ieXcel

Sage 300CRE – Claim Management

NO MORE SPREADSHEETS

Producing a simple customer invoice or the most complex claim is more efficient and accurate when the cycle is managed within an integrated database.

If required, create a complex claim structure and claim by

  • Work completed this period
  • Total work completed
  • Percent completed
  • Balance to finish

with no formulas to type over.

MANAGE RETENTIONS

No longer forget retention claims.

Retentions are calculated within the system and reported as part of your outstanding items.

GST is correctly calculated ensuring accurate BAS reporting.

IMPROVE CASH FLOW

Bring the money in faster by getting the claims in on time.

Manage receipts by applying fully or partially to one or more claims.

If the payment is unexplained, apply the monies to the customer and apply to the invoice at a later date.

MANAGE CLAIM APPROVALS

We all know the process. You claim what you need to and then you wait for the customer to approve and change the claimed amounts.

Managing this process is easy in Sage 300 Construction and Real Estate.

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Sage 300CRE – Reporting

ONE POINT OF DATA ENTRY

Pay one person to enter the data once and then let the right people see the right information.

Job Cost accounting is significantly more complicated than general accounting so you need smart software to do the hard work.

Dispose of needless tasks by minimising the data gathering process.

INTEGRATION

Vital project and financial information is available to the right people from a single source of entry.

Each entry in Sage construction software can be seen throughout the system, ensuring the right people see accurate timely information on a daily basis.

FLEXIBILITY

The right software for your business bends to your business.

Our team will help you apply better business processes and workflows by adapting and customising Sage Construction software to best fit your business.

Reports and inquiries can be customised and developed to match and improve your business critical information needs.

Programmed Excel Workbooks

ieXcel makes MS Excel ® the ultimate reporting and programming tool.

Our aim is one button press for any process.

REPORTING

When an ieXcel report is generated, all of the normal Excel functions are retained.
So your report can be filtered, copied, sorted and used as a database to add formulas and graphs.

Our team at ieXcel are skilled in writing Visual Basic code behind MS Excel ® to pull live data directly from any accessible database, spreadsheet or text file.

If required, you can have Pop-up windows to receive parameters/conditions such as dates and lists at the start of the report.

Our code will manipulate data, assign and match key fields and if tables can’t be matched within the existing data sources, we will build tables to create the required links and bring all of those multitudes of files, tables and fields together exactly the way you demand.

One button press can generate multiple reports and graphs.

If required, ieXcel reports can be

  • emailed directly from Excel to a list of recipients
  • saved as a PDF
  • sent directly to the printer

directly from your ieXcel program.

Watch our short videos to understand how ieXcel and MS Excel ® can bring
unequalled efficiencies and accuracy to your reporting and Excel spreadsheets.

http://youtu.be/2sHU7hlXg74

PROGRAMMING

As a programming tool, ieXcel provides a fast way to generate documents and manipulate data that can be written to text files for importing or (if allowed) directly written to databases.

The possibilities with ieXcel are endless.

Watch some of our videos and you will be amazed at how ieXcel programmers can turn MS Excel ® “on its head”.