The Akuiteo ERP solution enables you to directly manage supplier and customer orders, from quotation to invoice.
No matter what your billing plan (time-based, fall due, mission-based, etc.) you can now manage its recurrence and automate subscriptions and maintenance invoicing.
Module features:
✓ Management of customer contracts;
✓ Formalisation of the billing rules (method of payment, periodicity, maturity or maturity, duration, period, anniversary date, tacit renewal, etc.);
✓ Client contract management,
✓ Billing rule standardization (method of payment, time, fall due, duration, etc.),
✓ Recurring billing on fixed-term contract incorporating fixed and variable aspects,
✓ Index-based revaluation (Syntec index),
✓ Contract versioning,
✓ First period pro-rata contract calculation ,
✓ Contract amendment (additional subscriptions, cancellation or modification of terms),
✓ Point of contact with customer equipment and software parks.
Manage the whole activity of your support team: from ticket follow-up to spent time to process, easily assess the profitability of maintenance contracts.
Get a clear vision of the entire installed customer park.
Module features::
✓ Hotline and helpdesk follow-up,
✓ Tickets, tokens and cheque book management,
✓ GTI & GTR monitoring,
✓ Requests, interventions, work groups: customizable workflow, escalating, Service Level
✓ Agreement (SLA),
✓ Customer park management,
✓ Automated nurturing of customer park during sale of subscription or license,
✓ Customer web portal: extranet-based monitoring of entry and ticketing,
✓ Warranty monitoring and management of their financial impact,
✓ Version monitoring,
✓ Activity analysis per field, modules and features.
Plan and follow all your services: consulting, training, R&D… and improve your team monitoring with the planning module..
Module features:
✓ Full day and half-day planning,
✓ Date and time display,
✓ Real coworker planning or generic profile,
✓ planning options,
✓ Planning validation,
✓ Team planning visual display,
✓ Planned workload,
✓ Project’s Gantt chart,
✓ Occupancy rate of your team,
✓ Non-attendance preview (included in the Non-attendance module).
The Agile Factory module is designed for software developers. Integrated in your ERP solution, it enables your team to directly create and follow-up on sprints, manage bug fix requests allocated to them (ex: support ticket). You can easily follow-up the evolutions in your software and/or target development in Akuiteo.
Agile Factory module features:
✓ Define your evolution stages through “User Stories”,
✓ Segment all “User Stories” into unit development tasks,
✓ Assess each task to estimate your progress,
✓ Follow-up on task progress through a shared,
✓ Scrum table,
✓ Assign tasks to your teammates or let them choose their own,
✓ Directly click on a task to enter spent time,
✓ Follow-up on the Sprint progress and remaining workload,
✓ Manage support ticket sent to your team (beyond Sprint related ones),
✓ Follow-up development impact on your project budget on a real-time basis.
Discover a CRM module fully integrated in your ERP solution: you can visually follow your opportunity portfolio.
Anticipate prospects or customers’ needs and improve your forecast.
Adjust business strategies according to previous closed projects..
Module features:
✓ Prospects/customers and their related contracts
✓ Opportunity entry and follow-up (including sourcing, advancement stage, amounts weighting…)
✓ Kanban preview of business activity
✓ All business and marketing event management
✓ Dedicated web portal for salespeople
✓ Advanced request system
✓ Marketing campaigns and targets
✓ Campaign dashboard.
Module features::
✓ General, auxiliary, analytic and budgetary accountancy
✓ Accountancy closing management
✓ Products and fees linked to time
✓ 4 different revenue recognition methods (on completion, pro rata, actual or theoretical progress)
✓ Balance sheet, general ledger, analytical profit-and-loss account
✓ Research and entries
✓ Exercises
✓ Journals
✓ Chart of accounts
✓ Temporary or definitive automated carryforwards
✓ Automated and manual lettering options
✓ Strategic field 2
✓ Trade in services declaration
✓ Linear or decreasing capital assets
✓ Financial overview dashboard.
The integrated cash flow module enables you to automate dunning of customers, bank reconciliation, and lettering. Easily manage your needs thanks to the actual and forecasted cash flow dashboard.
Module features:
✓ Receipts and disbursement entries (for customers and suppliers)
✓ Recovery management and follow-up (gradual automated customer dunning)
✓ ETEBAC and SEPA direct debit and bank transfer
✓ Manual and automated recovery
✓ Check recovery
✓ Payable or receivable notes
✓ Customer and supplier aging schedule
✓ Actual and forecasted cash flow dashboards.
Akuiteo offers a range of standard modules to help you manage your business more efficiently, such as:
Single and multi-customer management
Purchase and Sales channels
Coworker management
Planning, time spent, and leave management
Expense report management
Inventory management
Reporting
...
Do not hesitate to reach out to learn more about them
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