Microsoft Financials 365

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Financials for Office 365 – Your Microsoft Cloud Accounting Software  

What is Financials for Office 365?

Whether you are a first time user or have outgrown your existing business applications, Financials for Office 365 is filling a gap in the market and provides small businesses big business software at an affordable price, from as little as a dollar per day. It is Microsoft cloud accounting software that is simple-to-use and particularly strong in areas such as inventory management and business reporting that are lacking in many products on the market. Financials works stand-alone but when used with Office 365 it becomes a complete and integrated Microsoft cloud solution.

Download Brochure: Financials 365 >

Watch this short video to get a quick overview:

Key Benefits of Financials for Office 365 for your Business:

  • Save time by generating quotes and invoices on the go in real time
  • Free login for your external accountant and get the advice and support you need from anywhere
  • Designed for the web in a true secure Microsoft cloud environment, Financials can be accessed on any device with a web browser
  • Powered by Microsoft Dynamics, Financials is truly scalable with features from CRM to Accounting all in the one package
  • As it is a Microsoft product, Financials has the familiar look and feel that you and your employees already know and use
  • Financials is cost effective with no minimum agreements. Simply pay-as-you-go for what you need.

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Watch a Overview Video featuring Financials for Office 365 - Lite Edition:

The Video highlights the following day-to-day business processes:

    • Reporting overview
    • How to add a customer
    • How to create a sales quote and sales invoice
    • How to process payments
    • Item/services overview
    • Bank account reconciliation overview
    • Accounting and bookkeeping overview
    • GST and BAS reporting

Watch a Overview Video featuring Financials for Office 365 - Standard Edition:

The Video highlights the following day-to-day business processes:

    • Reporting overview
    • How to add a customer
    • How to create a sales invoice
    • How to process payments
    • Item/services overview
    • Bank account reconciliation overview
    • Accounting and bookkeeping overview
    • GST and BAS reporting
    • Fixed assets overview
    • Payroll overview
    • CRM and marketing overview

Financials for Office 365 Features:

Add Customers

Add customer details including their address, contact person, phone number, email address, payment details, discounts, bank accounts and add notes. See payments due, payments history and transactions by period reports.

Add Suppliers

Add vendor details including their address, contact person, phone number, email address, bank accounts, invoicing and payment details, currency code. See payables owed and payment history reports.

Sale Items

Create inventory or service items, add unit of measure, price, item picture, and item discount group and costing methods where appropriate. Option to enable stock-out warning and prevent negative inventory.

Sales Quotes

Include requested delivery date, shipment date and sales invoice due date. Add line discounts or overall invoice discount amount. Save quote as PDF document and send to customer via email.

Create Sales Invoices

Convert sales quote to sales invoice or create new sales invoice. Ability to copy document lines from another sales document or copy a sales invoice to quickly create a similar document.

Bank Reconciliation

Import your bank statements and automatically match the records against open bank entries in your software. Any unmatched lines are added to the end of the statement for your attention.

General Ledger

Comprehensive financials including chart of accounts, general journals, g/l budgets, and reporting including trial balance.

Create Purchase Credit

Correct and create a new open version of a posted purchase invoice and make the correction and cancel the original posted purchase invoice.

Email PDF Business Documents

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Accounts Payable

Setup and maintain vendors, and manage payables.

Accounts Receivable

Setup and maintain customers, and manage receivables.

Create Sales Credit

Create corrective sales credit or adjustment to sales invoice.

Bank Account Management

Create and manage multiple bank accounts across different currencies.

Multi-Currency

Manage receivables and payables with multiple currencies.

Basic Inventory

Set up your items and specify their unit of measures (e.g. piece, kilo, pack, hour), costing method (e.g. LIFO, FIFO, Standard, Average), unit cost and price. View your current stock levels and transaction history.

Fixed Asset Management

Keep track of fixed assets such as furniture, vehicles and equipment. Manage asset’s location, depreciation, warranty and maintenance details.

GST/BAS

Includes all Australian GST codes and a fully compliant Business Activity Statement that reconciles to your General Ledger.

EFT

Simplify electronic payment process to your vendors. Once the vendor payment batch has been checked, an Australian Banking Authority file (aba file) is created which can be uploaded to any Australian banking software.

Real Time Reporting

Wide set of business insight and reporting functionality. Powerful financial reporting to extract the most essential business data to efficiently monitor the health of the business and provide valuable input for the business decision makers and accountants.

Create Purchase Invoices

Choose from list of vendors. Option to insert recurring purchase lines such as for monthly replenishment order. Ability to copy document lines from another purchase document or copy a purchase invoice to quickly create similar document.

Basic HR

Add employees with relevant information such as job title, name, address, gender, contact details, employee picture, status, qualifications, employment date, probationary end date, tax file number and salary package. Other information include confidential information, absences.

Download Brochure: Financials 365 >

Press Release: DSP Become Financials 365 Partner >

Contact your Financials for Office 365 Partner: Daniele Saunders and Partners
Phone: 07 3367 7770 Email: o365@daniele-saunders.com.au

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