FirstOffice


HansaWorld offers 2 Solutions for the small business, FirstOffice Start for single users and FirstOffice Professional for up to 4 users with stock.

FirstOffice - for the Small (One Man) Business

Integrated Accounting Software with Calendar

FirstOffice is a truly user friendly integrated accounting software package for small businesses and associations. FirstOffice is a comprehensive solution for your financial administration: a package of clever functions which will save you time and help you avoid administration problems. FirstOffice is a quality product with a modern interface. When starting the program you will come to the navigation window. Here you will choose with which register you wish to work and that is it, there could be no easier way to start!

Easy and Fast to Use


FirstOffice is simple to use and efficient. The program will do 80% of your work automatically and if you do make a mistake it can be easily traced and corrected. FirstOffice allows for the automation of most common operations. Using auto transactions, it is possible to create regular postings, such as salaries, automatically. You will only have to do this once and thereafter FirstOffice will perform this operation itself. You can also work with up to 99 years at the same time.

The carefully designed user interface, with every window and register having a common appearance, means that FirstOffice is simple to use. This, along with the simple command which allows you to access information from pop-up windows, means that you can save time and concentrate on the more important tasks. With FirstOffice there are ready-made documents for invoices, credit invoices and address tags that you can easily change yourself. You can even put your own logotype on your invoice document; it is all up to you. FirstOffice is delivered with a ready-made chart of accounts but it is also possible to create your own.

In all fields in FirstOffice you can use the simple "Paste Special" command to find and get a customer, a supplier, an account or any other information that you require. There are also other features and functions in the program which make your work quicker and easier to carry out. The unique "drill down" feature allows you to double click on any of the numbers in the Profit and Loss Statement or the Balance Sheet to open the Nominal Ledger report and all the transaction records.

The key to FirstOffice's ease of use is the multiple windowing technology. This allows you to work the way that you want, allowing work to proceed in several windows at the same time. You could, for example, look at a customer's account status, view their invoices, or examine a customer record card simultaneously and in separate windows. The multiple windows technique will revolutionize your way of working. Once you have used this you will never revert to anything else!

The Customers


It is easy to keep track of your sales in FirstOffice. The program allows you to create invoices and credit notes using information from the Customer and Item registers. For customers it is possible to define, for instance, payment terms or an EU area and then information is directly transferred to the invoice when adding the customer number. Items can also be defined, named and priced and this information will be transferred to the invoice as soon as you insert the item number. Without any extra information you are able to transfer information to an invoice and all reports are automatically updated.

The Suppliers


You can enter all data about suppliers, record purchase invoices and credits and use different VAT rates. You can enter part or complete payments to different suppliers using different payment terms and methods of payment. Purchase invoices can be kept track of with the help of reports and all reports can be printed on a printer or to screen.

Calendar


The graphical calendar is an effective tool for helping you to manage your time the most efficiently. You will have a six month view of the year but you can also choose between a monthly, weekly and daily overview. Your time will be organised quickly and easily and depicted in the form of different coloured bars, the colour of the bar depending on the task carried out. This way you can book yourself into meetings, allocate yourself time to work on a specific task and much more.

Upgrades


It is easy to upgrade to a larger and more diversified HansaWorld System as your company expands. All the information entered into FirstOffice can easily be transferred to other HansaWorld products: Express and HansaWorld Enterprise.
FirstOffice is flexible and truly integrated. It has been designed and fully adapted to meet the needs of local bookkeeping and tax requirements. It has received international recognition for its good design and modern technology.

FirstOffice includes

- Invoicing - Sales and Purchase Ledger - Accounting with Auto transactions - An Integrated Program - A Forms Editor for making your own layouts - A Modern Interface - Flexible Windows Technology - Upgrades

FirstOffice Professional

- the ideal Solution for small and medium (and growing) Businesses

Integrated Accounting Software with Sales Support, Sales Order, Stock, e-Mail and Calendar

FirstOffice Pro is a truly user-friendly integrated accounting package for small businesses. It includes all the important functions necessary for taking care of your daily paperwork. FirstOffice Pro will help you keep your sales orders, stock, invoices, receipts, purchase invoices and payments in perfect order. In FirstOffice Pro, a mail function is included as an integrated module with which you can send and receive internal mail to and from colleagues, and even external mail via the internet. There is also an easy to use calendar for planning your own and your colleagues' time and actions, and a simple customer letter function, which makes writing to your customers quick and efficient.  

When you launch FirstOffice Pro you will go straight to the base window. From here you can choose which activity you wish to perform. From the base window you can access all the registers and functions that you need. FirstOffice Pro is available in single or multi-user versions and will allow the management of up to four companies' accounts side by side. There are no transaction limits and you can even work with many years’ data at the same time, giving you a complete history of income, expenditure, customer statistics and much more. FirstOffice Pro comes with all its set ups complete but you can easily change these or create your own if you prefer.

Easy and Fast to Use

With FirstOffice Pro you get ready made documents for invoices, credit notes, statements, and a whole range of other useful forms but, if you prefer, you can change these yourself and put your own logotype on them - it's your choice Throughout FirstOffice Pro you can use our powerful 'Paste Special' command to find a customer, a supplier, a nominal account or any other information that you need at that moment. FirstOffice Pro is full of useful features, each one designed specifically to make your work easier and faster. There are a large number of built in reports, may of which allow you to 'drill down' to view more details about what makes up the figures that you are looking at. All reports are searchable on screen and can even be exported to file allowing you to take the figures into a spreadsheet or a word-processing program for further calculations or reporting.

The Sales Process

In FirstOffice Pro keeping track of every activity related to your sales is simple. There are registers for recording details of all you customers and their orders, invoices and receipts, even quotations*. FirstOffice Pro allows you to have as many different price lists as you need, then whenever you enter an order or an invoice for one of your customers you can be sure you are charging them the correct price for every item. Once an order has been completed, FirstOffice Pro allows you to produce a delivery note and invoice immediately and the stock quantities and values are updated in real time.

Recording your Purchases

You can input all the data about suppliers, and enter your suppler invoices, debit notes and payments. FirstOffice Pro has many reports that will help you keep track of the people to whom you owe money - there is a payment forecast report and a periodic supplier statement to show you at the press of a button where you stand. If you need to monitor your purchasing more closely you might wish to consider Purchase Orders which are available in FirstOffice Pro Professional. FirstOffice Pro also includes the possibility to make electronic payments to your suppliers.

Automatic Bookkeeping

All Sales and Purchase Ledger entries automatically generate Nominal Ledger entries. When you make manual journal transactions in the Nominal Ledger there are a number of special features to make the task as simple as possible. As you post debits and credits, FirstOffice Pro balances the transactions for you automatically. There is a system for entering 'auto transactions', this allows you to enter formulae for the way a transaction should behave and, after you have entered some basic figures, the rest of the transaction is automatically filled in for you. If you make a mistake you can easily correct it. All corrections are traceable in reports so your accountant and auditor can see what has occurred. There is a powerful system of 'Objects' which allows comprehensive analysis recording and reporting.

Customer Relationship Management -CRM

In most companies a vast amount of business comes from existing customers. FirstOffice Pro has features to make managing your customer relationships as efficient as possible. FirstOffice Pro allows you to maintain a record of all the people within your customer base and, with the help of FirstOffice Pro's CRM features, to document every contact that you have with them. There is a calendar so that you do not miss any appointments, To Do list to help you structure your work day as efficiently as possible, and the ability to attach notes to any transaction as a permanent history of your day-to-day business. Another aspect of good customer relationship management is keeping in contact with your customers and FirstOffice Pro has some exceptional features to assist you with this. You can create all your letters within FirstOffice Pro using the built in customer letter generator. Having all your correspondence stored within FirstOffice Pro provides the benefit that anyone in the company can see the current state of play at a glance. The CRM functionality is extended further offering you an internal mail system and the ability to send and receive external emails directly into FirstOffice Pro - with no other software required. The philosophy of FirstOffice Pro is that it should provide your business with a 'one stop' solution for all your day-to-day business requirements.

Remote Access*

FirstOffice Pro is unique in the features that it offers you for working remotely, which enables any authorised staff to work in FirstOffice Pro from outside the office - maybe from home, the car, or even your customer's premises! Simply dial into your office network from your laptop and connect to FirstOffice Pro as easily as when you are in your office. The speed and performance is as good as being there and you do not need any sophisticated 'terminal server' or 'Citrix' type software to facilitate this, all you need is the simple dial up networking software that comes as standard with most computer operating systems. Everything else you require is built into FirstOffice Pro.

Document Management and Work Flow

A fantastic new invention in FirstOffice Pro is the 'attachment' feature, which is accessible on every record. Any external file can be attached directly to any record in FirstOffice Pro. This, for example, makes it possible to attach a scanned photograph of an item onto the FirstOffice Pro record for that item, or you can attach a contact's photograph to a customer record.
Keeping track of time in everyone's calendar
Keep track of your own, and your employees' meetings at the same time as you take care of your daily business. You can get reports for your own and your employees' activities on a daily, weekly or monthly basis. This enables you to be more efficient than you could ever imagine.

Networking and working online while you travel

FirstOffice Pro uses the same technology as its big brother HansaWorld Enterprise to ensure the fastest and most reliable network usage available. The speed of the software is so fast that you are able to use it even over GSM connections. This means that you are no longer tied to your office and you have the freedom to work from any location. For example, you can enter sales orders from the airport or a hotel room using a mobile phone connected to a laptop with direct dial up to your server.

User Advantages

FirstOffice Pro's multi-window user interface is the key to its ease of use. Fifteen years of continuous praise from users has convinced us that a well designed user interface is one of the key factors to customer satisfaction in accounting software. FirstOffice Pro's architecture allows work to proceed in several windows at the same time. You can have an invoice record, a customer record, a customer statement, and a nominal ledger report visible on the screen simultaneously. Combined with the speed of FirstOffice Pro, the ease of use brings a new dimension of user productivity to your administrative tasks.
FirstOffice Pro includes the following features: - Sales and purchase ledger - Customer and item register - Nominal ledger - Unlimited transactions - Stock - Internal mail - Individual calendar and group calendar - To Dos and activities - Customer letters - Attachments for all other file types - Multi-company database (4 companies) - Multi-year database - Budget and objects - 30 days free telephone support - Configurable forms - Supports inexperienced users - FirstOffice Pro training available - Possibility to upgrade to HansaWorld Enterprise