Comprehensive fixed-fee service to set up systems and procedures that include:
  • Review of systems and procedures to maximize system capabilities.
  • Planning and supervising of the conversion of existing systems to ACCPAC - your staff does the data entry.
  • Training of staff to use ACCPAC effectively.
  • Writing specification documents and creating customized reports.
  • Supervising the first month-end routine.
  • Setting up effective back-up routines as integrated menu choices.
  • Providing 90 days of telephone support.

An installation that includes several modules should be done in phases not longer than one month each. Protracted installations are unsatisfactory and costly for all concerned. Our fees are billed upon completion of each module or 30 days after the start of its installation, whichever comes first. Our fees are usually $1,500 to $2,500 per module. Fixed fees are confirmed before work is commenced and vary with the number of modules, the complexity of installation and estimated training time required.
Time based technical assistance is for those who require technical assistance after installation, or for those who feel comfortable assuming responsibility for the systems, procedures, and accounting implications during initial installation. Our services include:
  • Technical support and troubleshooting.
  • Custom report design.
  • Software upgrades for ACCPAC and add-on products.
  • Workstation upgrades to Windows 95, Windows NT, to Local Area Networks, to Web access etc.
  • Network or server upgrades and technical assistance.
  • Paper flow review, its documentation, and suggestions for improvements (Process re-engineering).

Our consultants are available for on-site and telephone consultations. Our current rate is $150 per hour. Our services are billed in 15 minute increments, travel time charged at half rate.

Test installations that are used as an overview of large systems to confirm that ACCPAC is a proper fit. It may include setting up of test database on an portable disk drive so that ACCPAC can be reviewed in your office.

This process is equivalent to test driving the systems before a purchase is actually made. Our senior accounting staff is available for consultation and for system design. A typical test database requires two days of our time, fee for which can be partially recovered if the full installation is completed within 90 days.
On Site Training
  • Training at your office
  • Training of staff to use software effectively
  • Writing specification documents and creating customized reports
  • Supervising the month-end routine
  • Record and write ACCPAC procedures for training and reminders.
  • Meet the exact needs of your business with your data in your setting.
Services we excel at that set us apart from our competitors:
  • Implementation of ACCPAC Plus and ACCPAC for Windows on Local Area Networks - Windows NT, Windows 95 and NetWare.
  • Installation and Report development for many add-ins by CA ACCESS Developers. Paper Flow Analysis, Accounting Strategy and Planning, Design Consulting and System Review.
  • LAN and WAN Management Services, Server Installation, Configuration, Connectivity.
  • Internet Connectivity and Web Site Design, Remote branch server access over WAN or public networks with secure access and encryption.
  • Project co-ordination and Management.

General Ledger

  • Create and maintain a company dataset
  • How to add ACCPAC Plus modules
  • Journal Entries
  • Screen Inquiries
  • Budgets
  • Archiving
  • Month end procedures
  • Year end procedures
  • Reports

Accounts Payable

  • Define the company options
  • Integrate with General Ledger
  • Defining vendor terms and distribution codes
  • Maintaining vendor information
  • Screen Inquiries
  • Routine processing of vendor invoices and credit notes
  • Manually prepared cheques
  • System cheque run
  • Month end procedures
  • Year end procedures
  • Reports

Accounts Receivable

  • Define the company options
  • Integrate with General Ledger
  • Defining billing cycles, salespersons
  • Defining customer terms, and distribution codes
  • Maintaining customer information
  • Screen Inquiries
  • Routine processing of manually prepared invoices
  • Processing deposit slips
  • Month end procedures
  • Year end procedures
  • Printing reports

Inventory Control

  • Setting up inventory
  • Processing of Receipts, Shipments
  • Transfers, Assemblies and Adjustments
  • Day End Processing
  • Periodic processing
  • Physical Inventory Count
  • Printing reports
  • Screen queries
  • Integrate with General Ledger

Order Entry

  • Setting up Order Entry
  • Routine processing of the Order Types
  • Processing of Invoices
  • Processing of Returns and Credit Notes
  • Printing reports
  • Integrate with Inventory, Accounts Receivable and General Ledger
  • On screen inquiries