​Improves efficiencies right from the very start

Financial Elementz is a set tools that significantly improves productivity with easy to use windows and reports.  Designed and created by our Microsoft Dynamics GP consultants and developers to improve the daily tasks of a typical finance team, Financial Elementz provides real benefit from the outset.

Financial Elementz in action

See for yourself the benefits of Financial Elementz and ease of use by viewing this 3-minute demonstration.

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Payables Transaction Analysis

• Separate Debit and Credit column to differentiate invoices from payments/credit notes
• Window opens by default for OPEN transactions, displaying a running and grand total on the account
• Drill-down to original document and to payment/apply details
• Display indicator for which transactions are on Hold
• Print facility to output supplier transaction detail
  

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Receivables Transaction Analysis

• Separate Debit and Credit column to differentiate invoices from payments/credit notes
  
• Window opens by default for OPEN transactions, displaying amount remaining and grand total on the account
  
• Drill-down to original document and to payment/apply details
  
• Display indicator for which transactions that have Notes – with direct link to note
  
• Print facility to output customer transaction detail
  
• Actual numbers of days taken to pay each invoice is displayed – with average value calculated
  
• Indicator to show if customer account is on-hold
  

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PM Aged Trial Balance & RM Aged Trial Balance reports

• Option of detail or summary report
  
• Option to output to csv format so the report can open cleanly into Microsoft Excel
  
• Report columns are shown in calendar months
  
• Option to filter transactions by Due Date or Document date view
  
• Fast generation of report results
  

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Payables – Payment File converter

• Transforms standard payment output into the file format for specific named banks.
  
• The transformed file can then be uploaded/imported into that given bank’s software to action payment
  

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Sales Order Enquiry Window

• Flexible order selection and filtering options
  
• Drill-down to source documents
  
• Status display of key documents involved in the sales cycle
  

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Additional Financial Elementz Tools

In addition to the tools described, customers also get access to:

• GL Detail Enquiry 
  
• GL History Detail Enquiry
  
• Customer Credit Check   
  
• Vendor Remittance Reprint
  
• Customer View     
• Zoom  for Customer/Vendor Consolidations