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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.