Simple Financial Functions It may be all you need

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Overview The financial section of Little Helper is password and account protected from the balance of the program. It can only be accessed from the Administrator's account. This section allows you to: Bill products, services, groups or agreed price items Form invoices Amend invoices, including adding interest charges Receive payments Pay and record expenses Report on all of the above It is integrated with Value Added Taxes, Expense categories, Work Group Members, Contacts, Opportunities and Groups   Billing Items Bill products, time, group fees or one up items Invoices Create and Edit Invoices   Accept Payments Receive Payments and attribute them to Invoices Enter Your Expenses Pay your bills   Report Multiple Reports Items Invoiced Items Uninvoiced Accounts Receivable - Invoiced All Unpaid Billing Items Income Report Expense Report Income and Expense Statement Value Added Tax Report Editable Expense Categories The expense categories preloaded are those for Statements of Professional and Business Activities for Revenue Canada. Support for Multiple Value Added Tax Jurisdictions The program supports three levels of Value Added Tax - National, State/Provincial and Local for multiple locations. Support for exempt Transactions In each transaction the user may elect which taxes are applicable to that transaction. Example: Prior to July 1, 2010 in Ontario, all service transactions are subject to Federal Goods and Services Tax ( G.S.T.) but are not subject to Provincial Sales Tax (P.S.T.). For a service transaction, the billing, income or expense can be input without the P.S.T., but that transaction will be tagged as taking place in a P.S.T. Jurisdiction so that accurate reporting can be done.     Support for Work Group Flagging Transactions may be flagged by Work Group Member. So you can flag sales by who made them and later invoice based on the overall company identity. the Work Group Member selected is applied to each transaction. Product Support for Opportunities When a product is billed, if there ids an existing opportunity for that product with the selected work group member, the Opportunity is updated and fulfilled. If there is no Opportunity, one is created. Support for Group Billing As you create Groups, you have the option of specifying a uniform billing amount for that Group. Using this, all members of a Group can be billed at once.