Microsoft Business Solutions 
Small Business Financials

Small Business Financials Features

• System Manager

  • Master record import from QuickBooks, Excel, RealWorld, GPA, Peachtree
  • Company setup wizards
  • Alerts and Reminders
  • Setup checklists
  • Supports unlimited companies
  • Supports up to 5 concurrent users 
  • Administrator defined access rights for each user
  • Automated file backup and recovery

  • Personalized shortcut menu

• Financials and Accounting

  • Double-entry accounting
  • Full audit trail
  • Auto select posting accounts
  • Default charts of accounts for multiple industries Excel-based budgeting 
  • Supports account numbers up to 25 characters and 5 segments
  • Supports up to 13 fiscal periods
  • Batch and individual transaction posting
  • Automated batch recovery
  • Ability to close sales and purchasing ledgers while leaving general ledger open for year-end adjustments
  • Prior year adjustments
  • Financial statement reporting
  • Trial balance reporting

  • General, recurring, and auto-reversing journal entries

• Vendors and Purchases

  • Unlimited number of vendors
  • Vendor contact information
  • Automated discount and sales tax calculations
  • Finance charges
  • Credit memos
  • Returns
  • Bill payment via cash, credit card, or check
  • Payables check wizard
  • Supports voiding checks and transactions
  • Full audit trail for check printing
  • 4 accounts payable aging buckets
  • Vendor history tracking
  • Purchases reporting

  • Accounts payable transaction, history and analysis reporting 

• Customers and Sales

  • Unlimited number of customers
  • MapPoint Integration
  • Customer contact information
  • Customer statement wizard
  • Customizable invoices and statements
  • Automated discount and sales tax calculations
  • Credit limits
  • Credit memos
  • Debit memos
  • Service repair
  • Warranties
  • Apply cash receipts to open invoices
  • Put customer accounts on hold 
  • NSF check processing
  • 4 accounts receivable aging buckets
  • Customer history tracking
  • Sales reporting
  • Sales tax reporting

  • Accounts receivable reporting

• Banking

  • Unlimited number of bank accounts
  • Miscellaneous check option
  • Bank reconciliation
  • Enter transactions
  • Void checks and transactions
  • Record deposits and withdrawals

  • Record transfer of funds between accounts

• Payroll

  • Supports up to 500 active employees
  • Integration with General Ledger
  • Payroll setup wizards
  • Payroll checklists include pay period, month end, quarter end and year-end
  • Tax table updates
  • Payroll check printing 
  • Void payroll checks with audit trail
  • Direct deposit
  • Absence reporting 
  • Overtime calculations
  • Deduction calculations
  • Pension processing

  • Payroll reporting 

• Reporting

  • One centralized report window
  • Over 80 customizable reports
  • Check writing wizard
  • Smartlist queries
  • Drill down to source documents
  • Financial statements
  • Report editor
  • Customizable reports
  • Standard reports throughout Small Business Financials
  • Reports available via the Web 
  • Export to Excel
  • Export to Word
  • Export to HTML

Small Business Financials is available exclusively through local Microsoft Business Solutions partners like D. C. Hubbell & Associates, who can answer your questions and get you set up and running. For more information about Small Business Financials , please contact us!

Back to Top

Microsoft® is a  registered trademark of Microsoft Corporation.