Sage ERP EVision accounting & contract management construction software features

• Better cost management and seamless integration with Microsoft Project through multi-level Work Breakdown Structure
• Task and/or cost code level planning and budgeting for revenues and costs
• Drive billing from projects with numerous billing types, e.g. cost, milestones and reimbursements
• Successfully plan and control capacity of current projects and forecast availability for upcoming workload

• Take control of payables, receivables, general ledger, inventory, cashflow and fixed assets
• User-defined reporting allows speedy analysis of critical business information
• Meet industry standards through cumulative billing and payment practices and retention accounting
• Built in Cost Value Reconciliation (CVR) has the ability to use information from other sources and check-in/check-out ensures working offline is hassle free
• Multi-company, location, currency and fiscal observance for UK and non-UK functions

• One complete view of customers, subcontractors, suppliers and other stakeholders through the integration between the Contact Relationship Management (CRM) module, Sales and Customer Service
• Reduce risk and streamline processes by forecasting and identifying trends
• Take control of your relationships with subcontractors from initial enquiry, through quotation, order, measurement and valuation, to final account and payment
• Comply with CIS and VAT requirements for subcontractors and taxable suppliers
• Monitor spend, track the use of suppliers and subcontractors and report on all projects throughout your business

• Owned plant lifecycle costing
• Charge plant to projects
• Complete hired-in plant purchase functionality
• Track the location of all plant

• Simple scheduling for planned and reactive maintenance
• Asset libraries, service level agreements, etc. help to manage individual clients
• Numerous billing methods such as client-specific schedule of rates
• PDA application for mobile workforce

• Sage Project Portal powered by SharePoint is a ready-to-use web portal. The software can be implemented in under three days, giving your employees access to critical project information through bespoke dashboards on their screens. The system also provides document control and integration with all Microsoft Office applications.
• Sage Project Document Management software and Sage Financial Document Management software provides effective control of document collaboration and workflow, limiting time spent retrieving, receiving, storing and distributing. As well as cutting down on paper waste and manual filing, the software also enables you to easily keep track of different versions of important documents.
• We partner with IBM, which means, if desired, we deliver your hardware and IT infrastructure requirements related to your software implementation. This partnership approach provides a quick and seamless solution implementation.

• SQL server database supplies a central hub for continued data integrity, ensuring data is consistent and certified throughout the entire system, with the ability to be reconciled
• Microsoft Outlook integration for email, tasks and calendar
• User-definable data OLAP cubes embedded for swift data analysis and the ability to segment data retrieved from numerous areas of the system
• Three-tier architecture allows flexibility and hassle-free integration with other 3rd party applications e.g. over a network
• Direct access to Sage ERP EVision through Office client via SharePoint is provided by Dynamics Client for Office (DCO)
• Information can be accessed quickly and easily through embedded user-defined dashboards and Microsoft Excel

• Order production
• Manufacture resource planning (MRP)
• Schedule of materials
• Routing
• Manufacture to order or stock
• Stock production reserve
• Track items

Drive business decision making with quick analysis of issues from many different perspectives. Uncover important trends, identify opportunities and proactively detect issues before they escalate, all inside an application that you already know – Microsoft Excel.

Monitor key indicators across multiple companies and currencies.

• See how expenses are trending over time across multiple companies, departments and locations
• Monitor the value of assets across multiple companies and currencies

Spot trends and changes in your customers’ buying patterns. Adapt your offering to changing customer needs.

• Gain sight of which product numbers, categories or groups are generating the highest gross margin
• See which customer has the highest (or lowest) sales, gross margin amount, or gross margin percentage
• Observe existing trends in average sales price (by item, customer, salesperson, country or more)

Analyse inventory turns, quantity and values to ensure maximum efficiency

• See whether inventory turns are increasing or decreasing at different locations
• Monitor seasonal fluctuations by product, category, or location

Ensure your organisation is on track with all processes by guiding employees through their daily work with simplified and automatic workflow.

Automatic notification advises the right person at the right time of their assigned tasks, as well as providing the information needed to complete them.

• Ensure processes are followed correctly
• Tasks are completed in the right order, at the right time
• Reduce potential for mistakes and delays
• Better transparency and visibility of processes provides insight into delays and recurring problems

Provide employees with a view of their current and upcoming workload directly from their Role Centre, along with the tools to organise their work in an effective manner.

• Integration with outlook for automatic email notification of business issues and priority work
• Automate business processes and repetitive actions
• Remove mundane work and ensure employees focus on important tasks

Automate workflow to speed up processes. Make changes quickly by setting up simple or sophisticated workflows for any business area according to current business rules and dependencies.

• Easily update workflows in-line with changing business processes
• Automatically notify and pass tasks onto the next person or department in the workflow
• Ensure tasks are not forgotten with automatic reminders

Remove costly administrative overheads by automating the storage and recognition of all your business’ financial documentation.

Document archiving

• All financial documents arriving can be scanned and stored electronically
• Documents produced can be automatically stored and indexed in a central document archive
• Stored documentation may include Microsoft Office documents, emails, faxes, etc.
• Related documents can be linked to allow users to move between the relevant documents in a natural workflow

Data capture

• Optical Character Recognition (OCR) technology is used to capture invoice data automatically
• Data can be extracted and validated before upload to Sage ERP EVision and the corresponding image archived