SouthWare Excellence Series Functional Features
SouthWare’s Excellence Series is a fully integrated family of business software for all of your accounting and related processes. The features have been refined over many years to handle the most challenging needs of thousands of businesses. All Series products are easily scaled from small to large systems so your business will not outgrow your software. The Series is also built using a uniquely portable technology that lets you choose from a growing list of over 600 different computer platforms.
Click on the links below to learn more about each of the SouthWare Excellence Series modules in these areas:
 Financial Management
Accounts Payable
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Managing the payables to your vendors is a routine, yet important part of any business. You need tight control over your checkwriting, but you would like to minimize the time involved. SouthWare’s Accounts Payable is a great way to get better control over payables -- with less time and effort.
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Accounts Receivable
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Your receivables are one of your most valuable assets. Managed right, they encourage higher sales with minimal cost. Managed wrong, they could put you out of business. A great way to manage your receivables right is with SouthWare’s Accounts Receivable.
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A/R Invoicing Adapter
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The first step in getting paid for your sales is getting a clear and accurate invoice to your customer right away. The longer you wait to bill a customer the longer you can expect to wait to get paid. And if the invoice doesn’t clearly detail the reason for the bill then you may wait even longer. For a great solution to your billing needs, get SouthWare’s A/R Invoicing Adapter.
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Collections Adapter
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Following up on past due customer accounts is not one of the most pleasant business tasks, but it is an important one. Every business has customers who seem to procrastinate on sending a check until you give them a polite but firm reminder. If you’d like to make your collection efforts more organized and easier, get SouthWare’s Collections Adapter.
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General Ledger
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Your general ledger is where all your financial information comes together. For up-to-date information, attractive financial reports, and insight behind the reports, supervise your finances daily with SouthWare’s General Ledger.
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Payroll
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Payroll is an important and very sensitive function in most businesses. You need your payrolls to be accurate and on time, but you’d like to minimize the administrative time and cost it takes to prepare them. A great solution for your payroll needs is SouthWare’s Payroll.
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Job Cost
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When your business revolves around jobs you must have a good job tracking system. Most jobs involve so many types of costs that you need comprehensive records on each job just to know whether you’re making money or not. A great solution for job tracking is SouthWare’s Job Cost.
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Fixed Assets
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Tracking, valuing, and depreciating your assets is a time-consuming and tedious chore. Fortunately, you can automate much of this workload with SouthWare’s Fixed Assets.
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Cash Flow Ledger
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Don’t risk your peace of mind by guessing on something as important as your cash. And don’t spend your precious time doing something manually that your business system can do for you. If you want better cash information in less time, get Cash Flow Ledger.
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Distribution
Inventory Control
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When you have a large inventory you must manage your inventory well if you want a successful business. Your inventory is just like stacks of dollar bills sitting around. You’ve got to make sure they don’t “walk off” and you can’t afford to leave them sitting idle for too long. A great way to protect your dollar bills is with SouthWare’s Inventory Control.
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Point of Sale
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For simple sales situations you want to process the sale fast so the customer can be on his way. If the customer has questions you want instant access to the answers. For more complex sales situations you want to handle returns, discounts, delivery, split payments, and other needs quickly and accurately. A great answer to all these needs is SouthWare’s Point of Sale.
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Order Entry
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When your customers call in with an order you want to be able to record the order accurately and then deliver it right the first time. This means your people need a system that helps them be efficient, accurate, knowledgeable, and timely. A great answer to all these needs is SouthWare’s Order Entry.
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Purchasing
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The key to excellent purchasing is to provide great inventory service and get the most value for the money you invest in inventory. Your customers and employees want inventory to be available when they need it. But if you’re not careful you can eat up all your profit in inventory carrying costs. SouthWare’s Purchasing helps you find the right balance for your inventory.
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Return Authorization
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Do you struggle with the complexity of tracking and managing vendor returns? Are you uncertain where all your return items are and what needs to happen to them? If so, you need to consider SouthWare’s Return Authorizations. In conjunction with other solutions in SouthWare’s Excellence Series™, you can get a complete system to confidently manage both the process of customer returns to you and the process of your returns to vendors.
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Assembly Work Orders
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Inventory management and work order control is a real challenge when you have assemblies and components. Not only do you have to keep track of the items that come in and out of your business, but you have to keep track of them as they flow in and out of assemblies. A good solution to this challenge is SouthWare’s Assembly Work Orders.
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Rental Department
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Do you struggle to handle transactions that involve both rentals and sales? Are you unsure about where all your items are, when they’re scheduled for rental, and whether you’re making money on them? SouthWare’s Rental Department gives you a complete system to process the pricing, renting, tracking, and management of your rental contracts and inventory.
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Item Group Matrix
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Warehouse Tracking
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With Warehouse Tracking you get supporting warehouse details for the information in Inventory/ Sales while keeping your warehouse records separate from your stock and order information. Your Inventory/ Sales operators don’t need to enter warehouse information, and your warehouse operators don’t work with anything but warehouse information. This gives you the benefits of an integrated system for purchasing, receiving, putaway, stocking, selling, picking, staging, shipping, etc. without requiring complicated data entry functions.
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Service Management
Service Orders
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Service orders are the heart of your service business. You need to take your customer requests quickly, schedule normal service calls, get the work assigned, keep track of the status of the work, and get the work billed when it’s done. Your solution to all these needs is SouthWare’s Service Orders.
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Service Invoicing
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To have a successful service business you need a billing system that gets invoices to your customers promptly and with the right information. Ideally you could also save time by having your service order and contract information flow automatically into your invoices. For these results and more you should be using SouthWare’s Service Invoicing.
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Contract Management
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Effectively managing your service contracts can be one of the biggest challenges your service business faces. Service contracts tend to be complex and may include pricing exceptions, different levels of coverage, and even different billing cycles. Your contract information must be accurate, but it takes a lot of work. A great way to minimize this workload is with SouthWare’s Contract Management.
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Equipment Servicing
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Keeping track of all the important information about your equipment, customer equipment, equipment returned to the manufacturer, and equipment currently under repair is a demanding task. Equipment is constantly on the move and changing. A great way to keep control of your equipment is with SouthWare’s Equipment Servicing.
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Application Wide
SwiftMate™
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SwiftMate is the system environment for SouthWare’s Excellence Series™ that can be custom-fitted to the tasks your people perform. And your entire system is made more valuable through the special security, communication, and other company-wide functions provided by SwiftMate.
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DocTransfer™
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The use of electronic document trading is on the increase. Document transfers may be a recent requirement of your larger trading partners, or you may want to offer the option as a cost-saving measure. Your trading partners might have different document requirements and may even dictate your choice of EDI or other communications software. DocTransfer’s job is to simplify the actual creation or importing of data from the transfer files.
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E-Business Solutions
SouthWare NetLink™
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SouthWare NetLink works with existing technology in the SouthWare Excellence Series™ to provide a comprehensive e-business solution. You may easily publish any of your business data to authorized users and receive data back from them that is validated before updating your files. You can customize every aspect of your e-business site, and there are many features you can customize yourself without hiring expensive help.
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Customer Relationship Management (CRM)
TaskWise®
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TaskWise is an exciting innovation in business software that combines the vital functions of task management, relationship management, exception management and information sharing into a single company-wide system that integrates with your financial data! Its purpose is to enable you and your co-workers to work smarter and more efficiently with access to the information you need to do your job in an excellent way.
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Excellence Tools
ReportMate™
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The value of the data in your business system is directly related to your ability to get to it. Your standard reporting needs are well addressed with reports provided within the SouthWare Excellence Series™. But what about those special reports for your unique needs?
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ImportMateII™
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With SouthWare’s ImportMate II you’ve got the ability to take data files created by other software products and add new records or update existing records in your SouthWare Excellence Series™ business system. It’s very simple to use so you don’t have to be a programmer. And it’s very flexible so you can use it in many different ways.
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Extended Data™
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With Extended Data you’ve got the ability to add new and specialized information to your SouthWare Excellence Series™ business system. It’s very simple to use so you don’t have to be a programmer. And best of all you won’t affect your ability to add future updates to your system.
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ExcelReport™
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What are your goals for excellence and how do you measure them? Do your employees, customers and vendors perceive that your business has a commitment to excellence? You won’t find these results in any other business software system. If you want excellence in your business, you need ExcelReport.
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ExecuMateII™
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In today’s fast-paced world you don’t have time to dig through mountains of reports to answer questions like these. If you need instant and total insight into your financial picture, you need ExecuMate II.
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International Transactions
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Many U.S. and Canadian businesses have business trading partners -- vendors or customers -- who are in foreign countries. Transactions with these partners may involve other monetary currencies, and the tracking and reporting of these multi-currency transactions is a challenging task. That’s where SouthWare’s International Transactions comes in.
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SouthWare WorkFlow™
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When “standard” functions aren’t enough to handle your needs or desires in a particular area, custom programming is one option. But this makes your system non-standard and not readily upgradeable. Wouldn’t it be great if you could add the functions you need and keep your system standard? That’s where SouthWare’s WorkFlow comes in.
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SouthWare Forms™
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Your business forms are a very important part of your business. You rely on forms to communicate with your employees, your customers, and your suppliers. If your forms aren’t right, your communication isn’t right either. Using standard forms gives you the lowest cost, but what do you do if the standard forms don’t meet your needs?
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