Product overview

Elite has evolved to meet the demands of today’s accounting professionals. It incorporates robust SQL database technology and has the following features listed below:

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Overview



Elite

Embedded SQL database
Standard user permission settings
Ledger Report Writer
Advanced Microsoft SQL database
Customisable individual and group security permissions

Features and comparison

Ledger Report Writer

Use / edit existing report templates or create your own customised reports.

  • Data: access all available data in Ledger, eg: Account Sign / Account Number, Cash Flow Credit, LY Total Credit / LY Total Debit
  • Global variables: access all available data in PM, eg: Practice Email/Fax/Name/Phone/State/ABN, Accounting Partner
  • Merge tag: Custom fields that you have created can be incorporated.

Advanced SQL Database

  • Access control: restrict a user’s ability to retrieve, add, and modify data, protecting stored data against unauthorised access
  • Data integrity: protection from corruption due to inconsistent updates or system failures
  • Improved speed for multiple users
  • Allows for future development of expanded data mining

Security Permissions

Highly customisable security permissions: control your staff access levels at the individual or group level. For example you could:

  • Ensure Reception and Admin staff can only update client details, not lodge ELS
  • Ensure junior staff only have the access to view and work on certain client files


Note:
The Elite Product Suite will not run on Windows RT versions of Windows 8
.

Summary Table

Elite

Databases supported

Embedded SQL database
Microsoft SQL Server (2005, 2008 and 2012)

Practice management systems

Multiple tax agents
Tax agent and tax agent job import/export
Simple backup and restore utility
Backups and exports are database independent
Disable Partners/Offices/Managers
Updates available directly from software
Relationship type creator
Glossary of common words
Practical calculators

Users and user groups

Unlimited number of users
Unlimited number of user groups
Disable users
Pre-defined security levels
(minimum/restricted/medium/full)
Customisable user and user group permissions
Data filtering

Client management systems

Multiple entity set-ups
Client and client job import/export
Client notes

Personalised client setup

Tax agent allocation
Partner/Office/Manager allocation
Occupation details
Client passwords
Electronic Funds Details
Relationships (spouse, child, director, beneficiary,partner etc)

Contact details

Home, mailing, postal addresses
Copy address feature
Unlimited phone numbers and addresses per client
Unlimited email and web site addresses per client

Job details

Create jobs/matters for clients including tax returns, BAS/IAS returns and ledgers  (dependent on what other Reckon Elite products and modules are installed on the system)
Substituted accounting period support for BAS/IAS

Reporting

Basic: Client, Tax, ELS reports
Detailed: Client, Job, Tax, ELS, More etc

User tasking system

Create, edit and maintain tasks for users
Track due date, priority, status, assignment and reporting

Client notes system

Create, edit and maintain notes for clients
Create categories for quick find

Appointment diary system

Create, edit and maintain appointment times over a networkable diary
Setup different categories - tax appointments, financial meetings, consultation etc.
Add appointments with ease
Integrates into client listing
Holiday calendar
Australian public holidays already added
Add staff holidays, rostered days off and out of office times

Document management system

Storage of client related documents

Word processing

Standard letters with mail merge to Microsoft Word and Open Office
Create, edit and maintain template letters

Simple invoicing

Standard invoicing with mail merge to Microsoft Word and Open Office
Create, edit and maintain template invoices

Job tracking

Date setting, overdue tracking with warning alerts

ELS lodgement

Multiple agent lodgement
Compatible with 64bit OS  

Help & support

Extensive help files
Frequently Asked Questions (FAQ) knowledge
base available on our website

System Requirements

OS: Microsoft Windows 7 (Service Pack 1), 8.1 & 10

SQL Servers: Microsoft SQL Server 2008, 2012 & 2014

Processor: Pentium 4 or higher

RAM: 1GB (2GB recommended)

Hard Disk: 800MB for new installation

Screen resolution: 1024 x 768

Internet / Modem for electronic lodgement