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Software Evaluation Features and Functions

Before you can begin comparing enterprise software solutions, it's important to understand the features and functions that you need to run your business.Below, you'll find links to comprehensive models of features and functions for several types of enterprise software, accounting, asset management, business intelligence (BI), content management systems (CMS), enterprise resource planning (ERP), human capital management (HCM), product lifecycle management (PLM), product portfolio management (PPM), relationship management, and supply chain management (SCM). These feature/function models can help you better understand vendor offerings as you compare software solutions, including

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Report Types Features and Functions



  • Account history

  • Budget history

  • Budget to actual comparisons for multiple periods

  • Trial balances

  • Journal entry listing

  • Balance sheet

  • Statement of activity

  • Statement of cash flows

  • CAFR (for public school district reporting)

  • Chart of accounts

  • Footnote disclosures as defined by user

  • Supplemental schedules

  • Transaction activity reports defined by set of accounts

  • Encumbrances

  • Other user defined reports

Financial Reporting Features and Functions
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