SMEasy Business Management System

Organisation : SMEasy
Facility Name : Business Management System
Location : South Africa
Website : https://www.smeasy.co.za/enza

What is SMEasy?

SMEasy is an online, award-winning, Business Management and Accounting System specifically designed for people in small business who don’t understand accounting. It is the first accounting system specifically developed for business owners, while also providing everything an accountant needs to produce financials. With features such as a price list, invoice and quote generation, SMEasy helps you to stay on top of your business. This award-winning system is available 24/7 and allows for unlimited users to access it, per licence.

Related / Similar Facility : Mpumalanga Maintenance Management System (MPUMMS)

Why Use SMEasy?

SMEasy understands that most entrepreneurs do not understand “Accountanese”, and speaks your language – you do not have to understand anything about accounting to use it. It’s the first accounting system that was designed for information to be captured the way entrepreneurs understand the world, not how the accountant does.

You don’t need to know anything about ‘debits’ and ‘credits’ or jargon like contra-entries and journals. All you do is enter the information you understand i.e. what you bought, what it cost and how you paid. SMEasy does the rest!

It takes the single-entry information you entered and does the accounting double entries in the system backend, to automatically produce the data (e.g. the general ledger and trial balance) needed to compile your management accounts and financial statements.

It’s like assuming that if you are born with a great voice you can naturally read sheet music. The truth is that Accounting is like a foreign language to most Entrepreneurs. You may know how to make money but it doesn’t mean you naturally understand the accounting principles to reconcile it.

What SMEasy Does?

Staff Payroll:
** Easy capturing and storage of all staff information.
** Payslips that have your company logo on them.
** Simple monthly salary schedule showing all salaries and tax due.
** Schedule per staff member with their salary information (IRP5 information).
** SMEasy makes SARS-compliance easy.

Money Management:
** Easy quote and invoice generation with your company logo.
** Can create a pricelist for quotes and invoices.
** Can convert quotes to invoices.
** Manages all cash coming into and out of the business.
** Manages all the owner’s money put into, or taken out of, the business.
** Can import bank statements from all major banks and select relevant income or expense items from an easy drop-down menu (no accounting terminology used).

Business Owner Reporting:
** Simple reports that the business owner understands.
** You can see who you owe (your suppliers) or who owes you (your customers) at the push of a button.
** Simple VAT report providing your figures for SARS/e-filing.
** Builds an easy cash flow template that you can use for budget and forecast changes.

For Your Accountant:
** The Accountant dashboard is primarily for your accountant’s use.
** Your accountant does not have to pay to access your financial information; you simply generate a user login for them (remember any additional user logins are free).
** SMEasy saves you money on bookkeeping costs, as you are now able to enter your slips in a way that you can easily understand, and the system then gives the information to your accountant in the way they need to receive it.
** It gives your accountant all the information they need to generate your annual financial statements and monthly management accounts.
** They can export your general ledger, trial balance, income statement and balance sheet information in CSV format, which can then be imported into whichever accounting system they use to generate financial statement packs.
** Being an online system means your accountant can access your information remotely, from anywhere at any time, saving you both time and money.

Easy System Setup:
** Your Company Profile allows you to capture all the information relating to your company: business name, trading name, registered date, company contact details, tax information, bank account details and your quoting/invoicing numbering system.
** You can easily import your company logo so that it appears on all your quotes, invoices and payslips.
** Add new users and set the level of access any new users will have via the System User Access button.
** Import contacts from your old accounting system or your Outlook contacts via the Import Contacts button

Contacts Management:
** Easy online access to your business contacts at any time.
** All customer information is filed in one central place so easily available to you and your team.
** Customer contact details automatically pull through when you do quotes and invoices.
** Information is always backed up, so there is no loss of important contact information if your phone or laptop is stolen.

How To Register For SMEasy?

1. Users paying via Debit Order:
They go to www.SMEasy.co.za and click on the ‘Sign Up’ button and follow the registration steps, selecting payment via DO.

2. Users paying via EFT:
They go to www.SMEasy.co.za and click on the ‘Sign Up’ button and follow the registration steps, selecting payment via EFT. They are required to email proof of their EFT payment to accounts@smeasy.co.za. If proof of payment is not received within one week of registering the user is deactivated by SMEasy support.

3. Users paying via credit card:
They go to www.SMEasy.co.za and click on the ‘Sign Up’ button and follow the registration steps, selecting payment via credit card.