[ SAP Clo... Reviews ](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) [ SAP Clo... Reviews ](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) # SAP Cloud ERP (SAP S/4HANA Cloud) Features ##### ## General Ledger (3) Journal Entries Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. Tags / Dimensions 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. Audit Trail Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record Show More ##### ## Accounts Receivable (3) Invoice Customization The layout of the invoice template is fully customizable and you can add or remove fields. AR Automation 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. Collections Automation The system automates the dunning process to help drive collections Show More ##### ## Accounts Payable (9) AP Automation Steamlines data entry by auto populating recurring or predefined vendor values Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Purchase Orders Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Purchase Order Management Create, send, and track purchase orders and their statuses ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Electronic Payments Electronically collect payments for goods or services Electronic Payments Electronically collect payments for goods or services Credit Card Processing Accept and process credit card transactions Show More ##### ## Other Functionality (12) Inventory Tracking / Ordering Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. Inventory Pricing and Costing 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. Inventory Reporting Customizable reporting allows insight into usage of inventory and services. Multi-Entity / Consolidation Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations Recognition Rules Automates recognition of revenue and expenses by defining recognition rules. Reconciliations 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. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll Time and Expense Automated time and expense capture, tracking, approval, reimbursement and reporting Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Time Tracking Measure and track time including hours worked and paid time off (PTO) Status Tracking Track the status over time for a request, process, asset, or transaction Budget Tracking Track actual spending to ensure it's in line with the planned budget Show More ##### ## Reporting & Analytics (10) Financial Statements General reporting offered covers all of the standard financial statements and meets the basic needs of the business Custom Reporting 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 Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Dashboards 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 Financial Reporting Generate reports to assess the financial performance of an organization Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Custom Reporting 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 Dashboards 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 Integration Provide integration with analytics and business intelligence software, or specialized products such as Corporate performance management solutions. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Platform (22) Customization Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability 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. User, Role, and Access Management Grants access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability 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. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Mobile Access Access software remotely via mobile devices Customization Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Performance and Reliability 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. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Workflow Capability 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. Mobile Access Access software remotely via mobile devices APIs Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability 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. Mobile Allows software to be easily used on multiple mobile devices including phones and tablets. Offline Access Ability to create and access tasks, transactions and reports while not connected to internet. Integration Delivers APIs and standard integrations with other software systems. Security & Privacy Complies with security and privacy regulations and standards. Mobile Access Allows users to access the software using mobile devices. Flexibility Facilitates software configuration without the need for technical experise. Show More ##### ## Integration (31) Data Import and Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs 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. Breadth of Partner Applications 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. Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Third-Party Integrations Set up connections to third-party platforms to improve business processes Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes ERP and Accounting Standard integration with accounting and ERP software Sales and Marketing Standard integration with sales and marketing software Quote-to-Cash Standard integration with Quote-to-Cash systems APIs Out of the box APIs to integrate with any type of software Accrual Accounting Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed. Accounting Provide integration with accounting and financial management software Payments Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Account Sync Sync with company accounts to transfer payments for approved invoices Breadth of Partner Applications 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. Data Import and Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs 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. Productivity Tools Tools to facilitate the production of information and promote efficiency Real-Time Data Receive data and information in real time Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Data Analysis Tools Analyze survey results via statistical testing or crosstabs directly within the software ERP Provide integration with ERP systems CAD & PLM Provide integration with CAD and PLM software Accounting Provide integration with accounting solutions Asset Accounting Manage adding fixed assets to proposed budgets Accounting Provide integration with accounting and financial management software Payments Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Procurement Allow integration with procurement software, such as Procure To Pay, RFP and Spend Management Show More ##### ## Revenue Recognition (6) Revenue Types Support multiple types of revenues, such as recurring and transaction based Revenue Allocation Allows users to allocate revenues to various business entities or departments Reclassification Revenue can be reclassified from one category to another, such as from deferred to earned Compliance Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15 Scheduling Automatic scheduling to ensure that revenue is recognized at the proper time Revenue Recognition An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. Show More ##### ## Revenue Performance (6) Customer Performance Track revenue performance by customer, customer groups, or demographics Contract Performance Monitor revenues per contract, contract types, or groups of contracts Revenue KPIs Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth Pricing & Discounting Analyse the impact of special pricing and discounts on revenue Offering Track the performance of bundles, special offers, and other sales incentives Dynamic Pricing Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc. Show More ##### ## Revenue Optimization (5) Forecasting Create forecasts to estimate future revenues Promotion Programs Ability to define promotions to increase revenues Pricing Optimization Adjust prices to attract more customers and to improve revenues Re-evaluation Revenue optimization activities can be evaluated on a regular basis Demand Forecasting Forecast customer demand using historical insights and simulations Show More ##### ## Accounting (79) Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers AP Automation Streamlines data entry by auto populating recurring or predefined vendor information and invoice details AR Automation Ability to populate default customer data, set up payments from clients and automatically match customer receipts to outstanding transactions. Audit Trail Automated, chronological tracking of activities that have affected a specific operation, procedure, event or record Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Collections Automation The system automates the dunning process to help drive collections Financial Statements General reporting offered covers all of the standard financial statements and meets the basic needs of the business Invoice Customization The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. Journal Entries Create journal entries based on previously entered information, schedule future entries, and allow Journal Entries to be uploaded from an external source. Monitor Cash Positions Ability to track cash positions across all accounts, banks, business units, and countries Multi-Entity / Consolidation Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations Payment Processing Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. Recognition Rules Automate recognition of revenue and expenses by defining recognition templates. Reconciliations Transactions are imported from source systems and automated matching reconciles majority of transactions using flexible, user defined matching and grouping rules. Tags / Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc., which can also be used for reporting purposes. Payments Scheduling Ability to schedule payments at predefined dates and times Payment Batches Payments can be processed by batch without manual intervention Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Marketing Automation Automate workflows and trigger campaigns based on customer actions Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Journal Entries Auto-populate based on previously entered information, uplaode journal entries and schedule future entries. Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Project Accounting Track accounting transactions, costs, and expenses by project or portofio of projects Fixed Assets Manage information on fixed assets such as asset value and depreciation Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Inventory Management Track and manage inventory levels to maintain proper supply Change Order Management Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs Task Management Create, manage and track all task activities and progression Budget Management Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Project Planning/Scheduling Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Resource Scheduling Allocate and manage resources, such as employees, equipment, facilities, and other assets Revenue Recognition Automate revenue recogniton by project, portfolio, or milestone and deliverable. Invoice Management Ability to create and send electronic invoices, including templates that can be customized/branded. Payments Accepts multiple types of payments from clients and match with invoices. Project Accounting Deliver features to track and manage costs and revenues by project. Budget Tracking Enables accountants and project managers to track and manage budgets. Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Activity Tracking Track and document all activities across devices, networks, and other systems Billable Items Tracking Track the list of items required to be billed/invoiced to clients Document Management Store, manage, and track all electronic documents in a centralized location Multiple Projects Ability to handle several projects simultaneously Show More ##### ## Inventory & Warehouse (18) Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Shelf Life Manage the time length for which ingredients may be used and finished products stored and sold Traceability Ability to trace ingredients from supplier to warehouseing and production, and finally to the customer Hazardous Materials Identify hazardous materials and provide features for special storage and manipulation instructions Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Show More ##### ## Purchasing (16) Demand Identify demand based on different types of sales orders and forecasting data. Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process In Transit Track products and raw materials shipped by suppliers, from origin to destination Receiving Match the products received with the corresponding purchase orders and add them to inventory Demand Identify demand based on different types of sales orders and forecasting data. Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Demand Identify demand based on different types of sales orders and forecasting data. Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Demand Identify demand based on different types of sales orders and forecasting data. Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Show More ##### ## Sales & Marketing (29) Customer Master Manages customer information including multiple ship-to and bill-to locations ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders Returns Manage return merchandise authorizations (RMS) approval processes and match with the original invoices Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold Pricing & Discounts Manage various types of pricing and discounts associated with product categories and customer types Customer Master Manages customer information including multiple ship-to and bill-to locations. ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. Returns Manage return merchandise authorizations (RMS) approval processes and match with the original invoices. Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Pricing & Discounts Manage various types of pricing and discounts associated with product categories and customer types. Customer Master Manages customer information including multiple ship-to and bill-to locations. ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. Returns Manage return merchandise authorizations (RMS) approval processes and match with the original invoices. Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Pricing & Discounts Manage various types of pricing and discounts associated with product categories and customer types. Customer Master Manages customer information including multiple ship-to and bill-to locations. ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. Returns Manage return merchandise authorizations (RMS) approval processes and match with the original invoices. Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Pricing & Discounts Manage various types of pricing and discounts associated with product categories and customer types. Customer Master Manages customer information including multiple ship-to and bill-to locations. Order History Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. Credit Limits Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. Pricing & Discounts Manage various types of pricing and discounts associated with products, services, and customer types. Proposals Generate and manage proposals for project or portfolios of projects Show More ##### ## Manufacturing (14) MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability Formulas & Recipes Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them MPS Create and implement master production plans for multiple production lines and locations Shop Floor Assign equipment and monitor shop floor activities during various production stages WIP Track work in process (WIP) across multiple production lines and manufacturing locations Work Orders Manage work orders for different types of activities such as production, rework, or maintenance Co-Products & By-Products Track products manufactured along with a standard product (co-products) and secondary products (by-products) Batch Management Production batches can be resized up and down to include new sales orders and to reprioritize production orders WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Work Orders Manage work orders for different types of activities such as production, rework, or maintenance. MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. MPS Create and implement master production plans for multiple production lines and locations. Shop Floor Assign equipment and monitor shop floor activities during various production stages. Show More ##### ## Quality Management (15) Inspections Define and implement workflows for inspections, including rules for escalations and notifications Rework Identify rejected products and decide either they can be repaired or discarded Waste Track production waste such as scrap, as well as returns that cannot be repaired Defects Monitor product defects, identify causes and provide corrective actions to improve quality Recalls Define procedures to be implemented during recalls to limit their negative impact on the company and its customers Compliance Ensure compliance with regulations and standards for production, storage, packaging, and transportation Customer Requirements Manage customer specific quality standards and requirements Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Rework Identify rejected products and decide either they can be repaired or discarded. Waste Track production waste such as scrap, as well as returns that cannot be repaired. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Rework Identify rejected products and decide either they can be repaired or discarded. Waste Track production waste such as scrap, as well as returns that cannot be repaired. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Show More ##### ## Distribution (11) Picking & Packing Define and implement optimal procedures to pick and pack products for shipping Custom Packing Create packing options that are specific to one or more customers and can be modified for new clients Labelling Create labels that are compliant with governmental standards and with customer requirements Shipping Plan deliveries based on inventory availability, transportation costs, and order priority Tracking Track shipments from warehouse to the destination, including drop shipments and multilocation shipping Picking & Packing Define and implement optimal procedures to pick and pack product for shipping. Shipping Plan deliveries based on inventory availability, transportation costs, and order priority. Tracking Track shipments from warehouse to the destination, including drop shipments and multilocation shipping. Picking & Packing Define and implement optimal procedures to pick and pack product for shipping. Shipping Plan deliveries based on inventory availability, transportation costs, and order priority. Tracking Track shipments from warehouse to the destination, including drop shipments and multilocation shipping. Show More ##### ## HR (16) Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll Workforce Management Manage personnel availability and allocate human resources to production and inventory operations Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management. Workflow Management Create, design and manage workflows for repetitive tasks Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll. Workforce Management Manage personnel availability and allocate human resources to production and inventory operations. Time & Attendance Track the time spent by employees performing various tasks related to production or inventory management. Show More ##### ## Discrete Manufacturing (6) MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. MPS Create and implement master production plans for multiple production lines and locations. Shop Floor Assign equipment and monitor shop floor activities during various production stages. WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Work Orders Manage work orders for different types of activities such as production, rework, or maintenance. BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. Show More ##### ## Process Manufacturing (3) Formulas & Recipes Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them Co-Products & By-Products Track products manufactured along with a standard product (co-products) and secondary products (by-products) Batch Management Production batches can be resized up and down to include new sales orders and to reprioritize production orders Show More ##### ## ETO Manufacturing (3) Engineering Implement engineering changes across all manufacturing activities and locations Product Configuration Support advanced product configuration features to adapt to specific customer needs Concurrent Engineering Integrate design, engineering, manufacturing, and other functions to reduce the time to market. Show More ##### ## Service (3) Field Service Manage field service activities related to the finished products delivered, such as installation and repairs Warranty Management Maintain information on warranties for the products delivered and for their components Maintenance Track maintenance operations for the products sold, such as calibration or preventive maintenance Show More ##### ## Management (7) Approval Use criteria to add or remove suppliers to/from approved lists. Communication Manage communications with suppliers on multiple channels such as phone or email. Documents Capture and maintain documents related to suppliers and their products or services. Approval Use criteria to add or remove suppliers to/from approved lists. Communication Manage communications with suppliers on multiple channels such as phone or email. Documents Capture and maintain documents related to suppliers and their products or services. Receipt of Goods Compare goods received with purchase orders and document variations Show More ##### ## Performance (14) Evaluation Allows users to evaluate supplier performance using standard and custom KPIs. Selection Provide features to compare suppliers and choose the best option for various activities. Supplier Risk Management Identify, assess & manage risks that could arise from working with third-party suppliers to protect against disruptions in supply chain Communications Management Record and track all relevant internal and external communications Vendor Master Data Management Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Contact Management Manage, organize, and store contact information Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Inventory Management Track and manage inventory levels to maintain proper supply Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Supplier Management Manage all supplier data and operations Show More ##### ## Supplier Information (6) Profiles Create and manage supplier profiles that include contact and pricing information. Supplier Qualification The process of assessing potential suppliers based on required credentials, quality standards, etc. Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Profiles Create and manage supplier profiles that include contact and pricing information. Qualifications Identify the services and products provided by suppliers, as well as certifications. History Track history of all interactions and business transactions with suppliers. Show More ##### ## Planning (9) Identify Demand Calculate demand by consolidating data from multiple sources. Manage Resources Track resource availability for raw materials and production capacity. Production Plans Generate production plans based on demand and resource availability. Optimization Ability to improve production plans using historical data. Processses Manage workflows and business processes for procurement. Contracts Provide standard procurement contracts that can be customized. Content Maintain a repository of content such as catalogs and other documents. Requisition Define requisition rules for various types of procurement Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Scheduling (5) Production Schedules Allowa supervisors to convert production plans into production schedules. Deployment Implement production schedules on the shop floor in multiple locations. KPI Monitoring Tracking the status of previously identified performance measurements Shop Floor Management Manage and control operations that take place on the shop floor or factory floor Scenario Planning Develop potential scenarios to identify risks and opportunities Show More ##### ## Invoice Generation (3) Templates Provide standard invoice templates that can be customized by users Digital Invoices Ability to convert invoices to digital formats such as PDF Recurring Invoices Automatically generates invoices at pre-defined time intervals Show More ##### ## Invoice Processing (10) Approvals Include workflows for approvals of invoices or payments Batch Processing Process multiple invoices without human intervention Consolidation Allow users to consolidate multiple invoices into one Match Invoices Match invoices with purchases and sales orders, as well as with payments Matching Ability to match AP invoices to POs, contracts, or payments Payments Identify incomplete or late supplier payments Workflows Include workflows for approvals and invoice processing Tax Compliance Comply with local and global tax regulations for collections Submittal Electronically submit invoices to buyers Configurable Workflow Configure existing workflows to meet your organization's needs Show More ##### ## Analytics (19) Due Dates Track invoices based on due dates to identify overdue payments Cashflow Analyze variations between incoming and outgoing cash KPIs Monitor KPIs such as time to process an invoice or erroneous payments Payment Tracking Track different types of payment such as deposits or partial payments Earned Value Track the earned value of projects to monitor performance and progress Project Optimization Identify project issues and provide corrective actions to improve performance ROI and Forecasting Measure return on investment and leverage data to predict profitability of future projects. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Performance Analyze performance for individual assets, by category or location. Budgeting/Forecasting Create budgets based on historical data and future projections Visibility Improve visibility into procurement activities across the company. Performance Monitor the performance of procurement operations Spend Analyze procurement spending and identify future trends. Due Dates Track invoices based on due dates to identify overdue payments KPIs Monitor KPIs such as time to process an invoice or erroneous payments Forecasting Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. Reporting Access pre-built and custom reports and dashboards that can be configured by users. KPIs Include business and financial KPIs that are specific to project and portfolio management . Real-Time Reporting Active reporting of data and metrics Show More ##### ## Accounting (25) Chart of Accounts Deliver out of the box Chart of accounts that can be used across multiple companies or business units. AP Automation Steam lines data entry by auto-populating recurring or predefined vendor values. AR Automation Automation helps the user be more efficient by populating default customer data and setting up regular payments from clients. Order Entry Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries Tags & Dimensions Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. Cash Management Match payments and invoices and perform bank reconciliation in multiple currencies. Payment Batches Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Payment Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Methods Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers Warehouse Management Manage and track operations and inventory within warehouses eCommerce Management Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Financial Management Plan, manage, and track the financial activities of an individual or organization Stock Management Manage the buying, selling, and holding of stocks Order Management Manage and track customer orders for goods, investments, or any other purchases Supply Chain Management Manage the planning and execution of supply chain activities Distribution Management Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc. Supplier Management Manage all supplier data and operations Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Import/Export Management Management of inbound and outbound shipments in the context of international trade Inventory Management Track and manage inventory levels to maintain proper supply Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Shipping Management Manage and track orders being shipped to customers Returns Management Track and facilitate returns of products sold Sales Order Management An order generated by a seller to a customer, containing details about products or services Show More ##### ## Inventory (10) Inventory Tracking Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. Inventory Costing Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. Product Master Manage and track all inventory records across warehouses and retail locations through a single unified database. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Integrations Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. Sales Forecasting Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Third-Party Integrations Set up connections to third-party platforms to improve business processes Locations Track inventory of assets accross multiple locations. Spare Parts Manage the inventory of spare parts needed for maintenance. Valuation Calculate the value of the inventory of assets and spare parts. Show More ##### ## Warehousing (3) Locations Create and manage warehouse locations and areas for shipping or receiving. Multi-Warehouse Manage locatons accross multiple physical or virtual warehouses. Third-Party Ability to monitor locations and inventory in third party warehouses. Show More ##### ## Assembly (3) BOM Provide Bill of materials to define what components and packaging should be used for assembly. Kitting Define kits and packages of two or more finished products that can be sold together or separately. Disassembly Ability to take apart assemblies and ensure that the components are transfered to inventory. Show More ##### ## Logistics (8) Picking & Packing Define and implement optimal procedures to pick and pack products for shipping. Packaging Identify packaging options like pallets or containers to optimize shipping performance and reduce costs. Shipping Plan deliveries based on inventory availability, transportation costs, and order priority. Routing Create routes for shipping directly to customers, to distribution centers, or for dropshipping. Tracking Track shipments from warehouse to the destination, including drop shipments and multilocation shipping. Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Activity Tracking Track and document all activities across devices, networks, and other systems Order Tracking Track orders throughout the fulfillment process Show More ##### ## Back Office (36) Allocation Resources can be allocated and reallocated across multiple projects and portfolios. Asset Register Create a list of all the assets owed by a company. Lean Management Include lean project management features and best practices. Maintenance Track maintenance operations for the products sold, such as calibration or preventive maintenance Organization Management Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. Payroll Payroll module or integration to an external payroll provider which automates the recording of payroll Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Purchase Orders Software supports purchase orders and provides purchasing personnel and accounts payable with visibility needed to streamline the procure to pay process Requisition Define requisition rules for various types of procurement. Shift Scheduling Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. Sourcing Identify and assess suppliers for different products and services. Status Monitor the status of multiple types of assets. Time & Attendance Tracking Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. Warranty Management Maintain information on warranties for the products delivered and for their components Inventory Management Track and manage inventory levels to maintain proper supply Support Ticket Management Allow customers/users to submit support queries and service requests Calendar Management Track and manage schedules and meetings via an integrated calendar Financial Management Plan, manage, and track the financial activities of an individual or organization Client Management Manage contact details and communication with clients Workflow Management Create, design and manage workflows for repetitive tasks Time Off Management Track and manage employee time-off, vacation, and sick leave requests Training Management Track employee/learner's progression through training programs Employee Management Track employee schedules, availability, and performance across projects and tasks Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Supply Chain Management Manage the planning and execution of supply chain activities Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Document Management Store, manage, and track all electronic documents in a centralized location Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Warehouse Management Manage and track operations and inventory within warehouses Enterprise Asset Management Helps users manage the maintenance of assets; offers reporting to identify areas for improvement Sales Management Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance. Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Distribution Management Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc. Marketing Management Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding Resource Scheduling Allocate and manage resources, such as employees, equipment, facilities, and other assets Show More ##### ## Front Office (20) ATP Available to promise provides information on future availability of products that are either planned for production or purchased but not received. Checkout Process Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts. Configuration Rules Rules ensure that users select only compatible options and that all required items are included Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Customer Portal Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents Field Service Booking Allows clients to book jobs through the desktop page or within the app. Field Service Dispatch Notifies field service workers of their upcoming assignments. Product & Price List Management Enter product/part numbers and manage the prices associated with them and allow users to use this information when creating quotes and sales orders. Product Catalog Allows users to search, filter, sort and select items to be added to quote Promotions and Discounts Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes. Quote & Order Management Allows users to create a quote that contain information on products, prices and associated discounts, which can be converted to sales orders. Returns / Refunds Functionality to allow users to process returns/refunds either via self service or contacting customer service. Storefront Design Tools Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Tickets Creates and assigns support tickets, scheduling them in a timely manner. Visual Configuration Images can be displayed of options to enable users to visualize product options as it is being configured HR Management Automates core HR functions such as talent management, employee evaluation and learning management Task Management Create, manage and track all task activities and progression Customizable Fields Customize data fields to support various needs and use cases Purchase Order Management Create, send, and track purchase orders and their statuses Show More ##### ## Logistics (11) Centralized Inventory Database Manage and track all inventory records across warehouses and retail locations through a single unified database. In Transit Track products and raw materials shipped by suppliers, from origin to destination. Inventory Forecasting Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. Inventory Pricing and Costing Ability to establish multiple price levels and choose between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. Inventory Reporting Customizable reporting allows insight into usage of inventory and services. Inventory Tracking / Ordering Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. Picking Methods Support multiple picking methods such as batch, wave, or zone picking. Picking Planning Create schedules for picking activities based on inventory availability. Receiving Match the products received with the corresponding purchase orders and add them to inventory. Shipping Options Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies. Manufacturing Planning Supports the effective planning of manufacturing production based on materials, labor, and machinery. Show More ##### ## Production (12) BOM Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. Defects Monitor product defects, identify causes and provide corrective actions to improve quality. Identify Demand Calculate demand by consolidating data from multiple sources. Inspections Define and implement workflows for inspections, including rules for escalations and notifications. Manage Resources Track resource availability for raw materials and production capacity. MPS Create and implement master production plans for multiple production lines and locations. MRP Determine what raw materials are required for production, based on demand, production capacity, and inventory availability. Production Plans Generate production plans based on demand and resource availability. Rework Identify rejected products and decide either they can be repaired or discarded. Shop Floor Assign equipment and monitor shop floor activities during various production stages. Waste Track production waste such as scrap, as well as returns that cannot be repaired. WIP Track work in process (WIP) across multiple production lines and manufacturing locations. Show More ##### ## Project Management (18) Project Maps Projects can be mapped out with milestones, due dates, deliverables and interdependencies. Baselining / KPIs Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Workflow Automate task approvals processes and handoffs at project milestones. Cost Tracking Track total cost associated with projects and then report actual versus planned budget. Risk Analysis Forecast and account for project risk scenarios and apply plans to mitigate these risks in the system. Resource Management Define and allocate human and material resources for different types of projects Time & Expense Tracking Log and record hours worked and costs spent to assist in billing and invoicing Multiple Projects Ability to handle several projects simultaneously Approval Workflow Route documents and other data through one or more stakeholders for review and approval Project Planning Generate plans that define tha main activities and resources needed for a project Project Tracking Monitor the progress or all tasks and activities that are part of a project Resource Definition Contains library of skills and resources to allow project managers to find and assign to projects. Resource Management Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Progress Tracking Reporting on how each user, task or process has advanced since its initiation Project Time Tracking Measure time to completion or hours worked for projects Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Show More ##### ## Procurement (7) Requisitions Create and manage requisitions by project, portfolio, or business entity Purchase Orders Software supports purchase orders and provides the visibility needed to streamline the procure to pay process. Subcontractor Management Provides features to manage subcontractors for various types of tasks and projects Project Procurement Calculate procurement costs by project, portfolio, or type of projects Supplier Management Manage relationships with suppliers and track their performance Purchase Order Management Create, send, and track purchase orders and their statuses Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Show More ##### ## Content Management (7) Document Management Provides a single repository for all documents and options to create and manage files Collaboration Allows users to colalborate on documents and keep an audit trail of the changes Taxonomy Categorize content based on its purpose and define relationships with projects Contract Creation Deliver templates for multiple types of contracts, that can be used to generate new contracts Subcontracts Manage subcontracts and thei dependencies on projects and contracts Costs Identify and track costs and expenses by contract or by type of contract Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Show More ##### ## Asset Definition (4) Asset Register Create a list of all the assets owed by a company. Relationships Define relationships between various types of assets. Costs Identify the value of each asset and keep it up to date. Types Define and manage linear assets, facilities, and fixed assets Show More ##### ## Asset Tracking (5) Location Track asset locations using GIS and GPS technology. Status Monitor the status of multiple types of assets. History Maintain a history of adjustments made to assets. Multi-Location Manage and support multiple locations KPI Monitoring Tracking the status of previously identified performance measurements Show More ##### ## Depreciation (4) Methods Support multiple depreciation methods such as straight-line and annuity. Asset Value Calculate the value of assets at each stage of their lifecycle. Taxes Manage tax deductions and capital allowances for fixed assets. Decomissioning Track the costs of retiring assets when they become obsolete. Show More ##### ## Maintenance (6) Inspections Plan inspections to monitor the status or equipment and fixed assets. Planning Schedule maintenance activities based on asset type, usage, and warranties. Predictive Provide features for predictice maintenance operations. Corrective Allows users to perform corrective maintenance activities. Unplanned Ability to manage unplanned maintenance tasks. Optimization Identify opportunities to optimize asset use and maintenance operations. Show More ##### ## Field Service (13) Planning Assign human and material resources to maintance tasks. Tracking Monitor field activities such as installation, maintenance, or callibration. Client Communications Allows field workers and their supervisors to communicate with customers. Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Location Tracking Identify the physical location of an individual, asset, device, etc. Status Tracking Track the status over time for a request, process, asset, or transaction Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Asset Planning Manage, prioritize and plan for capital expenses IT Asset Tracking Monitor the movement of one or more IT assets throughout the organization Activity Tracking Track and document all activities across devices, networks, and other systems Warranty Tracking Track the duration and expiration of warranty as well as any obligations under that warranty Equipment Tracking Track the location of specific equipment at all times Show More ##### ## Monitoring (3) Use Monitor asset use across multiple locations and keep history. Reliability Track asset reliability data such as downtime or idle time. Risk Identify various types of risks such as non-compliance or safety violations. Show More ##### ## Contract & Warranty (3) Contracts Define and manage maintenance contracts for various types of assets. Warranties Manage warranties, related maintenance operations, and costs. SLAs Comply with the service level agreements (SLAs) included in contracts. Show More ##### ## Cash Flow (3) Track Cash Flow Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds. Income and Expenses Add one-time or recurring cash flow items and add line items for each payment or deposit. File Exports Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. Show More ##### ## Budgeting & Forecasting (4) Budgeting / Forecasting Create and revise an unlimited number of budget, plan and forecast scenarios. Data Import Import trial balance, monthly P&L, balance sheets, and other types of financial data Versioning Keeps track of all versions of a budget and allows users to compare versions Historical Data Forecasting is based on past transactions and historical financial or operational data Show More ##### ## Revenue (3) Revenue Types Supports multiple types of revenues, such as recurring and transaction based Revenue Allocation Allows users to allocate revenues to various business entities or departments Scheduling Automatic scheduling to ensure that revenue is recognized at the proper time Show More ##### ## Invoice Management (3) Capture Provide features to capture and record invoices, such as import or scanning Supplier Portal Allow suppliers to submit invoices using an online portal Repository Deliver a central repository of AP documents, such as POs and invoices Show More ##### ## Supplier Management (23) Evaluation Allows users to evaluate supplier performance using standard and custom KPIs. Selection Provide features to compare suppliers and choose the best option for various activities. Risk Management Identify potential issues and how they may impact relationships with suppliers. Inventory Management Track and manage inventory levels to maintain proper supply Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Purchase Order Management Create, send, and track purchase orders and their statuses Requisition Management Review, approve and cancel requests for goods/services to be purchased Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Auction Management Allows businesses to create and manage auctions. Sourcing Management Negotiate best prices and choose the right vendor for various purchases Returns Management Track and facilitate returns of products sold Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Contract/License Management Track, store, and access client contracts or licenses Supplier Management Manage all supplier data and operations Spend Management Track the amount of money spent on a certain product or with a certain supplier Order Management Manage and track customer orders for goods, investments, or any other purchases Shipping Management Manage and track orders being shipped to customers Warehouse Management Manage and track operations and inventory within warehouses User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Receipt Management Upload, track, and submit receipts in a central database Show More ##### ## Execution (3) Sourcing Identify and assess suppliers for different products and services. Purchasing Electronically create and manage purchase orders for products and services. Invoicing Include features for procurement invoicing and e-invoicing. Show More ##### ## Customer Management (4) Customer Profiles Maintains a central repository of customer information and communications. Sales Identify sales opportunities and manage leads pipelines by customer or region. Marketing Create and manage marketing campaigns and track their performance Client Portal Provides a portal for clients to view project progress, budgets, resources, project documents, etc. Show More ##### ## Portfolio Management (4) Portfolio Definition Define multiple types of portfolios for projects, programs, and services. Portfolio Performance Monitor the performance of different types of portfolios and programs. Risk Identify risks that may negatively impact the performance of a portfolio of projects. Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Show More ##### ## Administration (11) Standard Integrations Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. Access Management Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. Email Management Manage, store and organize emails within the system or via third-party apps Workflow Management Create, design and manage workflows for repetitive tasks Task Management Create, manage and track all task activities and progression Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Calendar Management Track and manage schedules and meetings via an integrated calendar Timesheet Management Track the amount of time spent on a job or task Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Reconciliation (9) Consolidation Data from multiple systems can be centralized into a single repository Management Financial information can be imported from multiple sources such as spreadsheets, text files, or databases Accounting Match invoices, payments, and bank statement information Built-in Accounting Accounting functionality within the system, not requiring integration with third-party tools Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Task Management Create, manage and track all task activities and progression Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Financial Consolidation & Close Management Bring together financial information by collecting data from multiple ledgers and close financial processes Show More ##### ## Reporting (3) Report Types Provide multiple types of reports such as point-in-time snapshot reports, or year over year Standard Offers standard financial reports out of the box Custom Allows users to edit reports and to combine multiple reports Show More ##### ## Closing Process (3) Audit Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals. Journal Entries Adjusts journal entries in order to have an accurate balance sheet and income statement Distribution Financial statements and statistical reports (such as KPI) can be assembled into financial packages Show More ##### ## Nonconformance (19) Conformance Records Allows users to create, track and maintain accurate, auditable conformance records. CAPA Allows users to assign tasks for corrective and preventive actions (CAPA) to employees in nonconformance Change Management Allows users to submit change requests and control plan revisions at any point in the production process and track all revisions. Task Management Create, manage and track all task activities and progression Policy Management Create, manage, and track policies and procedures within an organization Document Management Store, manage, and track all electronic documents in a centralized location Incident Management Manage and track all disruptions and incidents Equipment Management Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Workflow Management Create, design and manage workflows for repetitive tasks Risk Management Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Communications Management Record and track all relevant internal and external communications Training Management Track employee/learner's progression through training programs Maintenance Management Manage, maintain and track the performance of assets and equipment Complaint Management Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards ISO Standards Management Track and monitor processes/products to ensure they meet international standards developed by the ISO Calibration Management Schedule the calibration of instrumentation and maintenance requirements Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Show More ##### ## Quality system (7) Document Control Allow users to centralize and archive documents for quality management Collaboration Allows users to collaborate in real time with editing and commenting capabilities to minimize miscommunication Analytics and Reports Allows users to collects both vendor- and customer-facing data relevant to the product development lifecycle, and generates performance and health reports Supplier Quality Control Qualify, select, and monitor supply chain partners Statistical Process Control Statistical methods to assist with and maintain quality control of processes Approval Process Control Manage the process of evaluating documents or requests submitted for approval Quality Control Ensure that quality requirements and standards are met across production processes Show More ##### ## Risk Management (3) Assessments Allows users to determine potential risks that may impact employees or the environment Operational Risk Allows users to estimate the impact of EHS risks on the operations of the company Supplier Evaluation Allows users to evaluate suppliers using safety and environmental criteria Show More ##### ## Inspection Management (3) Templates Allows users to choose from templates for multiple types of inspections such as safety or quality Workflows Provides users with workflows to assign tasks for audit and inspections Corrective Actions Allows users to identify corrective actions to address incidents and accidents Show More ##### ## Compliance (3) Standards & Regulations Provides users with regulations to follow under the Occupational Safety and Health Act (OSHA) Permits Allows users to track permits required for environmental and safety compliance Certifications Allows users to manage certifications to comply with regulations and standards Show More ##### ## Payroll (4) Direct Deposit Automatically deposits paychecks into employees' bank accounts. Check/W-2 Printing Allows administrators to print valid paychecks and W-2 forms. Tax Calculation Calculates taxes due and may include resources or tools for federal and state tax compliance. Reporting and Dashboards Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes. Show More ##### ## Services (4) Implementation Assists customes through all the phases of the implementation process. Training & Learning Provides software users with training courses and learning content. Customer Support Delivers customer and technical support, directly or trough partners. Professional Services The vendor provides consulting services such as business process reengineering. Show More ##### ## Generative AI (2) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Generative AI (17) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Proposal Generation Create proposals based on costs of labor and materials Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## AI (27) Data Extraction Uses AI to automatically input data from receipts, invoices, and other documents Invoice Processing Uses AI to generates, send, and track invoices Expense Management Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns Fraud Detection Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time Tax Compliance Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns Support Chatbots Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports Bank Reconciliations Uses AI to match transactions recorded in the accounting system with those in bank statements Report Generation Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business Customizable Alerts Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances Predictive Analytics Uses AI to analyze data to identify trends and make predictions Receipt Management Upload, track, and submit receipts in a central database Workflow Management Create, design and manage workflows for repetitive tasks Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Order Management Manage and track customer orders for goods, investments, or any other purchases Sales Order Management An order generated by a seller to a customer, containing details about products or services Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Real-Time Data Receive data and information in real time Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Credit Card Processing Accept and process credit card transactions Financial Consolidation & Close Management Bring together financial information by collecting data from multiple ledgers and close financial processes Transaction Management Manage, record and track all business exchanges in form of money and its related interactions in the system Show More ##### ## Mobile Applications - Accounting (14) Cloud Integration Enables synchronization of accounting data across devices in real-time Notifications Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines UI Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables Offline Allows users to view and update certain data without an internet connection Expense Tracking Allows users to capture and upload expense receipts directly from mobile devices Invoice Management Enables creation, editing, and sending of invoices Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Inventory Management Track and manage inventory levels to maintain proper supply Financial Management Plan, manage, and track the financial activities of an individual or organization Activity Tracking Track and document all activities across devices, networks, and other systems Document Management Store, manage, and track all electronic documents in a centralized location Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Notes Management Allow users to create, edit, and sort multiple notes Show More ##### ## Agentic AI - Mixed Mode ERP (3) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Process ERP (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Advanced Planning and Scheduling (APS) (1) Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Artificial Intelligence - Professional Services Automation (3) Predictive Forecasting Predicts project profitability, revenue, and resource utilization based on historical data and current trends. Smart task suggestions Gives task and resource allocation suggestions based on project context. Automated workflows Automates time-tracking, invoicing, and expense reporting. Show More ##### ## Agentic AI - Purchasing (3) Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Budgeting/Forecasting Create budgets based on historical data and future projections Show More ##### ## Agentic AI - Accounting (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Professional Services Automation (2) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - ERP Systems (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Project-Based ERP (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Enterprise Asset Management (EAM) (2) Cross-system Integration Works across multiple software systems or databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Invoice Management (3) Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Discrete ERP (3) Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Distribution ERP (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Show More ##### ## AI - Financial Close (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Compliance Uses AI to ensure the following of rules and creates detailed audit trails which helps compliance and audit preparation. Reconciliation Uses AI to match transactions across accounts and systems, and flag exceptions and discrepencies. Data Collection Uses AI to extract, clean, and validate financial data from disparate sources, while identifying errors and inconsistencies. Analysis Generates AI-assisted financial reports and provides thorough analytical insights. Show More ##### ## Financial Management - Government ERP (3) Budget Planning & Allocation Captures requirements for allocating and monitoring budgets across departments. Grants & Fund Management Defines how external funds, grants, and donor programs are tracked. AI-Driven Fraud Detection Captures requirements for AI-based risk scoring and fraud monitoring. Show More ##### ## Procurement - Government ERP (3) eProcurement Workflow Automation Maps out requisition-to-payment processes. Vendor Performance Scoring Defines KPIs for vendor scoring and risk assessment. AI-Powered Tender Analysis Requirements for using AI to evaluate bids and detect anomalies. Show More ##### ## Human Resources - Government ERP (2) Workforce Planning Helps plan recruitment, staffing, and training. Payroll & Compliance Defines payroll logic and compliance needs. Show More ##### ## Citizen Services - Government ERP (19) Case Management Captures how cases are logged, escalated, and resolved. Public Service Portals Defines requirements for public digital-first experiences. AI-Chatbot for Citizen Support Captures needs for automated citizen communication. Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Work Order Management Creating, assign, and track jobs and/or tasks for work orders Employee Management Track employee schedules, availability, and performance across projects and tasks Inventory Management Track and manage inventory levels to maintain proper supply Task Management Create, manage and track all task activities and progression Calendar Management Track and manage schedules and meetings via an integrated calendar Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Financial Management Plan, manage, and track the financial activities of an individual or organization Email Management Manage, store and organize emails within the system or via third-party apps Records Management Ability to record, store, update, and retrieve information Contract/License Management Track, store, and access client contracts or licenses Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Document Management Store, manage, and track all electronic documents in a centralized location Show More ##### ## Asset Management - Government ERP (3) Asset Tracking Defines lifecycle tracking for public assets. Maintenance Scheduling Helps implement preventive asset management. Activity Tracking Track and document all activities across devices, networks, and other systems Show More ##### ## Compliance & Audit - Government ERP (2) Internal Audit Trail Requirements for tracking user activity. Regulatory Reporting Captures compliance rules and reporting formats. Show More ##### ## Data & Analytics - Government ERP (2) Performance Dashboards Defines analytical reporting and dashboard needs. Open Data Export Requirements for public-facing transparency datasets. Show More ##### ## AI Capabilities - Government ERP (5) AI Predictive Insights AI-powered forecasting for data-driven governance. AI-Based Risk Scoring AI tool that analyzes risk based on user activity and patterns. AI Predictive Maintenance AI tool for forecasting equipment maintenance. AI-Based Talent Matching AI feature to analyze resumes, skills, and match them to positions. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## AI Assistant - Accounting (1) AI Accounting Assistant Provides conversational assistance for accounting tasks, financial data, and product navigation using natural language. Show More ##### ## Additional Functionality (381) Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Quotes/Estimates Generate quotes or estimates for customers Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Customizable Fields Customize data fields to support various needs and use cases CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Reports Alter the layout and content of reports Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Access Controls/Permissions Define levels of authorization for access to specific files or systems Billing & Invoicing Create, manage, and send invoices or bills to customers Approval Process Control Manage the process of evaluating documents or requests submitted for approval Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Project Templates Pre-designed project plans that can be customized Task Scheduling Track and manage the scheduling of tasks Real-Time Data Receive data and information in real time Document Storage Store and organize documents in a centralized system Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Revenue Recognition An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Data Import/Export Import and export data to and from software applications Mobile Access Access software remotely via mobile devices Project Costing The process of estimating and tracking the expenses incurred for a specific project Multi-Currency Manage and handle various international currencies Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Quotes/Estimates Generate quotes or estimates for customers Billing & Invoicing Create, manage, and send invoices or bills to customers Bill of Materials Access to a library of manufacturing parts, models, and specs Multi-Location Manage and support multiple locations Generative AI Use AI to generate content in the form of text, images, videos, etc. Accounts Payable Track money owed to a company's creditors/suppliers Fund Accounting Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) Quotes/Estimates Generate quotes or estimates for customers Approval Process Control Manage the process of evaluating documents or requests submitted for approval AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Chart of Accounts A financial statement that lists a company's accounts and details the account type and balance Project Accounting Manage and track financials on a project-to-project basis Encryption Convert data into a code for security Accounts Receivable Track outstanding invoices and the money owed from clients Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Billing & Invoicing Create, manage, and send invoices or bills to customers Reminders Timed notification for any upcoming task, deadline, appointment, or activity Multi-Currency Manage and handle various international currencies Access Controls/Permissions Define levels of authorization for access to specific files or systems Income & Balance Sheet A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Data Security Protect sensitive data for digital privacy General Ledger Centralized accounting record which tracks all financial transactions Currency Conversion Change one currency to another based on real-time rates/values Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Estimating Estimate expected cost based on various factors before a project begins Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Expense Claims Attaching relevant receipts or supporting documents to submit expenses for reimbursement Document Storage Store and organize documents in a centralized system SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Categorization/Grouping Organize and group data or items based on various criteria Automatic Billing Setup and send recurring or automated bills Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. For Distributors Primarily serving wholesale distribution companies and supply chain industry professionals Bills of Material Material list of manufacturing parts and associated costs Financial Data Protection Inventory Control Monitor product stock levels AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Mobile App Access the system via a mobile application Client Portal Private online space that lets businesses securely share documents and provide information access to clients For CPA Firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals Remote Access/Control Access work applications remotely, for when working away from the office and/or traveling Cash Flow Analysis Calculates a company's working capital which is the amount of money a company has available to run its business Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Multi-Company Manage the accounting and financial aspects of multiple locations or companies in a single location For Small Businesses Designed for small businesses Data Import/Export Import and export data to and from software applications Reminders Timed notification for any upcoming task, deadline, appointment, or activity AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Billing & Invoicing Create, manage, and send invoices or bills to customers Point of Sale (POS) Accept and process customer payments for products or services using hardware and software Quotes/Estimates Generate quotes or estimates for customers Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Branding Add customized logos and colors to align with company branding Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Access Controls/Permissions Define levels of authorization for access to specific files or systems CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Integrated Business Operations Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.) Multi-Location Manage and support multiple locations Bills of Material Material list of manufacturing parts and associated costs Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Customizable Reports Alter the layout and content of reports Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Business Intelligence Technological processes and strategies used for collecting, managing, and analyzing organizational data Workflow Management Create, design and manage workflows for repetitive tasks Task Scheduling Track and manage the scheduling of tasks AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Preventive Maintenance Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Predictive Maintenance Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms Facility Management Manage the maintenance of building facilities Historical Reporting Information, data and reports that are being tracked over time Equipment Management Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed IT Asset Management Managing inventories and tracking changes to hardware and software configurations Mobile Access Access software remotely via mobile devices Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Work Order Management Creating, assign, and track jobs and/or tasks for work orders Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Software License Management Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Purchase Order Management Create, send, and track purchase orders and their statuses Document Management Store, manage, and track all electronic documents in a centralized location Asset Categorization Organize assets into folders and subfolders or tag assets based on a custom file hierarchy Maintenance Management Manage, maintain and track the performance of assets and equipment Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Generative AI Use AI to generate content in the form of text, images, videos, etc. Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws IoT Device Management Organize, monitor, and remotely manage IoT devices Energy Management Track energy consumption and/or manage energy-saving measures. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Parts Management Track parts inventory levels and manage re-stocking Utilization Reporting Track the frequency of asset usage Inventory Management Track and manage inventory levels to maintain proper supply Real-Time Data Receive data and information in real time Data Import/Export Import and export data to and from software applications Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Depreciation Management Track and manage the decline in value of assets and plan for improvements Contract/License Management Track, store, and access client contracts or licenses Task Management Create, manage and track all task activities and progression Audit Trail A record of all activities within the system, including user access, changes made, etc. Customizable Reports Alter the layout and content of reports Disposal Management Plan when and how to dispose of outdated or decommissioned assets Customizable Fields Customize data fields to support various needs and use cases Barcoding/RFID Identify and track items using barcode tags or RFID (radio-frequency identification) tags Equipment Maintenance Manage procedures that ensure organizational equipment remains in working condition Taxation & Assessment Determining value of properties/purchases to calculate tax Billing & Invoicing Create, manage, and send invoices or bills to customers Permit Issuance Issuance of valid permits to initiate projects or tasks Code Enforcement Ensure all properties are adhering to government and legal codes Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Real-Time Updates Receive system updates as soon as any changes are made Data Visualization Graphical representation of data Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Approval Process Control Manage the process of evaluating documents or requests submitted for approval AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Utility Billing Measure, collect and manage the billing for utility usage including water, electricity, gas, sewage and more Customizable Fields Customize data fields to support various needs and use cases Customizable Forms Customize contracts and forms to collect specific information Access Controls/Permissions Define levels of authorization for access to specific files or systems Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Budgeting/Forecasting Create budgets based on historical data and future projections For Government Intended to be used by governmental agencies Third-Party Integrations Set up connections to third-party platforms to improve business processes General Ledger Centralized accounting record which tracks all financial transactions API Application programming interface that allows for integration with other systems/databases Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Approval Process Control Manage the process of evaluating documents or requests submitted for approval Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases Access Controls/Permissions Define levels of authorization for access to specific files or systems Order Tracking Track orders throughout the fulfillment process Inventory Control Monitor product stock levels AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Analytics Analyze and gain insights into data in real-time Spend Analysis Review and uncover trends in spending activity Multi-Currency Manage and handle various international currencies Audit Trail A record of all activities within the system, including user access, changes made, etc. Real-Time Reporting Active reporting of data and metrics Activity Tracking Track and document all activities across devices, networks, and other systems Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Spend Control Set allowances and ensure employees don't spend more than the allotted amounts Data Import/Export Import and export data to and from software applications Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Receiving Manage all receiving processes within a warehouse Document Storage Store and organize documents in a centralized system Quotes/Estimates Generate quotes or estimates for customers Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes Multi-Location Manage and support multiple locations Expense Tracking Monitor and record expenses such as purchases or charges incurred Purchasing Reports Reports that analyze a company's purchasing activities, including purchases made, suppliers used, and expenses incurred Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Reports Alter the layout and content of reports Real-Time Data Receive data and information in real time Productivity Tools Tools to facilitate the production of information and promote efficiency Point of Sale (POS) Accept and process customer payments for products or services using hardware and software Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Multiple Data Sources Allows users to manage data from a number of sources Recommendations Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Billing Rate Management Setting up the amount/charge for per hour of work by a company or professional KPI Monitoring Tracking the status of previously identified performance measurements Inventory Control Monitor product stock levels Billing & Invoicing Create, manage, and send invoices or bills to customers Inventory Management Track and manage inventory levels to maintain proper supply Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Status Tracking Track the status over time for a request, process, asset, or transaction Generative AI Use AI to generate content in the form of text, images, videos, etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Booking Management Create, update, and manage bookings, itineraries, and reservations Multi-Channel Management Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels Financial Management Plan, manage, and track the financial activities of an individual or organization Electronic Payments Electronically collect payments for goods or services Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Promotions Management Design, communicate, and distribute incentives to perform a specific action Price/Margin Management Track and manage the profit margin between the cost of a product and its selling price. Real-Time Updates Receive system updates as soon as any changes are made Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance For Airlines Created for use in the aviation and air transportation industry Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Purchasing & Receiving Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Multi-Currency Manage and handle various international currencies Order Management Manage and track customer orders for goods, investments, or any other purchases Sales Reports Reports specific to sales analysis for trends and strategies Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Quotes/Estimates Generate quotes or estimates for customers Third-Party Integration Addition of necessary external data, applications, tools, or features For Hospitality Industry To be used by the hospitality industry Competitive Analysis Evaluating strengths and weaknesses of companies with the same target audience Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Historical Trend Analysis Review data from past periods to reveal recurring tendencies Discount Management Track products that are for sale at a reduced price or part of coupon promotions Inventory Tracking Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items Customer Management Store and organize information about customers and previous interactions Yield Management Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Price and Cost Calculations Calculate rule-based prices for a product/service Financial Reporting Generate reports to assess the financial performance of an organization Contract/License Management Track, store, and access client contracts or licenses Customizable Rules Rules followed by the software/AI can be configured by users to suit their specific needs Transaction Monitoring Monitor or audit historical and current transactions to analyze customer account activities Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Workflow Management Create, design and manage workflows for repetitive tasks Transaction History Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Expense Tracking Monitor and record expenses such as purchases or charges incurred Supplier Quality Control Qualify, select, and monitor supply chain partners Real-Time Monitoring Active monitoring of systems, applications, or networks Supplier Web Portal Integrated online platform shared by businesses and their vendors to exchange information/files and collaborate on projects. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Quotes/Estimates Generate quotes or estimates for customers Data Visualization Graphical representation of data Performance Monitoring Monitoring and measurement of relevant metrics to assess the performance of IT resources Import/Export Data Third-Party Integrations Set up connections to third-party platforms to improve business processes Generative AI Use AI to generate content in the form of text, images, videos, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Audit Trail A record of all activities within the system, including user access, changes made, etc. Multi-Vendor Designed for multiple vendors Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Customizable Reports Alter the layout and content of reports Real-Time Data Receive data and information in real time Bills of Material Material list of manufacturing parts and associated costs Process Modeling & Designing Visually identify, define, and map all details and relationships surrounding business process models and elements Time Tracking Measure and track time including hours worked and paid time off (PTO) Work Order Management Creating, assign, and track jobs and/or tasks for work orders "What If" Scenarios Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Task Management Create, manage and track all task activities and progression Process Control Monitor and manage manufacturing and production processes. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Color Codes/Icons A way to visually represent data where different categories of items are marked with different colors Quality Management Focuses on improving processes by collecting data and spotting bottlenecks or other challenges. Packaging License bundling Generative AI Use AI to generate content in the form of text, images, videos, etc. Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Demand Forecasting Forecast customer demand using historical insights and simulations Gantt Chart Create appealing visualizations to illustrate and coordinate project benchmarks and dependencies Material Requirements Planning Material requirements planning software manages the scheduling and inventory control for manufacturers. Production Scheduling Plan and schedule the use of production resources AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Multi-Location Manage and support multiple locations Raw Material Tracking Track the availability of raw materials in the production lifecycle Capacity Planning Determine and plan production capacity based on changing demands Traceability Track and document the history, application, or location of an item or activity Order Management Manage and track customer orders for goods, investments, or any other purchases ERP integration Integrate with existing ERP systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Inventory Management Track and manage inventory levels to maintain proper supply Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Preventive Maintenance Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Mobile Access Access software remotely via mobile devices Quotes/Estimates Generate quotes or estimates for customers Billing & Invoicing Create, manage, and send invoices or bills to customers Change Management Track and monitor efficient handling of all changes/transitions Scheduling Plan availability and assign specific time slots for tasks and resources Status Tracking Track the status over time for a request, process, asset, or transaction Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies API Application programming interface that allows for integration with other systems/databases Real-Time Data Receive data and information in real time Document Management Store, manage, and track all electronic documents in a centralized location Approval Process Control Manage the process of evaluating documents or requests submitted for approval Prioritization Arrange tasks based on the level of priority or urgency Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Forecasting Form predictions based on past and present data/trends What-if Analysis Provides varying estimates based on different scenarios Third-Party Integrations Set up connections to third-party platforms to improve business processes Data Visualization Graphical representation of data Supplier Management Manage all supplier data and operations Production Management Manage the end-to-end production process for manufacturing operations Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Barcode Recognition The ability to identify a barcode on or within an image or packaging Multi-Currency Manage and handle various international currencies Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Quotes/Estimates Generate quotes or estimates for customers API Application programming interface that allows for integration with other systems/databases Document Storage Store and organize documents in a centralized system Customizable Fields Customize data fields to support various needs and use cases Data Import/Export Import and export data to and from software applications CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Real-Time Reporting Active reporting of data and metrics Order Processing Send / receive, process, and execute orders Customizable Reports Alter the layout and content of reports Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Access Controls/Permissions Define levels of authorization for access to specific files or systems Barcoding/RFID Identify and track items using barcode tags or RFID (radio-frequency identification) tags Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Inventory Optimization Maintain and control the stock level of inventory Real-Time Data Receive data and information in real time Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Bills of Material Material list of manufacturing parts and associated costs Real-Time Analytics Analyze and gain insights into data in real-time AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Third-Party Integration Addition of necessary external data, applications, tools, or features Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Audit Trail A record of all activities within the system, including user access, changes made, etc. Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Income & Balance Sheet A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Profit/Loss Statement A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Financial Reporting Generate reports to assess the financial performance of an organization Generative AI Use AI to generate content in the form of text, images, videos, etc. Multi-Currency Manage and handle various international currencies Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Accounting Integration Integrate with a third-party accounting system General Ledger Centralized accounting record which tracks all financial transactions Multi-Country Pay employees in multiple countries using correct currencies and correct tax deduction amounts Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Cost Database Collection of data related to the costs associated with various items, products, services, or activities Financial Templates Checklists An itemized to do list that can be edited as tasks are completed Receivables Ledger A list of customers and their payments due updated on a monthly basis Multiple Projects Ability to handle several projects simultaneously Accounts Receivable Track outstanding invoices and the money owed from clients Accounts Payable Track money owed to a company's creditors/suppliers Budgeting/Forecasting Create budgets based on historical data and future projections Defect Tracking Process of tracking logged defects (errors) in a product or service to create new versions to fix the error Electronic Signature Digitally sign online documents Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Data Import/Export Import and export data to and from software applications Generative AI Use AI to generate content in the form of text, images, videos, etc. Nonconformance Tracking Identify issues and deviations from specifications Surveys & Feedback Gauge satisfaction and receive information for improvement and success Access Controls/Permissions Define levels of authorization for access to specific files or systems API Application programming interface that allows for integration with other systems/databases AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Real-Time Data Receive data and information in real time Show More ## Top-Rated Alternatives [ ![NetSuite](https://images.g2crowd.com/uploads/product/hd_favicon/4b02508eaf1eed7c1c991b5f0ce3fab7/oracle-netsuite.svg "NetSuite") NetSuite 4.1/5(4,911) ](https://www.g2.com/products/oracle-netsuite/reviews) [ ![Acumatica](https://images.g2crowd.com/uploads/product/hd_favicon/80c9c6ebe4de843e8176a22feb086a21/acumatica.svg "Acumatica") Acumatica 4.4/5(2,021) ](https://www.g2.com/products/acumatica/reviews) [ ![Sage Intacct](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_14f9ce34aa0bb0f679b3f8e617a83f09/sage-intacct.jpg "Sage Intacct") Sage Intacct 4.3/5(4,428) ](https://www.g2.com/products/sage-intacct/reviews) [ View All Alternatives ](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Inventory Reporting](/glossary/inventory-reporting-definition) Inventory reporting plays a valuable role in the inventory control process. Learn more about inventory reporting, how it can benefit inventory management, and how to write reports to support a business structure. [Audit Trail](/glossary/audit-trail) An audit trail is a chronological record of who did what, when, and where in a system or process. Learn its types, components, benefits, and best practices [Purchase Order](/glossary/purchase-orders) A purchase order is an official document given to a seller by a buyer, pledging to pay for the sale of particular products or services that will be delivered in the future. Learn more about what a purchase order is, the types, the formats they come in, and their benefits. [Supplier Management](/glossary/supplier-management-definition) Supplier management plays a valuable role in the procurement process by overseeing supply chain relationships. Learn more about its benefits. [Inventory Pricing](/glossary/inventory-pricing) Inventory pricing helps businesses estimate the value of their products or services. Learn more about inventory costs and inventory pricing methods. [Product Catalog](/glossary/product-catalog-definition) A product catalog is online or offline marketing material for all the products an enterprise has or wants to sell to customers designed to display relevant product details that help buyers make informed purchase decisions. 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