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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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Features Features and Functions



  • Automatic data mapping

  • Bi-directional transfer between timesheet and accounting

  • Transfer of user or employee, client or customer, vendor, and project or task information

  • Transfer of employee payroll data, time entries, and expense entries

  • Automatic transfer of billing information for invoicing in the accounting system

  • Transfer of time entries for payroll

  • Import of user, client, and activity records into payroll software, and export of events to be billed

  • Import of employee lists from payroll software and export of complete time card information directly back to payroll

  • Automation of accounting transactions to enter AP, AR, and GL transactions in the accounting system without duplicate data entry

  • "Sync settings filters" options that allows the transfer of all or a subset of records by data group (e.g. employees, client, time entries, invoices, etc.)

  • Distribution of the transferred payment in the accounting system among multiple invoices on either a client or project basis

  • Association of payroll items per employee

  • Transfer of debit and credit payment types from accounting

  • Transfer of expenses from credit cards, EFT, checks, and bills assigned to jobs from the accounting system

  • Transfer of invoice details of write-ups and write-downs from time entries

  • Transfer of actual hours and billable hours to the accounting system

ERP, Accounting, and Payroll Features and Functions
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