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Office Small Business Accounting |
MBS Small Business Financials |
Great Plains Standard |
Great Plains Professional |
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System |
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Maximum number of users |
Up to 5 concurrent users accessing the data
at the same time |
Supports an unlimited number of users, with
a maximum of 10 concurrent users accessing the data at the same time |
Supports an unlimited number of users, with
a maximum of 10 concurrent users accessing the data at the same time |
Supports an unlimited number of users
accessing the data at the same time |
|
Database |
Microsoft SQL Server™ 2000 Desktop Engine (2
gigabyte database maximum per company) Support for Microsoft SQL
Server 2000 (service pack 3a or later)
No database limit |
Microsoft SQL Server™ 2000 Desktop Engine (2
gigabyte database maximum per company) Microsoft SQL Server 2000
(service pack 3a or later) No database limit |
Microsoft SQL Server™ 2000 Desktop Engine –
service pack 3a or later (2 gigabyte
database maximum per company)
Microsoft Small Business Server Standard
2003 (2 gigabyte database maximum per company)
Microsoft Small Business Server Premium 2003 (no database limit)
Microsoft SQL Server 2000 (service pack 3a or later)
No database limit |
Microsoft SQL Server 7.0 (service pack 4 or
later) Microsoft SQL Server 2000 (service pack 3a or later)
No database limit |
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Login |
Integrated Windows Login |
Auto Login |
Required Login |
Required Login |
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Backup and Restore |
Built-in backup and restore feature |
Built-in backup and restore feature |
Built-in backup and restore feature |
Built-in backup and restore feature |
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Security |
Includes the ability to grant access to
modules/tasks by role (ie. Administrator, owner, Office Manager,
Accountant) |
Includes the ability to grant or deny access
to windows for each user either by entire module or by specific task |
Includes the ability to grant or deny access
to forms, windows, fields, and programs |
Includes the ability to grant or deny access
to forms, windows, fields, and programs |
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Currency |
Single Currency |
Single Currency;
US or Canadian |
Multicurrency available |
Multicurrency available |
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User Classes |
Not Available |
Not Available |
Includes the ability to set up user classes
and assign new users to specific classes, reducing effort and time spent
to set up new user records |
Includes the ability to set up user classes
and assign new users to specific classes, reducing effort and time spent
to set up new user records |
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Posting |
Pre-defined setup sends single transaction
posting directly through to the general ledger. This is transparent to
the end user. |
Pre-defined setup sends batch/single
transaction posting directly through to the general ledger, with the
exception of payroll batches that post to the general ledger |
User-defined, optional setup supports batch
posting “To” or “Through” to the general ledger; single transactions
post to the general ledger |
User-defined, optional setup supports batch
posting “To” or “Through” to the general ledger; single transactions
post to the general ledger |
|
Reminders Window |
The Dashboard surfaces reminders for common
tasks and business alerts. |
Opens by default upon launch; organizes
documents and tasks assigned by one or more users by due date |
Opens by default upon launch; organizes
documents and tasks assigned by one or more users by due date |
Opens by default upon launch; organizes
documents and tasks assigned by one or more users by due date |
|
Letter Writing Wizard |
Wizard for writing customer, vendor or
employee letters. Ability to use customized Word templates. |
Guided process for generating custom
letters for vendor, customer, and employee mailings |
Guided process for generating custom
letters for vendor, customer, and employee mailings |
Guided process for generating custom
letters for vendor, customer, and employee mailings |
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Setup Wizards |
Guided processes assist with setting up
company, fiscal period, and account information |
Guided processes assist with setting up
company, fiscal period, and account information |
No wizard. Includes comprehensive,
user-defined setup features and functionality |
No wizard. Includes comprehensive,
user-defined setup features and functionality |
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Integration to MapPoint |
Not Available with SBA but available with
BCM |
Available |
Available |
Available |
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Integration with Microsoft Small business
Services |
Integration with ListBuilder and BCM (Not
SBA) |
Services Bundle includes ListBuilder and
Appointment Manager Integration with Small Business Manager. Retail
Bundle includes Commerce Manager and List Builder integration to Small
Business Manager |
Not available |
Not available |
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SmartTag Integration |
Not available |
Not available |
Available |
Available |
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Window Messenger Integration |
Not available |
Available |
Not available |
Not available |
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General Ledger |
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Number of GL accounts |
Unlimited |
Unlimited |
Unlimited |
Unlimited |
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Accounts |
Maximum 127 characters. Single level
sub-account |
Maximum: 25 characters, 5 segments(Financial
accounts only) |
Maximum: 66 characters, 10 segments
(Financial and Statistical accounts) |
Maximum: 66 characters, 10 segments
(Financial and Statistical accounts) |
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Unit Accounts |
Not available |
Not available |
Unit accounts can be used to track
non-financial data |
Unit accounts can be used to track
non-financial data |
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Fixed/Variable Allocation Accounts |
Not available |
Fixed Allocation accounts can be used to
track financial data, but not Variable Allocation accounts |
Fixed and Variable Allocation accounts can
be used to track financial data |
Fixed and Variable Allocation accounts can
be used to track financial data |
|
Account Alias |
Not available |
Not available |
An Account Alias for each account number can
be defined, to assist in searching for a particular account |
An Account Alias for each account number can
be defined, to assist in searching for a particular account |
|
Cash Flow Calendar |
Full featured robust cash flow tool that
shows current cash flow situation as well as the ability to carry out
“What If” scenarios. |
View the current month, jump from month to
month, or enter a specific date to view current cash balances and
predict future inflows and outflows |
View the current month, jump from month to
month, or enter a specific date to view current cash balances and
predict future inflows and outflows |
View the current month, jump from month to
month, or enter a specific date to view current cash balances and
predict future inflows and outflows |
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Miscellaneous Checks |
Ability to write checks directly |
Ability to write checks directly from Bank
Reconciliation |
Not available |
Not available |
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Payroll |
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Employees |
No hard limit, but solution is positioned to
support <25 employees |
Includes the ability to set up an unlimited
number of employees, with system support for up to 100 active employees
per company; purchase additional blocks of employees as needed up to 500
employees |
Includes the ability to set up an unlimited
number of employees, with system support for up to 500 active employees
per company |
Includes the ability to set up an unlimited
number of employees |
|
Workers Compensation |
Includes Workers Compensation functionality |
Includes Workers Compensation functionality |
Includes Workers Compensation functionality |
Includes Workers Compensation functionality |
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Payroll Setup |
Includes guided payroll setup features |
Includes guided payroll setup features |
Includes user-defined setup features and
functionality |
Includes user-defined setup features and
functionality |
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Shift Differentials |
Not available |
Not available |
Available |
Available |
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Human Resources |
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Number of employees |
No hard limit, but solution is positioned to
support <25 employees |
Includes the ability to set up an unlimited
number of employees, with system support for up to 100 active employees
per company; purchase additional blocks of employees as needed up to 500
employees |
Includes the ability to set up an unlimited
number of employees, with system support for up to 500 active employees
per company |
Includes the ability to set up an unlimited
number of employees |
|
Applicant Management |
Not Available |
Not Available |
Available |
Available |
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Employee Management |
Available through Payroll |
Available through Payroll |
Available |
Available |
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Core HR functionality |
Not Available |
Not Available |
Available |
Available |
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Employee and Manager Self Service |
Not Available |
Not Available |
Available for an equal number of HR or
Payroll employee users up to 500 limit |
Available; includes unlimited employee users |
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Project |
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Number of Projects and Contracts |
Not Available |
Not Available |
Unlimited |
Unlimited |
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Time and Expense Management |
Not Available |
Not Available |
Available |
Available |
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Billing |
Not Available |
Not Available |
Available |
Available |
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Payables |
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Number of Vendor Accounts |
Unlimited |
Unlimited |
Unlimited |
Unlimited |
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Vendor Class |
Supports the ability to set up vendor groups
and assign new vendors to specific groups for tracking & reporting. |
Not available |
Supports the ability to set up vendor
classes and assign new vendors to specific classes, reducing time and
effort spent to set up new vendor records |
Supports the ability to set up vendor
classes and assign new vendors to specific classes, reducing time and
effort spent to set up new vendor records |
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Aging Periods |
Four pre-defined aging buckets, but the user
can change the customize the aging bucket and period. |
Four (4) pre-defined aging buckets,
including the current aging bucket |
Seven (7) user-specific aging buckets,
including the current aging bucket |
Seven (7) user-specific aging buckets,
including the current aging bucket |
|
Payables Checks |
No wizard. Includes comprehensive,
user-defined select check features and functionality |
A Payables Check Wizard assists in selecting
which vendors and document types to include in a check-run, and applies
unapplied payments, credit memos and returns to selected vendors |
No wizard. Includes comprehensive,
user-defined select check features and functionality |
No wizard. Includes comprehensive,
user-defined select check features and functionality |
|
Scheduled Payments |
Not available |
Not available |
Includes the ability to create payment
schedules, calculate interest and amortization amounts, and perform
“what-if” scenarios to determine the impact of various interest rates,
payment amounts, frequency and installment number changes |
Includes the ability to create payment
schedules, calculate interest and amortization amounts, and perform
“what-if” scenarios to determine the impact of various interest rates,
payment amounts, frequency and installment number changes |
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Receivables |
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Passwords |
Not available |
Not available |
Includes the ability to set up a password
for: maximum write off amount, waive finance charges, add a customer
during transaction entry, print refund checks, change a customer’s
status, and allow the customer to exceed their credit limit for greater
security |
Includes the ability to set up a password
for: maximum write off amount, waive finance charges, add a customer
during transaction entry, print refund checks, change a customer’s
status, and allow the customer to exceed their credit limit for greater
security |
|
Receivables Statements |
No wizard. Includes comprehensive,
user-defined Receivable Statement options |
A Receivables Statement Wizard assists in
selecting date, form, and balance conditions, as well as specific sorts,
restrictions, and the option to print select messages on Customer
Statements |
No wizard. Includes comprehensive,
user-defined Receivable Statement options |
No wizard. Includes comprehensive,
user-defined Receivable Statement options |
|
Receivable Statement Formats |
Not Applicable |
Blank Paper
Long Form
Short Form |
Blank Paper
User Definable Forms
Long Form
Short Form
Side Form
Short Form Continuous
Side Form Continuous
Multicurrency Long Form
Multicurrency Blank Form |
Blank Paper
User Definable Forms
Long Form
Short Form
Side Form
Short Form Continuous
Side Form Continuous
Multicurrency Long Form
Multicurrency Blank Form |
|
Customer Types |
Not available |
Open Item customer types only |
Balance Forward and Open Item customer types
available |
Balance Forward and Open Item customer types
available |
|
Customer Classes |
Includes the ability to set up customer
groups and assign new customers to specific groups. Allows for tracking
the reporting. |
Not available |
Includes the ability to set up customer
classes and assign new customers to specific classes, reducing time and
effort spent setting up new customer records |
Includes the ability to set up customer
classes and assign new customers to specific classes, reducing time and
effort spent setting up new customer records |
|
Refund Checks |
Includes the ability to create receivables debit memos for customers who
have credit balances, as well as print refund checks for those
customers. |
Not available |
Includes the ability to create receivables
debit memos for customers who have credit balances, as well as print
refund checks for those customers using Payables Management |
Includes the ability to create receivables
debit memos for customers who have credit balances, as well as print
refund checks for those customers using Payables Management |
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Inventory Management |
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Unit of Measure |
User can use the custom fields to setup unit
of measure. (only used for tracking) |
One unit of measure description |
Includes the ability to set up multiple
units of measure schedules for an inventory item |
Includes the ability to set up multiple
units of measure schedules for an inventory item |
|
Price Levels |
No price levels at item level. There are
unlimited price levels at customer level. |
Supports the ability to define up to 5 price
levels per inventory item |
Unlimited |
Unlimited |
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Track Serial and Lot numbers |
Supports manual assignment of serial or lot
numbers to specific inventory items, enabling easy differentiation of
similar items with the same item number |
Supports manual assignment of serial or lot
numbers to specific inventory items, enabling easy differentiation of
similar items with the same item number |
Supports automatic assignment of serial or
lot numbers to specific inventory items, enabling easy differentiation
of similar items with the same item number |
Supports automatic assignment of serial or
lot numbers to specific inventory items, enabling easy differentiation
of similar items with the same item number |
|
Item Classes |
Includes the ability to set up item groups
and assign new items to specific groups. Enables easy tracking &
reporting. |
Not available |
Includes the ability to set up item classes
and assign new items to specific classes, reducing time and effort spent
setting up new item records |
Includes the ability to set up item classes
and assign new items to specific classes, reducing time and effort spent
setting up new item records |
|
Warehouse Locations |
Not available |
Includes one pre-defined warehouse site |
Includes the ability to set up multiple
warehouse sites. |
Includes the ability to set up multiple
warehouse sites. |
|
Quantity Types |
Includes On Hand, on Purchase Order & on
Sales Order. |
Includes On Hand, Allocated, Available, Back
Ordered, On Purchase Orders, and Drop Ship PO quantity types. |
Includes On Hand, Allocated, Available,
Sold, Returned, In Use, In Service, Damaged, Back Ordered,
Requisitioned, On Order, and Drop Ship PO quantity types |
Includes On Hand, Allocated, Available,
Sold, Returned, In Use, In Service, Damaged, Back Ordered,
Requisitioned, On Order, and Drop Ship PO quantity types |
|
Cost Methods |
FIFO |
Includes FIFO Perpetual, LIFO Perpetual, and
Average cost methods. |
Includes FIFO Perpetual, LIFO Perpetual,
Average, FIFO Periodic, and LIFO Periodic cost methods |
Includes FIFO Perpetual, LIFO Perpetual,
Average, FIFO Periodic, and LIFO Periodic cost methods |
|
ABC Analysis |
Not Available |
Not Available |
The ABC Analysis wizard
assists in analyzing item usage and prioritizing items, helping users
manage inventory more effectively |
The ABC Analysis wizard
assists in analyzing item usage and prioritizing items, helping users
manage inventory more effectively |
|
Item Types |
Includes Inventory, non-inventory, service &
Kit |
Includes Stock Item, Discontinued Item, Kit
Item, Miscellaneous Charge, Service, and Labor item types. |
Includes Sales Inventory, Discontinued,
Miscellaneous, Kit, Service, and Flat Fee item types |
Includes Sales Inventory, Discontinued,
Miscellaneous, Kit, Service, and Flat Fee item types |
|
Assemblies |
Not Available. |
All Item Types with the exception of Kits
can be added as Components to an Assembly – including: Stock Item,
Discontinued Item, Misc Charge, Service, Labor as well as Assembly,
which will be indicated as a subassembly |
Includes the ability to enter bills of
materials for all the Sales /Inventory items in inventory that are
manufactured, as well as create phantom bills for kit items |
Includes the ability to enter bills of
materials for all the Sales /Inventory items in inventory that are
manufactured, as well as create phantom bills for kit items |
|
Multi-Bin |
Not Available |
Not Available |
Includes the ability to not
only track items within inventory sites, but also track item quantities
in bins that reside within each site |
Includes the ability to not
only track items within inventory sites, but also track item quantities
in bins that reside within each site |
|
Landed Cost |
Not Available |
Not Available |
Includes the ability to
create a group or collection of landed cost records. Creating groups of
landed costs enables the user to assign several landed costs to an item
at once |
Includes the ability to
create a group or collection of landed cost records. Creating groups of
landed costs enables the user to assign several landed costs to an item
at once |
|
Purchase Order Processing |
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Drop Ship Purchase Orders |
Not available |
Includes the ability to deliver goods
directly from a vendor to a customer. The item will not be physically
received or sold from inventory |
Includes the ability to deliver goods
directly from a vendor to a customer. The item will not be physically
received or sold from inventory |
Includes the ability to deliver goods
directly from a vendor to a customer. The item will not be physically
received or sold from inventory |
|
Document Types |
Purchase Order, Receipt, Receipt/Invoice,
Invoice, Credit Memo |
Purchase Order, Shipment, Invoice,
Shipment/Invoice |
Purchase Order, Receipt, Receipt/Invoice,
Invoice, Drop Shipment, Blanket, Drop Ship Blanket |
Purchase Order, Receipt, Receipt/Invoice,
Invoice, Drop Shipment, Blanket, Drop Ship Blanket |
|
PO Returns |
Includes the ability to
adjust items from inventory
that have previously been received, or to decrease the amount owed to
the vendor due to previous purchase order invoice activity |
Not available |
Includes the ability to
remove items from inventory
that have previously been received, or to decrease the amount owed to
the vendor due to previous purchase order invoice activity |
Includes the ability to
remove items from inventory
that have previously been received, or to decrease the amount owed to
the vendor due to previous purchase order invoice activity |
|
Automatic Purchase Order Generation |
Not Available |
Not Available |
Not Available |
Available |
|
Buyers |
Not Available |
Not Available |
Available |
Available |
|
Dates Tracked |
Includes automatic tracking of required
date, purchase order date, and promised date |
Includes automatic tracking of required
date, purchase order date, and promised date |
Includes automatic tracking of requisition
date, required date, purchase order date, promised date, promise shipped
date, released date, and released by date |
Includes automatic tracking of requisition
date, required date, purchase order date, promised date, promise shipped
date, released date, and released by date |
|
Combined Inquiry |
Provides a combined view in one window for
both items received & bills |
Provides a combined view in one window for
both purchase order and payables detailed information |
Provides separate inquiry views for purchase
order and payables transactional information |
Provides separate inquiry views for purchase
order and payables transactional information |
|
User defined fields |
Not Available |
Includes two (2) user defined fields |
Includes thirty-five (35) user defined
fields |
Includes thirty-five (35) user defined
fields |
|
Sales Order Processing |
|
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Document Types |
Quotes, Orders, Invoices, Returns |
Quotes, Orders, Invoices, Returns
(Backordered items remain on the order until fulfillment, when they can
be manually transferred to invoice) |
Quotes, Orders, Invoices, Returns,
Backorders |
Quotes, Orders, Invoices, Returns,
Backorders, Fulfillment Order |
|
Bulk Order Processing |
Not available |
Available |
Available |
Available |
|
Process Holds |
Not available |
Not available |
Includes the ability to set up process holds
(user-defined restrictions that control the processing of sales
documents at different stages of the sales cycle) |
Includes the ability to set up process holds
(user-defined restrictions that control the processing of sales
documents at different stages of the sales cycle) |
|
Separate Fulfillment Process |
No-Automatic fulfillment |
No-Automatic fulfillment |
Provides the user the flexibility of a
separate fulfillment process |
Provides the user the flexibility of a
separate fulfillment process |
|
User Defined Fields |
Not available |
Two (2) user defined fields |
Seventeen (17) user defined fields |
Seventeen (17) user defined fields |
|
Commissions |
Includes the ability to
set up records for all salespeople and view sales broken out by
salesperson.
|
Includes the ability to
set up records for all salespeople and view commissioned sales with
updated and accurate commission reports, using Microsoft Excel
|
Includes the ability to set up records for
all salespeople and territories and enter, edit, and split salesperson
commissions for accurate tracking. Reports can be viewed within the
application where commission date is stored |
Includes the ability to set up records for
all salespeople and territories and enter, edit, and split salesperson
commissions for accurate tracking. Reports can be viewed within the
application where commission date is stored |
|
Combined Inquiry |
Provides separate windows for sales order
processing and receivables information |
Provides a combined view in one window for
both sales and receivables information |
Provides separate inquiry views for sales
order processing and receivables transactional information |
Provides separate inquiry views for sales
order processing and receivables transactional information |
|
Sales Order to Purchase Order Integration |
Not Available |
Not Available |
Available |
Available |
|
Fixed Assets |
|
|
|
|
|
Books |
Not Available |
3 Pre-Defined Books (Amount, Corporate, Tax) |
Unlimited |
Unlimited |
|
User Defined Fields |
Not Available |
2 |
15 |
15 |
|
Depreciation Projects |
Not Available |
Not Available |
Available |
Available |
|
Mass Transactions |
Not Available |
Mass Depreciation only |
Available |
Available |
|
Reporting |
|
|
|
|
|
Business Analytics |
Advanced Financial Analysis |
Advanced Financial Analysis |
Advanced Financial Analysis |
Advanced Financial Analysis
FRx Forecaster
|
|
Ability to add fields to a report |
Custom fields added to records are picked up
in reports |
Available |
Available |
Available |
|
Reporting Tools |
Full featured built in report generator with
the ability to customize the look and fields. The user can save
customize report definitions. |
SmartList
Advanced Financial Analysis
Report Writer
Crystal Reports Standard Edition
FRx Financial Reporter
|
SmartList
Report Writer
Crystal Reports Professional Edition
FRx Financial Reporter (Designer User)
FRx Drill Down Viewer
Advanced Financial Analysis
|
SmartList
Report Writer
Crystal Reports Professional Edition
All FRx Components
Advanced Financial Analysis
|
|
Toolsets |
|
|
|
|
|
Customization and Integration Tools |
Visual Studio .NET compatible SDK available
for integration. Import wizard, integration thru VS.NET for Excel,
Word. |
Dexterity (available through a Microsoft
Business Solution Partner)
SQL Direct Access
Import Wizard
Migration Wizard |
Modifier with VBA
eConnect
Integration Manager
Integration Assistant for Excel
SQL Direct Access |
Modifier with VBA
eConnect
Integration Manager
Integration Assistant for Excel
SQL Direct Access
Dexterity |
|
Professional Services |
|
|
|
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|
Support and Services |
Support consistent with Office model:
Unlimited installation
support plus 2 free incidents over product lifetime
5 support incidents
prepaid plan (approx $150/year)
Unlimited incidents
prepaid plan (approx $250/year)
Training:
In application training
Manual
Office online courses
Webinars
MS Learning book
Services:
Payroll
Credit card processing
Checks and forms
bCentral services |
Support:
Standard A plan
includes two support incidents with a 3-hour guaranteed response time
(for system list price of $3000 or more only).
Affordable pre-paid
packs of support incidents
Training:
Standard A includes eLearning
Foundation Library.Training Manuals
available |
Support:
Customers can choose
the service plan that’s right for their business – from Standard A,
Standard B and Premier Services
All service plans
guaranteed response times (1 or 3 hours)
Most service plans
include educational elements
Affordable pre-paid
packs of support incidentsAccess to award-winning
Web site
Training:eLearning Foundation
Library
eCourses
Training Kits
Small Business
Financials ProceduresTraining Manuals
Classroom Training |
Support:Customers can choose
the service plan that’s right for their business – from Standard A,
Standard B and Premier Services
All service plans
include choice of guaranteed response times (1 or 3 hours)
Most service plans
include educational elements
Affordable pre-paid
packs of support incidentsAccess to award-winning
Web site
Training:
eLearning Foundation
Library
eCourses
Training Kits
Small Business
Financials ProceduresTraining Manuals
Classroom Training |