REPORTING & FINANCIAL STATEMENTS-
PC Software Accounting’s Client Write-Up system houses a surprisingly large library of reports, including full financial reporting options that include balance sheets, income statements, retained earnings, cash flow, sales schedules, break even, and others, which can be run as consolidated or by cost center and can include up to five years of history. Other output options include trial balance, general ledger listings, cash reports, tax estimates and budgeting. Batch reporting options are available, and users can include customized or preformatted charts and graphs with reports. Files can be saved as PDF or Excel formats, the latter allowing for customization, or they can be e-mailed directly from within the program.
INTEGRATION, IMPORT/ EXPORT-
The program offers integration with the vendor’s Computer Checkbook and Payroll systems, and can import multiple years of GL data from any version of QuickBooks. Import options are also available for most other client accounting systems, including older DOS programs, and from plain text formats. It also has interfaces for preparing and exporting data files into plain text, Excel and a format specified for McDonald’s franchisees, along with the ability to export data for use in most professional tax compliance systems.
SUPPORT, TRAINING & HELP-
Client Write-Up includes a traditional Help index with screen shots, plus F1 key access to field-specific Help. A tutorial, practice sets and a system overview are built into the program, along with links to the company’s website, which has downloadable updates but does not offer self-help resources such as a knowledgebase or FAQs. A printed user guide is included with the system, and unlimited U.S-based live technical support, program updates and payroll tables are provided for one year with system pricing.
Client Write-Up for Windows has the ease-of-use of a program designed for small firms, but offers good workflow features that can make it suitable even for practices servicing very large clients. With the networked site license, it can be used by any number of professionals in a single office, whether two or 20, and provides exceptional reporting capabilities, a beneficial always-available structure that allows access and manipulation of transactional data in closed accounting periods, strong reconciliation functions and effective integration options.