Escolar Documentos
Profissional Documentos
Cultura Documentos
From
To
Wuerth Kenya
Presented by;
Dickson Odongo ALlela
dickson@intelisyssol.com
PROJECT NAME
Summary Upgrade Profile
EFFECTIVEDATE
07 03 2016 Sage end of Life upgrade
Request for
Upgrade schedule
Mr Elijah Irungu
Business Contact
DOCUMENT STATUS
System Upgrade
CONFIDENTIALITYSTATEMENT
This document contains proprietary information. We ask that you do not release the
information contained within this document without the written consent of Intelisys Kenya.
Please provide the same level of security for the information contained within this document
as you would provide for your companys data.
Our Ref: INTELISYS \JWG\RFP\SOFC0\O000085\2016
Date: 05
May 2016
Wuerth Kenya
Dear Sir,
It is our view that this upgrade be implemented as soon as possible this will ensure maximum productivity and
accuracy of the system. Kindly suggest Date and time for the proposed upgrade/ training.
We sincerely appreciate the opportunity to serve Wuerth Kenya Ltd. We are committed to providing you with the
highest quality of service and support available. Contact the undersigned for any f u r t h e r clarifications on this
document.
Yours truly,
System wide enhanced reporting Excel reporting is now integrated and embedded into the report designer and hence
the excel function can be deployed to every user and reports can be automatically distributed by means of emails.
Ability to export document to word (Invoices) local purchase orders etc. this will assist in editing documents for
Presentations.
Onion Report Pack, Detailed , budget analysis , Profit and loss, Profit and loss l , sales dashboard, cash low etc. ,excel
( Annual fees apply ) cubes and Pivot Reports included. Annual fees for onion report pack 250 USD
Complete compatibility with Microsoft office 365, Office 2013 Office 2010
Integration to Microsoft One Drive
More streamlined period close, with unobtrusive period block (ability to block and unblock a period).
Email integration send statements invoices purchase orders by email (password protect Documents.
Ability to mark accounts as active or inactive, allow us to clean up the debtors, creditors and nominal ledgers.
More enhanced user interface (fully customizable) introduction of filters for search and date selections.
Excel improvements allow users to get financial information without spending hours manipulating the data.
You can now archive your data at any time, not just when running the Year End routine. This means you can have a full
read only backup of your company data from a specific date that you can load at any time without affecting your live
data. This is particularly useful before big routines like clearing the audit trail.
Enhanced data maintenance this process has been improved to give more detail about the issues that are presented
and a history of recent data checks. You can even access the tools to help you fix the data without running a check
first. This saves you time and avoids having to run the check repeatedly.
Chart of Accounts. A new preview pane will allow you to see a mock-up of the layout of your Profit & Loss and Balance
Sheet while you are editing the Chart of Account.
Quick Search the main ledgers now have a quick search box. Type in a word that you want to search for and click the
Quick Search button to get a list of matchs optional components
CUSTOME
R
Notes..