Refrens Accounting Features

Based on 20 Refrens Accounting reviews. Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Based on 19 Refrens Accounting 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.

As reported in 19 Refrens Accounting reviews. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

The layout of the invoice template is fully customizable and you can add or remove fields. This feature was mentioned in 17 Refrens Accounting reviews.

Based on 18 Refrens Accounting reviews. 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.

Based on 18 Refrens Accounting reviews. The system automates the dunning process to help drive collections

Steamlines data entry by auto populating recurring or predefined vendor values This feature was mentioned in 18 Refrens Accounting reviews.

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. This feature was mentioned in 18 Refrens Accounting reviews.

As reported in 18 Refrens Accounting reviews. Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. 18 reviewers of Refrens Accounting have provided feedback on this feature.

Based on 18 Refrens Accounting 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.

Customizable reporting allows insight into usage of inventory and services. 18 reviewers of Refrens Accounting have provided feedback on this feature.

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations 18 reviewers of Refrens Accounting have provided feedback on this feature.

Automates recognition of revenue and expenses by defining recognition rules. This feature was mentioned in 18 Refrens Accounting 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. This feature was mentioned in 17 Refrens Accounting reviews.

Based on 17 Refrens Accounting reviews. Payroll module or integration to an external payroll provider which automates the recording of payroll

As reported in 17 Refrens Accounting reviews. Automated time and expense capture, tracking, approval, reimbursement and reporting

As reported in 18 Refrens Accounting reviews. General reporting offered covers all of the standard financial statements and meets the basic needs of the business

Based on 17 Refrens Accounting reviews. 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

Create and revise an unlimited number of budget, plan and forecast scenarios. This feature was mentioned in 17 Refrens Accounting reviews.

As reported in 18 Refrens Accounting 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

As reported in 17 Refrens Accounting reviews. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

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. 17 reviewers of Refrens Accounting have provided feedback on this feature.

Grants access to select data, features, objects, etc. based on the users, user role, groups, etc. This feature was mentioned in 18 Refrens Accounting reviews.

Based on 17 Refrens Accounting 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. 17 reviewers of Refrens Accounting have provided feedback on this feature.

Based on 17 Refrens Accounting 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.

Ability to input, modify and extract data from the application in bulk through a structured file. This feature was mentioned in 17 Refrens Accounting reviews.

As reported in 17 Refrens Accounting 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.

As reported in 17 Refrens Accounting 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.

As reported in 36 Refrens Accounting reviews. Provide integration with accounting and financial management software

Integrates with other payments software This feature was mentioned in 34 Refrens Accounting reviews.

Based on 34 Refrens Accounting reviews. Deliver integrations with accounting modules of ERP systems

As reported in 18 Refrens Accounting reviews. Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.

Add one-time or recurring cash flow items and add line items for each payment or deposit. 16 reviewers of Refrens Accounting have provided feedback on this feature.

As reported in 16 Refrens Accounting reviews. Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

Create and revise an unlimited number of budget, plan and forecast scenarios. This feature was mentioned in 17 Refrens Accounting reviews.

As reported in 16 Refrens Accounting reviews. Import trial balance, monthly P&L, balance sheets, and other types of financial data

Keeps track of all versions of a budget and allows users to compare versions This feature was mentioned in 16 Refrens Accounting reviews.

As reported in 16 Refrens Accounting reviews. Forecasting is based on past transactions and historical financial or operational data

Supports multiple types of revenues, such as recurring and transaction based This feature was mentioned in 16 Refrens Accounting reviews.

Based on 16 Refrens Accounting reviews. Allows users to allocate revenues to various business entities or departments

Automatic scheduling to ensure that revenue is recognized at the proper time 15 reviewers of Refrens Accounting have provided feedback on this feature.

Based on 16 Refrens Accounting reviews. Automatically deposits paychecks into employees' bank accounts.

As reported in 16 Refrens Accounting reviews. Allows administrators to print valid paychecks and W-2 forms.

As reported in 16 Refrens Accounting reviews. Calculates taxes due and may include resources or tools for federal and state tax compliance.

Based on 16 Refrens Accounting reviews. Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.

Provide standard invoice templates that can be customized by users 41 reviewers of Refrens Accounting have provided feedback on this feature.

Ability to convert invoices to digital formats such as PDF This feature was mentioned in 40 Refrens Accounting reviews.

Automatically generates invoices at pre-defined time intervals 36 reviewers of Refrens Accounting have provided feedback on this feature.

Ability to create multiple types of invoices This feature was mentioned in 38 Refrens Accounting reviews.

Manage invoicing for different types of products or services 39 reviewers of Refrens Accounting have provided feedback on this feature.

Uses AI to automatically input data from receipts, invoices, and other documents This feature was mentioned in 15 Refrens Accounting reviews.

Based on 15 Refrens Accounting reviews. Uses AI to generates, send, and track invoices

As reported in 15 Refrens Accounting reviews. Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns

Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time 15 reviewers of Refrens Accounting have provided feedback on this feature.

As reported in 15 Refrens Accounting reviews. Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns

Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports 15 reviewers of Refrens Accounting have provided feedback on this feature.

Uses AI to match transactions recorded in the accounting system with those in bank statements 15 reviewers of Refrens Accounting have provided feedback on this feature.

Based on 15 Refrens Accounting reviews. Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business

Based on 15 Refrens Accounting reviews. Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances

Uses AI to analyze data to identify trends and make predictions This feature was mentioned in 15 Refrens Accounting reviews.

Enables synchronization of accounting data across devices in real-time This feature was mentioned in 15 Refrens Accounting reviews.

Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines 16 reviewers of Refrens Accounting have provided feedback on this feature.

Based on 16 Refrens Accounting reviews. Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables

Allows users to view and update certain data without an internet connection 15 reviewers of Refrens Accounting have provided feedback on this feature.

Allows users to capture and upload expense receipts directly from mobile devices This feature was mentioned in 16 Refrens Accounting reviews.

As reported in 16 Refrens Accounting reviews. Enables creation, editing, and sending of invoices

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input 10 reviewers of Refrens Accounting have provided feedback on this feature.