Goods and services invoicing
Produce standard
template invoices using TAS Stationery or plain paper.
Simple system navigation
You don't need to be
an accountant to use FirstBooks. A simple step-by-step
flow chart has been added to guide you through all aspects of
the program.
Standard VAT or cash accounting options
Supports the flat rate VAT scheme
Cash Flow forecasts
Estimate how much cash your
business will have or need to have at any given point.
This feature acts as a guide and allows you to plan ahead
and prepare.
Generate VAT returns and file online
File your VAT returns
online directly from FirstBooks to HMRC. With its complete
history and detailed reporting, you can even prepare for a VAT
audit.
Monitor outstanding invoices
Print customer statements to encourage
prompt payment and improve cash flow.
Customer and Supplier records
Keep track of who you owe
money to and who owes you money. This facility also lets you
keep all the key information at hand and compare month-by-month
summaries for three years.
Product records
Create product records, review product activities and analyse monthly sales values and quantities sold.
More Features:
Cash book, Customers / sales ledger,
Suppliers / purchase ledger, Nominal ledger / analysis codes,
Quotations / pro-formas / invoicing, VAT audit reporting,
Full audit trails keep track of all changes made VAT 100 reporting,
Repeating VAT payments, Drill-down, analysis & reporting,
Bank reconciliation, Products can be setup as physical stock items or services
FirstPayroll
Create and track quotations or proformas
Convert into
invoices with the sales order process.
Generate VAT returns and file online
File your VAT
returns online directly from your TASBooks to HMRC.
Monitor outstanding invoices
Print customer statements
to encourage prompt payment and improve cash flow.
Customer and Supplier records
Keep track of
who you owe money to and who owes you money.keep all the
key information at hand, including month-by-month summaries
for three years.
Keep control of your cash flow
The Aged Debt Manager enables
you to charge interest on overdue accounts and keep tighter control
over who owes your business money.
Use 12 month or flexible 13 period accounting.
See five-year monthly sales, cost and profit summaries
Or
individual customers and suppliers.
Print cheques and remittance advises.
Compatible with most leading UK banks
You can use the
ePayments facility to pay your suppliers with ease.
Create project records
His allows you to track
costs and billings against specific projects.
Create marketing records
Measure the effectiveness of advertising
or marketing campaigns and calculate the lifetime value of
customers via source of sale codes.
Export data to Excel export
Make the most of your
business information by exporting it and analysing it in Microsoft Excel.
More Features:
Customers / sales ledger, Sales order
processing, Quotations / pro forma / invoicing, Multiple customer
delivery addresses, Sales person sales analysis, Recurring sales
invoicing, Suppliers / purchase ledger, ePayments (payment of
suppliers using ePayments), Process transactions using batch
processing, Multi-company consolidation, TASBooks Today-company
dashboard, VAT audit reporting, Project costing, Smart
fields...
Product stock control
The stock functionality enables
you to manage and account for a physical stock, keeping
accurate stock records with real-time stock control.
Purchase order processing
Update stock levels and
generate purchase invoices with the simple purchase order
process facility.
Create and track quotations or proformas
Convert into
invoices with the sales order process.
Generate VAT returns and file online
File your VAT returns
online directly from your TASBooks to HMRC.
Monitor outstanding invoices
Print customer statements to
encourage prompt payment and improve cash flow.
Customer and supplier records
Keep all the key
information at hand, including month-by-month summaries
for three years.
Keep control of your cash flow
The Aged Debt Manager enables
you to charge interest on overdue accounts and keep tighter
control over who owes your business money.
See five-year monthly sales, cost and profit summaries
For individual
customers and suppliers.
Print cheques and remittance advises.
Compatible with most leading UK banks
You can use the ePayments
facility to pay your suppliers with ease.
Create project records
This facility allows you to
track costs and billings against specific projects.
Create marketing records
Measure the effectiveness of
advertising or marketing campaigns and calculate the
lifetime value of customers via source of sale codes.
Export data to Excel
Make the most of your
business information by exporting it and analysing
it in Microsoft Excel.
More Features:
Full stock control, Customers / sales ledger, Sales order processing
Quotations / pro formas / invoicing, Multiple customer delivery
addresses, Aged debt manager, Sales person sales analysis,
Facility to charge interest on overdue accounts, Recurring
sales invoicing, Suppliers / purchase ledger, Purchase order
processing, Purchase orders and goods received notes, Automated
supplier price updating, Products can be setup as physical
stock items or services, Assemblies / kits, Nominal
ledger / analysis codes, Nominal ledger report writer, Print
VAT 100 report
