Pro

Premium

Quantum

Send invoices, pay bills, manage inventory, reconcile bank accounts and more.

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Expanded inventory & job costing features. Time saving customer & vendor centers.
 Up to 5 users

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Advanced inventory, custom dashboards, enhanced user mgmt

Up to 40 users

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GENERAL

Multi-User Licensing Options

Single-User Only

1 through 5

1-10, 15, 20, 30, 40

Allows unlimited companies

Y

Y

Y

Subscription includes 1 year of updates & upgrades

Y

Y

Y

Subscription includes 1 year of phone & chat support direct from Sage

Y

Y

Y

CORE SYSTEM FEATURES

Multi-User Licensing Options

Single-User Only

1 through 5

1-10, 15, 20, 30, 40

Customizable Reports

Y

Y

Y

Customizable Forms

Y

Y

Y

Export Reports to Excel or PDF

Y

Y

Y

Email Reports as PDF Attachment

Y

Y

Y

Cash Flow Manager

Y

Y

Y

Bank Reconciliation

Y

Y

Y

Task Level Security

Y

Y

Role Based Security

Y

ODBC & OLEDB read access

Y

Y

Y

Archive Company

Y

Y

SmartPosting

Y

My Dashboard

Y

Order Process Workflow

Y

Admin Can Log Other Users Out

Y

Open Multiple Companies

Y

Y

Automated Scheduled Backups

Y

Y

Y

Audit Trail Report

Y

Y

ACCOUNTS RECEIVABLE / CUSTOMERS & SALES

Quotes

Y

Y

Y

Proposals

Y

Y

Sales Orders

Y

Y

Y

Invoices

Y

Y

Y

Progress Billing

Y

Broadcast Invoicing

Y

Y

Customer Statements

Y

Y

Y

Customer Management Center

Y

Y

Securely Process Credit Cards in Cash Receipts using Paya Merchant Services (merchant fees apply)

Y

Y

Y

Include a Pay Now link with emailed invoices using Paya, Stripe, or PayPal (merchant fees apply)

Y

Y

Y

Item Sales History By Customer

Y

Y

Sales Tax Tracking

Y

Y

Y

ACCOUNTS PAYABLE / VENDORS & PURCHASING

Pay Bills Individually or Select By Due Date

Y

Y

Y

Print Checks

Y

Y

Y

Purchase Orders

Y

Y

Y

Select for PO Based on Inventory Levels

Y

Y

Vendor Management Center

Y

Y

Contractor Insurance Tracking

Y

INVENTORY

FIFO/LIFO/Average costing

Y

Y

Y

Serial Number tracking with Specific Unit Costing

Y

Y

Assemblies

Y

Y

Y

Ability to revise Bill Of Material for Assemblies

Y

Work Tickets (for building assemblies)

Y

Master and Sub-stock Items

Y

Y

Price Levels

5

10

10

Pricing Formulas

Y

Y

Quantity Discounts

Y

Separate Vendor Part Number & UPC/SKU fields

Y

Y

Multipacks/UOM Conversions

Y

Inventory & Services Management Center

Y

Y

PAYROLL (additional subscription required)

Payroll Tax Calculations

Y

Y

Y

Print Signature Ready Payroll Tax  Forms

Y

Y

Y

E-filing of Payroll Forms (additional fee required)

Y

Y

Y

Vacation/Sick Time Tracking

Y

Y

Y

401k/Simple IRA tracking

Y

Y

Y

Pre or Post Tax  Insurance Deductions

Y

Y

Y

Custom deduction formulas

Y

Y

Y

Expanded employee information

Y

Y

Payroll Raise History

Y

Y

Performance Review Tracking

Y

Y

Time Card Entry for Payroll

Y

Y

Time and Expense Tickets

Y

Y

Sync with Sage HR Employee Self Service

Y

Y

Y

GENERAL LEDGER

Departmental Financial Statements

Basic

Advanced

Advanced

Budgets

Single

Multiple

Multiple

Consolidations

Y

Y

JOB COSTING

Basic Job Costing

Y

Y

Y

Phases & Cost Codes within Jobs

Y

Y

Post Wages from Payroll to Jobs

Y

Y

Y

Post Labor Burden from Payroll to Jobs

Y

Job & Project Management Center

Y

Job Navigation Center

Y

Change Order Processing

Y

Y

Progress Billing

Y

Track Retainage

Y