System Overview

TurningPoint's system is just as robust as its feature set.

Set-up Wizards allow you to start using TurningPoint quickly, right out of the box. You can customize pop-up reminders, field labels, and menu selections based on your needs. Navigation throughout TurningPoint has a familiar Microsoft® Explorer feel with each module and its submenus arranged in folders (such as transactions and reports) down the left side of the screen.

TurningPoint can launch Microsoft® Office products from inside the system, so you never have to exit your accounting program. You can also move toward a paperless environment by using the Document Manager to link and file documents such as vendor schedules and FTP instructions to a specific customer or vendor.

TurningPoint uses the powerful Crystal Reports® application to generate all standard reports within the system. Easily export reports and e-mail to your banker, accountant or investors.

System Overview Features

System Manager

In System Manager, key information used throughout TurningPoint is set up and maintained, including company and menu level security. System Manager also allows you to set up bank accounts, units of measure and payment terms. One-time entry ensures consistency and accuracy.

You'll use System Manager to back up and restore data, import and export files and maintain a simple inventory (if you do not need the full Inventory Suite).

A convenient Mail Merge Wizard adds efficiency to collection processes and customer inquiries. It aids in production of vendor and customer letters such as past due notices, collections, balance inquiries, announcements, etc. You can also create vendor and inventory labels using Microsoft® Word and its mail merge capabilities!

System Manager also offers an optional Bank Deposits menu to cut the time it normally takes to reconcile bank statements to the books. It integrates with Bank Reconciliation.

System Manager Features

General Ledger

TurningPoint General Ledger supplies analytical tools to provide the financial reports and comparative graphs that you, your bank or your investors need to make wise business decisions. The unique Financial Snapshot Report provides a quick, accurate picture of cash balances, receivables and payables, including the effect of any unposted activity from Accounts Receivable and Accounts Payable.

General Ledger allows you to monitor income and expenses by project, with unlimited budgets and ownership percentage tracking by profit center.

Reports powered by Crystal Reports® are available for any period or any year. It's easy to drill down to the original source document for any transaction should you have a question. You'll choose from numerous Income Statement and Balance Sheet formats.

General Ledger Features

Accounts Payable

Accounts Payable gives you the information you need to analyze your vendor and purchase activity. From detailed vendor records to customizable aging periods, Accounts Payable offers great flexibility.

In Accounts Payable, you can track the amount you owe your suppliers and the date invoices are due. You'll enjoy numerous check writing options, including the option to save the printed check in a PDF format for easy reference and reprinting. Easy invoice entry, payment by credit card, 1099 tracking and form printing are at your fingertips.

Accounts Payable Features

Accounts Receivable

Accounts Receivable gives you complete sales and profitability analysis and manages all invoicing. You can easily adapt it to fit your unique business, keeping the set up simple or taking advantage of wide-ranging options.

TurningPoint provides unlimited payment types, flexible sales tax, sales category, early payment discount, and finance charge options, along with detailed customer records and salesperson commissions.

Invoicing options include the ability to insert both taxable and non-taxable line items on a single invoice, and the flexibility to enter an invoice right away while waiting to record it until you are sure it is correct.

Add speed and efficiency to your billing cycle with the option to mass e-mail invoices and statements to customers.

Accounts Receivable Features

Order Entry

Each time you use TurningPoint's Order Entry module to create a quote or enter a sale, the information is integrated into other TurningPoint modules to efficiently manage your inventory, ship orders or deliver a service, and ultimately invoice the sale to bring valued income to your business.

You'll enjoy quick access to customer balances and inventory availability. Order Entry allows you to easily transform quotes into orders, and quickly print quotes, orders and packing slips.

A new addition to Order Entry is integration to UPS OnLine® WorldShip®, which provides accurate tracking for customer orders.

Order Entry Features

Inventory

TurningPoint's Inventory module is feature-rich, a robust option for the small to mid-range budget.

This module allows you to track inventory by location and/or warehouse and identify top products so you can increase your efficiencies and increase profitability.

Detailed item records include 24-character IDs, long descriptions, aliases, product lines, serial/lot numbers and multiple user-defined fields. Routinely importing price lists from your suppliers or quickly mass updating prices upward or downward will save you time.

Multiple pricing methods are convenient with up to 20 price levels per item (or product line).

TurningPoint Inventory also offers the option to build assemblies, take physical inventory and easily enter mass updates.

Inventory Features

Purchase Orders

The TurningPoint Purchase Orders module allows you to suggest, produce, process, and receive purchase orders for items and/or services. Convenience and efficiency are keys to the management of purchase orders. For that reason, TurningPoint offers the ability to generate purchase orders for easy drop shipment on specific sales orders. Save time and gain efficiency by automatically generating a check to accompany the Purchase Order, and show the prepayment amount in Accounts Payable when the goods/services are delivered.

Based on past demand and by calculating the differences between the current and minimum quantities, TurningPoint Purchase Orders alerts you when it is time to place an order, offers suggestions on how much to order, and even suggests a vendor. You're free to make changes as needed, and produce the order. Or, create a new order from scratch!

Purchase Orders

CenterPoint® Payroll

To best serve our customers TurningPoint now integrates with CenterPoint Payroll, our newest payroll software. Centerpoint Payroll is designed to streamline your payroll processes, saving your company both time and money. To find out more about our payroll software, visit the CenterPoint Payroll page.

Click Here to visit the CenterPoint Payroll page.

Recommended System Specifications

Workstation (or individual computer without a network):

• Pentium® 2.0 GHz processor
• Windows® 2000, 32-bit or 64-bit Windows® XP or
  Windows® Vista/7 Operating System
• 1 GB RAM
• 1 GB free hard drive space
• SVGA video monitor with at least 800 x 600 resolution
• Laser or Inkjet Printer

Server:

• Pentium® 2.0 GHz processor
• Dedicated server with Windows® 2000, 32-bit or 64-bit Windows® XP or Windows® Vista/7 Operating System
  ^{(peer to peer network is sufficient for three concurrent users or less)}
• 2 GB RAM
• 1 GB free hard drive space
• SVGA video monitor with at least 800 X 600 resolution

The above are guidelines. The number of users, company database size, and system setup can affect the speed of TurningPoint. Increasing the processor speed and RAM generally will increase overall system speed.