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.

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.

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.

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.

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:

• MYOB Reporting Solutions for Apple iPad
• Travel Expense Claim app for iPhone with links to MYOB
• Pricing Matrix add-on for Xero
• Add-on reporting solution for Xero.

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.

• 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

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.

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.

Call me old fashioned or old school.  In my view communication is always between people and people have identities.  During the last few days, I have been in communication with a prospective customer who is inter-state.  We have been discussing things over the phone and via email. Thank god, its not via mobile phone text messages. Why you ask? You will know soon.

Since our initial discussions began and we started exchanging emails, I started noticing one thing. I make it a point to address each email to the actual person(s) involved in the electronic conversation. That is, if I know the person really well, I will commence the email as “Hi John,….  That is, I refer to the person by name as that is what his identity. If I do not the person really well, I will commence the emails as “Dear Mr…”

On the same token, when I receive emails from people known to me, I expect them to address me as a person and not just send the message without addressing the person.  As a business person, when I get sales enquiries, obviously the person contacting me does not know my name and so cannot me address me as such.  I understand that.

However, when I receive emails from people (who know who I am) just focussing on the subject and not taking time to address me as a person, it does http://www.mindanews.com/buy-topamax/ bother me a bit. I understand people are busy and may not wish to spend time on common courtesies but when they call people, don’t they normally spend initial few seconds on “Hi John, its Tom here, how ya doin?” even if they couldn’t care less if the other person is doing well or not? If so, then why that shouldn’t that be the case when they respond to emails with common courtesy?

I am not asking them to enquire about my welfare and all that. All I ask is to at least address me by my name. I have an identity and would very much appreciate it if people have the courtesy of using it in their emails to me if they are known to me.

This inter-state client knows my name but he refuses to address it. May be he does this to everyone else as well. But I don’t think it is courteous to just start the email focussing on your own needs rather than acknowledging the fact that there is a person reading at the other end.

People do business with people and not with machines.  May be I am reading too much into this and may be I am old fashioned. But I strongly believe in courtesy and respect for people in whatever position even if the other person is a 5 year old child.

What do you think?