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Accounting Tour

Improve financial controls and operational efficiency with an accounting system designed for medium businesses.

Built for medium businesses

Most of our customers use Attaché in a multi-user, multi-company environment. They can focus on running their business while Attaché provides the capacity for growth.

Fully flexible

Fully flexible

  • Unlimited companies (datasets), countries and locations
  • Unlimited users
  • Accrue to multiple cost centres
  • User-definable fields allow you to store and report on your own information
  • Customisable access rights
Fully customisable

Fully customisable

  • Customise the system to your specific business or industry needs
  • Design your own screens for quotations, orders, invoices, credit notes etc.
  • Design your own forms for quotations, picking slips, delivery dockets etc.
Easy-to-use workflows

Easy-to-use workflows

  • Stay on track through even the most complex processes
  • Create your own to reflect the way you work
Fraud controls

Fraud controls

  • Audit trails keep a record of every change made throughout the system
  • Supplier invoice items can be automatically read in from existing purchase orders to confirm quoted prices
  • Users cannot delete or modify any completed transactions including invoices and orders

Sales and marketing

“We have our website, handheld ordering and sales reporting all running seamlessly with Attaché. It saves us countless hours of work.”

Prospects

Prospects

  • Keep your prospects and customers separate
  • View outstanding quotes on an easy-to-read dashboard
  • Quotes can easily be converted into orders
Customers

Customers

  • Head office accounts – parent / child relationship
  • Foreign currencies – invoice customers in their currency
  • Multiple delivery addresses and contacts per customer
Pricing and discounts

Pricing and discounts

  • 6 standard selling prices e.g. retail, trade, wholesale, promotions
  • Set default selling price and/or discount by customer
  • Assign quantity breaks for high volume purchases
Transaction types

Transaction types

  • Reduce time and errors by converting quotes and orders to invoices
  • Quickly import customers’ standing orders, preferred product lists, kits and proformas
Customer risk analysis

Customer risk analysis

  • Quickly identify high or low risk customers
  • On-screen warnings if transactions are entered for at risk customers
Invoice reminders

Invoice reminders

  • Sort invoices by due date, amount or customer
  • Easily trigger emails to overdue customers

Warehouse management

“If you are a stock-based business with more than one or two people looking after it, you need something like Attaché so you can keep a check on it all. We spot-check every week and never have to do a full stock take.”

Stock identification

Stock identification

  • Unlimited barcodes enable faster stock takes
  • Bin locations tell you where everything is in the warehouse
  • Flag products that will be manufactured using bill of materials
Product management

Product management

  • Flag items that are inactive or superseded
  • Record alternative and substitute products
Product attributes

Product attributes

  • Set your own product dimensions – height, width, depth, weight plus 1 user-definable
  • 15 user-definable fields for industry specific needs such as transit time, use-by date, revision numbers
Real-time visibility of stock

Real-time visibility of stock

  • Monitor stock availability by location
  • Factor in stock on order, back orders, reserved stock and consignments
  • Set minimum and maximum reordering levels
Order fulfilment

Order fulfilment

  • Print picking slips directly to the warehouse
  • Consolidate picking slips so that multiple orders can be picked at the same time

Purchasing

“It’s so easy to lose money with poor purchasing. Reducing the guess work is what it’s all about.”

Suppliers

Suppliers

  • Custom fields to suit your business, e.g. BPAY reference number
  • Store suppliers’ product codes if they vary from your own
  • Inactive and in-dispute flags to prevent new orders to particular suppliers
Purchasing accuracy

Purchasing accuracy

  • Reduce time and errors by converting purchase orders, standing orders and more into invoices
  • Replenish products from the product reorder report based on quantities in product masterfile
Transaction details

Transaction details

  • Produce purchase orders in the currency of your suppliers
  • Apply your landed costs by value or quantity
  • Send drop-ship orders directly to suppliers

Financials

“Attaché makes my life easier. With our number of reporting entities, it’s simple to set up new accounts and multiple accounts at once. The auditors really like the audit trails on transactions.”

General ledger

General ledger

  • Structure your chart of accounts and reporting to suit your operational needs
Cost centres

Cost centres

  • Set up default general ledger expense and liability allocations for cost centres
  • Report on actual v budget for any cost centre
Bank reconciliation

Bank reconciliation

  • Import bank transactions and automatically match to Attaché
  • Quickly and easily match any remaining transactions
Asset management

Asset management

  • Three methods of depreciation – accounting, taxation and alternate
  • Track base unit and components and roll up to calculate “total asset” value

Document management

Attaché is trusted to deliver 100,000 documents per day to over 1.2 million recipients.

Secure document portal

Secure document portal

  • Secure, virus-free, tamper-proof environment
  • 42 months of protected document history
  • Access anytime from any device – computer, mobile or tablet
Trading partner ecosystem

Trading partner ecosystem

  • Track receipt of every document to your customers and suppliers
  • No more requests to resend invoices, statements and other documents
  • Avoid email risks of spam, viruses and phishing attacks

Reporting

“Good reporting allows you to drive the business. Without it, you’re just reacting.”

Dashboard reporting

Dashboard reporting

  • Get a real-time “helicopter view” of your business
  • See active quotes and orders plus up-to-date customer and product sales on the one screen
  • Create your own dashboards for your specific business needs
Dashboard drill downs

Dashboard drill downs

  • Drill down into live masterfile and transaction data e.g. outstanding quotes and customer balances
Customer reports

Customer reports

  • Run reports on outstanding orders, customer returns and more
Product reports

Product reports

  • Print barcodes, picking slips, delivery dockets and more
  • Sales reports help identify seasonal movements and trends
Supplier reports

Supplier reports

  • Select from a range of purchasing, transaction and detail reports
  • Run reports on outstanding invoices within selected criteria
  • Run bank deposit reports to upload to your bank
General ledger reporting

General ledger reporting

  • Select from a wide range of standard default financial reports or create your own to meet your business or industry needs
Key performance indicators

Key performance indicators

  • Monitor KPIs e.g. debtors and stock days, gross profit margin
Custom reports

Custom reports

  • Create simple or complex custom reports to suit your company-specific needs
Multiple export formats

Multiple export formats

  • Select your own parameters or data points to include
  • Output reports to other applications for further analysis
  • Formats include MS Excel, CSV, text, PDF and more

Talk to a specialist

To enquire about any Attaché product or find your local expert, contact us.
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