Review the G/L Year-End Close Process
Our Accounting team recommends that all inform users review the Year-End Close Process Guide in our...
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360° View of Business Financials
Inform easily creates valuable financial audit trails required for today's businesses. Simplified reporting offers intelligent insight into accounting and financial reports that enable distributors to drive out costs.
- Improve profitability with instant, real-time access to all transactions
- Keep track of customers with open balances, apply payments, adjust invoices, and more
- Monitor A/R collections issues by creating an overdue balance customer lists for your collections team
- Quickly pay invoices due with Inform's logical and organized A/P workflow
"The Sales Dashboards are my go to for everything related to receivables, back orders, open orders and more while the Executive Performance Summary Report highlights a quick overview of my business at any given time."
- Ralph Rader, Jr.
Seamless Bank Reconciliation
Inform allows you to easily reconcile bank accounts and statements and view details of underlying transactions for any item with drill-down capabilities.
- Color-coded reconciliation balance updates automatically as you check off transactions, making it easy to match to your bank statement
- Save your work automatically and review your bank reconciliation at a later time for adjustments with the Bank Reconciliation Report
Simplified Financial Reporting
Eliminate time consuming end-of-day/month postings while maintaining access to all of your historical accounting data. Save time and money with paper and file-free workflows plus reprint, fax or email documents on demand
- Post transactions to the general ledger in real-time
- Sort transactions by G/L source, branch or profit center for the most accurate and organized data
- Eliminate multi-part forms & filing, postings and end-of-day tasks
- Automatically archive customer invoices, statements, journals and financial reports
