can be customized.

Maintain a repository of content such as catalogs and other documents.

Define requisition rules for various types of procurement.

Identify and assess suppliers for different products and services.

Create and manage purchase orders for products and services.

Include features for procurement invoicing and e-invoicing.

Consolidate information from multiple sources or multiple entities 21 reviewers of DualEntry have provided feedback on this feature.

Classify information by category, supplier, or supplier This feature was mentioned in 21 DualEntry reviews.

Integrate with external sources for market intelligence This feature was mentioned in 21 DualEntry reviews.

Based on 21 DualEntry reviews. Integrates with ERP systems general ledgers for transfering of AP transaction data

Based on 20 DualEntry reviews. Ability to cleanse and consolidate AP data

Updates subscription data automatically at predefined time periods that can be customized by users

Processes and cleans subscription data from multiple sources, automatically or on demand

Provides integration with subscription billing, subscription management, and other solutions to capture subscription data

Import data from internal software or databases

Import data from external systems such as PayPal or Stripe

Consolidate data from multiple sources, internal and external

Include KPIs for various types of payments

Provide compliance analytics for fraud prevention

Deliver dashboards to display and compare KPIs

Includes standard KPIs such as monthly recurring revenue (MRR) or customer lifetime value (CLTV)

Dlivers standard dashboards for subscription analysis that can be customized by users

Allows users to analyze subscription data by product, time period, type of contract, etc.

Provides insights that can be used to improve sales and revenue

As reported in 41 DualEntry reviews. Provide features to capture invoices such as import or scanning

Allow suppliers to submit invoices using an online portal 41 reviewers of DualEntry have provided feedback on this feature.

Deliver a central repository of AP documents, such as POs and invoices This feature was mentioned in 40 DualEntry reviews.

Ability to match AP invoices to POs, contracts, or payments This feature was mentioned in 41 DualEntry reviews.

Identify incomplete or late supplier payments 41 reviewers of DualEntry have provided feedback on this feature.

As reported in 40 DualEntry reviews. Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections 41 reviewers of DualEntry have provided feedback on this feature.

Include workflows for approvals of invoices or payments 55 reviewers of DualEntry have provided feedback on this feature.

Based on 55 DualEntry reviews. Process multiple invoices without human intervention

Allow users to consolidate multiple invoices into one 55 reviewers of DualEntry have provided feedback on this feature.

Match invoices with purchases and sales orders, as well as with payments 55 reviewers of DualEntry have provided feedback on this feature.

Provide standard invoice templates that can be customized by users This feature was mentioned in 54 DualEntry reviews.

Ability to convert invoices to digital formats such as PDF This feature was mentioned in 53 DualEntry reviews.

Based on 54 DualEntry reviews. Automatically generates invoices at pre-defined time intervals

Built-in security to protect payment information in order to prevent fraud and hacking.

The ability to process credit card payments and receive approval or denial of funds from the customer's bank.

The ability to process mobile payments from a mobile wallet or other mobile phone payment app.

The ability to process payments from a digital wallet service or other digital payment method.

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

Steam lines data entry by auto-populating recurring or predefined vendor values.

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Match payments and invoices and perform bank reconciliation in multiple currencies.

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Streamlines data entry by auto populating recurring or predefined vendor information and invoice details

Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions.

Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record

Create and revise an unlimited number of budget, plan and forecast scenarios.

The system automates the dunning process to help drive collections

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates.

Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source.

Ability to track cash positions across all accounts, banks, business units, and countries

Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Automate recognition of revenue and expenses by defining recognition templates.

Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes.

Ability to schedule payments at predefined dates and times

Payments can be processed by batch without manual intervention

Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

Steam lines data entry by auto-populating recurring or predefined vendor values.

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Match payments and invoices and perform bank reconciliation in multiple currencies.

Track accounting transactions, costs, and expenses by project or portofio of projects

Manage information on fixed assets such as asset value and depreciation

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Deliver out of the box Chart of accounts that can be used across multiple companies or business units.

Steam lines data entry by auto-populating recurring or predefined vendor values.

Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients.

Auto-populate based on previously entered information, uplaode journal entries and schedule future entries.

Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc.

Match payments and invoices and perform bank reconciliation in multiple currencies.

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers

Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.

Create and manage warehouse locations and areas for shipping or receiving.

Manage locatons accross multiple physical or virtual warehouses.

Ability to monitor locations and inventory in third party warehouses.

Identify demand based on different types of sales orders and forecasting data.

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

Track products and raw materials shipped by suppliers, from origin to destination.

Match the products received with the corresponding purchase orders and add them to inventory.

Identify demand based on different types of sales orders and forecasting data.

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

Track products and raw materials shipped by suppliers, from origin to destination.

Match the products received with the corresponding purchase orders and add them to inventory.

Manages customer information including multiple ship-to and bill-to locations.

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Manage various types of pricing and discounts associated with product categories and customer types.

Manages customer information including multiple ship-to and bill-to locations.

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Manage return merchandise authorizations (RMS) approval processes and match with the original invoices.

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Manage various types of pricing and discounts associated with product categories and customer types.

Manages customer information including multiple ship-to and bill-to locations.

Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders.

Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold.

Manage various types of pricing and discounts associated with products, services, and customer types.

Generate and manage proposals for project or portfolios of projects

Provide Bill of materials to define what components and packaging should be used for assembly.

Define kits and packages of two or more finished products that can be sold together or separately.

Ability to take apart assemblies and ensure that the components are transfered to inventory.

Define and implement optimal procedures to pick and pack products for shipping.

Identify packaging options like pallets or containers to optimize shipping performance and reduce costs.

Plan deliveries based on inventory availability, transportation costs, and order priority.

Create routes for shipping directly to customers, to distribution centers, or for dropshipping.

Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.

Payroll module or integration to an external payroll provider which automates the recording of payroll.

Manage personnel availability and allocate human resources to production and inventory operations.

Track the time spent by employees performing various tasks related to production or inventory management.

Payroll module or integration to an external payroll provider which automates the recording of payroll.

Manage personnel availability and allocate human resources to production and inventory operations.

Track the time spent by employees performing various tasks related to production or inventory management.

Payroll module or integration to an external payroll provider which automates the recording of payroll.

Manage personnel availability and allocate human resources to production and inventory operations.

Track the time spent by employees performing various tasks related to production or inventory management.

Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders.

Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit.

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms.

Track work in process (WIP) across multiple production lines and manufacturing locations.

Manage work orders for different types of activities such as production, rework, or maintenance.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Create and implement master production plans for multiple production lines and locations.

Assign equipment and monitor shop floor activities during various production stages.

Define and implement workflows for inspections, including rules for escalations and notifications.

Identify rejected products and decide either they can be repaired or discarded.

Track production waste such as scrap, as well as returns that cannot be repaired.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Define and implement optimal procedures to pick and pack product for shipping.

Plan deliveries based on inventory availability, transportation costs, and order priority.

Track shipments from warehouse to the destination, including drop shipments and multilocation shipping.

Resources can be allocated and reallocated across multiple projects and portfolios.

Create a list of all the assets owed by a company.

Include lean project management features and best practices.

Track maintenance operations for the products sold, such as calibration or preventive maintenance

Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc.

Payroll module or integration to an external payroll provider which automates the recording of payroll

Create the optimal mix of portfolios to achieve operational and financial goals.

Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process

Define requisition rules for various types of procurement.

Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.

Identify and assess suppliers for different products and services.

Monitor the status of multiple types of assets.

Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.

Maintain information on warranties for the products delivered and for their components

Available to promise provides information on future availability of products that are either planned for production or purchased but not received.

Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.

Rules ensure that users select only compatible options and that all required items are included

Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts.

Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents

Allows clients to book jobs through the desktop page or within the app.

Notifies field service workers of their upcoming assignments.

Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders.

Allows users to search, filter, sort and select items to be added to quote

Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.

Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders.

Functionality to allow users to process returns/refunds either via self service or contacting customer service.

Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience

Assign and manage sales quotas and territories. Track progress against quotas. Change as needed.

Creates and assigns support tickets, scheduling them in a timely manner.

Images can be displayed of options to enable users to visualize product options as it is being configured

Manage and track all inventory records across warehouses and retail locations through a single unified database.

Track products and raw materials shipped by suppliers, from origin to destination.

Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management.

Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Customizable reporting allows insight into usage of inventory and services.

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Support multiple picking methods such as batch, wave, or zone picking.

Create schedules for picking activities based on inventory availability.

Match the products received with the corresponding purchase orders and add them to inventory.

Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.

Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them.

Monitor product defects, identify causes and provide corrective actions to improve quality.

Calculate demand by consolidating data from multiple sources.

Define and implement workflows for inspections, including rules for escalations and notifications.

Track resource availability for raw materials and production capacity.

Create and implement master production plans for multiple production lines and locations.

Determine what raw materials are required for production, based on demand, production capacity, and inventory availability.

Generate production plans based on demand and resource availability.

Identify rejected products and decide either they can be repaired or discarded.

Assign equipment and monitor shop floor activities during various production stages.

Track production waste such as scrap, as well as returns that cannot be repaired.

Track work in process (WIP) across multiple production lines and manufacturing locations.

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Associate a budget with a project and allocate it accordingly by task or resource.

Automate task approvals processes and handoffs at project milestones.

Track total cost associated with projects and then report actual versus planned budget.

Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system.

Define and allocate human and material resources for different types of projects

Create and manage requisitions by project, portfolio, or business entity

Software supports purchase orders and provides the visibility needed to streamline the procure to pay process.

Provides features to manage subcontractors for various types of tasks and projects

Calculate procurement costs by project, portfolio, or type of projects

Manage relationships with suppliers and track their performance

Provides a single repository for all documents and options to create and manage files

Allows users to colalborate on documents and keep an audit trail of the changes

Categorize content based on its purpose and define relationships with projects

Deliver templates for multiple types of contracts, that can be used to generate new contracts

Manage subcontracts and thei dependencies on projects and contracts

Identify and track costs and expenses by contract or by type of contract

Provide standard templates for different types of RFPs

Support other types of requests such as RFB/RFI/RFQ

Track versions of RFP documents and related changes

Maintain a library of questions that can be reused

Track submissions from multiple vendors and suppliers

Compare submissions and score suppliers

Choose the best submission for an RFP

Allow multiple users to collaborate on submissions

Maintain a repository or library of content and documents that can be reused

RFPs can be reviewed by managers before submission

Create real-time reports to compare data trends across processes, RFPs, vendors or profiles

Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds. This feature was mentioned in 66 DualEntry reviews.

Add one-time or recurring cash flow items and add line items for each payment or deposit. 66 reviewers of DualEntry have provided feedback on this feature.

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. 66 reviewers of DualEntry have provided feedback on this feature.

As reported in 74 DualEntry reviews. Create and revise an unlimited number of budget, plan and forecast scenarios.

Import trial balance, monthly P&L, balance sheets, and other types of financial data 66 reviewers of DualEntry have provided feedback on this feature.

Keeps track of all versions of a budget and allows users to compare versions This feature was mentioned in 65 DualEntry reviews.

Forecasting is based on past transactions and historical financial or operational data This feature was mentioned in 66 DualEntry reviews.

As reported in 66 DualEntry reviews. Supports multiple types of revenues, such as recurring and transaction based

Based on 66 DualEntry reviews. Allows users to allocate revenues to various business entities or departments

Automatic scheduling to ensure that revenue is recognized at the proper time 66 reviewers of DualEntry have provided feedback on this feature.

Tracks the progress of any RFP in real time and set milestones to improve efficiency

Updates, organizes, and stores content of a project

Assign users, roles, and manage access in order to set tasks and leave comments

Automate repetitive and manual tasks, such as auto-filling answers and auto-responses

Export files or spreadsheets with the ability to format and accomidate images

Upload files or spreadsheets from multiple sources

Allows users to process payments in multiple currencies.

Provides an online portal where customers can make payments.

Support cardholder verification methods for POS transactions.

As reported in 62 DualEntry reviews. Automatically deposits paychecks into employees' bank accounts.

As reported in 62 DualEntry reviews. Allows administrators to print valid paychecks and W-2 forms.

As reported in 62 DualEntry reviews. Calculates taxes due and may include resources or tools for federal and state tax compliance.

Based on 64 DualEntry reviews. Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.

Includes a tool to maintain a general ledger of the institution’s account balances

Manages accounts payable and accounts receivable

Contains integrated collaborative budgeting tools

Produces customized reports and financial statements

Allows reports to be exported in file formats like PDF and Excel or to other software

As reported in 23 DualEntry reviews. Reports revenue based on various dimensions, such as subscription segments, geographies, or discounts

Tracks revenue for goods or services that have yet to be collected This feature was mentioned in 22 DualEntry reviews.

As reported in 22 DualEntry reviews. Accurately determines and reports the accounting period when revenues are recognized

Based on 52 DualEntry reviews. Reports on the status of invoices or payments

As reported in 52 DualEntry reviews. Run reports on customer credit

Tracks all transactions, from issuing invoices to payment reminders to receiving payment This feature was mentioned in 52 DualEntry reviews.

Ability to auto-extract all key contract metadata and clause language.

Provides document parsing, redlining, and auto-tagging for clause comparisons.

Ability to analyze text within contracts by using pattern recognition.

Provides the ability to understand and process human language/s within contracts.

Provides OCR capabilities to convert images into digital text (i.e PDFs, TIFFS, etc.).

Ability to import contracts into a centralized repository.

Provides the ability to export contract data into other systems.

Ability to create reports and dashboards with contract data to provide strategic insights.

Identifies and classifies paragraphs through AI-driven clause template matching and learning algorithms.

As reported in 40 DualEntry reviews. Reduces future risks through root cause analysis and process improvement

As reported in 40 DualEntry reviews. Reduces frequency of errors, identifies risk and improves efficiency

Scores suppliers and employees based on risk factors This feature was mentioned in 39 DualEntry reviews.

Identifies and recoups funds and prevents errors from happening again 40 reviewers of DualEntry have provided feedback on this feature.

Offers reporting to aid in minimizing future lost profits and process breakdown 40 reviewers of DualEntry have provided feedback on this feature.

Approve, reject, or query historical payment transactions to identify anomalies 18 reviewers of DualEntry have provided feedback on this feature.

Recover overpayments, duplicate payments, or unused credits from suppliers 18 reviewers of DualEntry have provided feedback on this feature.

As reported in 40 DualEntry reviews. Includes a library of audit-tested filters to identify AP outliers that are outside company policy

Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims This feature was mentioned in 40 DualEntry reviews.

Based on 40 DualEntry reviews. Detects and prevents a wide range of overpayment errors

Based on 40 DualEntry reviews. Detects and prevents a wide range of duplicate payments

Enables automatic checks of new vendors being set up in the system to combat potential billing schemes This feature was mentioned in 39 DualEntry reviews.

Generates comprehensive data needed to conduct a thorough investigation 39 reviewers of DualEntry have provided feedback on this feature.

Provides continuous, proactive fraud monitoring across multiple systems and data formats This feature was mentioned in 39 DualEntry reviews.

Constantly evaluate AP transactions to optimize workflows 18 reviewers of DualEntry have provided feedback on this feature.

Improves management oversight by reconciling external data against internal transaction data This feature was mentioned in 18 DualEntry reviews.

Strengthens process controls by using analysis to proactively reduce errors before they happen and detect fraud risk 18 reviewers of DualEntry have provided feedback on this feature.

Based on 14 DualEntry reviews. Tracks and applies sales tax rates and rules

As reported in 14 DualEntry reviews. Tracks and applies VAT (value added tax) rates and rules

As reported in 14 DualEntry reviews. Tracks and applies GST (goods and services tax) rates and rules

Tracks and applies tax exemptions for the appropriate products, transactions, or accounts This feature was mentioned in 14 DualEntry reviews.

Adjusts sales tax prices for certain products, customers, or occasions where necessary 14 reviewers of DualEntry have provided feedback on this feature.

Applies the appropriate local and federal rules and rates 14 reviewers of DualEntry have provided feedback on this feature.

Based on 14 DualEntry reviews. Integrates with ERP, accounting, or other transaction software

Based on 52 DualEntry reviews. Integrates with accounting or similar platforms

As reported in 52 DualEntry reviews. Integrates with ERP systems

As reported in 52 DualEntry reviews. Integrates with Corporate Performance Management platforms

Automates and manages returns and remittance for different jurisdictions This feature was mentioned in 14 DualEntry reviews.

Sends notifications for important tax filing dates This feature was mentioned in 14 DualEntry reviews.

Helps simplify duties and cross-border tariffs, such as estimating import taxes 14 reviewers of DualEntry have provided feedback on this feature.

Provides insights and analytics to make informed decisions about tax compliance, tax obligations, tax codes, etc. 14 reviewers of DualEntry have provided feedback on this feature.

As reported in 17 DualEntry reviews. Identifies potential savings in operations, locate leases to review, and examines lease portfolios.

As reported in 17 DualEntry reviews. Manages accounts payable, accounts receivable, and payments within the platform.

Tracks lease inventory within the platform. 17 reviewers of DualEntry have provided feedback on this feature.

Sends user notification of critical dates. This feature was mentioned in 17 DualEntry reviews.

Automates accountant analysis and journal entry reporting. 17 reviewers of DualEntry have provided feedback on this feature.

Based on 17 DualEntry reviews. Automate lease clause and data management.

Based on 17 DualEntry reviews. Compliant with ASC 842 and/or IFRS 16 guidelines.

Allows users to track and control activity across cloud dashboard. This feature was mentioned in 17 DualEntry reviews.

As reported in 52 DualEntry reviews. Manages credit limits based on customer credit scores, payment history, or other financial metrics

Based on 53 DualEntry reviews. Creates or imports invoices

As reported in 51 DualEntry reviews. Collects different payment types and manages payment terms

Based on 53 DualEntry reviews. Offers customizable approval processes for all types of transactions

As reported in 53 DualEntry reviews. Reconciles payments to invoices to ensure matching

Based on 10 DualEntry reviews. Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Based on 17 DualEntry reviews. Include various tax forms for individual, partnership and corporation at federal level

Include various tax forms for individual, partnership and corporation at multi-state level This feature was mentioned in 17 DualEntry reviews.

Able to import client data from multiple sources such as accounting software, spreadsheets or previous tax returns This feature was mentioned in 17 DualEntry reviews.

As reported in 17 DualEntry reviews. Able to export completed tax returns for clients or internal records

Allow electronic filing of various tax returns 17 reviewers of DualEntry have provided feedback on this feature.

Allow convenient e-signature collection from clients for any document This feature was mentioned in 17 DualEntry reviews.

Based on 17 DualEntry reviews. Allow automated tax calculation as per tax laws and compliance

Allow tax planning to minimize tax liabilities based on historical and forecasted data 17 reviewers of DualEntry have provided feedback on this feature.

As reported in 17 DualEntry reviews. Support banking functionality to get payment from refunds

Allow access to client using client portal This feature was mentioned in 17 DualEntry reviews.

As reported in 17 DualEntry reviews. Provide tax advisor functionality to assist in tax planning

Support mobile app access from anywhere This feature was mentioned in 17 DualEntry reviews.

Uses AI to automatically input data from receipts, invoices, and other documents This feature was mentioned in 63 DualEntry reviews.

As reported in 63 DualEntry reviews. Uses AI to generates, send, and track invoices

Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns 63 reviewers of DualEntry have provided feedback on this feature.

As reported in 62 DualEntry reviews. Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time

Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns 63 reviewers of DualEntry have provided feedback on this feature.

Based on 63 DualEntry reviews. Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports

Based on 64 DualEntry reviews. Uses AI to match transactions recorded in the accounting system with those in bank statements

Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business This feature was mentioned in 63 DualEntry reviews.

Based on 63 DualEntry reviews. Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances

Based on 63 DualEntry reviews. Uses AI to analyze data to identify trends and make predictions

Define and manage automated payment processing, from authorization to settlement

Support cross border and international payments for B2B

Support credit and debit cards, digital wallets, and local payment options

Allows users to process payments in multiple currencies

Compare payment transactions with bank statements and financial records

Handle chargeback disputes effectively to minimize revenue loss

Calculate various types of taxes such as sales tax, VAT, GST and other applicable taxes

Ensure compliance with numerous tax laws across various jurisdiction

Creates tax reports for authorities according to government and local requirements

Adopt Know Your Customer (KYC) procedures to comply with Anti-Money Laundering (AML) laws

Ensure software development lifecycle is compliant with the PCI Secure SLC Standard

Comply with payment card industry data security standard to ensure secure handling of payment card information

Built-in security to protect payment information in order to prevent fraud and unauthorised transaction

Allow to integrate directly with an e-commerce platform/marketplaces and other retailers websites

Provide features to monitor transactions, revenue, taxes, and other key metrics

Assist customers with any issues or inquiries related to payment processing, tax management, or compliance

Track customer's usage data based on the services they have subscribe to

Connect to data sources to pull/push usage based data via data-source-specific connectors or APIs

Create and send usgae based reports such as product usage, free units, etc to clients

Provide standard document templates for Invoice, payment, refund and contracts

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices based on the service usage

Allow users to consolidate multiple invoices into one

Ability to create multiple types of invoices

Manage invoicing for different types of products or services

Provide integration with accounting and financial management software

Integrate with payments software to facilitate payments

Deliver integrations with accounting modules of ERP systems

Notifies users of pending approvals with alerts and notifications

Allows for predefined approval workflows based on roles, departments, or spending limits

Automates the creation, submission, and approval of purchase requisitions

Monitors supplier compliance to guidelines and standards while also managing risks

Provides tools for suppllier onboarding and assessing their performance

Maintains a repository for storing and organizing supplier details

Uses tools for examining expenditures and generation reports to identify trends

Provides real-time insight into procurement costs within categories, departments or projects

Uses risk assessment tools for identifying potential supplier or contract risks

Automates the enforcement of procurement policies, regulatory requirements, and compliance checks

Creates audit trails and reporting for transparency and accountability

Provides onditional routing for purchase approvals, contract reviews, and supplier selection

Allows for flexible workflow configurations to suit specific business needs

Adjusts approval processes based on project, department, or spending thresholds

Enables synchronization of accounting data across devices in real-time 62 reviewers of DualEntry have provided feedback on this feature.

Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines 60 reviewers of DualEntry have provided feedback on this feature.

Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables This feature was mentioned in 61 DualEntry reviews.

As reported in 61 DualEntry reviews. Allows users to view and update certain data without an internet connection

Based on 62 DualEntry reviews. Allows users to capture and upload expense receipts directly from mobile devices

As reported in 62 DualEntry reviews. Enables creation, editing, and sending of invoices

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Ability to break down and plan multi-step processes

Makes informed choices based on available data and objectives 18 reviewers of DualEntry have provided feedback on this feature.

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input 16 reviewers of DualEntry have provided feedback on this feature.

Ability to break down and plan multi-step processes 16 reviewers of DualEntry have provided feedback on this feature.

Works across multiple software systems or databases 16 reviewers of DualEntry have provided feedback on this feature.

Anticipates needs and offers suggestions without prompting This feature was mentioned in 16 DualEntry reviews.

As reported in 16 DualEntry reviews. Makes informed choices based on available data and objectives

As reported in 17 DualEntry reviews. Capability to perform complex tasks without constant human input

Based on 17 DualEntry reviews. Ability to break down and plan multi-step processes

Works across multiple software systems or databases This feature was mentioned in 17 DualEntry reviews.

As reported in 17 DualEntry reviews. Improves performance based on feedback and experience

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Based on 26 DualEntry reviews. Capability to perform complex tasks without constant human input

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Makes informed choices based on available data and objectives

Works across multiple software systems or databases This feature was mentioned in 30 DualEntry reviews.

Based on 30 DualEntry reviews. Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting 31 reviewers of DualEntry have provided feedback on this feature.

As reported in 14 DualEntry reviews. Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation This feature was mentioned in 14 DualEntry reviews.

Capability to perform complex tasks without constant human input This feature was mentioned in 27 DualEntry reviews.

Anticipates needs and offers suggestions without prompting 27 reviewers of DualEntry have provided feedback on this feature.

Makes informed choices based on available data and objectives 27 reviewers of DualEntry have provided feedback on this feature.

Capability to perform complex tasks without constant human input 31 reviewers of DualEntry have provided feedback on this feature.

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

As reported in 17 DualEntry reviews. Sends automated messages and reminders, resolves disputes, or does proactive outreach.

Responds to basic questions from inbound emails. This feature was mentioned in 18 DualEntry reviews.

As reported in 18 DualEntry reviews. Analyzes past transactions to make a prediction of when future payments are likely to be paid.