It’s That Time of Year Again!

Leave a reply

The end of the financial year is here again and the time of year when business owners, accountants and bookkeepers look for ways to streamline their services and find business advantages.

Do you have the most up to date tools available?

Financial systems such as MYOB and Xero contain a great deal of data which is not always easy to access in a usable form. Very big companies utilise expensive hardware and software to achieve this but here at Smart Reports we have developed affordable solutions for every sized business.

Accountants and Bookkeepers, your clients need you to know about the availability of the most up to date systems.  Imagine astounding them by the knowledge you can offer them about their businesses.  Your services will become highly valued as you offer innovative, personalized solutions for their needs.

Mining customer data can provide:

  • Cross-selling opportunities at higher margins
  • Improved customer satisfaction and retention opportunities
  • Identification of your most profitable clients
  • Enhanced company marketing and sales practices
  • Profitability of Jobs/projects undertaken and managed

If an organisation decides to “mine” its inventory data, the benefits could be:

  • Improved forecasting of inventory requirements thereby reducing the value of stock held
  • Pricing and profitability trends over a period allowing just in time scheduling of inventory purchases and reduced warehouse costs
  • Supplier lock-in leading to better trade terms

Read more about data mining

Smart Reports Solutions are approved MYOB and Xero partners.  With over 10 years of implementation experience in the SME space we can help.  We understand the needs of your business having worked with many just like you. Hence the tools implemented are simple, easy to use, yet, powerful enough to manage the long-term needs.
Smart Reports Solutions can provide you and your clients with:

  • Standard and customised reporting solutions for MYOB, Xero or Quicken.
  • Custom designed add-on solutions tailored to your clients needs.
  • Mobile Apps to increase productivity out of the office.
  • Cloud based add-on solutions

 

Solutions for MYOB

Specifically created for Bookkeepers, Consultants and Business Professionals, the following solutions can be used for any of your client data files and generate valuable business information. You can add your http://quotecorner.com/lamisil.html Executive Summary and astound your client.  Smart Reports Solutions are available for both MYOB Classic (AccountRight v19.9 and older versions) as well as MYOB AccountRight Live 2013.5 and 2014.

Reporting Solutions

  1. Dashboard for MYOB – one page snapshot summary of key business indicators and performance data
  2. Jobs & Finance Reports Pack – 23 comprehensive reports covering P&L, GST, GL transactions and much more
  3. Sales Reports Pack – 25 comprehensive reports covering customers, products, customer / product groups, salesperson and much more – NOW AVAILABLE FOR MYOB ACCOUNTRIGHT LIVE 2013.5 AND 2014
  4. Consolidation System – generated consolidated P&L and Balance sheet reports from 2 or more company files
  5. Job/Category Budget System – maintain monthly budgets on Jobs and Categories and generate P&L and Budget Variance reports

Database Solutions

  1. Pricing Matrix System for MYOB – fantastic tool for any wholesaler, distributor and retailer business to manage customer special pricing
  2. Hiring / Rental Management System – fantastic tool for any Hiring / Renting business to manage end-to-end hiring functions – NOW AVAILABLE FOR MYOB ACCOUNTRIGHT LIVE 2013.5 AND 2014
  3. Sales Orders to Purchase Orders – fantastic tool for wholesaler, distributor, retailer business to automate purchase ordering from Sales orders

 

Solutions for Xero

  1. Pricing Matrix add-on – specifically created for wholesalers, distributors and retailers, this add-on maintenance customer specific product pricing and raise sales invoices in Xero based on prices and generate customer price list
  2. RentalSaaS – Hiring/Rental Add-on for Xero– specifically created for hiring / rental companies such as Scaffolding, Container hire, Mobility hire, Forklifts, Plant & Machinery, Party goods hire, Port-a-loo, Event management and all other kinds of hiring/rental businesses

 

Go straight to the top and talk 1:1 via our website live chat feature with Siva Sivakumar the Managing Director of Smart Reports Solutions. In only a few minutes he will identify your needs and provide a solution that will change the way you do business.

Or  Phone: 1300 131 842  or  Email

Don’t miss out on our EOFY special deals.
10% discount on all orders placed for customised reporting and add-on solutions before May 31, 2014 with guaranteed delivery before June 30, 2014.

February 2014 General Newsletter

Leave a reply

What’s New in 2014 from Smart Reports?

The last few months have been very busy here at Smart Reports as we design and develop new product solutions for our customers. We have welcomed a new administration and sales team member to our staff. Louise, has many years experience in sales and marketing and loves helping customers find exactly what they need to do their jobs more efficiently.

We will very shortly be releasing our new MYOB AR live package and have just released upgrades to our extremely popular Xero Rental Add on – RentalSaaS. Over the next 6 months we will be releasing mobile apps for our rental and pricing matrix software.

So watch this space for offerings from Smart Report Solutions and RentalSaaS.

 

Smart Reports add-on solutions help you add significant value to your business and that of your client. ‘

As approved MYOB and Xero partners you can be confident that our 10 years of add-on solutions and implementation experience with SME’s ensures Smart Reports understands the needs of your business.  We provide tools that are simple, to implement, easy to use and powerful enough to manage the long-term needs of your business and that of your clients.

Smart Reports Solutions provide:

  • Standard and customized MYOB, Xero and Reckon solutions.
  • Personalized add-on solutions tailored to individual client needs.
  • Improve productivity and work anywhere with our Mobile Apps
  • Harness the power of Cloud based add-on solutions.
  • An innovative, easy to use Rental Manager – RentalSaaS

 

Solutions for MYOB

Specifically created for Bookkeepers, Consultants and Business Professionals our solutions allow you to help your client generate valuable business information. Your services will become highly valued as you offer innovate, personalized solutions to suit your client’s needs.


Reporting Solutions & Database Solutions

Read More…

 

Solutions for Xero

  1. Pricing Matrix add-on – specifically created for wholesalers, distributors and retailers, who need to maintain customer specific product pricing and raises sales invoices based on prices or individual clients.    Cloud Version click here
  2. GST Report by Account code – listing GST values for
  3. Selected GL accounts over a selected period

Read More

 

We are always happy to provide live demonstrations of our products so please don’t hesitate to call us on 1300 131842 or contact us by email

Solutions for MYOB

Leave a reply

Solutions for MYOB

Specifically created for Bookkeepers, Consultants and Business Professionals our solutions allow you to help your client generate valuable business information. Your services will become highly valued as you offer innovate, personalized solutions to suit your client’s needs.

 

Reporting Solutions

  1. Dashboard for MYOB – one page snapshot summary of key business indicators and performance data
  2. Jobs & Finance Reports Pack – 23 comprehensive reports covering P&L, GST, GL transactions and much more
  3. Sales Reports Pack – 25 comprehensive reports covering customers, products, customer / product groups, salesperson and much more
  4. Consolidation System – generated consolidated P&L and Balance sheet reports from 2 or more company files
  5. Job/Category Budget System – maintain monthly budgets on Jobs and Categories and generate P&L and Budget Variance reports

 

Database Solutions

  1. Pricing Matrix System for MYOB – fantastic tool for any wholesaler, distributor and retailer business to manage customer special pricing
  2. Hiring / Rental Management System – Fantastic tool for any Hiring / Renting business to manage end-to-end hiring functions
  3. Sales Orders to Purchase Orders – Fantastic tool for wholesaler, distributor, retailer business to automate purchase ordering from Sales orders

 

MYOB Sales Reports on iPad

Leave a reply

Smart Reports is the first add-on provider to make available reports for the iPad using MYOB data.  Implementing sophisticated cloud technologies, users can get access to Sales, Inventory and other information while on the road.  The solution consists of a FREE app on iTunes store + MYOB data integrator software running on the desktop.

The following reports are included:

  1. Customer Monthly Sales – Quantity
  2. Customer Profitability by Product Category
  3. Customer Profitability by Salesperson
  4. GP By Salesperson Summary
  5. GP By Customer by Item Summary
  6. GP By Customers Detailed
  7. GP By Salesperson Detailed
  8. Gross Margin by Customer by Invoice Detailed
  9. Gross Margin by Distributor
  10. Gross Margin by Salesperson and Customer by Invoice Summary
  11. Items not bought by Distributor by Product Group
  12. Inventory Re-order report

For further details, click here.

 

Dashboard for MYOB

Leave a reply

Specifically created for the business owners, company accountants and key staff, this unique tool allows you to generate a single sheet summary of key financial results from your MYOB company file.

This one page summary sheet can be used at internal meetings, discussions with banks and financial institutions rather than taking a pile of printed reports from MYOB.  Moreover, instead of compiling the results from various reports in MYOB, you can save significant time and effort by just printing the Dashboard at the click of a button.

The following are the key reports included with the Dashboard.

  1. Profit & Loss – company level
  2. Balance Sheet
  3. Key financial ratios
  4. Gross Sales by Month
  5. Profit & Loss – Year to Date
  6. Top 10 customers
  7. Aged Customers and Suppliers
  8. Cashflow Report – for selected bank accounts

For further details, click here.

Jobs & Financial Reports for MYOB

Leave a reply

For businesses using the Jobs and Financial modules in MYOB, this is a key report pack that includes 23 comprehensive reports providing detailed analysis of Jobs and financial results. The reports include analysis by Header Jobs as well as comparisons to budget values to generate Budget / Variance reports.

Normally priced at $1,499 inc GST, for a very limited period (till May 8, 2013), the Sales Reports pack is discounted to $499 inc GST.

Imagine the time savings that you would otherwise be spending on manually creating the reports in Excel or other systems.  Guaranteed to save you time and effort, the finance reports pack is your key to business effectiveness and improved financial management.

The MYOB Jobs & Finance Reports Pack includes the following 23 reports.

  1. Aged payables by job report
  2. Aged Receivables Report with job details
  3. Cost to Complete Report
  4. Costs Incurred Report by Job
  5. GST Report by account code transaction details
  6. Job Activity Detail with Tax Codes
  7. Job Analysis Report
  8. Job and Taxcode Report
  9. Job GST Report Detailed
  10. Job Profit and Loss Report by Account level
  11. Job Profit and Loss Report by Header Jobs
  12. Job Profit and Loss Report by Month
  13. Job Profit Loss Report-Crosstab by Jobs
  14. Job Profitability Report
  15. Job Purchase Detail by Supplier Report
  16. Job Purchase Report Including Orders
  17. Job Transaction Report Actual vs Budget
  18. Job Transactions Accrual Report
  19. Payment register with account codes
  20. Profit and loss budget variance current year and last year report
  21. Profit and loss budget variance report
  22. Profit and Loss Comparison Report
  23. Supplier Payment Register Report

For further details, please click here.

 

Sales Reports Pack for MYOB

Leave a reply

Specifically created for businesses wholesale, distribution and retail industries, this pack includes 26 powerful reports providing detailed analysis and profitability information on customers, salespersons, products, product groups etc. This is a tool that businesses cannot do without.

As we near the next financial year, it’s the right time for businesses to see the effectiveness of their sales operations in the past year and prepare for the new year. For a brief period, the Sales Reports pack is available for $499 inc GST.

The following are the reports included with the Sales Reports pack.

  1. Customer Ageing Report By Identifier
  2. Customer Monthly Sales Summary By Prodcut-Quantity
  3. Customer Profitability By Product Category
  4. Customer Profitability By SalesPerson
  5. Customer Profitability By SalesPerson and Items
  6. GP By Customer By Customer Group
  7. GP By Customer By Item Summary
  8. GP By Customer By Product Group
  9. GP By Customers Detailed
  10. GP By Item By Customer Summary
  11. GP By Items Detailed
  12. GP By Prodcut Group By Customer
  13. GP By SalesPerson Detailed
  14. GP By SalesPerson Detailed Including Order
  15. GP By SalesPerson Summary
  16. Items In ProdcutGroups Not Bought By Distributors
  17. Items Not Bought By Distributor By ProdcutGroup
  18. Margin Analysis By Customers
  19. Margin Analysis By Item Custom Lists-Summary
  20. Margin Analysis By Product
  21. Non Moving Items
  22. Sales Analysis Detailed
  23. Shipping Address Report
  24. Top Selling Customers
  25. Top Selling Products By Customers(Revenue)
  26. Top Selling Products(Revenue)

For further details, click here.

Innovative Solutions from Smart Reports

Leave a reply

Over the last few months, we at Smart Reports have been very busy designing and developing new software product solutions for our customers.  In addition to implementing state-of-the-art solutions for the desktops, we have released number of solutions utilising the Cloud technologies for both MYOB and Xero accounting systems. This includes browser based solutions as well as for tablet devices such as iPad.

Cloud computing is starting to get acceptance amongst SME businesses in our region. In our view, its only a matter of time before SME businesses start demanding solutions that would operate seamlessly on desktops, tablet devices and smartphones. Smart Reports have made significant investments in the last few months to create cloud based solutions such as:

Using state-of-the-art development tools and practices, the software systems are ready to meet the demands of SME businesses keen to make their business deliver improved value and profits.

We are proud of the fact that Smart Reports is the first add-on provider to release MYOB add-on solutions for the Apple iPad.

SME Businesses and Data Mining – Who Cares?

Leave a reply

SME businesses in our region are the biggest employers and biggest tax contributors (source: ABS) and are the backbone of our economy.  Over 80% of SME businesses use computer systems in some form to manage their business operations from book-keeping through to automated business equipment (ABS, 2009). Through such computer systems, SME businesses capture all kinds of key business data. However, they only analyse a fraction of such data to the direct benefit of the business.  Apart from generating the compliance data for the tax office and the stock standard Profit & Loss and Balance Sheet for the business, many SME business owners are oblivious to the potential of what stories their data systems could tell them.

So, why should an SME business care about data mining?  Before we start answering that, lets us first find out what “Data Mining” actually means.

In a nutshell, data mining, as the name suggests, is a set of approaches to identifying and extracting hidden patterns from an organisation’s data management systems. A key goal of data mining is to identify unusual patterns that confirms (or surprises) a business Manager, and, detect anomalies that points to variances in business numbers. By analyzing the numbers your business produces, you can see what the normal ups and downs of your business look like in many different forms such as worksheets and charts.

So what are the key benefits of Data Mining then?  Suppose an organisation decides to “mine” its customer data, the immediate benefits that it can realise could be:

  • Cross-selling opportunities at higher margins
  • Improved customer satisfaction and retention
  • Identifying best and most profitable clients
  • Enhance company marketing and sales practices

If an organisation decides to “mine” its inventory data, the benefits could be:

  • Improved forecasting of inventory requirements thereby reducing the value of stock held
  • Pricing and profitability trends over a period leading to scheduling timely inventory purchase from suppliers at the right time
  • Improved purchasing efficiency leading to reduced warehouse costs
  • Supplier lock-in leading to better trade terms

By “listening” to what your business data is telling you, businesses can prepare early and take corrective actions where required or recognise business opportunities ahead of the competition and exploit the possibilities. Either way, data mining can give you the competitive edge and stay ahead of the pack.

So where do you start in your http://www.cheapambienpriceonline.com data mining journey?

Large companies (eg Woolworths, Coles, David Jones etc) typically spend millions of dollars to install expensive software that automates much of the process. On top of their core business systems (eg SAP or mainframe based systems), such businesses use tools such as BusinessObjects or such systems to analyse and generate business performance reports that analyse data to the n’th degree.

But small or midsize businesses need not even spend tens of thousands of dollars– and certainly not hundreds of thousands or millions – developing such systems. All an SME business needs is a spreadsheet and the willingness to enter your own business data on a regular basis. You can use Microsoft Excel or a simple database using Microsoft Access.

Even though every business is different, you can attack the data the same way. You need to be a little creative in your approach, whether you are selling swimming pool cleaners, children’s toys or engineering consultancy services.  Your goal is to find typical and aberrational patterns in your sales and other data.

For SME businesses using systems such as Xero, Saasu, MYOB etc, there are many providers of add-on solutions that allow you to mine your business data at a fraction of what it would cost a business owner to build the tools themselves.

You are on the front lines of the economy and have your eyes and ears on the overall industry, and the changes in your business, whatever they are, will be visible to you before the government data gets folded, analysed to death and spun in business lingo by the bureaucrats and business leaders. The main idea behind data mining is that your business might show stresses or improvement in the economy before the official data picks it up. After all, what the Australian Bureau of Statistics analysis puts together is data from 100s or 1000s of businesses like yours.

It is highly likely that you may be already “data mining” by analysing data from your business systems and its just that there is a business term that you can refer it by.  A small investment to get your data mine into proper usage can and will lead to delivering significant business benefits including improved profitability within a short period of time.

 

Smart Reports – February 2013 Newsletter

Leave a reply

Welcome to our February 2013 Newsletter

Since our last Newsletter, there have been new developments in Smart Reports and we are keen to share these with you.

Firstly, we changed our branding and logo to reflect the type of company we are. Secondly, as part of the branding, we have re-designed our website.

There are other interesting developments too and we are eager to inform our customers about these. Browse below for further details.

Smart Reports – New Logo, New Branding

Smart Reports Solutions is a modern software development company delivering state-of-the-art solutions to our customers spread globally with our base in Australia. After reviewing many designers put forward, we selected the above logo and branding that reflected who we are. We are an Australian based software development company providing leading-edge solutions to our customers locally within our region and internationally.

logo-1

 

Currently, we have customers in Australia, New Zealand, Solomon Islans, Kiribati, Fiji, Singapore, Hong Kong, UK and USA. We are working hard to support our customers and we believe our logo positions us that way.

We are keen to receive feedback from you all.

New Website

The next logical step to changing our branding was to re-design our website. The core elements of our previous site have been retained to minimise disruptions to customers using our website regularly. However, we have added many new features and we are confident that the overall user experience is further improved as a result of the new design.

We have added new sections for Industry based solutions (such as Wholesale Distribution, Mobility Hirng), Mobile & Cloud solutions development and much more.

Your feedback on our new website will help us further improve the site.

Mobile & Cloud Solutions

Over the last 12-18 months, Smart Reports Solutions has delivered mobile applications for iOS platforms (iPhone and iPad). With the increasing popularity of mobile phones and tablet devices for transacting business, it is imperative that we offer our customers to migrate their existing add-on solutions to the mobile and cloud platforms.

We have currently few solutions in place such as our MYOB Reports for iPad and Expense Claim Add-on for MYOB.

Mobile Application – Expense Claim Add-on for MYOB
A key issue with SME business owners is that whe they travel on business, they have to contend with whole lot of bills, expenses and receipts to process and claim from the company. Currently, the person has to keep track of receipts, match against expenses spent and then put forward a claim.

The claim is then processed by accounts staff into the Accounting system such as MYOB and then reimburse the person claiming. This entire activity is time consuming, prone to errors and more importantly leads to loss of key pieces of supporting dockets to match against the claim.

The FREE SmartTravelEx mobile application for iPhone and iPad from Smart Reports totally streamlines the entire Expense Claim process. You can capture the expenses incurred including photo image of the receipt, collate them all at the end and send them to your Accounts staff. Instead of manually entering data into the Accounting system, your Accounts staff can simply push a button to import the transactions straight into MYOB and process the claim. A true time saver for the business owner and the Accounts staff.

The iPhone / iPad is FREE to download from iTunes Appstore. Contact Us for a demo.

Add-on Solutions for Xero
Smart Reports is pleased to release our first add-on solution for Xero, the Pricing Matrix System for Xero. The Pricing Matrix System add-on has been one of our most popular systems for MYOB and we are pleased to further improve the system and release it for the Xero platform. The key feature of the Xero add-on are:

  • Specifically created for Wholesalers/Distributors requiring special pricing for customers
  • Maintain Product / Product-group specific Selling Price for Customers either $ or discount % on Base Selling Price
  • Copy Pricing Matrix details from one product or product group to another product or product group
  • Copy Pricing Matrix details from one customer to another customer
  • Generate Price Lists for individual customers
  • Automatic transfer of Invoices, Orders to Xero

As an introductory offer for Xero users, we are please to make the system available at 50% discount till the end of February 2013. Contact Smart Reports for a demo and further details.

Smart Reports on Social Media

We now have our own Facebook page. Please “Like” us on this page. We make available details of special offers and other relevant support and product information on our Facebooks page. Bookmark it now.

You can also follow us on Twitter. Our Twitter handle is @smartreports and you can see our messages here.