Accounting Tour

Improve financial controls and operational efficiency with an accounting system designed for medium businesses.

Product Tour
Accounting Product Tour

Built for medium businesses

Most of our customers use Attaché in a multi-user, multi-company environment. They can focus on running their business while Attaché provides the capacity for growth.

Fully flexible

Unlimited companies (datasets), countries and locations
Unlimited users
Accrue to multiple cost centres
User-definable fields allow you to store and report on your own information
Customisable access rights

Fully customisable

Customise the system to your specific business or industry needs
Design your own screens for quotations, orders, invoices, credit notes etc.
Design your own forms for quotations, picking slips, delivery dockets etc.

Easy-to-use workflows

Stay on track through even the most complex processes
Create your own to reflect the way you work

Fraud controls

Audit trails keep a record of every change made throughout the system
Supplier invoice items can be automatically read in from existing purchase orders to confirm quoted prices
Users cannot delete or modify any completed transactions including invoices and orders

Sales and marketing

“We have our website, handheld ordering and sales reporting all running seamlessly with Attaché. It saves us countless hours of work.”

Prospects

Keep your prospects and customers separate
View outstanding quotes on an easy-to-read dashboard
Quotes can easily be converted into orders

Customers

Head office accounts – parent / child relationship
Foreign currencies – invoice customers in their currency
Multiple delivery addresses and contacts per customer

Pricing and discounts

6 standard selling prices e.g. retail, trade, wholesale, promotions
Set default selling price and/or discount by customer
Assign quantity breaks for high volume purchases

Transaction types

Reduce time and errors by converting quotes and orders to invoices
Quickly import customers’ standing orders, preferred product lists, kits and proformas

Customer risk analysis

Quickly identify high or low risk customers
On-screen warnings if transactions are entered for at risk customers

Invoice reminders

Sort invoices by due date, amount or customer
Easily trigger emails to overdue customers

Warehouse management

“If you are a stock-based business with more than one or two people looking after it, you need something like Attaché so you can keep a check on it all. We spot-check every week and never have to do a full stock take.”

Stock identification

Unlimited barcodes enable faster stock takes
Bin locations tell you where everything is in the warehouse
Flag products that will be manufactured using bill of materials

Product management

Flag items that are inactive or superseded
Record alternative and substitute products

Product attributes

Set your own product dimensions – height, width, depth, weight plus 1 user-definable
15 user-definable fields for industry specific needs such as transit time, use-by date, revision numbers

Real-time visibility of stock

Monitor stock availability by location
Factor in stock on order, back orders, reserved stock and consignments
Set minimum and maximum reordering levels

Order fulfilment

Print picking slips directly to the warehouse
Consolidate picking slips so that multiple orders can be picked at the same time

Purchasing

“It’s so easy to lose money with poor purchasing. Reducing the guess work is what it’s all about.”

Suppliers

Custom fields to suit your business, e.g. BPAY reference number
Store suppliers’ product codes if they vary from your own
Inactive and in-dispute flags to prevent new orders to particular suppliers

Purchasing accuracy

Reduce time and errors by converting purchase orders, standing orders and more into invoices
Replenish products from the product reorder report based on quantities in product masterfile

Transaction details

Produce purchase orders in the currency of your suppliers
Apply your landed costs by value or quantity
Send drop-ship orders directly to suppliers

Financials

“Attaché makes my life easier. With our number of reporting entities, it’s simple to set up new accounts and multiple accounts at once. The auditors really like the audit trails on transactions.”

General ledger

Structure your chart of accounts and reporting to suit your operational needs

Cost centres

Set up default general ledger expense and liability allocations for cost centres
Report on actual v budget for any cost centre

Bank reconciliation

Import bank transactions and automatically match to Attaché
Quickly and easily match any remaining transactions

Asset management

Three methods of depreciation – accounting, taxation and alternate
Track base unit and components and roll up to calculate “total asset” value

Document management

Attaché is trusted to deliver 100,000 documents per day to over 1.2 million recipients.

Secure document portal

Secure, virus-free, tamper-proof environment
42 months of protected document history
Access anytime from any device – computer, mobile or tablet

Trading partner ecosystem

Track receipt of every document to your customers and suppliers
No more requests to resend invoices, statements and other documents
Avoid email risks of spam, viruses and phishing attacks

Reporting

“Good reporting allows you to drive the business. Without it, you’re just reacting.”

Dashboard reporting

Get a real-time “helicopter view” of your business
See active quotes and orders plus up-to-date customer and product sales on the one screen
Create your own dashboards for your specific business needs