axis diplomat 2024 Modules

Accounts

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The Nominal Ledger allows the financial structure of the company to be shown in detail and takes the book keeping operations through to a Trial Balance and Draft Accounts, incorporating Trading Account, Profit and Loss and Balance Sheet.

Analysis of the Nominal Ledger is multi-tiered: information can be analysed by account, by account group, by department or by cost centre. The Nominal Ledger features all of the facilities you would expect from a sophisticated financial package, including accruals, prepayments and interfaces to the axis diplomat Payroll module. The Nominal Ledger also features an advanced set of Budgeting tools.

The Sales Ledger within axis diplomat provides comprehensive analysis of your trading with your customers, far beyond the essential accounting, auditing and tax requirements.

Flexible credit terms, together with support for early settlement discounts, mean that system can produce an up-to-date picture of your debtor and creditor position at any time.

Using the powerful Archiving facility, transactions (such as cash, invoices and credit notes) are retained indefinitely. This is completely automatic and requires no user intervention. The system allows you to reprint invoices months or even years after they were originally raised, whilst the accumulated data is used to provide a massive range of sales analysis information. For example, the system can show who has been buying selected products over any period of time since the system was first used. Furthermore, due to the advanced storage methods used, access to this information is, in most situations, virtually instantaneous.

The Purchase Ledger is, in many respects, the mirror image of the Sales Ledger.

Details on Suppliers, and your trading with them, are held on the system. Suppliers can be sub-divided into groups and a wide range of information held and produced for them.

As with the Sales Ledger, Purchase Ledger transactions can be retained indefinitely.

The Cash Book is used to manage both your Petty Cash and your Bank Accounts. Full facilities exist to cover the reconciliation of bank statements, entry and allocation of cash receipts and cash payments, along with standing orders and, on multi currency systems, support for currency bank accounts.

The Stock Ledger within axis diplomat can be used as a full stock control system or as a means to simplify invoicing and purchasing.

For systems that are to be used for full stock control, all of the functions required will be found within the axis diplomat Stock Ledger. These include stock take facilities, stock valuations and detailed stock movement analysis.

The standard Invoicing module allows creation of invoices and credit notes, using free-typed descriptions and prices or by utilising the stock ledger. Items selected from the Stock Ledger will automatically pick up the correct cost and selling price information and simultaneously update stock on hand figures. For systems with higher throughput, with greater lead times, or with the need to process back orders, the Sales Order Processing module may be beneficial.

Included as standard are a range of CRM facilities designed to allow you to manage all forms of contact with your customers and prospects. These facilities include the ability to maintain details of an unlimited number of individuals within each organisation (including, for example, email and mobile phone details), as well as the ability to build a complete history of contact with these organisations.

Further details on the Contact Management facilities can be found in the separate CRM Fact Sheet.

A wide range of additional modules are available for axis diplomat: These modules cover eBusiness, multi currency, warehouse management, point of sale, mail order processing, stock traceability, bill of materials and material requirements planning (MRP). All are produced by axisfirst (not 3^rd party add-ons) and are fully integrated.

For integration with 3^rd party applications, such as Microsoft Office, including Word and Excel, the axis diplomat ODBC Interface allows applications to interrogate the axis diplomat data via Microsoft SQLServer.

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