The Versatile Group offers professional accounting and business management systems under the CertiflexDimension brand. The company’s professional Client Write-Up program and integrated business accounting series includes full GL, AR and AP, along with integrated reconciliation features, after-the-fact payroll, comprehensive financials, reporting, advanced journal management utilities and multiple data import options. The system also offers a built-in document management program.
Basic System Functions
CertiflexDimension provides guidance through installation processes, including the Pervasive database upon which the system is built. Client company setup tools for using standard industry charts of accounts are also provided, with the option to create them from scratch or copy existing ones for use with new clients. A New Client wizard helps with setup processes. The program opens into a multi-paneled System Manager screen, which acts as a user-customizable dashboard for all of the modules within the program, with quick links to the program’s MyNotes alerts function, which notifies the user of appointments, reminders and upcoming to-do tasks. MyNotes can even have sound effects to help gain the user’s attention to new messages. Additional sections give access to support resources, module reference manuals, links, calculators and ratios, and news from the program’s vendor.
An expandable navigation menu on the left offers the ability to jump directly to modules or specific tasks within the program, with categories for write-up, AP, AR, payroll, inventory, order entry, purchase orders, job cost and bank reconciliation opening to more detailed sub menus and even sub-sub menus. Pull-down and icon menus are also available at the top of the screen. CertiflexDimension offers several additional customization options, among them the ability to create menu favorites for most commonly accessed system functions, a recent menu history, the ability to add links to websites, custom report sets, and multiple views of the GL and journals.
The program’s client selection screens provide multiple sort, filter and search options, and company-level security passwords can be used to restrict access. For payroll functions, the employee selection screen offers similar functions, along with advanced options and information on the 2010 Hire Act. Vendor management and inventory lists are also intuitively designed and offer quick access to underlying data and reporting. The system can be networked and used by up to 50 concurrent staff members and can manage an unlimited number of companies, departments and inventory items. 5
Core Write-Up Features
CertiflexDimension simplifies posting of even high-volume daily transaction activity, with features for collating and entering data, importing from other programs and performing adjusting entries or reclassifying them. Recurring entries can also be set to automatically post, including departmental allocation percentages, seamless inter-company transactions and consolidated ledgers with partial ownership calculations. Users can choose between detailed or “amount only” data-entry methods, with additional tools including mix and match transaction type options, automatic offsetting entries, and informative online account hash totals. A comprehensive transaction balancing feature is also valuable, eliminating the need to manually enter final amounts for a balanced entry.
The system’s bank reconciliation functions help automate many of the tasks, with automatic balancing of accounts and built-in access to online financial institution data. The reconciliation module also provides unlimited check registers, double payment prevention, a proof of cash feature and strong internal controls, while still providing simple and intuitive interfaces such as check-offs. Full checkwriting features are available through the payroll and payables modules, with MICR support, blank stock printing and the ability to manage up to 99 bank accounts per company.