2019 will be a year of new features.  Here is a summary of what we have in development for you: 


General features 


Inflation

New feature allowing to apply an inflation rate per year (in $ or % with a starting month) that will automatically adjust the values in the 60-month grid.





Multiple payment terms       

New feature allowing the user to create its own custom payment terms. User will be able to allocate a % # months before or after a transaction.




Currency          

New feature allowing to apply a currency and a specific exchange rate in a form.


Ending month

New feature allowing to apply an ending month to a sale or an expense.


Editable sales tax

New feature allowing to manually overwrite the default sales tax rate in a form.


Graphics in the forms

We will add graphics in the forms to better visualize the impact of your decisions and assumptions.




Departments

New functionality allowing to split an expense between different departments.




This new functionality will come with a new presentation of the financial information in the Income Statement. We will add “Production costs” between the “Variable contribution margin” and the “Fixed costs”, allowing us to present a new “Gross margin”.




Specific features


Sales

We will redo this module to allow:

  • Be able to change sales price in time;
  • Be able to change cost of sales in time;
  • Be able to apply an annual inflation to sales of previous years;
  • Apply a % per month of an annual sales objective.


Inventory

We will redo this module to allow:

  • Automatic re-order of inventory;
  • Automatic consumption of inventory with a minimum re-order level;
  • Multiple payment terms (% # months before or after a transaction).


Employee

We will redo this module to allow:

  • Automatic investment and/or expense trigger when hiring a new employee;
  • Salary calculator (based on salary per year, month, week or hour)



Capital Assets

We will redo this module to be able to plan capital assets in a grid of 60 months instead of a single amount per month (this menu will become exactly like the expense menu).


Share capital

We will redo this module to be able to plan the investments of the shareholders in a grid of 60 months instead of a single amount per month.


New functionalities


Comparative functionalities 

We will develop a new module that will allow to compare a set of data to another set of data, for example:

  • Actuals vs budget;
  • Scenario 1 vs scenario 2;
  • First quarter of year 1 vs first quarter of year 2;
  • Etc.

This module will allow to document and provide explanation for important differences, to prepare management reports for your different partners, etc.


Tags

We will develop tags that can be used in each form to allocate a transaction to a tag. These tags can be projects, sales representatives, sites, etc. A new reporting menu will allow you to see all transactions linked to one or more specific tags.