SAP Cloud ERP (SAP S/4HANA Cloud) Features

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

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

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

The layout of the invoice template is fully customizable and you can add or remove fields.

Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.

The system automates the dunning process to help drive collections

Steamlines data entry by auto populating recurring or predefined vendor values

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

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

Creation, processing, verification, and execution of invoices till the payment is made

Create, send, and track purchase orders and their statuses

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Electronically collect payments for goods or services

Electronically collect payments for goods or services

Accept and process credit card transactions

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

Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.

Customizable reporting allows insight into usage of inventory and services.

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

Automates recognition of revenue and expenses by defining recognition rules.

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

Automated time and expense capture, tracking, approval, reimbursement and reporting

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Measure and track time including hours worked and paid time off (PTO)

Track the status over time for a request, process, asset, or transaction

Track actual spending to ensure it's in line with the planned budget

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

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

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

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

Generate reports to assess the financial performance of an organization

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

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

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

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

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

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

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

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

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

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

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

Access software remotely via mobile devices

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

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

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

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

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

Access software remotely via mobile devices

Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.

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

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

Allows software to be easily used on multiple mobile devices including phones and tablets.

Ability to create and access tasks, transactions and reports while not connected to internet.

Delivers APIs and standard integrations with other software systems.

Complies with security and privacy regulations and standards.

Allows users to access the software using mobile devices.

Facilitates software configuration without the need for technical experise.

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

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

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.

Provides a channel for team members to share media files, communicate, and work together

Set up connections to third-party platforms to improve business processes

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Standard integration with accounting and ERP software

Standard integration with sales and marketing software

Standard integration with Quote-to-Cash systems

Out of the box APIs to integrate with any type of software

Recognizing income when earned and expenses when incurred regardless of when cash is received or disbursed.

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Sync with company accounts to transfer payments for approved invoices

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

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

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

Tools to facilitate the production of information and promote efficiency

Receive data and information in real time

Provides a channel for team members to share media files, communicate, and work together

Analyze survey results via statistical testing or crosstabs directly within the software

Provide integration with ERP systems

Provide integration with CAD and PLM software

Provide integration with accounting solutions

Manage adding fixed assets to proposed budgets

Provide integration with accounting and financial management software

Integrate with payment gateways and enterprise payments software

Deliver integrations with accounting modules of ERP systems

Allow integration with procurement software, such as Procure To Pay, RFP and Spend Management

Support multiple types of revenues, such as recurring and transaction based

Allows users to allocate revenues to various business entities or departments

Revenue can be reclassified from one category to another, such as from deferred to earned

Provide compliance with accounting standards for revenue recognition such as ASC 605, 606 and IFRS 15

Automatic scheduling to ensure that revenue is recognized at the proper time

An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it.

Track revenue performance by customer, customer groups, or demographics

Monitor revenues per contract, contract types, or groups of contracts

Provide revenue KPIs such as Customer Lifetime Value or Net Customer Worth

Analyse the impact of special pricing and discounts on revenue

Track the performance of bundles, special offers, and other sales incentives

Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.

Create forecasts to estimate future revenues

Ability to define promotions to increase revenues

Adjust prices to attract more customers and to improve revenues

Revenue optimization activities can be evaluated on a regular basis

Forecast customer demand using historical insights and simulations

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

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

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

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

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

Match payments and invoices and perform bank reconciliation in multiple currencies

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

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

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

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

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

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

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

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

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

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

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

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

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

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

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

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

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

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

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

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

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

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

The system automates the dunning process to help drive collections

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

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

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

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

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

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

Automate recognition of revenue and expenses by defining recognition templates.

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

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

Ability to schedule payments at predefined dates and times

Payments can be processed by batch without manual intervention

Clearing of electronic payments to transfer funds from customers to suppliers

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

Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes

Automate processes to manage leads, contacts, opportunities and sales activities

Automate workflows and trigger campaigns based on customer actions

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

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

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

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

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

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

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

Manage information on fixed assets such as asset value and depreciation

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

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

Track and manage inventory levels to maintain proper supply

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Create, manage and track all task activities and progression

Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure

Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints

Allocate and manage resources, such as employees, equipment, facilities, and other assets

Automate revenue recogniton by project, portfolio, or milestone and deliverable.

Ability to create and send electronic invoices, including templates that can be customized/branded.

Accepts multiple types of payments from clients and match with invoices.

Deliver features to track and manage costs and revenues by project.

Enables accountants and project managers to track and manage budgets.

Log and record hours worked and costs spent to assist in billing and invoicing

Track and document all activities across devices, networks, and other systems

Track the list of items required to be billed/invoiced to clients

Store, manage, and track all electronic documents in a centralized location

Ability to handle several projects simultaneously

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

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

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

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

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

Manage the time length for which ingredients may be used and finished products stored and sold

Ability to trace ingredients from supplier to warehouseing and production, and finally to the customer

Identify hazardous materials and provide features for special storage and manipulation instructions

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Generate and manage proposals for project or portfolios of projects

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

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

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

Assign equipment and monitor shop floor activities during various production stages

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

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

Track products manufactured along with a standard product (co-products) and secondary products (by-products)

Production batches can be resized up and down to include new sales orders and to reprioritize production orders

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

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

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

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

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

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

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

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

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

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

Define procedures to be implemented during recalls to limit their negative impact on the company and its customers

Ensure compliance with regulations and standards for production, storage, packaging, and transportation

Manage customer specific quality standards and requirements

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

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

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

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

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

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

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

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

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

Create packing options that are specific to one or more customers and can be modified for new clients

Create labels that are compliant with governmental standards and with customer requirements

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Create, design and manage workflows for repetitive tasks

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

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

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

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

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

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

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

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

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

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

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

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

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

Track products manufactured along with a standard product (co-products) and secondary products (by-products)

Production batches can be resized up and down to include new sales orders and to reprioritize production orders

Implement engineering changes across all manufacturing activities and locations

Support advanced product configuration features to adapt to specific customer needs

Integrate design, engineering, manufacturing, and other functions to reduce the time to market.

Manage field service activities related to the finished products delivered, such as installation and repairs

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

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

Use criteria to add or remove suppliers to/from approved lists.

Manage communications with suppliers on multiple channels such as phone or email.

Capture and maintain documents related to suppliers and their products or services.

Use criteria to add or remove suppliers to/from approved lists.

Manage communications with suppliers on multiple channels such as phone or email.

Capture and maintain documents related to suppliers and their products or services.

Compare goods received with purchase orders and document variations

Allows users to evaluate supplier performance using standard and custom KPIs.

Provide features to compare suppliers and choose the best option for various activities.

Identify, assess & manage risks that could arise from working with third-party suppliers to protect against disruptions in supply chain

Record and track all relevant internal and external communications

Create and maintain quality vendor data through data validation, maintenance, and audit trails to ensure proper compliance and sourcing

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track and manage adherence to policies for any service, product, process, or supplier

Manage, organize, and store contact information

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Track and manage inventory levels to maintain proper supply

Organize and manage all processes/procedures involved in purchasing goods and/or services

Manage all supplier data and operations

Create and manage supplier profiles that include contact and pricing information.

The process of assessing potential suppliers based on required credentials, quality standards, etc.

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Create and manage supplier profiles that include contact and pricing information.

Identify the services and products provided by suppliers, as well as certifications.

Track history of all interactions and business transactions with suppliers.

Calculate demand by consolidating data from multiple sources.

Track resource availability for raw materials and production capacity.

Generate production plans based on demand and resource availability.

Ability to improve production plans using historical data.

Manage workflows and business processes for procurement.

Provide standard procurement contracts that can be customized.

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

Define requisition rules for various types of procurement

Pre-designed layouts that can be customized to match preferences and requirements

Allowa supervisors to convert production plans into production schedules.

Implement production schedules on the shop floor in multiple locations.

Tracking the status of previously identified performance measurements

Manage and control operations that take place on the shop floor or factory floor

Develop potential scenarios to identify risks and opportunities

Provide standard invoice templates that can be customized by users

Ability to convert invoices to digital formats such as PDF

Automatically generates invoices at pre-defined time intervals

Include workflows for approvals of invoices or payments

Process multiple invoices without human intervention

Allow users to consolidate multiple invoices into one

Match invoices with purchases and sales orders, as well as with payments

Ability to match AP invoices to POs, contracts, or payments

Identify incomplete or late supplier payments

Include workflows for approvals and invoice processing

Comply with local and global tax regulations for collections

Electronically submit invoices to buyers

Configure existing workflows to meet your organization's needs

Track invoices based on due dates to identify overdue payments

Analyze variations between incoming and outgoing cash

Monitor KPIs such as time to process an invoice or erroneous payments

Track different types of payment such as deposits or partial payments

Track the earned value of projects to monitor performance and progress

Identify project issues and provide corrective actions to improve performance

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

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Analyze performance for individual assets, by category or location.

Create budgets based on historical data and future projections

Improve visibility into procurement activities across the company.

Monitor the performance of procurement operations

Analyze procurement spending and identify future trends.

Track invoices based on due dates to identify overdue payments

Monitor KPIs such as time to process an invoice or erroneous payments

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

Access pre-built and custom reports and dashboards that can be configured by users.

Include business and financial KPIs that are specific to project and portfolio management .

Active reporting of data and metrics

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

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

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

Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries

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

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

Payments can be processed by batch without manual intervention

Ability to schedule payments at predefined dates and times

Clearing of electronic payments to transfer funds from customers to suppliers

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

Manage and track operations and inventory within warehouses

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Plan, manage, and track the financial activities of an individual or organization

Manage the buying, selling, and holding of stocks

Manage and track customer orders for goods, investments, or any other purchases

Manage the planning and execution of supply chain activities

Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.

Manage all supplier data and operations

Plan and coordinate all the resources, costs and time needed to execute assignments

Management of inbound and outbound shipments in the context of international trade

Track and manage inventory levels to maintain proper supply

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Manage and track orders being shipped to customers

Track and facilitate returns of products sold

An order generated by a seller to a customer, containing details about products or services

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

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

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

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

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

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Set up connections to third-party platforms to improve business processes

Track inventory of assets accross multiple locations.

Manage the inventory of spare parts needed for maintenance.

Calculate the value of the inventory of assets and spare parts.

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

Manage locatons accross multiple physical or virtual warehouses.

Ability to monitor locations and inventory in third party warehouses.

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

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

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

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

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

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

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

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

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Track and document all activities across devices, networks, and other systems

Track orders throughout the fulfillment process

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

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

Include lean project management features and best practices.

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

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

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

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

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

Define requisition rules for various types of procurement.

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

Identify and assess suppliers for different products and services.

Monitor the status of multiple types of assets.

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

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

Track and manage inventory levels to maintain proper supply

Allow customers/users to submit support queries and service requests

Track and manage schedules and meetings via an integrated calendar

Plan, manage, and track the financial activities of an individual or organization

Manage contact details and communication with clients

Create, design and manage workflows for repetitive tasks

Track and manage employee time-off, vacation, and sick leave requests

Track employee/learner's progression through training programs

Track employee schedules, availability, and performance across projects and tasks

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Manage the planning and execution of supply chain activities

Manage employee salary processes, data, taxes, and records administration efficiently

Track and manage adherence to policies for any service, product, process, or supplier

Store, manage, and track all electronic documents in a centralized location

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage and track operations and inventory within warehouses

Helps users manage the maintenance of assets; offers reporting to identify areas for improvement

Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.

Plan and coordinate all the resources, costs and time needed to execute assignments

Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.

Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding

Allocate and manage resources, such as employees, equipment, facilities, and other assets

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

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

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

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

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

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

Notifies field service workers of their upcoming assignments.

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

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

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

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

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

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

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

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

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

Automates core HR functions such as talent management, employee evaluation and learning management

Create, manage and track all task activities and progression

Customize data fields to support various needs and use cases

Create, send, and track purchase orders and their statuses

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

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

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

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

Customizable reporting allows insight into usage of inventory and services.

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

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

Create schedules for picking activities based on inventory availability.

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

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

Supports the effective planning of manufacturing production based on materials, labor, and machinery.

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

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

Calculate demand by consolidating data from multiple sources.

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

Track resource availability for raw materials and production capacity.

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

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

Generate production plans based on demand and resource availability.

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

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

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

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

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

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

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

Automate task approvals processes and handoffs at project milestones.

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

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

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

Log and record hours worked and costs spent to assist in billing and invoicing

Ability to handle several projects simultaneously

Route documents and other data through one or more stakeholders for review and approval

Generate plans that define tha main activities and resources needed for a project

Monitor the progress or all tasks and activities that are part of a project

Contains library of skills and resources to allow project managers to find and assign to projects.

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

Assign available resources (human and/or non-human) to various projects and tasks

Reporting on how each user, task or process has advanced since its initiation

Measure time to completion or hours worked for projects

Plan and coordinate all the resources, costs and time needed to execute assignments

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

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

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

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

Manage relationships with suppliers and track their performance

Create, send, and track purchase orders and their statuses

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

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

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

Categorize content based on its purpose and define relationships with projects

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

Manage subcontracts and thei dependencies on projects and contracts

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

Organize and manage all processes/procedures involved in purchasing goods and/or services

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

Define relationships between various types of assets.

Identify the value of each asset and keep it up to date.

Define and manage linear assets, facilities, and fixed assets

Track asset locations using GIS and GPS technology.

Monitor the status of multiple types of assets.

Maintain a history of adjustments made to assets.

Manage and support multiple locations

Tracking the status of previously identified performance measurements

Support multiple depreciation methods such as straight-line and annuity.

Calculate the value of assets at each stage of their lifecycle.

Manage tax deductions and capital allowances for fixed assets.

Track the costs of retiring assets when they become obsolete.

Plan inspections to monitor the status or equipment and fixed assets.

Schedule maintenance activities based on asset type, usage, and warranties.

Provide features for predictice maintenance operations.

Allows users to perform corrective maintenance activities.

Ability to manage unplanned maintenance tasks.

Identify opportunities to optimize asset use and maintenance operations.

Assign human and material resources to maintance tasks.

Monitor field activities such as installation, maintenance, or callibration.

Allows field workers and their supervisors to communicate with customers.

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Identify the physical location of an individual, asset, device, etc.

Track the status over time for a request, process, asset, or transaction

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Manage, prioritize and plan for capital expenses

Monitor the movement of one or more IT assets throughout the organization

Track and document all activities across devices, networks, and other systems

Track the duration and expiration of warranty as well as any obligations under that warranty

Track the location of specific equipment at all times

Monitor asset use across multiple locations and keep history.

Track asset reliability data such as downtime or idle time.

Identify various types of risks such as non-compliance or safety violations.

Define and manage maintenance contracts for various types of assets.

Manage warranties, related maintenance operations, and costs.

Comply with the service level agreements (SLAs) included in contracts.

Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.

Add one-time or recurring cash flow items and add line items for each payment or deposit.

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

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

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Keeps track of all versions of a budget and allows users to compare versions

Forecasting is based on past transactions and historical financial or operational data

Supports multiple types of revenues, such as recurring and transaction based

Allows users to allocate revenues to various business entities or departments

Automatic scheduling to ensure that revenue is recognized at the proper time

Provide features to capture and record invoices, such as import or scanning

Allow suppliers to submit invoices using an online portal

Deliver a central repository of AP documents, such as POs and invoices

Allows users to evaluate supplier performance using standard and custom KPIs.

Provide features to compare suppliers and choose the best option for various activities.

Identify potential issues and how they may impact relationships with suppliers.

Track and manage inventory levels to maintain proper supply

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Create, send, and track purchase orders and their statuses

Review, approve and cancel requests for goods/services to be purchased

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Allows businesses to create and manage auctions.

Negotiate best prices and choose the right vendor for various purchases

Track and facilitate returns of products sold

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Track, store, and access client contracts or licenses

Manage all supplier data and operations

Track the amount of money spent on a certain product or with a certain supplier

Manage and track customer orders for goods, investments, or any other purchases

Manage and track orders being shipped to customers

Manage and track operations and inventory within warehouses

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Create and manage digital catalog of products/services with their details, specifications, and price

Upload, track, and submit receipts in a central database

Identify and assess suppliers for different products and services.

Electronically create and manage purchase orders for products and services.

Include features for procurement invoicing and e-invoicing.

Maintains a central repository of customer information and communications.

Identify sales opportunities and manage leads pipelines by customer or region.

Create and manage marketing campaigns and track their performance

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

Define multiple types of portfolios for projects, programs, and services.

Monitor the performance of different types of portfolios and programs.

Identify risks that may negatively impact the performance of a portfolio of projects.

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

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.

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

Manage, store and organize emails within the system or via third-party apps

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Track and manage schedules and meetings via an integrated calendar

Track the amount of time spent on a job or task

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Data from multiple systems can be centralized into a single repository

Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Match invoices, payments, and bank statement information

Accounting functionality within the system, not requiring integration with third-party tools

Track and manage adherence to policies for any service, product, process, or supplier

Create, manage and track all task activities and progression

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Bring together financial information by collecting data from multiple ledgers and close financial processes

Provide multiple types of reports such as point-in-time snapshot reports, or year over year

Offers standard financial reports out of the box

Allows users to edit reports and to combine multiple reports

Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals.

Adjusts journal entries in order to have an accurate balance sheet and income statement

Financial statements and statistical reports (such as KPI) can be assembled into financial packages

Allows users to create, track and maintain accurate, auditable conformance records.

Allows users to assign tasks for corrective and preventive actions (CAPA) to employees in nonconformance

Allows users to submit change requests and control plan revisions at any point in the production process and track all revisions.

Create, manage and track all task activities and progression

Create, manage, and track policies and procedures within an organization

Store, manage, and track all electronic documents in a centralized location

Manage and track all disruptions and incidents

Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Create, design and manage workflows for repetitive tasks

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Record and track all relevant internal and external communications

Track employee/learner's progression through training programs

Manage, maintain and track the performance of assets and equipment

Obtain, monitor, and review customer feedback/complaints relating to products and services to improve customer satisfaction

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Track and monitor processes/products to ensure they meet international standards developed by the ISO

Schedule the calibration of instrumentation and maintenance requirements

Track and manage adherence to policies for any service, product, process, or supplier

Allow users to centralize and archive documents for quality management

Allows users to collaborate in real time with editing and commenting capabilities to minimize miscommunication

Allows users to collects both vendor- and customer-facing data relevant to the product development lifecycle, and generates performance and health reports

Qualify, select, and monitor supply chain partners

Statistical methods to assist with and maintain quality control of processes

Manage the process of evaluating documents or requests submitted for approval

Ensure that quality requirements and standards are met across production processes

Allows users to determine potential risks that may impact employees or the environment

Allows users to estimate the impact of EHS risks on the operations of the company

Allows users to evaluate suppliers using safety and environmental criteria

Allows users to choose from templates for multiple types of inspections such as safety or quality

Provides users with workflows to assign tasks for audit and inspections

Allows users to identify corrective actions to address incidents and accidents

Provides users with regulations to follow under the Occupational Safety and Health Act (OSHA)

Allows users to track permits required for environmental and safety compliance

Allows users to manage certifications to comply with regulations and standards

Automatically deposits paychecks into employees' bank accounts.

Allows administrators to print valid paychecks and W-2 forms.

Calculates taxes due and may include resources or tools for federal and state tax compliance.

Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.

Assists customes through all the phases of the implementation process.

Provides software users with training courses and learning content.

Delivers customer and technical support, directly or trough partners.

The vendor provides consulting services such as business process reengineering.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Create proposals based on costs of labor and materials

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Uses AI to automatically input data from receipts, invoices, and other documents

Uses AI to generates, send, and track invoices

Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns

Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time

Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns

Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports

Uses AI to match transactions recorded in the accounting system with those in bank statements

Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business

Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances