With the Shared View subscription most functions are disabled, but you can browse entries made by others and run reports, enabling you to keep up-to-date with your financial status and monitor activities.

Basic Accounting

SME Accounting

Complete Accounting

GENERAL

Creating and managing users

Role-based authorisation system

Creating and managing roles

Single Sign-on (SSO) for each authorisation system

Logging in with authorisation code through SMS

Setting of password expiration

Displaying own logo

Linking users to accounts

Grouping users and accounts

Users defined language selection

File management and file exchange

Insight into user statistics

Creation of shortcut menu per user

Desktop with KPIs (key performance indicators)

Organising desktop and RSS feeds per user or role

Access to frequently asked questions

Access to online help desk system

Access to telephone help desk

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ACCOUNTING

Creation of accounts on basis of templates

Keep a maximum of 3 accounts

Maintain an unlimited number of accounts

Quick switch between accounts

Use standard chart of accounts or read in own structure

Manage general ledger accounts, debtors and creditors

Manage cost centres, projects and fixed assets

Determine validity period of general ledger accounts

Application of VAT shift

Entry of purchase invoices and sales invoices

Entry of journals, wages journals and year-end adjustments

Management of active posting periods and years

Setting of current period

Requesting/sorting data and clicking through to original postings

Year-end procedures (draft and final)

Evaluating and processing draft postings

Processing final postings

Creation of posting templates for frequently occurring postings

Authorising payments and generating pay lists

Sending direct payments to the bank

Creating collection files

Linked with >20 banks to digitally process bank statements

Automatic posting of bank statements

Immediate matching of postings

Direct link with HMRC for digital submissions of VAT

Creating budgets, distributed over periods or seasonal patterns

Managing fixed assets, write-off and revaluation

Inter-company postings, between two or three (indirect) entities

Computing of the Columns balance (transfer, spread, write-off, etc)

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INVOICES

Managing item

Transmitting certified electronic invoices

Creating printable invoices in PDF or Microsoft Word format

Creating remittance giros

Determining discount per debtor

Percentage discount or discount of a fixed amount

Calculating discount without modifying total amount

Working with invoice surcharges (surcharge by percentage or amount)

Splitting out VAT rate per invoice line

Creating bespoke invoice layouts in Microsoft Word

Use of incidental or pre-set header and footer texts

Placement of own logo or layout for own stationery

Sending/receiving invoice data via Microsoft Excel

Capturing invoice, delivery and postal address per debtor

Creating multiple invoice types

Sending invoices in the language of the debtor

Reporting automatic collection on invoices

Creating invoices on the basis of hours/expense data from the project accounts

Adding specifications to invoices

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PROJECT ACCOUNTS - TIME SHEETS AND EXPENSE CLAIMS

Employees can fill in timesheets and expense claims themselves

Controlling the minimum number of hours per period

Requesting and evaluating weekly overviews

Authorisation by employee, team leader or manager

Creating authorisation diagrams for project codes and phases

Determining validity duration of projects and phases

Creating activities

Controlling the use of project codes or activities

Addition of quantities (miles/kilometers, number of telephones, etc.)

Managing hours, expenses and numbers of invoices or advances

Ledger posting of time sheets and expenseclaims

Preparing invoices

Creating and adding specifications

Reading in of hours data from other systems

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REPORTS

Managing reporting structures

Managing reports

Making reports yourself

Basic set of 16 standard reports

Standard set of 20 reports

Expanded set of 40 standard reports

Reports shown on-screen or exported or printed out

Selecting data on basis of criteria

Balancing data, profit and loss overview, test trial balance, etc.

Client and supplier data (debtors/creditors)

Displaying Work-in-Progress and Productivity overview

Prediction of working capital

Time-stamping of purchase invoices and sales invoices

E-mailing reports to third parties or sharing with other users

Reporting whether Accountants control has been applied on a report

Exporting of data to Microsoft Excel

Automatic real-time integration with Microsoft Excel Plug-in

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CREDIT MANAGEMENT

Sending certified electronic reminders and demands

Creating lists for follow-up calls (per employee)

Recording comments and follow-up actions

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WEB SERVICES

Exchanging information between systems

Nightly synchronisation of data between systems

Real-time checking of data in Twinfield from other applications

Data-linking from Microsoft Excel or Microsoft Access

Support of XML formats

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