Integration provides significant improvements in efficiency and productivity
Integration with Microsoft Office
Using the Access Office Integration (AOI) module you can make more of Microsoft Office. AOI is currently helping our clients to:
- Rapidly prepare and update budgets and subsequent information
- Bring speed and accuracy to time consuming accounts data input and management tasks
- Save time every month by setting up regular reports in Excel which are updated with the latest information
- Quickly perform routine accounts tasks within Outlook and be proactively informed of items requiring attention and events that effect the business
- Save time and improve accuracy by pulling accounts data directly into Word documents
- See complete project status from a single source. Update costs, deadlines and other relevant information from within Project.
Integration with Microsoft Excel allows you to analyse data in three easy steps:
Step 1 - Select the accounts data you wish to work with
Step 2 - Select the data fields you require e.g. sales value, period, customer, account manager, products
Step 3 - Export to Excel and ups the pivot tables to analyse your data from any angle without having to start again.
Integration with Microsoft Outlook allows you to configure your Outlook Today to display the information you require. This could be a financial snapshot, payment authorisations, top 10 customers or products, customers on stop, order book etc. This means you can easily authorise purchase orders or post recurring journals without leaving the Office environment.
Emails and electronic documents can be attached directly to your accounts records.
Integration with Microsoft Word allows you to work in a Word template and simply enter a customer code which pulls through their accounts data so that you can select which information you require. As well as name and address this could be account balances, project costs, trading terms etc.
Integration with Microsoft Project means that your staff working in Project can also view and amend (if they have the security rights) project costs without entering the accounts removing the need to do things twice and everyone is kept up to date. You can make more accurate forecasts of when payments are due based on the project schedules.
Smart Tags
Smart Tags are a feature available to you from within Microsoft Office XP to make it easier to access information quickly.
Smart Tag technology works by recognising text as you type it, within Internet Explorer, Outlook, Word and Excel. If a piece of text you have typed is recognised, then a new Smart Tag menu can be accessed by clicking the right mouse button.
For example if you have written an E-mail to your accounts department regarding a Customer in your Sales ledger. In the message you have written the Name or Code of the Customer record, exactly as it is entered in your Customer record. The Smart Tag would appear under the text and, from the Smart Tag menu, you could retrieve that Customer's balance and turnover summary or outstanding transactions.