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PC Software Accounting, Inc. – Client Write-Up
From the Nov. 2012 Review of Client Write-Up Systems.
Best Fit: Professionals who want an installed, specialized write-up utility and who prefer a heads-down data entry approach. Also for firms using older systems looking for conversions into a new program.
- Includes full GL, AP, AR and journals management capabilities
- Streamlined reconciliation processes
- Batch reporting functions
- Full functioned, flexible reporting that is easy to setup
- Built-in after the fact payroll capabilities
- Customer support includes online sharing
- Optional Job Costing feature available
- Limited online self-support tools
- Invoicing option is via a separate module
- No online client collaboration/sharing tools
The Client Write-Up system (also called Client Write-Up for Windows) from PC Software Accounting Inc. (PCSAI) is designed specifically for accounting firms managing the monthly, quarterly and annual bookkeeping, reconciliation and wage reporting functions for client businesses. The system includes full GL, AR and AP, as well as fully customizable charts of accounts, journals and reporting options, plus features for account management, job costing and fixed asset management.
An optional Computer Checkbook system if available for check writing functions for the firm and as a basic client bookkeeping utility that offers data import into the professional write-up program. The latest version includes several updates to forms, enhanced e-filing capabilities and customized interfaces with professional tax systems.
Basic System Functions: 4 Stars
Client Write-Up opens into a main home screen with navigation menu options for accessing key areas of the program, including client setup functions, file management, transactions, reporting and utilities, while an additional menu lets users more quickly jump to specific tasks, including the ledger, chart of accounts maintenance and reconciliation tasks.
When setting up new clients, the program offers completely customizable charts of accounts and the ability to copy existing ones for new similar clients. The program can be used by any number of staff in the same firm, with tools for limiting access rights to specific clients or groups of clients. Likewise, Client Write-Up can handle any number of client business entities, including multi-location and structured enterprises with consolidated reporting requirements.
Client selection screens are based on the Windows Explorer structure, which provides intuitive use, but limited filtering and sorting options. Screens for managing client employees provide more of these functions, including search options. Within transaction, journal and reconciliation work screens, professionals can enter data in a heads-down keyboard-focused method with hot key shortcuts, or can use a mouse for navigation. Top-level screens provide access to company data, while detailed screens give deeper access. When viewed on-screen, reports also offer drill-down to transactions.
Core Write-Up Features: 4.5 Stars
Client Write-Up for Windows includes full GL, AP, AR and journals management capabilities, with a unique function that does not require the closing of periods. Keeping periods open makes it easier for accounting firm staff to make adjusting entries or run reports for prior periods. A full-time audit trail logs all user activities.
The Transactions menu holds most of the program’s core write-up functions, providing comprehensive listings of client transactions, journals, account reconciliation tools and the built-in trial balance utility. The program offers tools for creating recurring transactions and journal entries, while users can also split transactions, delete or process entries in batch mode. For analysis, Client Write-Up has several built-in financial ratios for benchmarking business performance.