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Custom Office

To stay competitive, you need your accounting software and business productivity software, such as Microsoft Office, to work together. BusinessWorks Custom Office provides that solution. Custom Office will allow you to use the extensive and robust features in BusinessWorks along with the many powerful features within Microsoft Office.

Custom Office Brochure (PDF)


Custom Worksheets

Custom Worksheets allows you to create customized worksheets using BusinessWorks data and Microsoft Excel. The intuitive built-in wizard allows you to extract BusinessWorks data to Excel. Once your data is in Excel, your options are limitless. Data from multiple BusinessWorks modules can be compiled into a single workbook within Excel, allowing you to do multi-company consolidation reports.

In addition, you can create reports that use data from multiple modules, such as a statement of cash flow. Graphs and charts can be inserted and additional calculations can be performed, saved and used for future reporting.

The following illustrates just one of the many different types of worksheets that can be created using Custom Worksheets.


Attachment Manager

This new productivity tool creates a paperless office by allowing users to attach multiple OLE objects such as sound files, bitmaps, Word documents, Excel spreadsheets and AVI multimedia files directly to BusinessWorks charts of account, customers, vendors, parts, jobs and employees. You can link existing or create new OLE objects to link to the entity, view a list of documents that have been attached and launch the applications to view or edit the attachment.

Attachments can be linked or embedded - if a file is linked, any time the object is updated the changes are automatically reflected in the attached file.

There are hundreds of creative and powerful ways to use the Attachment Manager. The following lists just a few:

  • Track job permits and blueprints by attaching the scanned object to the job
  • Maintain customer correspondences by attaching delinquent account or welcome letters to customer records
  • Record returns for a part by attaching documentation to the part record
  • Track requests for vacation, leaves of absence, maternity leave, and overtime approval by attaching completed and signed copies of the forms to employee records

Requirements: Custom Office requires that Microsoft Office 95 or 97 is installed, including both Excel and Word. Because of the tight integration between the two, BusinessWorks Custom Office has the same system requirements as those for Microsoft Office.






BusinessWorks Modules:

System Manager
General Ledger
Accounts Receivable
Accounts Payable
Order Entry
Inventory Control
Job Cost
Payroll
Mailing Labels
Custom Office

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