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BusinessMD(tm)

Scope: this product is a fully relational database that captures the wide variety of requirements that go into recording and managing to day-to-day running of a business. The product is consists of the following components: contributors, clients, income, quotes, suppliers, costs, contacts, and more. Below is an explanation of each component: Contributors: component stores information about a contributor such as the owner, associate, etc.: name (and full contact details) type (i.e. owner, partners, associates, reseller, etc.) status (i.e. possible, current or archived) Clients: component stores information about a client: name (and full contact details) type (i.e. applying a grade to a particular client, etc.) status (i.e. possible, current or archived) Income: this component has a number of fields used to track your income, view totals, and compile an invoice: Track details of submitting an invoice such as amount, discount, tax percentage, pre-tax amount, total amount due, date sent, etc.). This also integrates with an itemising component which lets you itemise your invoice and automatically total all the items. Track details of invoice payment such as date payment was received, tax year, how payment was made, etc. Applying percentages: this unique component lets you track various percentages applying to each contributor to the business: i.e. a reseller brings in business and you need to allocate a percentage of an invoice to them. Automatic totals: immediately see a variety of totals such all outstanding invoices, all paid, all cancelled (or no charge), all relating to a particular client, etc. Integrates with quotes: quotes can be manually or automatically linked to an income (and visa versa). Customise your invoice by adding your business name, contact and address details, tax details, bank account details, even insert your business logo (or any image) and add your slogan as a footer. Quotes: you can use the product to compile detailed and comprehensive quotes: Details such as date sent, compiled by, contact person (and full contact details), aim / introduction to the quote, whether it has been revised, whether it has been accepted, etc. Components is a useful feature that lets you add any information relating to your quote, i.e. various stages, sections or tasks. Itemised costing lets you cost out each section of your quote and a total is automatically displayed. Specific notes can be added to each quote such as how long the quote is valid, payment options, etc. Integrates with income: an invoice can be manually or automatically linked to a quote (and visa versa). You can also automatically turn a quote into an invoice. Customise your quote by adding your business name, contact and address details, tax details, bank account details, even insert your business logo (or any image) and add your slogan as a footer. Suppliers: component stores information about your suppliers: name (and full contact details) type (i.e. applying a grade to a particular client, etc.) status (i.e. possible, current or archived) Costs: this component has a number of fields used to track your costs and view totals: Track details of invoice received such as invoice number, amount, discount, tax percentage, amount due, date sent, etc.). This also integrates with an itemising component which lets you itemise the invoice and automatically total all the items. Track details of invoice payment such as date paid, tax year, how payment was made, etc. Automatic totals: immediately see a variety of totals such amount paid, amount outstanding, etc. Contacts and addresses: record contact, address, telephone, fax, email and Internet details and link this information where relevant; i.e. person requesting the task. Notes: there are a number of areas where you can keep general notes. Exporting: you can export an invoice or quote to your word processor to send via email, etc. Functionality: you can easily jump to different records throughout the product, i.e. jump from one invoice number to another. You can also quickly see perform a variety of filters such as all current clients, all outstanding invoices, etc. There are also various filtering techniques to group by any date, or day, month or year.