Products

With wide-ranging permissions, you decide whether to retain maximum control or provide complete flexibility over who can view, edit, enter, delete and print your documents, while the sophisticated automation and duplication functions reduce data entry and improve accuracy in your system.

The IN module is also a mine of information - when combined with Accredo's Sales Analysis, you can analyse your invoicing data in whatever way is useful to you to improve customer contact and be more proactive about selling.

Shipping details and links to shippers' websites within invoices make it fast and convenient to keep track of parcels and follow up if things go astray.

In today’s competitive market, looking good is crucial. Use the document designers included in Accredo’s IN module to design your own invoices, credit notes, quotes, packing slips and more, reinforcing your branding and saving on pre-printed document costs.

Accredo’s document designers also give you control over the content of your documents – create different versions for different situations – detailed invoices for big customers, summarised for those who hate paperwork. Use global narratives to quickly enter large blocks of text such as descriptions of work, instructions or warnings, or use scripting to add extra information automatically for certain products or customers.

Once you have created your invoices, quotes, packing slips, print each one individually and immediately, or print them in batches at the end of each day, week or month. You don’t even have to print them at all – instead, email them straight to your customers as PDF files, and save electronic copies for your own reference. With up to 99 years’ history, you can reopen and print or reprint individual items or batches at any time.

---

Use JC to create quotes, estimates or budgets, then check actual costs against your projections to maintain an accurate up-to-date picture of how you are doing on every job.

Create invoices from JC, and monitor outstanding materials and costs for each job on a daily basis or more frequently as needed.

Find out where you made a profit (or where you didn't) and work out how to improve your performance on the next job.

Get the job
You need to get the job before you can do the job. Use Accredo’s document designers to make your quote or estimate stand out from the rest with clear, concise information and a layout that supports your company image and branding. Beat the competition on speed as well – just select the email option and Accredo saves your quote as a PDF and emails it directly to your customer in a single step. And safeguard sensitive information such as unit prices or hourly rates – Accredo lets you decide on the details to include or exclude in every quote.

Get the next job
If your customer changes their mind and asks for a new quote, don’t sigh and re-enter everything from scratch – just duplicate the existing job and save it as a new one before making the changes required. If some materials are no longer required, simply click to delete nil lines. And if material costs change, click again to reprice.

Manage materials from beginning to end
When you need to order stock for a particular job, create a link between the order in your Accredo Purchase Orders (PO) module and the job. When goods are receipted via an Accounts Payable (AP) shipment, Accredo logs them in to Inventory Control (IC) and immediately removes them from stock and assigns them to the right job in a seamless process. As work progresses, use Accredo’s Job Status reports for an overview of costs, outstanding purchase orders and outstanding shipments against the job at any time. When it’s time to close the job, a single click from the job window lists all outstanding purchase orders associated with the job, so you never forget to bill for materials used.

---