Salesorder.com

Salesorder.com
415-593-3838
www.salesorder.com

From the June 2010 Review of Web-Based (SaaS)_Small Business Accounting Systems.

Salesorder.com is a fairly new addition to the online small business accounting space, with its self-named system providing a full complement of business management tools for entities ranging from one or two users, up through dozens or more. The system includes all traditional account-ing modules, along with cashflow features, lead and prospect management, and additional sales functions. As such, it is best suited to organizations with more extensive sales force management and CRM concerns.

BASIC SYSTEM FUNCTIONS:
Salesorder.com, the company, is a U.S. and British technology vendor, but it has businesses around the world as users of the salesorder.com web-based accounting system. For U.S. businesses, all data is hosted in secure data centers in Germany, and the company is in the final stages of commissioning a U.S.-based data center run by RackSpace.com. The primary reason for mentioning the British origin is because of occasional language quirks between U.K. and U.S. English. These are minor, however. For instance, one of the core areas of the program is the calendaring and communication functions, called the “Organiser.”

The primary interface opens to a split-screen view that offers multiple menu choices, including an Explorer-style collapsible option and table-based option that appears in the main work area. A more task-specific icon menu across the top offers quick access to tasks such as entering sales, invoices, quotes, purchases, expenses, managing customers or vendors, and dashboard overviews of expenses, cashflow and other key business data. The program’s core feature areas include accounting, banking, products/services (inventory), sales, sales forecasting, ex-penses/timesheets, purchasing, reporting and the aforementioned organizer. These function areas and menus can be customized by users, and access to them can also be limited depending upon the user’s position or role.

During initial company setup, the system arranges a template chart of accounts based on the general industry of the business. Industry-specific features aren’t really highlighted, but the program does offer project and job-based accounting and invoicing capabilities, which are often useful in consulting, contractor and manufacturing environments. Overall, the program is very intuitive in navigation and allows generous customization options.

A traditional Help utility is included within the program, along with task- and field-specific Help from most areas of the system. The company’s online support center includes documentation, multiple videos, quick “how-to” demonstrations and FAQs. Users can also access live, chat-based Help from within the program using the “live help” button that stays at the top of the screen (during normal tech support hours). Phone-based technical support is also included with system pricing.

CORE ACCOUNTING CAPABILITIES:
The central financial management tools in salesorder.com are a full GL and journal, along with AP and AR back-end, with a full-time audit trail tracking all transactional details. The program supports all U.S. and international accounting standards. Additional security features include user-based access permissions and IP logging, which can determine where a computer or user is located. The system also includes multi-currency capabilities with conversions automatically applied when producing quotes and invoices. Salesorder.com can manage sales taxes or VAT, depending on business needs, with rate tables manually maintained. Tax rates can be set per customer, or tax groups can be set up.