Friday, 31 August 2012

Working with multiple inventory locations

Some OfficeBooks users have adopted a novel approach to managing multiple inventory locations.  It's a simple solution and works very well for businesses that distribute inventory.

The trick?  Add a suffix to item numbers to identify the inventory location.

Take a look at this example.  I can see that I have one re-wiring kit at warehouse 1 (WH1).
Use a suffix on your item numbers to indicate inventory locations

On the items list, I can filter by the item number for numbers containing "-WH1" to see only inventory at WareHouse1.
Filter by suffix to see inventory levels at a specific location

I can also filter by the main (non-suffixed) item number to see inventory levels at each location.

Filter by item number to see inventory levels across all your locations

Simple eh?  It's a nice solution for some businesses, but there are shortcomings to this approach for businesses that do manufacturing.  We're working on a more comprehensive solution.

Thoughts or comments?  Let us know!

Tax Time Ready Accounting

Last week, OfficeBooks released Tax Time Ready Accounting.

As we've said several times - accounting is for accountants.  We firmly believe that business owners and managers need to focus on building the business and avoid going down the DIY accounting path.

Tax Time Ready Accounting is all about gathering the data you need to give to your accountant.  As you conduct your day to day business in OfficeBooks, the system automatically compiles accounting data for you.  When the time is right - you simply export the data in MS Excel format, and hand it over to an accounting professional.  Better yet, since additional user accounts are free in OfficeBooks, just create an account for the accountant and let them login to fetch your data.

The OfficeBooks approach to accounting allows you to create a profit and loss report for any data range.  You can also export discrete types of financial data (like customer invoices or inventory value changes) for any date range.

We're very happy and excited to be able to offer Tax Time Ready Accounting to our users.  Let us know what you think!

Thursday, 9 August 2012

Work more quickly with spreadsheets

Another quick development update for you.

Today the Tax Time Ready Accounting package moves to its test phase.  We'll be putting it through the wringer to identify bugs or points to improve.

One of the features we are particularly excited about is the miscellaneous entry interface.  It allows for quick data entry without going through a pop-up item selector.  It's more faster and more intuitive.   We expect to use a similar approach to simplify item selection in the sales, purchasing, and bill of materials interfaces.

Update your data with Excel
Data entry for cloud based applications can be tedious.  Tax Time Ready Accounting also includes our first implementation of the "update from Excel" feature.   When you need to make changes to several records at once, it just makes sense to work with a spreadsheet.

With the release of Tax Time Ready Accounting, you will be able to download your existing miscellaneous entries in MS Excel format, make changes, add new entries, and then upload the data back into OfficeBooks.

Taking into account feedback from users on this approach to data updates, we'll roll out the "update from Excel" functionality to inventory and contacts shortly.