Chantilly, VA -- (ReleaseWire) -- 02/24/2014 -- You have a passion for your business, exceeded only by the passion for your family. But they are inexorably intertwined because if your company’s financial health is in jeopardy, so also is that of your family since the success of your business impacts the financial well-being of your family.
It is true that Information is Power, but it only brings power when accessible. ConnectBooks provides the essential connection between owners and their accounting data using popular smart phones, tablets, and iPads of Apple or Android.
With the ConnectBooks mobile apps you can have any time, anywhere access and update ability to your Sage 50-US and Sage 50-Canadian Accounting Data.
The ConnectBooks mobile apps for Sage 50-US Edition and Sage 50-Canadian Edition enable small business owners to review potential income and expense items in their Sage 50 databases with their smart phone, tablet, or iPad. Sales and field technicians can also create/update invoices, estimates, and other customer transactions using Apple and Android mobile devices and send them to clients/prospects from the field.
ConnectBooks for Sage 50-US Edition and ConnectBooks for Sage 50-Canadian Edition (supports English and French) are similar, but not identical because of the unique Sage accounting products they support. They have the same menu structure along with a similar look and feel.
Managing Cash Flow Better
Effective cash flow management is the key to a successful business. With ConnectBooks, key financial information is always available as long as the Internet is available. That means your accounting data can be available when at home, on vacation, or at a prospect's site.
The Who Owes Me feature (only available on ConnectBooks) lists customers in order by amount owed. With this list, delinquent clients can be contacted to prompt for payment when income is short as you review the list. Likewise, the Who I Owe feature lists vendors who you owe to identify who might be amenable to a late or reduced payment.
Access by Field Staff
Estimators and Sales staff can easily locate and contact clients/prospects using the address, email address, and phone available on your smart device. The map feature uses the embedded GPS features on your smart devices. The ability to review payment history is important in calculating estimates. Estimates can be created at the prospect site, a PDF created, and sent to the client using their mobile device.
Field technicians (construction, beverage delivery, landscaping, snow removal, etc.) can also locate and contact clients with their mobile devices. More importantly, they can create an invoice, make a PDF of it, and email it to the customer while still on site. The ability to create invoices and immediately get them to clients will help prompt payment of invoices. These features also improve productivity.
In summary, ConnectBooks is a great way to monitor your company's finances, improved productivity, and generate profits.