Sage Pastel Evolution Tips
Allocate budgets per project
Manage your profitability on a project level by linking actual and budget values of specific projects to GL accounts. This feature now allows for sub projects per budget.
Capture project codes and sales rep information
Ensure reports include the information your managers require by prompting/forcing users to link project codes and sales reps to transactions. Evolution will also allow a default project or sales rep code to be set-up per user, with a security permission to override when applicable.
Print source transactions immediately
Print journal transfers, stock adjustments etc at the time of completing the transaction update.
Alternate stationery layouts for email
Email invoices without losing the logos and company details shown on pre-printed stationery.
Adjust quantity or item cost prices simultaneously within a batch
Select and/or update a 'work-in-progress' account in your Inventory Groups
Automate the updates to accounts as soon as transactions are processed for specific inventory groups.
Run stocktakes by the Unit of Measure
Make counting your inventory easy and efficient by automating the conversion of Stocking Units.
Store processed quotes for future reference
Save original quote numbers and link to final invoices for quick reference.
Avoid invoicing a COD client when previous payments are still outstanding
Manage cash on delivery clients by preventing any further invoicing until a payment for the last invoice has been received.
Report from different modules
Report on New Sales Transactions from the different modules, making it easier to reconcile against the General Ledger sales accounts.
Invoice contracts in stages
Specify the exact quantity ready to be invoiced and Evolution will display items that have already been invoiced, and those waiting to be invoiced. Evolution will automatically take into account the relevant entries between Work-in-Progress, Income and Expense accounts in the General Ledger.
Create hourly rates per worker
Capture hourly rates for workers together with completed hours while capturing Job Card data, and incorporate these into the costing of the overall job.
Count fixed assets via mobile scanners
Track the location of fixed assets by importing detail captured by a mobile scanner. Reports can be run to determine variances in asset counts and locations, where assets are not verified and when assets are missing from the register.
Reporting
The following reports have been added to the Fixed Assets module:
- Capital Gains Tax Report
- Deferred Tax Report