Collections and due dates are tracked in scattered places.
Bank transactions are tracked in Excel and entered into the system by hand.
Solutions we have
Weekly cash flow plan
Due date and collections tracking screen
Automatic import of bank transactions
Findings we often see
The budget is made once a year and put aside. It is not revised during the year.
Reports arrive weeks after the month ends.
Every manager sees a different number.
Solutions we have
Budget vs. actual dashboard
Automatic management reports
A single data source for all reports
Findings we often see
Leave and overtime are tracked in Excel or by hand.
Payroll inputs are collected by hand.
Personnel files are scattered.
Solutions we have
Leave and overtime request flow
Automated payroll preparation
Digital personnel file
Findings we often see
Shipping documents are kept in different folders and emails.
Freight and customs costs are not reflected in product cost.
VAT refunds, the list of input VAT and exchange differences cannot be managed.
Solutions we have
Shipment file tracking
Import cost allocation
VAT refund tracking system
Findings we often see
Requests get lost in emails and phone calls.
Customers call accounting to find out their balance.
Complaints are not recorded.
Solutions we have
Customer portal
Request tracking system
Complaint analysis report
Don't try to fit your software,let your software fit you.
Instead of struggling with the limits of off-the-shelf software, contact CREXA Consulting: we analyse how your business really works and build your system around it.