Productivity Tips
Executive Summary
An important feature in AdddonSoftware that many use on a daily basis is the Executive Summary. Need an on-the-fly view of your open orders by day, week, or month without running a register or report? The Executive Summary provides a valuable and revealing “snapshot” look at your company's key financial details.
Screen Capture
If a picture is worth a thousand words and you need a screenshot image to help explain things, we can help. AddonSoftware's built-in Screen Capture capability can assist you in capturing and sending images to others and it's integrated into the error reporting system as well.
Quickly Create a Purchase Order from a Historical Receipt
Creating a purchase order duplicating a previous order should be fast and easy. AddonSoftware's Duplicate Receipt feature is just that.
Easy to Reset Reports
Here is another example of how AddonSoftware® empowers users for a friendlier, more flexible experience without losing control of any security aspects. This handy feature addresses reports where changes to column widths are causing viewing and printing issues. Previously, users would likely place a call to their technology partner to get a fix - with the appropriate security settings, this may no longer be necessary.
Convenient Payment Selection
AddonSoftware's Accounts Payable Payment Selection task has made invoice selection fast and efficient. Selecting one or many invoices is easy and so is how AddonSoftware addresses invoices that have been placed on Hold.
Don't Get Jammed, Reset
AddonSoftware continues to make the user experience friendlier and more flexible without losing control of any security aspects. For instance, the Reset Forms feature is designed to get users out of a jam should a form or query become difficult to use for whatever the reason. After making the selection from the Record menu, or by simply pressing ctrl + F5, relaunching the form restores the original form or query placement defaults and the user can get right back to work. No need to call for technical support.
Salesperson Call List Report
This feature was added after feedback from our developer partners and their end-users. The Salesperson Call List is a report of all overdue invoices sorted by salesperson. The report is a handy tool for each salesperson to review and contact for payment updates.
Easy Item Lookup in Order Creation
When creating a Sales or Purchase Order, the item number is often not readily known or available. AddonSoftware's efficient custom lookup feature quickly presents users with On Hand, On Order, and Committed Quantities and also an image of the inventory item to ensure order accuracy.
Flexible Fiscal Calendars
AddonSoftware's ability to support multiple General Ledger fiscal calendars and to preserve historical data beyond merely Prior, Current and Next Year has positive effects both in the flexibility of the product and in the ease of historical reporting.
Fast and Convenient Inventory Lookups
Inventory lookups in your ERP software should be fast, simple, and available from more than one location. With AddonSoftware, it is.
Remote Payment Authorization
How do you keep the payment process flowing when the check signers are out of the office? AddonSoftware's Payment Authorization feature makes the process easy and efficient with email notification, remote approvals and check signing.
Export Options
It's your business data, so why is it so difficult to access and export it? With AddonSoftware, we've made accessing and sharing your data fast and simple.
Access Your Data in the Dashboard
Accessing your data and providing a graphical representation for informed business decisions is at the heart of BASIS' digital dashboard utility. We've made the images shareable, the data exportable and incorporated drilldowns to quickly display more details.
Speed Search to Expresso Search
Users of the legacy AddonSoftware have always enjoyed the Speed Search feature. We've modernized it, made it much more powerful and useful and renamed it Expresso Search.
Navigation Features
Navigating from task to task in a fully integrated business application should be fast and easy. AddonSoftware's Favorites and History features are just that.
Inactive Records
How does one balance the requirement to both retain historical information while not cluttering up day-to-day reporting and transactions? AddonSoftware has an easy solution.
Zoom Feature
High resolution screens in the workplace can mean your business application can sometimes leave your users squinting due to small font sizes. AddonSoftware has the solution.
Moving from Company to Company
Many of our customers have been using AddonSoftware to run multiple companies. The ERP solution has long been capable of this task, but we have recently made moving from company to company easier and more intuitive than ever.