Relate Accounts Production
is the first of a new generation of accounts
production products. Written from the ground
up it represents the bringing together of
years of experience in the accounts production
market. Relate Accounts Production is part
of the same practice database as Relate DRIVE
CRM.
Relate Accounts Production is designed to
make the preparation and production of accounts
a simple, fast and efficient process. Compliant
accounts are produced with supporting schedules
and, where appropriate audit working papers.
The product shares the DRIVE centralised database
of clients so that the status of the accounts
production process can be monitored. The DRIVE
communications system enables follow-up action
to be recorded and users alerted and clients
can be e-mailed with the status, queries and
details.
The
trial balance gives a view of both the current
and comparative figures. Each account can
be drilled down to the source. Also, each
account can be viewed as a bar chart over
6 years, 12 months or the account periods.
Groups of accounts can also be viewed. A group
of accounts is analysed by account in a pie
chart. The Accounts Status with the task in
hand is also shown.
Graphical reviews
Accounts status
Full drill down
Reports
Reports
can be viewed in multi-page format. There
is a full range of reports with various selection
criteria and sorting options.
Multiple page accounts preview
Accounts output in multiple document
formats
Send automatically by e-mail
Fast search of accounts
Flexible reporting
Export facility
Audit
Working Papers
A
full audit programme is integrated into the
accounts production. Conditions ensure that
only relevant parts of the programme appear.
Lead Schedules, 6-year reviews and other checklists
are also included.
