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A simpler Financial Reporting solution for Visual ERP Users

 

 

Most companies don’t have the time to dig into the mountains of data available in their Visual ERP system, so they depend on canned reports, or custom queries and spreadsheets that are built for a one-time use and need to be updated all over again next month or quarter. Often decision makers complain that they don’t have timely information and the data deteriorates.

Successful organizations rely on technology and process to gain speed, get a clear picture of their data and focus on ensuring data accuracy, automating and streamlining their monthly/quarterly reporting procedures using software that sits on top of their Visual ERP program and mines the data into a simple, easy-to-understand report.

At BMS365, we have spent the last 20 years working with companies who utilize the Visual ERP system to manage their processes. We’ve built a number of apps that help drive even more efficiencies out of Visual, so have detailed knowledge of all that the system can do and how to optimize performance.

Here is a sneak peek of the main benefits of the BMS eBoard:

1.    Build and share financial reports online quickly and accurately: Developed for accounting professionals and C-level executives needing powerful, easy-to-use GL reporting software, the BMS eBoard App for Visual lets you access real-time financial data, drill down to supporting details, and export financial statements to Microsoft Excel in one click. Read about how FinBoard has transformed the way Viking creates, distributes, and uses financial information, saving valuable time.

2.    Achieve a 360-degree view of your accounting transactions with the BMS General Ledger App: A 360-degree view lets you see everything: it is far-reaching, including postings to any accounting period, affecting any gl codes, providing access to each financial transaction that took place during the life of your operating company. This module also enables you to group/filter/sort the information by Document, Customer Id, Vendor Id, Bank account and much more, all from one screen and with capabilities to export the data to EXCEL in just one click! 

3.    Automate your financial reconciliation processes: These are challenging times for CFOs and Controllers who need to focus on cost reduction and budget revisions, while ensuring normal financial tasks are getting done on timely basis. You can save a lot of time by automating the reconciliation of your Visual Financials Subledgers with the Financial Audits App for Visual ERP which finds reconciliation discrepancies by sub-ledger in a matter of seconds. It includes the following modules: PO Accruals Reconciliation, AP Audits, AR Audits, Cash Analysis, and Manufacturing Audits. 

As always, we are here to answer any questions you may have about increasing efficiencies of your Visual ERP system. Just call us at 604-888-3194, or book a free introductory consultation online.

All the Best,

Valeria Vicco
Visual Financials Specialist
Phone: 604-888-3194
https://bms365.com/
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