Insightpro/enterprise Multi-user accounting - easy
Is your accounting software working for you - or are you working for it? Insight® turns the traditional accounting world upside down by making it possible to understand what's really going on without becoming a CPA. We separate the processes of expenseExpenses are entered by every user in the organization as they are created. Direct access to accounting is not required.
When expenses are entered, your customized rules file the appropriate accounting transactions in the background.
Authorized users can override these defaults and adjust the accounting. When they make changes, Insight also provides unlimited notepads to encourage documenting the change, and it logs the time and user who made the change. and invoiceInvoices are created by authorized users working with direct input from the jobs, expenses, and inventory (Insightenterprise) tools.
All items associated with the job/order are instantly available for billing. The accounting is done automatically based on the presets associated with the line items you define for your company.
This "set it and forget it" environment lets users with no direct access to accounting run billing operations with perfect accounting accuracy. tools management from the accounting functionsInsight® provides full double-entry accounting functions including:
Registers (even for traditionally register-less accounts like expenses).
Balance sheets, Income statements and General ledger reports.
Our revolutionary day-at-a-time trial balance analysis tool.
Full check and credit card systems including reconciliation and a printing system you have to see to believe.. Then we automate almost everything in the accountingInsight® lets you preset expenses to flow to the appropriate account. You can set profiles for the job, customer, user and expense type.
Invoice items are set to flow to the correct income accounts by your financial administrator.
Checks are built from expense records so they post and reconcile perfectly every time.
And Insightenterprise users have automatic inventory accounting to handle the subtle nuances of this arcane art in a GAAP-compliant fashion. (Can we get an "Amen!"?) so you don't have to bother with it.
Your accountant has full (and free) access to the system and can see not only the traditional view they're used to (and understand), but how you actually arrived at the numbersWe think this is one of the best reasons to switch to Insight®. It bridges the gap between the accountant's world of debits and credits and the business owner's world of cash in and cash out. At the end of the day, we're all talking about the same thing, but we speak different languages. What Insight does is present this information to each user in the format they prefer, and then it adds effortless contextual data to help you understand the transaction.
We do a lot of this using what we call "Zero-click interface". You can see it in action by clicking into TOUR above.. It's no longer necessary to make large and inscrutable journal entries to "correct" the books. Now, you can go to the source of a transaction, make a change, note why it was doneWe're really, really committed to making it easy to communicate within your company. One of the ways we make this easy is by providing notepads for almost every type of transaction you can make. You can add an unlimited number of notes with as much information as you like. Each note is time-stamped and "signed" with your name.
We encourage the use of notes to explain changes and provide context so you can figure out "Why did we do this?" years later. and the accounting is really corrected - not patched.