AccessFocalPoint

consulting | software | solutions www.theaccessgroup.com

01 About Access FocalPoint System-wide

benefitsAccess FocalPoint is a web-based software solutiondesigned with your whole business in mind. Through itsbroad range of highly flexible modules, this fullyintegrated, workflow-controlled solution enables yourstaff to interact with your business system – wheneverand wherever they are.

Today’s software is no longer just for your financedepartment. A wide range of people need to enter andapprove information such as timesheets, purchaseorders and expenses, subject to tight control andapproval.

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Integration across the Access suiteAccess FocalPoint works exclusivelywith our award-winning business &accounting suite, Access Dimensions.By linking your finance system to yourwider organisation, you can bringgreater efficiency and visibility toevery activity. (Read more about oursoftware portfolio on page 22.)

In addition, Access FocalPoint has in-built tools enabling seamlessintegration to our other products suchas Service Manager and SelectHR. Talkto us to find out more.

Broad functionalityAccess FocalPoint offers a broad rangeof modules, giving you the flexibility toexpand your solution as your needschange. This brochure gives you aflavour of the features and benefits youcan expect from each module withinthe Access FocalPoint range.

Workflow-controlledAccess FocalPoint is highlyconfigurable, enabling you to matchthe software to your precise ways ofworking. For each module, you decidewhat information is captured and theroute it takes around your businessbefore it reaches your central system.

View online, anytimeIn today’s busy world, more of us thanever need access to our information24:7. Access FocalPoint is a web-basedsolution, enabling you to interact withyour organisation wherever youhappen to be, whether you’re usingyour laptop or smartphone. (Readmore about Access Mobile on page20.)

Brand-new look & feelEverything about Access FocalPoint isdesigned to bring information to you,rather than the other way around. By utilising the latest Microsoft‘Ribbon’ method of navigation, allyour key tasks can be accessed in justa couple of clicks. To get a real feel forjust how easy Access FocalPoint is touse, book a meeting today.

ContentsTimesheets 4

Expenses & Credit Cards 6

Purchasing 8

Project Management 10

Resource Scheduler 12

Workflow Forms 14

Sales & Billing 16

Reporting & Enquiries 18

Access Mobile 20

About our portfolio 22

Access FocalPoint

02 Timesheets TimesheetsLike the rest of the Access FocalPoint system, thisfunctionality is delivered through the web. This providesboth your remote and office-based staff with a simpleand highly accessible time recording facility.

Our Timesheets module ensures you have a smoothprocess for recording and utilising your most valuableresources.

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Resource allocationTimesheets can have pre-populatedproject codes allocated to them,making it easy for you to control andmonitor which projects staff can booktheir time to.

Rules are easy to define and can beimplemented within the data captureprocess, enforcing the type and/orquantity of hours booked by anindividual. This helps ensure dataaccuracy and makes the process quickand easy for the end user.

AuthorisationAuthorisations can be set up in anumber of ways to suit your business.For example, you could choose forprojects to undergo approval on agroup or departmental basis, or forsmaller projects, bypass approvalcompletely. Either way, all methodscan be set up, either independently or in combination.

Using the alert functionality,approvers can be informed in real-timewhen authorisations are required.

Site TimesheetsThis feature makes it very easy torecord multiple types of overtime (andother associated costs), and is typicallyused where responsibility for timerecording falls to a site or departmenthead. This allows multiple resources tobe allocated to a site, with associatedcost and revenue rates pre-populatedto the Timesheets form for quick andeasy data entry.

Contract TimesheetsDesigned for agencies, umbrellaorganisations and associated payrollservices companies, this variant of theTimesheets module enables you toassign internal or external staff tospecific contracts with specificpay/billing rates, frequencies anddurations.

By only allowing assigned contracts tobe specified, Contract Timesheetsensure that the right data is capturedfor each resource. It also allowsrechargeable expenses to be capturedin the same form, reducing duplication.

Benefits• Ensure all time is allocated to a

specific project

• Bill chargeable work promptly andaccurately

• Gain real-time visibility of your costs

• Improve accuracy of information

• Automatically update Timesheetswith absence

• Accurately record & analyseovertime

• Support your remote andoccasional users.

Timesheets

“Access FocalPoint hasdelivered pre-configured,easy-to-use timesheet andexpenses entryscreens...we’ve reducedmanual data entry by 90

per cent.”

Sandra RichardsonKern

Timesheet entry: Access FocalPoint makes it very quick and easy for your staff to enter accurateinformation about time worked. This screenshot shows hours booked against a project for theweek, with the running total and project detail clearly visible.

03 Expenses &Credit Cards Expenses &

Credit CardsAccess FocalPoint lets you embed your expenses policywithin the system, using a simple online form toencourage prompt, accurate data entry andreimbursement of claims. In-built workflows ensurethat the information is viewed and approved by theright people, while credit card statements can beimported electronically, reducing re-keying and errors.

If like many businesses, you have problems getting holdof timely, accurate expenses information, then thismodule will make the entire process easier to manage.

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Entering expensesHighly flexible forms mean we cancapture any type of claim relevant toyour organisation, from VAT liabilityand project information to rates andquantities. Submissions can be set upto capture multiple dates – usefulwhen entering repeat claims (e.g. railjourneys). The flexibility to define theposting rules for these transactions,(e.g. by employee, department andexpense type), means that everyexpense incurred by your business iscorrectly analysed and posted.

AuthorisationAuthorisations can be set up in anumber of ways, encompassingindividuals and teams and split atdetail level to allow expenses to beapproved at various stages (e.g. bydifferent project managers). Using thealert functionality, approvers can beinformed in real-time, via email, whenthe expense is ready for authorisation.Simply click on the email and AccessFocalPoint will take the approver directto the specific claim to make theirdecision. Once authorised, Expenses arethen available for payment in line withyour standard remittance routines.

Cash advancesThis function gives you the flexibility toset up pre-payments. Cash advances canbe set up in home or foreign currency,then allocated and posted according toyour pre-defined business rules.

Company credit cardsAccess FocalPoint allows you to quicklyupload expenses from your electroniccredit card statements, significantlyreducing re-keying and increasingaccuracy. Once imported, AccessFocalPoint automatically checks thecredit card number held on the bankfile against the user’s credit cardnumber/s held in the system andassigns the person an Expenses formto review. Staff can then log in 24:7 andclassify the expense type (e.g. petrol,hotel, accommodation) beforesubmitting the claim for promptapproval and accurate reimbursement.

Accounting for Carbon EmissionsMany businesses are now looking tomeasure their carbon footprint.Integration with our Accounting forCarbon Emissions (ACE) functionalitymakes this a simple process. Whenentering travel expenses, AccessFocalPoint prompts you with a distancefinder so that you can enter the correctvalues, broken down by transport type.This information is then rolled intoyour ACE calculation and madeavailable for detailed analysis. This datacan be stored for the next time youtravel, making it very easy to enter therequired carbon footprint information.

Benefits• Ensure all expenses are committed

to a specific cost code

• Get real-time visibility of your costs

• Control spending within pre-defined limits

• Reimburse employees promptly andaccurately

• Streamline processing of credit cardclaims

• Support your remote andoccasional users

• Account for your businesses’ CO2.

“Access FocalPoint is verywell designed. Whetheryou’re accessing a report,creating a purchase orderor entering expenses, itslogical layout makes taskseasy and intuitive.”

Denise CardyTouch

Simple and easy to use: one form captures all the detailed Expenses information you need, fromdates, rates and values to associated carbon emissions.

Expenses & Credit Cards

04 Purchasing PurchasingAccess FocalPoint’s Purchasing module combines web-based access and flexible workflow with excellentcontrols to ensure your operation runs as smoothly as possible.

Purchasing processes vary for each organisation – yetevery business needs to order goods and services in themost efficient way possible.

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09Purchasing

Control & visibility: being web-based, staff can log in the moment goods have been received,providing managers with a real-time view of all purchasing activity.

“A purchase request wouldtake days to reach approvalstage... since installingAccess FocalPoint,information is approvedmuch more quickly.”

Sue McDonaldCompetition Commission

Purchase RequestsCreate any number of PurchaseRequest templates, configured tomatch either your centralised ordistributed purchasing function. Easy-to-define rules enable you to decidewhich data is captured, its routethrough the organisation and thenumber of authorisations required.

Consolidated requestsFor central purchasing decisions,approved Purchase Requests can beconsolidated into one or more formalpurchase orders. Configurable rulesallow your purchaser to easily identifyelements such as preferred supplier,best price, or user-requested supplier.Purchase orders can be associatedwith projects and, if required, eachconsolidated purchase order can belimited to a single project.

Purchase ordersIn distributed purchasing models, the workflow is different and revolvesaround the authorisation of thePurchase Request document. The Purchasing module providescomplete support for the online entry,authorisation and subsequentconversion of the Purchase Requestinto a formal order.

AuthorisationOrders can be set up to receiveapproval at multiple levels, such as by department, project andvalue – including the ability toreference and check appropriatebudgets. You can review the status oftheir Purchase Requests at any stageand be automatically alerted of anychange that requires action. Onceapproved, purchase orderdocumentation can be printed directlyfrom within the software or producedwithin Microsoft Word, attached toyour Mail Merge template andgenerated within Access FocalPoint.

Goods receivedIn many business scenarios, the bestperson in the organisation to notifywhen goods or services have beenreceived is the person placing thepurchase request. The Purchasingmodule enables you to process goodsreceived against purchase orderswithin the system, updating thePurchase Order module in real-time.

Invoice RegisterInevitably, you will occasionally receiveinvoices that do not match anyoriginating purchase orders. Here, aninterface to the Invoice Registermodule enables you to view andauthorise any scanned documents sothat you can complete the purchasingcycle direct from Access FocalPoint.

Benefits• Control spending within

pre-defined limits

• Reduce unauthorised payments

• Get visibility of all goods received

• Build up a detailed picture ofsupplier activity

• See the instant impact of yourpurchasing decisions

• Eliminate paper processing

• Empower staff to purchase whatthey need.

05 Project Management Project

ManagementThe Project Management module delivers thisinformation in a clear format designed for theoccasional user, while providing the tools you demandfrom a fully functional project management module.

Access FocalPoint delivers a complete projectmanagement toolkit through the web, giving your stafffull project control, whether on the move or on-site.

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11Project Management

Setting and monitoring budgetsBoth cost and revenue budgets arecatered for, with types and formatsconfigurable within the system.Budgets can be entered directly,calculated from component elements,or even derived from associatedresource plans. All budgets can besubjected to an optional sign-offprocedure prior to going live in thesystem and once in place, profiledeither weekly or monthly across thelifetime of the project.

Milestones Milestone types and statuses are easyto allocate, incorporating values andcost codes if required. You can alsoallocate milestones to other userswho can automatically be alertedwhen their action is needed.

WIP & income recognitionThe module supports a number offlexible methods for calculating WIP,including percentage complete, cost tocomplete and hours to complete. You can also specify income recognitionvalues within the software. All of theseinputs can be used to automaticallycalculate and post month-end journalsinto Access Dimensions to accuratelyrepresent your organisation’s financialposition.

Inventory listsAccess FocalPoint enables you to listout all the stock items needed tocomplete the project in question. Stockitems, price list entries and one-offitems can all be gathered in one easy-to-use form, which can then be sentfor approval and converted into one ormore Purchase Requests if required.

Document Management Powerful integration with AccessDocument Management lets you viewyour documents via the web. This isparticularly useful for your projectmanagers, who can view and approveproject-specific information such ascontracts and invoices anywhere theyhave an internet connection. Searchtools make information quick toretrieve and any documents saved intoyour solution are automatically addedinto Access Document Managementfor others to view. Documents can alsobe created within Microsoft Word andmerged with templates held in theProject Management module.

BillingTime and materials-based projects, aswell as applications for payment, canbe billed out of this module, allowingyou to specify which elements of timeand cost to pass on, with or withoutuplift. Fixed price or stage paymentbilling is supported, all subject to anoptional approval cycle before beingreleased to your client.

Benefits• Get maximum visibility of costs

throughout each project

• View project structures for eachdivision of your business

• Define visibility of project elementson a user basis

• Configure budgets to your preciseneeds

• Save time administering materialsand labour

• Access your project documentsanytime, anywhere

• Invoice your clients promptly andaccurately

• Support your occasional andremote users.

Project structure: filters within the Project Management module enable you to customise howyour list of projects are displayed. This screenshot shows a detailed cost breakdown for each ofyour client projects, subject to granular security for each division of your business.

“Comprehensive projectmanagement and controlfunctionality was crucialand Access Dimensions &FocalPoint fit the billperfectly.”

Andrew ChaplinFreedom Group

06 ResourceScheduler Resource

SchedulerWith easy-to-use scheduling tools, web-based accessand an intuitive graphical interface, you can havecomplete confidence in your commitments for the days,weeks and months ahead.

Great organisation is key to the success of any project.Our Resource Scheduler makes it easy to keep track ofyour demands so that you can maximise utilisation andminimise wasted time.

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Resource typesResource Scheduler is easily configuredto give you visibility of the types ofresources that are important to you. Forexample, you could use it to bookemployees to projects, appointmentsand training, or schedule rooms,vehicles and facilities across both singleand multiple locations. This flexibilitymakes Resource Scheduler suitable forany business, regardless of sector.

Resource allocationSimply select an area of theScheduler’s planning screen to add aproject or task and allocate therelevant person, room or equipment.Items can be moved around theplanner using ‘drag and drop’, makingit easy to re-allocate resources at amoment’s notice. Each changeautomatically updates the rest of thesystem in real-time, minimisingadministration and keeping yourteam in the loop.

Skills MatrixThis function helps you reduce wasteand maximise profitability byensuring you allocate the best skills orresources to a job. For example, whenallocating people to projects, youwould be able to see all the staffavailable along with their skills,capabilities and pay grades.

Flexible viewsResource Scheduler can be configuredto show different views for each areaof your business. For example, projectmanagers might want to groupbookings by project and cost code. All activity can be seen in as muchdetail as you require, from top-levelsummary views by month and weekright down to days, hours and even 15-minute intervals. Each activity type(e.g. absence, holiday, training) can bedifferentiated by colour, giving you aninstant visual picture. Informationabout each project or resource ispresented at summary level with alldetail available in just a few clicks.

Utilisation and chargeabilityMultiple charge rates can be storedper resource to increase the flexibilityof who does what. For each resource,time worked, charged and ‘free’ isclearly visible, for the week, month andyear ahead. Non-chargeable time isanalysed over user-definable headingssuch as ‘training’ and ‘managementdays’ as well as the usual ‘sick’ and‘holidays’. You set the KPIs to beachieved and the system reportsperformance and anomalies. If required, we can also create reportsthat allow you to analyse chargeableand non-chargeable time, giving you aclear picture of profitability by costcode and total.

Benefits• Improve your planning efficiency

• Maximise utilisation rates

• Eliminate double bookings

• Match the right skills to the job

• Reduce ‘white space’

• Save time administering resources

• Analyse profitability by cost codeand total

• Synchronise bookings withMicrosoft Outlook.

“Access FocalPoint hascontributed to a big culturechange within theworkforce and opened upthe opportunity forcontinued growth.”

Sandra RichardsonKern

Bookings in Resource Scheduler: a colour-coded calendar puts all your resources in one place,giving you full visibility of billable activity. Simple online forms enable you to take bookings inseconds, capturing detailed information about your clients’ needs and making it instantlyavailable for your team to view.

Resource Scheduler

07 Workflow Forms Workflow

FormsFrom holiday and company car requests to health andsafety logs and training bookings, we will streamlinedata capture and improve visibility of informationacross your entire organisation.

This highly flexible module enables you to replicate anyof your paper-based forms and incorporate them intoyour Access FocalPoint business system.

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Form designUsing flexible layout tools, tabs, menusand labels, we will create a form to yourexact specification – or train you tocreate your own. Forms can consist ofmultiple pages, be linked together, andenforce the collection of mandatorydata if required. A number of forms areprovided as standard with the module,including the ability to create and edita supplier record. This enables users toinstigate the process online, subject toa tight approval process.

Workflow and authorisationWith the form designed, the next stepis to automate its journey around yourbusiness. This ensures all the necessarydata is added and checked by therelevant person before entering yourcore system. Each form can incorporateas many levels of approval as required,with independent rules for the datacapture and its route. To keep theprocess moving, an alert can be sent toapprovers, via email, to let them knowtheir input is needed.

Web accessOnline access enables any authoriseduser to view and submit informationwherever they are – at home, on themove or at global sites. Selectedinformation can also be madeavailable through your companyintranet and website if required.

Boost efficiencyProviding your employees with accessto Workflow Forms spreads theadministrative workload across yourbusiness, empowering staff andreducing the burden on management.For example, tasks that would normallyrequire accounts intervention orspecialist knowledge, such as a requestfor a new supplier code or informationon staff absence, can now be instigatedby any authorised user.

Workflow Forms also eliminate thecosts of processing and storing paper-based administration, helpingyour business become greener as wellas more efficient.

Increase visibilityAll information entered into WorkflowForms can be analysed via a range offlexible reporting tools. For example,managers could see holiday requestsoutstanding online wherever they are,enabling them to keep up-to-datewith far less time and effort.

This flexibility enables you to extendvisibility of information to practicallyany area of your business, givingdecision-makers the statistics theyneed to drive greater ROI and making‘open book’ policies easier to deliver.

Benefits• Gain visibility & control over non-

financial information

• Reduce paper and storage costs

• Empower employees & managers

• Get information approved morequickly

• Analyse ROI in any area of yourbusiness

• View and edit informationwherever you are

• Integrate forms with other areas ofyour software (e.g. Expenses).

Streamline your activities: using flexible layout tools, tabs, menus and labels, we can design aWorkflow Form to your exact specification. The New Project Review form shown here provides aquick and easy way for you to record all projects and regularly check on their progress.

“Our end users see AccessFocalPoint as an extensionof our internal systemrather than a new productthat they have to learn.”

Wayne SmithBirmingham Airport

08 Sales & Billing Sales & Billing

The Sales & Billing module enables you to create, raiseand track quotes, estimates, credit notes and invoiceswith minimum fuss and maximum control.

For those in the construction industry, Access FocalPointincludes all the required features you need to meet yourobligations – whichever side of the subcontractorrelationship you’re on.

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Sales invoicing and estimatingSales processes differ widely betweenorganisations and often within thebusiness itself. Access FocalPointenables you to build flexible controlsinto the system to ensure that allemployees follow the sameprocedures when creating estimates,sales estimates and sales orders.Centralised and distributed invoicingmodels can both be catered for, andwe can configure any number oftemplates to match your way ofworking. Each template can haveindependent rules for the datacapture required, route through theorganisation and associatedauthorisations.

AuthorisationAuthorisation of sales requests can beset up to multiple levels, if required.Methods supported includedepartment, project-based, and value-based rules, including the abilityto reference and check appropriatebudgets. Throughout the authorisationprocess, individuals can review thestatus of their sales requests and beautomatically alerted to any changethat requires action. Once approved,sales order documentation can beproduced either within AccessFocalPoint or Access Dimensions.

Credit notesCredit notes can also be requested,created and approved through AccessFocalPoint. As with other salesrequests, they can have differentprocessing and signoff procedures.

Applications for paymentFor companies that operate as sub-contractors, we provide a quick andeasy method for raising applicationsfor payment. The forms can be raisedon a cumulative basis or not asrequired, following the process mostsuitable for the type and needs of yourbusiness. For example, they can takeinto account multiple discounts andretentions as well as registeringcertificates received.

Subcontractor applicationsThe Sales & Billing module providesall the functions you need to easilyaccommodate your subcontractorobligations. For example, you canregister applications received andissue matching certificates, ifrequired. Retentions can also bededucted automatically, along withCIS Labour elements.

Benefits• Streamline your billing process

• Get paid accurately and on time

• Produce professionaldocumentation in minutes

• Create documentation wheneverand wherever you are

• Review status of sales requests atany time

• Meet your subcontractorrequirements with ease.

“While Access Dimensionsdoes the financial side verywell, it’s the ability to putFocalPoint functionalityinto our organisation thatwill ultimately save ustime… and give us betterinformation.”

Peter ThomsonJade Communications

Sales Order: easy-to-use menus make it easy for your sales staff to follow common procedureswhen raising sales estimates and orders. Being web-based, the form can be submitted from anyremote location and instantly routed to the next place in your approval workflow.

09 Reporting &Enquiries Reporting &

Enquiries

A must for decision-makers around your business, AccessFocalPoint combines the very latest reports from yourbusiness system with the accessibility of the web.

Run and export standard reports, carry out enquiries, andmake your own analysis available for others to view – allfrom your own secure, configurable hub.

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Reporting & Enquiries 1919

EnquiriesGet fast access to key summaryinformation at the click of a button.Access FocalPoint comes with pre-defined Enquiry views that cover themain ledgers within AccessDimensions and you can createcustom Enquiry views with ease.

Enquiries can be delivered graphicallyand we also offer optional integrationwith our Dashboard product. This letsyou view pre-defined graphical KPIs in ahighly visual format (e.g. graphs andcharts) directly from the Enquirywindow. For more information aboutDashboard, please contact us for ademonstration or factsheet.

ReportingAny report can be added into theReporting module and run fromwithin Access FocalPoint. Reports canincorporate drill down, be saved locallyand exported into standard formatssuch as Excel and PDF forstraightforward distribution outside ofthe Reporting module.

Homepage panelsAll system users have their ownHomepage. This enables people toview/approve all transactions andview KPIs in one central area,

streamlining the entire system andincreasing efficiency for day-to-daytasks. For example, a manager couldsee their ‘top 10’ customers andapprove purchase requests while aproject manager could view WIPanalysis and expenses pending.

We provide a range of views asstandard, all of which can beconfigured to meet the differentreporting requirements of peoplewithin your organisation.

SecurityReport distribution is administeredsecurely to ensure that users may onlyaccess their allocated reports. Theinformation is as up-to-date as thetime the report is run, meaning there’sno need to manually refresh yourreports or send email updates.

To simplify licensing and distributionissues, we provide a range of pre-configured reports which can beeasily presented to users across yourorganisation. Your staff can alsodevelop their own ad-hoc reports andadd them straight into AccessFocalPoint.

Benefits• View real-time information

anytime, anywhere

• Make your own reports instantly available for others to view

• Distribute reports securely acrossyour business

• Get graphical summaries in theclick of a button

• Optional Dashboard integration.

“We are confident that ourAccess system willcontinue to support usfully as we continue ourgrowth plans in thecoming years.”

Andrew ChaplinFreedom Group

Information at-a-glance: Enquiries provide key summary information at the click of a button.Access FocalPoint comes with pre-defined enquiry views as standard and you can also createyour own.

10 Access Mobile Access Mobile

In today’s busy world, being out of the loop just isn’t anoption. You want to be connected to your business 24:7,whether you’re at home, at a customer site, in fact,wherever you happen to be.

That’s why we developed Access Mobile. This uniqueplatform enables you to interact with your Access systemfrom the convenience of your mobile device. This sectionexplains just some of the ways Access Mobile can turnyour smartphone into an essential business tool.

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Access Mobile 21

TimesheetsView, enter and submit timesheets24:7. Pre-configured lists capture allthe required information, adding upvalues as you go. Existing Timesheetscan also be duplicated and editedfrom your smartphone, making lightwork of repeat or similar submissions.

Approval workflowItems awaiting authorisation canundergo an approval workflow, set toas many levels as you need.Submissions are sent ready-formattedfor managers to quickly approve (orreject) along with explanatory notes.

ExpensesUsing scrollable lists and intuitivedrop-down menus, it’s easy to provideyour accounts department with theexact information they need. You canalso attach supporting images (e.g.receipts) to support your claim.

Accounting for Carbon Emissions(ACE)Integration with ACE makes it easy tocontribute to your business carbonreporting when entering Expenses.Simply enter the required values intoyour smartphone (e.g. miles travelled)and Access FocalPoint will do the rest.

Absence/Purchase RequestsRequests for absence and purchasescan also be approved from withinAccess Mobile, speeding up theapproval workflow.

Reports & KPIsAll the reports you’d normally get fromyour desktop, such as Aged Debtorsand P&L can be viewed and emaileddirect from your mobile, giving youreal-time, on demand access to yourKPIs wherever you are.

AppointmentsSee all your upcoming appointmentsfrom the palm of your hand, then drill-down to get critical information onprojects, offices and roles. You caneven view the proximity of clients’locations and colleagues’appointments on one map, usefulwhen planning long journeys.

Contact managementLive integration with the AccessFocalPoint business system deliverscontact data (e.g. credit and paymenthistory) to your fingertips so you’realways prepared when travelling toappointments. Enter a postcode intoyour smartphone and it’ll even displayall customer sites within 40 miles.

Benefits• Keep on top of admin 24:7

• Enter and approve Timesheets andExpenses on the go

• Approve absence and PurchaseRequests sent to you by staff

• Keep up-to-date with key reports &KPIs while out the office

• Accurately record carbon emissionswhen entering Expenses

• Get instant, up-to-date contactinformation when on the road

• Plan your journeys more efficientlyusing GPS

• Set levels of authorisation to suityour business type.

“This app is great. We useAccess FocalPoint projectmanagement software inour business. I can approvevarious transactionsdirectly from my iPhoneensuring an effectiveworkflow and control inthe business.”

iTunes review

More efficient planning: Access Mobile puts live customer information such as credit limits,names and addresses at your fingertips, so there’s no need to search around for data when onthe road. Enter the client’s postcode and it’ll even tell you which other sites are in closeproximity so you can be first to new opportunities.

11 About ourportfolio About our

portfolio

At Access, we believe business software should be justthat – software for your whole business.

Here, you’ll find just a brief overview of the other typesof software that we offer. And don’t forget, your AccessFocalPoint solution comes with the award-winningAccess Dimensions financial suite as standard.

So with the accounts taken care of, why not see whatelse we could offer you?

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About our portfolio 23

Financials & accountingIn addition to the ‘core ledgers’, AccessDimensions offers a wide range ofoptional modules. These enable you tocarry out asset management,budgeting and cash flow forecasting atthe click of a button – and even accountfor your businesses’ carbon footprintthrough our Accounting for CarbonEmissions (ACE) functionality.

Management reportingEnjoy hassle-free reporting from yourdesktop or smartphone. Fromboardroom basics and web-baseddashboards to Excel integration andgraphical summaries, we free you fromtraditional top-down analysis anddeliver KPIs in a way that’s right for you.

Cash managementOur fully integrated Credit Controlmodule boasts powerful debtmanagement tools to reduce debtordays and increase cash flow. And withfully automated bank reconciliation,your staff can be at their mostproductive every day.

CRMWhen it comes to CRM, we backGoldMine from FrontRange Solutions.Available in a range of editions, we’veimplemented GoldMine for over adecade and are FrontRange’s ‘CRMPartner of the Year’.

Sales/purchase order processing(SOP/POP)SOP ensures that sales orders areplaced, validated, and delivered in-linewith your exact procedures. Whenused with the Purchasing module inAccess FocalPoint, online purchaseorders are sent ready-approved intoPOP for simple consolidation anddetailed supplier analysis.

PayrollHMRC-approved SelectPay is based onMicrosoft SQL Server for scalability,security and performance. Suitablefrom ten to thousands of employees,SelectPay can integrate with yourexisting systems as well as SelectHR.

HRAvailable standalone or integratedwith SelectPay, SelectHR is a browser-based solution offering support forevery stage of the employee lifecycle.From Recruitment & Selection toTraining, Absence and Self-service,SelectHR is easily configured to fitwith your own ways of working.

Stock/distribution/wholesaleFrom Sub-analysis and StockForecasting to load/pallet tracking andtelesales/barcode scanner integration,our complete range of stockmanagement tools will help boostorder value, however simple orcomplex your operation.

ManufacturingAccess Supply Chain is our fullytraceable, multi-level EnterpriseResource Planning (ERP) solution. Itenables you to handle all forms ofmanufacturing processing with equalefficiency, including make-to-order,make-to-stock, one-off and semi-continuous. Everything you need toovercome complex issues, such asover/under stocking and capacityplanning, is available in one powerfuland easy-to-use package.

Service managementAccess Service Manager will give youtotal control over your servicecontracts. From invoicing renewalsand managing complex schedules toPDA integration and online customerportals, this highly configurablesolution ensures tight closed-loopcommunication between office andfield so that you can provide the verybest in service.

Get in touchTo find out more about our consulting,software and solutions, telephone uson 01206 322 575 or emailinfo@theaccessgroup.com.

Alternatively, visit the Access websiteat www.theaccessgroup.com, whereyou can download further informationsuch as brochures, info guides andcustomer case studies.

PurchasingReporting & analysisSales & billingBusiness efficiency Project management Staff transactions Stock management

SOP

Sales ledger

Accounting forcarbon emissions

Reporting &enquiries

Documentmanagement

MicrosoftOffice

integrationCredit control

Financial reports

Corrections& auditing

CIS

Purchaserequests

Purchase orderprocessing

Purchase information

recordCRM Project costing

Servicemanagement

HR

Payroll

Production

Stock control

Stock forecastingExpenses &credit cards

Time recording

DistributionResource schedulingPurchase ledger

Cut complexity, increase visibility: as part of our broad-ranging product portfolio, your Access FocalPoint solution can be easily extended to coveryour complete range of business, administrative and financial processes.

© Access 2011. E&OE. Version 1.

Hoge 100 Business Systems Limited, IMS House, Prescott Drive, Worcester, WR4 9NE, United Kingdom

T 01905 455227

F 01905 455035

E enquiries@hoge100.co.uk W www.hoge100.co.uk

Who we areSince 1988 we have helped a widerange of companies implementprofessional software solutions intheir businesses. This has allowedthem to achieve measurable benefitsand maximise the return on theirinvestment. A major factor in thecompany's continuing success intoday’s fierce marketplace is its abilityto interpret precisely what customersneed and to present an appropriatesolution.

We have expanded the scope ofservices and range of customers overthe years, whilst still providing thehigh standards that our clients havecome to expect from us.

We have been a leading supplier ofthe Access range of financial andbusiness software since 1998;providing first-rate installation andsupport services to organisationsthroughout the UK.

Since the inception of Access' annualSupport Dealer of the Year award wehave been nominated for this 'Oscar-style' award and in both 2007 and2008 we won the award outright. In2008, with the launch of the AccessGold Partner programme, we becamethe first Access Gold Partner.

Our clients range across vastlydiffering industries, from a majormotor car manufacturer to a regionalarts festival. Whatever your sector,charities, manufacturing,construction, and so on, we areconfident we can help you in findingyour ideal solution.

We support our customers via atelephone support line and we canprovide additional support usingsecure dial-up or Internet connections.This means that no matter where inthe world the customer is located wecan resolve the problem withinminutes and offer a solution.

Our business expertise includes workwith charities, logistics, media,pharmaceuticals, finance,manufacturing, retailing and thepublic sector; providing our customerswith software systems to managetheir organisations efficiently. If ‘off-the-shelf’ software does not meet acustomer’s requirements, we provide abespoke solution - software designedand written by a Hoge 100 projectteam.