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Microsoft Certified Software
Palladium Accounting's software is the only South African SME Accounting Software that is Microsoft Certified.
Transactional History For Life
Palladium Accounting stores all Information for life allowing you to run all your financial and transactional reports since business inception and alleviating the need to go back and forth across backup companies.
Integrated Business Intelligence
All the Palladium Accounting software versions come complete with Business Intelligence Cubes allowing you to slice and dice data as required, giving you a 360 Deg view of your business. [ view article ]
Powerful "Any Date" Reporting
Thanks to our SQL database and advanced design, Palladium offers full real-time, or "Any-Date" Reporting. This means is that you can run reports at any date in History. These include, Customer and Supplier Aging Reports, Stock Aging Or Valuation Reports and even Financial Reports such as a Trial Balances Or Balance Sheets at any date as well as Income Statements between any 2 dates for unsurpassed reporting power. [ view screenshot ] [ view screenshot ] [ view screenshot ] [ view screenshot ]
Advanced Directional Printing (ideal for Branches/Departments/Cost Centres or Warehouses)
Palladium not only has the ability to utilise global or per-user document numbering on all processing documents, but also has the ability to use unique layouts per user as well as to define the default printer on a per user, per document basis, completely alleviating the need for users in warehouses, branches, departments or sales offices to have to keep on changing or selecting their required printer. This function could also be used to invoice specific clients with a custom invoice layout for their unique requirements. [ view screenshot ] [ view screenshot ]. See how easy it is to setup Palladium in a Multi-Branch or company environment by downloading the support article [ support article ].
Centralised Version Updates
Using Microsoft Technology, our clients will always be on the latest version using the web, without the need for purchasing CD’s or remembering to download a version.
Easy Navigation
Palladium Accounting’s intuitive navigation screens mean that you can move around the system with ease. Select the tab function on top and have access to the processing functions underneath with the reporting section at the bottom. [ view screenshot ]
Attach Documents to All Masterfiles
The ability to attach files to all Masterfiles means that you can maintain all relevant documentation in one place with full and easy reference capabilities. A password control function means that critical documentation remains secure and available.
Extended Enquiry Screens
The Customer Enquiry function has been enhanced to allow a separate and secure, Business Intelligence type, view into all the general information and settings relating to a Customer, alleviating the need to access the Customer Edit Function or run disparate reports. This information includes all current and past transaction including Open Sales Orders, Past Invoices will full document drill-down capabilities. Drag & Drop the require data to suit, then just snap the data into Excel in seconds. [ view screenshot ]
Strong Security & Audit Trails
Palladium has extensive security and tracks changes throughout the system using an audit trail facility. User rights can also be set to authorise credit notes without having to switch users, and users can have the ability to amend documents or just to adjust basic, non-financial, information. Should a user amend a document, the full original transaction is reversed and a new audit trail created for the new transaction with complete traceability in the Adjusted Documents Report. In the screen below you will see an example of the Audit Journal that is updated on completion if the transaction. This feature is available on all processing screens and ensures accurate processing on a real-time basis. [ view screenshot ] Read the support article to understand the difference between adjusting and amending documents in Palladium [ support article ].
Flexible International Tax Engine
Our flexible tax engine is designed to cater from the simplest to the most complex tax structures with the option for multiple tax rates and integration accounts for a single tax type with exception options at Item, Customer and even Supplier level.
Full Multi-Currency Compatibility
The multicurrency feature caters for Customers, Suppliers, Bank Accounts and even General Ledger Journals. Rates are managed on a daily basis with a minimum and maximum tolerable variance that is designed to eliminate possible human errors. [ view screenshot ]
User-Definable Fields Throughout
Palladium Accounting makes use of user-definable fields throughout the system from the General Ledger, Customers, Suppliers to Inventory Masterfiles, and is one of the only products on the market to boast this function at document body and document item line level. In the illustration below we see the use of the Fields in the Sales Invoice. [ view screenshot ] You can also set Fields as Mandatory in our Enterprise Version for complete control. [ view screenshot ]
Powerful General Ledger
Our General Ledger caters for Main and Sub Accounts as well as full departments or branches and also has full cost centre allocations for a complete multi-dimensional reporting view of your business. In addition each General Ledger Account has the option to be Reconciled for accounts such as provisions or accruals with user account security set per General Ledger Account. This roll-up security feature even stops staff from invoicing items whose sales or cost accounts are disallowed at General Ledger level. [ view screenshot ] [ view screenshot ]
General Ledger – Subsidiary Ledger
The subsidiary ledger feature allows you to maintain certain information relevant to a specific account. For example, it could be used for audit schedules for “reconciled” accounts or simply a list of Fixed Assets such as Motor Vehicles. Because of its free format, the Subsidiary Ledger sits “outside” the standard General Ledger and has no financial transactional bearing on the system.
Financial Budgets Throughout
Palladium Accounting caters for budgeting in all facets of the application including General Ledger, Departments/Branches, Profit Centres, Customers, Vendors and Even Inventory and Service Items giving you the ability to measure your performance throughout the system.
Invoice Goods, Services and Recoveries
Users also have the ability to invoice Goods, Services and General Ledger Recovery items all from one common Item Selection interface where only selected “allowable” General Ledger Accounts will appear.
Maximise Sales with Palladium's Dynamic UP-SELL Functionality
Palladium has an advanced UpSell Functionality that allows you to set an unlimited number of “UpSell” Items with settings for Optional Dynamic Prompting per processing Document. This feature makes it simple for new employees to sell specialised products with little experience of the business, ensuring maximised revenue potential at all times. This function can also be used to group like items in the form of Kits. [ view screenshot ] [ view screenshot ] [ view screenshot ] For more information, read the support article [ support article ] .
Optimise Margins with Optional Automatic Selling Price Updates
Automatically Update certain or all of your Inventory Item selling prices for specific customers. This feature allows you to define a price list as a “List” or a “Markup On Cost” type pricelist. The Markup on Cost pricelist has the ability to change the selling price dynamically at the time of Receiving or on the Manufacturing of stock items, with a set Markup by Item Category. The ability to change the price for increases only, with a full audit trail report on all changes by user and the option to have an unlimited number of customer pricelists, rounds off this feature. [ view screenshot ] [ view screenshot ]
Copy Sales Orders to Purchase Orders
This feature allows you to create purchase Orders by copying over the details of one or more Sales Orders to the Purchase Document. When the goods are received the system will also detail the Sales Order details at time of processing the Goods Received Voucher in order to expedite the fulfilment of the order. This is particularly useful in handling buyouts with the Sales Order details taken through to the Purchase Document catering for full tracability from Cradle to Grave. [ view screenshot ]
Flexible Customer & Vendor Terms
Our flexible terms feature allows you to define negotiated terms on a per document basis, either from date of invoice or from date of statement for both Customer and Vendor invoices.
Credit Note Pre-Authorisations with Credit Reason Codes
The Credit Note Authorisation facility allows users to Create a Credit Note Request form and have this authorised before being converted to a credit note. Credit Note reason codes completes this function by allowing you to further analyse the return reasons themselves. [ view screenshot ] [ view screenshot ]
Document Bookmark's & Quick Transactional History Lookups
You are able to view Customer and Supplier History at a glance on all processing documents with the ability to copy these items onto the processing document with one click. The ability to Bookmark documents for quick reference gives you the ability to copy items from one document to any other document in seconds. This could be used to copy items from a Purchase order to a Customer Invoice or vice versa. [ view screenshot ] To View a support article on the Bookmarking of documents [ click here ]. To view the article on looking up Customer Order/Sales, and Supplier Order/Purchase information, and copying this to the current processing document [ click here ]
Document Status Options
Set document Status types per each processing document, allowing you to manage the status and resulting follow up process. In addition the Status can be changed dynamically without the need to adjust the document itself. If you look at the example below you will see that all the non-transactional information can be modified on-the-fly allowing you to track or edit the relevant document statuses with ease. [ view screenshot ] [ view screenshot ] [ view screenshot ]
User and Processing Warehouse Security
Manage User Access or processing rights on a per User, per Warehuse basis, restricting access as required. In addition you can define processes such as Inventory Receiving, or Customer Returns on a per Warehouse basis for ultimate processing control. [ view screenshot ] [ view screenshot ]
Freehand Quotes Facility (Dynamic Trading)
A true gem in the Palladium Suite, this function allows users to create freehand-style Quotes for any Current or Prospective Stock Items for Current and Prospective Customers. Simultaneously convert the Freehand Quote to a Sales Quote or Order on the fly, as well as to one or many Purchase Quotes or Orders based on the preferred Vendor (refer "Multiple Item Vendors" point below), all from one screen, with the option to convert the Prospective Items and Customers to Active Items/Customers alike. In addition recommend margins are maintained and item costs are pulled straight through to the Purchase documents all in one go. [ view screenshot ]
Item Copy & Numbering Conventions
Palladium has the ability to set Item Numbering Conventions for both Inventory and Service Items. This ensures that numbers are created based on company standards ensuring ease of processing. Segments can include Units such as Length or Type with you having the option to include or exclude the Item Hyphen Separator as part of the code or not. This function is supported by the ability to renumber your existing inventory Items and the ability to create an item by copying from another to speeden up the item creation process. New Items can also be imported from Excel. [ view screenshot ] [ view screenshot ]
Multiple Item Vendors using Vendor Codes & Descriptions
Palladium allows you to maintain a number of Vendors per item and use these intelligently when selecting a Vendor when converting the Purchase Documents from the Freehand Quotes function above. [ view screenshot ] [ view screenshot ]
Optimise Inventory Ordering through Vendor Order Form
Order Inventory from Vendors from an informed point of view by having all pertinent information at hand to purchase the correct quantity at the correct price using the Palladium Order form found in the Purchase Order and Purchase Quote functions. At the press of a button you can filter by Vendor, Inventory Category, Stock Location or even by Customer Pricelist. View on-hand quantities, sales for the last Year, Month as well as a recommended order quantity. [ view screenshot ]
Apply Additional Costs to received Goods
You can assign an unlimied number of additional costs to a specific goods received batch. Costs can be apportioned proportionately by the total shipment Quantity or Value, or can just be assigned manually as required. In addition the additional costs are accrued to a provision account allowing you to even assign charges with or without and Additional Cost invoice from a Vendor. [ view screenshot ] [ view screenshot ] [ view article ]
Manage Reorder Points with the Inventory Forecasting Utility
Palladium allows you the ability to effectively manage your Inventory Reorder Points by calculating the usage over a defined period and recommending the new reorder points that can be amended and updated at the push of a button. This function can be done per warehouse or across all warehouses for a centralised purchasing function. [ view screenshot ]
Manufacturing & Kitting On-The-Fly
Palladium caters for basic Manufacturing with the facility to open a job, manufacture multiple items (and by-products) as well as add additional costs. You can also set the item to manufacture on the fly with the system drawing the components at time of invoicing. An Unmanufacture Facility allows you to set bills for a Reverse Manufacture or Disassemble process. An example where this may be used is in the Butchery Profession in the breakdown of a Carcass, or used to simply decant large drums of liquids into multiple, smaller derivatives. In addition you can set a Standard Bill Of Material to Manufacture a Pre-Defined Quantity, say 1000L of Paint, making the Bill Of Material a practical and straight-forward process. The Kit-On-The-Fly function also allows you to set prices for a set quantity of items (say 6-of) and when invoicing the system will draw 6 off the base item. [ view screenshot ] [ view screenshot ] [ view screenshot ] [ view screenshot ] Download the full support article here [ support article ]
Multi-Warehousing and Distribution
Palladium Accounting boasts full Multi-Warehousing and distribution capabilities with unique item valuation methods maintained on a per item, per warehouse basis. Distribution is managed from invoice through to packing slips and containers for consolidated deliveries. [ view screenshot ]
Warehouse Flexibility
The system caters for an unlimited number of warehouses with warehouses being setup as a Standard Warehouse, Repair Warehouse or an In-Transit Warehouse. [ view screenshot ]
Optimise Deliveries & Distribution with Shipment Consolidations & Delivery Routes
The current Shipping Distribution and consignment groupage function has been enhanced to include Delivery Routes with allocations to a specific drivers and selections across multiple customers. In addition to this a default “packing order” field has been added to recommend a placement for that specific customers delivery within the vehicle. This is particularly valuable when delivering perishables or delicate items as it eliminates the need to search for parcels and optimizes the entire distribution process. The ability to print Packing Lists and Shipment Manifests, with full label printing, rounds off this critical feature for the discerning warehouse manager. [ view screenshot ] [ view screenshot ] [ view screenshot ]
Stock Takes
Conduct full or periodic stock takes manually, or with the aid of hand-held scanners. Perform first and second counts with full “compare” facilities, then simply update.
Point Of Sale
Palladium’s Point Of Sale module is a comprehensive system with advanced features such as Weight & Price-Embedded bar-coding with full account processing, Gift Card payment facilities, Supervisor-Authorised Price Overrides, Cash-Drop Warnings and processing, as well as the assignation of users to cash-drawers for security purposes. Cash-ups are facilitated with the use of unique clearing accounts by user by drawer. [ view screenshot ] [ view screenshot ] [ view screenshot ] [ view screenshot ]
Manage Projects With Full Project Cost & Revenue Tracking and Budgeting
Track the Revenue and Costs (with change orders and commitments) of the various Projects, as well as include all other relevant information to the Project from bids, to progress payments as well as all other pertinent information such as the attachment of Tender Documents. [ view screenshot ] [ view support article ]
E-Business Integration with Major ERP Solutions
Palladium offers seamless integration into the AccountMate ERP (other solutions on the way) solution catering for a full 360 degree solution by allowing Palladium Clients to switch Purchase Orders directly to their Vendor's ERP solution while authenticating Terms, Credit Limits, Stock Availability and Pricing, all at the push of a button. In addition a synchronisation facility updates the Item Masterfile in Palladium with new or amended Stock Items, Stock Images as well as the Suppliers price for that item catering for Real-Time Vendor information in Palladium. In addition to this, the inventory enquiry function will also interrogate the availability of an item in all Palladium Warehouses as well as that at the Vendor (should the Vendor Allow). This not only supports a paperless environment but also alleviates the need to call the vendor saving an insurmountable time and money, and ensures that the Vendor offers unsurpassed service to their Palladium Accounting Customer! [ view screenshot ] [ view screenshot ] [ view screenshot ] [ view screenshot ]. For more information download the support article here. [ support article ]
Integrated SMS Functionality
The SMS features in Palladium allow you to send SMS messages to your clients or lists of Potential clients from Excel or Outlook. Filter using our user-defined fields to send specific messages to a focussed group of clients. In addition the system caters for customer responses so you can follow up from an informed point of view. Statements and notification of overdue accounts can also be sent to customers. This function can also be used to alert users on overdue tasks or advise clients on the processing of Sales Documents. This functionality can also be installed as an independent module. [ view screenshot ] [ view screenshot ] [ view screenshot ] [ view screenshot ]
Remote Sales Terminal (RST) Module
The remote Sales Terminal (RST) module is an independent module that allows employees at Remote Sites, or Sales Reps on the road to be able to Create Customers, capture Sales Quotes and Orders as well as perform Inventory Enquiries on a completely offline basis with the option to Synchronise to the Head Office data. [ view screenshot ]
To download the 2012 product brochure click here
