OVERVIEW
NOTABLE FEATURES
TARGET MARKETS
LICENCING
GUIDES / DOCUMENTATION
SUPPORT SERVICES
TRAINING
Overview Quick Links
Job Costing (Quoting / Estimating)
Project Administration
Customer Relationship Management (CRM)
Business-to-Business Transactions (B2B)
Financial Management (Accounting)
Purchasing & Supply Management (PSM)
Workflow Management
Web Integration
Other Features
Download TXP flyer
Discover TrueXpro
Overview
Notable Features
- Smart Reports
Target Markets
Licencing
With TrueXpro software you have the tools to construct successful estimates and build profitability into each job. TXP job costing component gives you multiple revisions, industry-specific transaction categories and integration with our accounting module. Compare actual costs against budgets, purchase orders and cost-to-complete. Save time, limit risk, and maximise profits by creating customised quoting templates.
Quotations with Templates
Multiple revisions for each Quote
Integration of Quotes with Projects (Cost Control)
Multiple level posting control
Cost tracking done at single point of entry
Change Notice/Order Management (Variations)
Purchase & Supply Management
Compare Charge Out to Cost, Cost to Ordered, Cost to Cost-to-Complete
Audit Trail
The efficient data-sharing capabilities found in TrueXpro's Project Management module improve communication and simplify approval processes across accounting and project teams. With all the details in one central database, and inquiries and reports that are easy to generate, you can quickly identify project issues before they grow into problems. Oversee subcontractors and effectively manage change orders (variations). Know exactly where your projects stand at any moment.
Multiple Projects with Profit & Loss
Dynamic links to Purchase Orders & Work Orders
Timeline Management
Project Check Lists
Work Orders (Service Calls)
Staff Time Sheets (linked to Projects)
Project Diaries
Status Reports & Deficiency Logs
Regardless of how, when or where your customers or suppliers choose to interact with your company, TrueXpro gives you a significant advantage by providing easy-to-use tools to successfully manage these relationships. TXP is designed to give you a single view of your customers, suppliers and contacts, accessing a complete history of interactions when you need it, whether in the office or on the road.
Contacts, Clients and Suppliers
Linked Emails & Faxes
Document Management
Contact History (Diaries)
Asset Management
Sales Lead Tracking
Service Agreement Management
User defined Categories to code communication transactions
TrueXpro gives you the ability to track and control B2B communication and electronic data interchange. Manage content for Emails, Faxes, Appointments, Phone Calls, Meetings and Tasks. Our interchange module provides web access for contacts, clients and suppliers including the exchange of emails, tasks and documents (FTP) and an electronic notice board.
Collaborative interaction with Clients & Suppliers
Email/Fax Integration
FTP Document Management
Exchange of Emails, Faxes and Tasks
Electronic Notice Board for each Project
Instant Messaging
With TrueXpro's workflow management tools, you can oversee and prioritise the process of passing information, documents and tasks from one person to the next. TXP automates procedures within your business and improves efficiency. Unnecessary steps are eliminated, and every member of the team is fully aware of their responsibilities. TXP's desktop workflow manager application gives you instant notice when you receive emails, appointments, tasks, work orders or requests for approval (purchase orders & accounts payables). This ensures that necessary administrative, accounting and communication activities are notified, acknowledged and carried out.
Modules
Email Client
Appointments
Tasks
Faxes
Diaries
Word Processing
Meeting Manager
Features
All Workflow modules linked to Projects
Task & Appointment creation from Emails and Diaries
E-Receipts (Email Acknowledgments) for Appointments, Tasks, Work Orders and receipt of Goods & Services
Multi-user Business Calendar (with auto alerts) for Appointments, Tasks, Meetings, Timelines, Status Reports and Deficiency Logs
Task History
Instant Messaging
Take control of your purchasing using a multi-functional approach to selecting suppliers, tracking departmental budgets, creating change notices/orders (variations) and issuing purchase orders. TXP also manages the purchase order approval process, receiving of goods and services, handling backorders and the reconciliation of supplier invoices (accounts payable).
Purchase Categories for classifying services and goods offered by Suppliers
Dynamic links to Quotes & Accounts Payable
Variation Management
Reconciliation of receipt of Goods/Services
Cancellations, Shortfalls & Back Orders
A completely integrated financial management solution, TrueXpro incorporates full project accounting, payroll, asset management and provision for multiple year open posting. TXP incorporates a single, accrual-based, project-specific accounting application that can perform all of your advanced requirements. You'll be able to avoid confusion and accounting inaccuracies, improve cash flow and trust your financial numbers.
Modules
Accounts Payable (Trade Creditors) & Receivable (Debtors)
Bank Register
General Ledger
General Journal
Payroll
Features
Financial Statements
Budgets versus Actuals
Transaction Analysis
Aged Debtor & Creditor Reports
Cash Management
Daily Bank Position Report
Bulk Transaction Processing
EFT Processing
BAS and Tax Reconciliation
Expenses costed to Projects
Purchase Orders linked to Quotes
Asset Management
Contract Management
Financial Calendar
Simple year-end roll-over
Export Manager (CaseWare, Solution 6, CeeData, Ascii)
The web based version of TrueXpro gives you the tools to make your business dynamic and increase your company's profits. Data can be easily accessed from anywhere, anytime via the internet, providing B2B communication, online project tracking and collaboration, workflow management and an online customer relationship management system. With any web browser you can connect with customers, suppliers and staff who are on the road or working from home.
Access to a web version of TrueXpro from a browser for Contacts, Suppliers, Clients and Staff
Dynamic Workflow Management
Remote Time Sheet Entry
Project driven FTP Client
Web Users Management
Web "Stickies"
Word Processing Module
Fax Server module
Single & multi-user versions
Record level & Group access controls
User defined field names
Open Language Translation Editor
Export Manager (CaseWare, Solution 6, CeeData, Ascii)
Custom Report Generator
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