Effective management
reporting can dictate the success or failure
of any organisation. Without accurate and timely
management reports, organisations run the risk
of losing track of key performance indicators
(KPIs), allowing critical errors to be made
and profit-making opportunities overlooked.
 Exchequer Software
recognises the damage that inadequate management
information can do to a business, so powerful
reporting capabilities have always been inherent.
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In addition to the standard reports
built into the system, Exchequer uses OLE
(Object Linking and Embedding) technology to
create up-to-the-minute reports, which have the
flexibility to be used for budgeting, forecasting,
cash-flow analysis, consolidations and financial
modeling.
OLE technology is primarily used
to link Microsoft Excel dynamically to the rich
financial management data held within Exchequer.
This is possible only because
of the unique way financial data is stored within
the system. There is no importing, no macros and
no waiting! All you do is open up your spreadsheet,
enter your password and the real-time data will
instantly appear.
By utilising this technology, vital
decision support data, such as general ledger
actuals and budgets, stock sales and margins,
customer buying trends and much more, can be instantly
retrieved onto any Excel spreadsheet.
Every functionality
you could wish for
There is no need to go through
transition files to accumulate data; live
values from Exchequer are linked dynamically. Over
300 Add-In functions are supplied with the
Exchequer financial modules.
In order to deliver even greater
levels of information to decision-makers,
Exchequer's advanced Excel integration even
offers the facility to drill-down on totals
within the spreadsheet in order to present
a list of relevant transactions. These transactions
may then be selected in order to view the
original transaction just as if you were working
in the main software system itself.
Reader-friendly reports
You may wish to offer departmental
managers accurate and easy-to-use management
reports in a format they understand. By designing
these reports using this technology, managers
can instantly view and interrogate information
at any time in this simple and familiar format.
Existing users of Exchequer
find queries to the finance department have
reduced dramatically due to the ability to view
individual transactions making up totals directly
from the reports.
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addition to this, an optional OLE SavePack is
available, which provides a further 200 functions
for updating specific data within Exchequer
from an Excel spreadsheet. Using these functions
you can set budgets in your spreadsheet that
seamlessly update the budgets inside Exchequer.
You can also create journal
transactions, ideal for calculating and posting
inter-company, cost-allocation or depreciation
journals.
Finally, most data fields within
the customer, supplier and stock databases can
be updated from Excel, providing a powerful
tool for maintaining records or performing instant
price updates.
The power of this technology
cannot be emphasised enough. Its impact
on analysis and presentation within your organisation,
without clumsy importing and exporting, extends
the reach of your accounting system beyond the
most ambitious expectations.
The scope of its use is truly
staggering, as many thousands of Exchequer users
have discovered to their advantage.
It is a fact that 80% of SMEs
are having to spend hours or more producing
meaningful management reports - a process which
should be taking minutes, and 67% of SMEs would
prefer the ability to be able to produce these
reports within Microsoft Excel, in order to
improve ease of use and simplify data analysis.
These are ALL features which are readily available
within Exchequer.
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