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.
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