"I'm happy we migrated to TurningPoint because it is intuitive, like Controller, but more in-depth. It's more flexible too; we're eager to customize it for our own business needs. I love being able to quickly export reports to Microsoft® Excel and manipulate them to get the data that I need. Your support staff is wonderful and so helpful through the learning process."
-Joda Shuman of River City Awning in Wichita, Kansas.
Enhanced Features...
Easy-to-Use
Basic tree-menu structure allows you to easily access each module in TurningPoint. Each menu selection is described on the Main menu screen for a quick reference. An extensive Help menu is available at any time by pressing F1 and is specific to your location within the program. Keyboard shortcuts allow for fast data entry and tab stops can skip fields that you do not use to increase efficiency when entering information.
Unlimited Years of History
Expand your historical data beyond two years. TurningPoint allows for unlimited years of history and allows for multiple years to be open at one time. Easily switch from one year to the next to make adjusting entries as needed.
Enhanced Security
Implement menu level and company level security allowing users to only access the companies and tasks in the software specific to their personal responsibilities.
Customize to Your Needs
- Customize menus and create automated task reminders and personal task lists to help each user become more efficient by tailoring the program to their individual responsibilities.
- Customize fields specific to your business for customers, vendors and invoices to track information important for your business.
- Create report queues to select reports important to your operation to print on a daily, weekly or monthly basis and print after hours.
Preview Capabilities
View all checks, invoices, statements and reports on screen before printing to see exactly how they will look when printed. Plus, scroll up and down reports with ease.
Step Towards a Paperless Environment
Any report, invoice or statement can be e-mailed directly from TurningPoint. For example, send monthly statements to all your customers with e-mail addresses and print the remaining statements for customers without e-mail addresses. Save electronic copies of reports, invoices and statements for future reference.
Export Capabilities
Export reports to Microsoft Word, Excel® or PDF formats, allowing you to edit or customize to fit your business needs.
Drill Down Capabilities
- Use vendor and customer inquiry to see details of individual invoices.
- Determine the original source of any journal entry by drilling down to the original document for any transaction.
Evaluation Date Reporting
Use evaluation reporting to view stock status at a prior date. For example, determine the number of widgets in-stock on May 16th, 2005, with these enhanced reporting options.
Mass Update/Change Codes
Easily change a vendor, customer or item code. System will keep track and edit all related information. For example, a customer's business name changes from ABC Company to XYZ Company. By editing the customer record and changing the customer name, all related information including invoices, statements and accounts will be updated.
Add/Copy and Combine Capabilities
When entering a new account, customer, vendor, inventory item, quote, sales order or purchase order, TurningPoint can copy the information from a current record and create a new one based on the existing one. For example, when setting up a new customer, choose a customer with a similar business. Many of the fields will be completed for the new customer and you can edit as necessary.
Posting Procedures
TurningPoint uses a batch processing method to apply transactions to the General Ledger. When transactions are entered, they do not affect the G/L or financial statements immediately. Instead, they are kept within a batch to be posted at a later time. This process allows for entries to be audited and edited before posting to the G/L. You also gain the ability to post a transaction with a date different from the transaction date. The process is very simple and can be completed as often as every hour, day, week or month.
TurningPoint also includes a Financial Snapshot report. This feature provides accurate, up-to-date, key financial information on all TurningPoint modules including all posted and un-posted transactions in a summary or detailed format. While batch processing must be completed within each module for all transactions to be posted to the G/L, Inventory is operated on real-time functionality. Avoid misquoting a customer on stock status for an item because of this live feature.
More Enhanced Features by Module...
System Wide
- Auto-complete features on drop-down boxes.
- Smart date logic to recognize the date format specified.
- Full copy, cut and paste activities available within the program and to any program designed for Windows® operating systems.
Bank Reconciliation
- Void checks by check run date and reconcile checks within a specified check range.
General Ledger
- Access any report from any period at any time.
- User defined periods and period ending dates.
- Choose how to report negatives: 1234.12-, -1234.12 or (1234.12).
- Change and combine account numbers.
- Choose level of detail when posting: summary by account or in detail.
Accounts Receivable
- Adjust commissions during invoice entry and have multiple commission rates for a single invoice.
- Option to calculate discounts on tax, freight and miscellaneous charges.
- Multiple search methods for customer including address, e-mail or credit card number.
- Age invoices and calculate finance charges by due date or invoice date.
- Assign customers to groups for targeted reporting.
Accounts Payable
- Easily pay invoices with credit cards.
- Supports one-time vendors and quickly write a check for a one-time purchase.
- Write multiple checks to one vendor within the same check run.
- Select to write checks based on due date or discount date.
- Expanded invoice number field in invoice entry to 15 characters.
Inventory
- Search for inventory items using multiple formats, including the additional description field or alias.
- Unlimited ship-to address fields.
- Multiple units of measure; buy in one UOM and sell in another.
- Serial and lot number tracking.
- Track inventory items in unlimited multiple locations.
- Enhanced reporting including Inventory Turnover Analysis report and Inventory Percentage Profitability Analysis report.
Order Entry
- Integrate with UPS OnLine® WorldShip® to import tracking numbers for shipped orders.
Data Transfer Capabilities...
Convert your Data
Convert all your Controller Master Files to the TurningPoint software. A Champion Migration Wizard is built into TurningPoint to assist you in the conversion. Detailed directions guide you in preparing, transferring and verifying the data for accuracy.
It is strongly recommended when transferring from Controller to TurningPoint to take advantage of Red Wing Software's services to transfer the data for you.* Please consult with a sales representative for more information at 800-732-9464 or sales@redwingsoftware.com.
Below is a detailed listing of what data transfers in the conversion:
Master Files
System Manager
- Units-of-Measure
- Terms Codes
Accounts Payable
Accounts Receivable
- Sales Categories
- Sales Representatives
- Finance Charges
- Sales Tax Codes
- Shipment Methods
- Customers Master Files
General Ledger
- Fiscal Years/Periods
- Profit Centers (Departments)
- Accounts
- Period Totals (Month-end Balances)
- Budgets
- Budget Totals
Inventory
- Items
- Product Lines
- Assemblies / Components
- Pricing (Fixed 3 Level - At the Item Level)
- Item Locations/Units-of-Measure/Cost
Limited Transactions / History
Purchase Orders
- Order Entry Transactions (Sales Orders)
Accounts Receivable
- Open Invoices (Invoices that had partial payments applied against them are reduced by the payment)
- Unapplied Customer Deposits
Accounts Payable
- Open Invoices (Invoices that had partial payments applied against them are reduced by the payment)
- Paid 1099s in the Current Period
Click here to view a self-running demo of any of the TurningPoint modules.
*Red Wing Software does not schedule or complete any data conversions during the month of January due to heavy call volume.
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