introduction to Personnel Manager
Create transactions, blanket orders, requisitions, and journal entries.
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Track inventory levels and deliveries of ordered items, as well as equipment locations and associated information.
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Manage your cashflow by scheduling payments. Easily handle personal expenses.
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Set balance and expiration thresholds to receive warning on low balances and approaching account expiration dates.
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Reconcile transactions between departmental and institutional accounts.
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Set up overhead rates, fringe salaries, salary schedules, etc. for automatic expense and income calculations.
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Modify exisiting reports or create new ones with the intuitive, easy-to-use report generator.
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Attach files and scan documents directly to transactions and accounts for easy retrieval and viewing later on.
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Introduction to Grant Manager
Print purchase orders and other standard or custom transaction-related documentation from within the program.
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Create your own invoice, receipt, PO and other forms, or configure the system to print transaction data on your own pre-printed forms.
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Export reports and the results of complex queries to Excel, PDF, DOC, and many other formats. Import data from other systems with the data import utility.
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Set up user profiles and limit any given user's access to only certain modules, functions, accounts, and cost centers.
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MAIN BENEFITS
View up-to-date expenses, income, account balances and inventories. Know the status of your accounts and grants today rather than many weeks from now.
Log in anytime, anywhere, from any PC and most mobile devices with the cloud version.
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Properly configured salary schedules, benefits, and overhead rates ensure that all costs associated with running a department or a research institute are calculated accurately and in real-time. Many of our customers have reported recovering tens of thousands of dollars every year due to inaccurate overhead and other calculations by their institutional accounting.
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Reconcile departmental accounting records with institutional ones quickly and accurately. Identify and fix errors and discrepancies on both sides quickly and easily.
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Make decisions based on past, current and statistically calculated future trends. Experiment with “what-if” impact scenarios, such as the full future impact of personnel decisions on your accounts and grants.
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Attach an unlimited number of supporting documents to account and transaction records in order to enable paperless digital records management for your department.
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