Access important business information on your mobile phone

The need for mobility, and the ability to access and send information on-the-fly, has significantly increased over the last decade. Workers travel more, work from home more, and spend more time out of the office with suppliers and customers. These workers often need access to company information when at home, with clients or suppliers. With Sage Pastel Evolution Mobile, Sage Pastel Evolution users can access information directly from their handheld devices – another way we’re helping you take your business beyond accounting.

Through Sage Pastel Evolution Mobile your sales force will not only gain instant access to customer information but will also be able to view inventory levels and even place an order while visiting the customer, ensuring you continue to meet the level of service your customers have come to expect.

Once an order has been placed via the handheld device, Sage Pastel Evolution Mobile will automatically notify data capturers back at the office of the changes. The order will then be tracked by means of the Order Entry module.

All you need to take advantage of this solution is Sage Pastel Evolution (Version 4 and up), any cell phone or PDA that supports web browsing, a means of connectivity (3G, GPRS, HSDPA) and Microsoft Internet Information Systems (IIS 5+).

* Requires Sage Pastel CRM Premium and Sage Paste Evolution Gateway Module

Manage and organise fixed assets within your business

Managing your fixed assets includes the following tasks:

• Tracking each asset’s value, both from a tax and an accounting point of view
• Depreciating assets correctly using an appropriate depreciation rate and method
• Updating the replacement values of your fixed assets for insurance purposes
• Accurately recording any sale, disposal or loss of assets
• Maintaining an accurate fixed assets register which records information such as: date of purchase; date of disposal; purchase price; accumulated depreciation; net book value etc.

The Sage Pastel Evolution Fixed Assets module automates all these processes for you. Once you provide the initial information, the system takes over and manages your assets for you. One of the realities of fixed assets processing is that companies frequently change depreciation rules as legislation allows and as company policy changes. Some changes are retroactive to when you purchased the asset. Sage Pastel Evolution Fixed Assets calculates its values dynamically from the start of each asset’s life, which makes retroactive changes simple. Imagine the time required to accurately programme all this yourself into a spreadsheet! Sage Pastel Evolution Fixed Assets can be used in conjunction with the core Sage Pastel Evolution Accounting system or can be purchased as a stand-alone product.

Our Business Gateway product for Pastel Evolution expands the CRM functionality in the Evolution Resolve module to provide customers and staff access to incidents, statements, knowledge base articles and various other customer related functions on the internet.

• Live data from/to Evolution published on your intranet or to your website
• Customisable colors, branding and footer

Create assembly sheets detailing each component making up the completed item

Designed for the manufacturing and assembly environment, this module allows you to create assembly sheets (or Bills as they are commonly known) detailing each component making up the completed item. Completed items can be manufactured before they are sold or you can simply invoice the completed item and Sage Pastel Evolution will manufacture the item on-the-fly, where-upon the sub-components will be drawn from stock.

You can manufacture items in a single operation or, for more complex manufacturing and for processes that occur over a significant time period, you can work on an open manufacturing process over time.

Manage your potential customer's credit risk through a step-by-step process.

Integrating with Receivables, Sage Pastel Evolution Credit Risk Management helps you manage your customer credit risk through a step-by-step process. Your customer will complete a credit risk application form in order for you to assess his/her potential credit-worthiness before granting them any credit. It will generate the credit application form and run the data through a scoring system giving you a credit-worthiness result on your potential customer. A passing score will see a new account being opened. A failing score will request guarantees or security against granting credit.

It will also generate standard legal documentation based on the type of business you are operating. The following documentation, amongst others, is included:

• Terms and conditions of sale
• Credit application forms
• Both ‘soft’ and ‘final’ demand letters
• Power of attorney forms

Note: May Require changes to suit Australian State and Federal laws

Create volume or time-based price breaks and specify discounts by customer or group

This module adds great flexibility to Sage Pastel Evolution’s standard pricing feature. With this module you can create volume-based or time-based price breaks and specify discounts by customer or group of customers. In addition you can design unlimited discount variations, such as multiple discounts per customer per stock item, and discounts per stock group while having the ability to override discounts on processing invoices.

Access important business information on your mobile phone

The need for mobility, and the ability to access and send information on-the-fly, has significantly increased over the last decade. Workers travel more, work from home more, and spend more time out of the office with suppliers and customers. These workers often need access to company information when at home, with clients or suppliers. With Sage Pastel Evolution Mobile, Sage Pastel Evolution users can access information directly from their handheld devices – another way we’re helping you take your business beyond accounting.

Through Sage Pastel Evolution Mobile your sales force will not only gain instant access to customer information but will also be able to view inventory levels and even place an order while visiting the customer, ensuring you continue to meet the level of service your customers have come to expect.

Once an order has been placed via the handheld device, Sage Pastel Evolution Mobile will automatically notify data capturers back at the office of the changes. The order will then be tracked by means of the Order Entry module.

All you need to take advantage of this solution is Sage Pastel Evolution (Version 4 and up), any cell phone or PDA that supports web browsing, a means of connectivity (3G, GPRS, HSDPA) and Microsoft Internet Information Systems (IIS 5+).

* Requires Sage Pastel CRM Premium and Sage Paste Evolution Gateway Module
* This is the additional user pricing, requires Sage Pastel Mobile Module

Invoice jobs to customers

This add-on module lets you invoice jobs to customers. A job card is more powerful than an invoice, because you can link items other than inventory items in a job. For example, you can purchase an item directly for use in a job, and you can allocate employee hours from the Payroll module into a job. You can also invoice a job on a partial basis.

You can allocate costs and measure the profitability of short to medium term jobs. Create an unlimited number of job cards, with the ability to archive these for future estimates. Track labour costs from payroll time sheets in Sage Pastel Evolution Payroll and calculate transactions on a rate, lump sum, or percentage basis.

You can allocate jobs to projects on a job card basis or a job line basis.

Allows for the separate invoicing of branches, but with the added functionality of printing one customer statement at head office level.

Integrating with Receivables, this module allows for the separate invoicing of branches, but with the added functionality of printing one customer statement at a consolidated head office level. This is particularly useful when you wish to keep track of a group customer with a head office, or where you need to capture sales made to the individual branches, but then present a consolidated statement to your customer's head office.

Track several units of a stock item using the same lot or batch number

Lot Tracking allows you to track several units of a stock item using the same lot or batch number. Expiry dates and user-defined status allow you to further control stock items. Users can determine what can be purchased or sold by Lot Status. You cannot sell stock items that have expired. You can track items simultaneously by Lot Number and by Serial Number.

Process customer and supplier transactions in their currency

With Sage Pastel Evolution Multi-Currency you can process customer and supplier transactions in their currency. It allows you to track foreign currency, customer and supplier values in both the foreign and home currency. You can view balances and transactions in either currency at any time. You can maintain separate buy and sell rates for each currency. Sage Pastel Evolution Multi-Currency maintains a history of exchange rates so that you can process transactions at earlier dates using the most accurate exchange rate. When you process customer receipts or supplier payments, Sage Pastel Evolution uses the current exchange rate to calculate any foreign exchange profit or loss, which is automatically posted. In addition Sage Pastel Evolution Multi-Currency allows you to:

• Process and print customer and supplier sales and purchase documents in foreign currency or home currency.
• Print customer and supplier statements, age analysis and transaction reports using foreign currency or home currency
• Process foreign currency cash book transactions

Set-up and use multiple stores and warehouses

This add-on module allows you to keep inventory items in discrete areas, or warehouses. You can use warehouses for many types of situations:

• Physical warehouses in different geographic areas.
• Keep raw materials and/or internal parts separate from items you sell.
• Keep track of consignment stock/samples in a separate warehouse.
• Separate obsolete items into a separate warehouse.
• Track demo stock allocated to sales representatives.
• Track costs per warehouse.

Inter-branch Transfers (IBT)

This feature has been designed so that you are able to transfer items from the dispatching warehouse directly into a “goods in transit” (GIT) warehouse. The inventory will remain in this warehouse until the receiving warehouse does a receipt from the GIT warehouse.

Two additional warehouses are created by the program: a damaged goods warehouse and a variance warehouse. This allows you to allocate and account for the receipt of inventory items by allocating them into the receiving warehouse. Any items not accounted for, will either be allocated to the damaged goods or variance warehouse where reconciliation can later be processed. Documentation is printed through the different stages to accompany the delivery of goods, and reports can be printed to indicate the location of stock at any given time within the system.

Gain insights into your business through our automated Excel reporting tool

We have combined our accounting software with Microsoft® Excel and have produced a reporting tool that revolutionises the way you make decisions in your business!

BIC is an add-on module that dynamically links to your Sage Pastel accounting data, taking your business beyond standard reporting functionality. You can generate spreadsheets by simply extracting Sage Pastel Accounting data and converting it into an easy-to-read, graphic format. Sage Pastel’s BIC retains report formats and makes them available for future use. You also have instant access to ‘live’ information and that last minute journal no longer impacts your Excel reporting. Monthly financials account for a large percentage of manual Excel labour. Sage Pastel’s BIC offers a customisable pack which provides drill-down functionality. You can customise the standard set of reports and templates, and create new ones. It gives you flexibility with the combinations of financial data you choose to report on.

BIC ships with Management Packs (Balance Sheet, Income Statement), Sales Master (Sales Reports), Inventory, Purchasing options, and more.
The Advanced Module allows you to create new templates and reports

Gain insights into your business through our automated Excel reporting tool

We have combined our accounting software with Microsoft® Excel and have produced a reporting tool that revolutionises the way you make decisions in your business!

BIC is an add-on module that dynamically links to your Sage Pastel accounting data, taking your business beyond standard reporting functionality. You can generate spreadsheets by simply extracting Sage Pastel Accounting data and converting it into an easy-to-read, graphic format. Sage Pastel’s BIC retains report formats and makes them available for future use. You also have instant access to ‘live’ information and that last minute journal no longer impacts your Excel reporting. Monthly financials account for a large percentage of manual Excel labour. Sage Pastel’s BIC offers a customisable pack which provides drill-down functionality. You can customise the standard set of reports and templates, and create new ones. It gives you flexibility with the combinations of financial data you choose to report on.

BIC ships with Management Packs (Balance Sheet, Income Statement), Sales Master (Sales Reports), Inventory, Purchasing options, and more.

Cashier-based retail solution ideal for any till point

Sage Pastel Evolution Point of Sale integrates with both Receivables and the Inventory add-on module, while addressing the practical issues you may encounter within the retail Point-of-Sale environment. It contains the following features which can assist you with:

• Security parameters
• Tender types (cash, voucher, credit card and cheque)
• Flexible pricing
• Discounting

It supports peripheral devices such as pole display units, cash drawers, slip printers and a bar code scanner. It is user friendly, while offering you flexibility by allowing for per-till configuration and giving you powerful reporting features.

Integrates all business activities providing you with a holistic view of your business.

Traditionally termed ‘CRM’ or “Contact Management”, Sage Pastel Evolution CRM Premium is core to the Sage Pastel Evolution system’s functionality. Sage Pastel Evolution CRM Premium has taken the concept of traditional Contact Management much further by weaving it into the very fibre of the Sage Pastel Evolution accounting system, thus elevating accounting software to its next logical state allowing you to capture numbers and business activities. Activity data is integrated and presented together with the numbers providing a holistic view of your business instead of a numbers only view. This integration provides you with the ability to control not only your financial situation but your relationships with your customers, suppliers and employees. Any issue that takes place in a business, and is important enough to be tracked, is recorded as an Incident in Sage Pastel Evolution CRM Premium. Sage Pastel Evolution CRM Premium will track all Incidents to their conclusion or until they are closed off. The Evolution system stores Incidents even after they have been closed, allowing you to track a history of events as they occurred, as far back as you wish.

There are two versions of Sage Pastel Evolution CRM Premium:

Sage Pastel Evolution CRM Basic contains basic incident tracking. This module must be purchased in conjunction with the core Sage Pastel Evolution accounting system.

Sage Pastel Evolution CRM Premium contains more advanced features such as Sales Force Automation, Business Gateway, Calendar, Knowledge Base, Workflow processing, Incident Graphs, Escalations and Contract Invoicing and now also Microsoft Outlook Integration. This module can be purchased as a stand-alone product.

Integrates all business activities providing you with a holistic view of your business.

Traditionally termed ‘CRM’ or “Contact Management”, Sage Pastel Evolution CRM Premium is core to the Sage Pastel Evolution system’s functionality. Sage Pastel Evolution CRM Premium has taken the concept of traditional Contact Management much further by weaving it into the very fibre of the Sage Pastel Evolution accounting system, thus elevating accounting software to its next logical state allowing you to capture numbers and business activities. Activity data is integrated and presented together with the numbers providing a holistic view of your business instead of a numbers only view. This integration provides you with the ability to control not only your financial situation but your relationships with your customers, suppliers and employees. Any issue that takes place in a business, and is important enough to be tracked, is recorded as an Incident in Sage Pastel Evolution CRM Premium. Sage Pastel Evolution CRM Premium will track all Incidents to their conclusion or until they are closed off. The Evolution system stores Incidents even after they have been closed, allowing you to track a history of events as they occurred, as far back as you wish.

There are two versions of Sage Pastel Evolution CRM Premium:

Sage Pastel Evolution CRM Basic contains basic incident tracking. This module is included free in conjunction with the core Sage Pastel Evolution accounting system.

Sage Pastel Evolution CRM Premium contains more advanced features such as Sales Force Automation, Business Gateway, Calendar, Knowledge Base, Workflow processing, Incident Graphs, Escalations and Contract Invoicing and now also Microsoft Outlook Integration. This module can be purchased as a stand-alone product.

Provides for repititive or recurring invoices on a daily, weekly, monthly or quarterly basis.

Sage Pastel Evolution Annuity Billing integrates with both Receivables and Inventory and provides for repetitive or recurring invoices on a daily, weekly, monthly or quarterly basis. You can specify contract periods, design recurring invoice templates or simply set up base amounts to be charged to your customers periodically. It is a flexible module that allows you to customise it according to your business’s specific requirements.

Track items from date of purchase to date of sale

Sage Pastel Evolution Serial Number Tracking allows you to individually track items. For example, if you sold an item that carries a warranty, you will need to know when you sold the item, and to whom you sold the item to, so that if the item is bought in for repairs, you know whether it is still under warranty or not.

Integrating with Sage Pastel Evolution’s Inventory module, Sage Pastel Evolution Serial Number Tracking keeps detailed information on specific inventory items. From purchase to sale, to returns, each item is tracked uniquely providing you with absolute control over individual inventory items.

With Sage Pastel Evolution Serial Number Tracking you can receive Serial Number Listing reports that provide you with key information regarding your items, such as where the current location of the serial numbered item is, the item code and description, the date of its last movement, the current general location in stock and the customer it was sold to.

The Serial Number Transaction report will show you all the transactions for a Serial Number, by reflecting one transaction per line. Each line will report on the Serial Number, item code and description, transaction date and reference, the customer/supplier account code and its originating module

Mail Merge for Sage Pastel Evolution gives you the ability to create your own templates and merge it with the data from the records in your Sage Pastel database, and it can automatically create an incident for you to track on that activity.

This mail merge application will allow you to mail merge your documents and letters easily and quickly. You can link and save your templates and categorise them so you can easily organise, manage and search for the templates for the mail merge.

Mail Merge for Sage Pastel Evolution add-on has been specifically designed to:

• Easy Data Connection
• Merge (individually or in bulk) Customer, Suppliers, Incidents and Contracts details into Microsoft Word.
• Optionally create an incident at the same time and leave it open or closed for further action
  • Set a specific agent to deal with the incident created.
  • Set category and incident type
• Custom design your own merge fields by grouping Evolution tables
• Customise what fields to display and search.
• Simple insert the merge fields in your Word Document
• Merge bulk records based on filters

Third party software developers can use the Sage Pastel Evolution SDK to write customer specific applications that interact with the sage pastel evolution accounting system without needing to directly execute sql statements against the evolution database or having to work out relevant business rules and processes to update the accounting system.

The Sage Pastel Evolution SDK is typically used for transaction processing and adding or modifying of accounts, as these records can originate from any external source, whether it is an external application database, XML extract, web service, or custom user interface.

The Sage Pastel Evolution SDK has been created using an Application Programming Interface (API) that exposes typical Pastel Evolution functionality to application developers.

The API embeds Sage Pastel Evolution business logic enabling external applications to connect to, and interact directly with, a Sage Pastel Evolution SQL Server database. Third party developers can currently interface with Sage Pastel Evolution however through the introduction of Sage Pastel Evolution SDK all programme logic and rules are taken care of, development time is accelerated and the integrity of the data is ensured.

Since the Sage Pastel Evolution SDK is packaged as a Microsoft .NET 2.0 class library assembly, the ideal platform when utilising the SDK is the .NET framework. However, since many third party developers programme in various other mainstream languages, integration through COM is possible using programming languages such as Visual Basic 6, Delphi and Visual Basic for Applications such as Visual C++.

Sage Pastel Evolution modules are currently supported, in whole or in part.

In order to take advantage of the abilities of the Sage Pastel Evolution SDK, developers and clients need to purchase the following connectors. This subscription is subject to your acceptance of the Sage Pastel Developer’s Licence Agreement.

Manage purchase orders in your business and keep control of your purchases.

This module offers a three tiered process that allows you to precisely manage the numerous purchase orders in your business and keep control of purchases either for internal purposes or specific projects. The first tier is the requisition process where the purchase of an item or consumable can be requested and routed to a head of department for authorisation. The second tier allows purchase orders to be generated based on configurable rules. Different levels of authorisations can be administered and setup. The procurement process also validates all purchases against budgets setup in the general ledger. The third tier allows the purchase order to be converted into a goods received voucher to receipt the inventory items. Throughout the span of a requisition to purchase order completion, all movements or comments are logged against incidents in CRM Premium. Workflows and Escalations rules can be configured to create efficiencies and automate processes ensuring that purchase orders are actioned on time.

Populate your cash book electronically after bank statements have been imported

This module allows for the cash book to be electronically populated when a bank statement is imported where large volumes of transactions are processed. Once verified, the information can be updated to a cash book batch and then to the general ledger. The bank statements are acquired by using a download facility that’s provided by each of the four major banks in Australia). Supported formats include OFC, CSV and ASCII.

The advantages of using this module include the instant processing and coding of accounts once the initial process of assigning recurring coding has taken place; and the process of reconciliation and account coding is virtually guaranteed. Another benefit exists for transactions where the codes have been assigned as per the relevant accounts. Codes need not be assigned a second time – only new transactions have to be coded in the months to follow.

This module is an extension of the existing Business Intelligence Centre module. It provides worldwide secure access to your business reports through a standard web browser. This is an excellent platform to share information with partners, suppliers and customers. All you need is Internet access from your web browser and then authenticate yourself and the reports will be made available to you.

You will have access to critical information about your business from anywhere in the world at any time you choose. Online Web Reporting supports secure access so you receive your reports in a variety of formats across the web for example Microsoft® Excel, PDF or HTML.

Common problems experienced in the Collections Department
Management seldom have time to devote solely to debtors, and often rely on reports from staff showing only the amounts
outstanding and the expected payment estimates.

Looking at the Age Analysis will show clearly the amounts outstanding, but not the reasons why the amounts are outstanding,
nor will it show you the expected amounts to be collected.

Collectors will try to track payment progress and the reasons for late or non-payment, but will often write down cryptic clues
on pieces of paper which only they can interpret. If they are recording the information on a spreadsheet, they may save that
spreadsheet in a place that is only known to themselves. This all results in no central place for management to extract the
reasons behind the late payments, and having to rely on their collectors to share the information when requested.
Tracking debtors trends to establish what the common reasons are for late payment becomes difficult, and cashflow planning
is then based on instinct rather than fact.

Knowing the reasons for late or non-payment is important, as is keeping abreast of the agreed outcome and ensuring that
arranged terms are adhered to. If a debtor is permitted to delay payment repeatedly, it becomes increasingly difficult to collect
the amounts due.

Collectors may not have an adequate manual system of their own, and can lose track of when a debtor promised to pay, or
what actions they needed to take in order to collect the money, making it difficult for management to generate cashflow
forecasts.

Cash Manager can help businesses overcome these problems
Cash Manager provides businesses with a tool to introduce or improve debt collection processes. It will provide you with
reports which illustrate what action staff are taking to collect outstanding debts.

Because Cash Manager will turn your debtors department into a communication centre, you will be able to see how many
calls the collectors have made, and what the outcomes of those calls have been. In addition to this, you will also have insight
into the content of those calls.

The collector will record the reasons for late or non-payment, the actions to be taken, and detail the due dates or action dates
for follow-up. Daily reports will show collectors what they still need to do in order to collect the funds in cases where debtors
have missed their promise to pay dates, as well as the content of previous conversations.

Collectors will select the promise to pay dates and the amounts expected on those dates. Based on this simple information,
a cashflow forecast will become instantly available. Management will be able to get an accurate picture of exactly how much
money is coming in at any given time, and if a target has been missed, the reasons for that can be easily identified.

Cash Manager will change the behaviour of collectors, debtors and possibly even management
Collectors will be able to confidently provide debtors with accurate reconciliations, contact reports, as well as a list of outstanding
invoices immediately, and not have to first compile a specific report for each debtor. The visibility that management will have
into collectors’ productivity encourages healthy competition to get outstanding debts settled as quickly as possible.
Your debtors will become aware of your professional management and communication systems, your expert reports will assist
both them and you in managing the debt, and they will never be able to take advantage of bad communication.
Managements’ increased insight into the efficiency of the department will allow them to alter business processes for more
seamless outputs. A competent debtors department will be able to quickly establish common trends for non-payment, and
management will have the ability to make informed decisions.

How does Pastel Cash Manager work?
Quite simply, Pastel Cash Manager pulls through the Age Analysis from Pastel Accounting. Your collectors will work from the
Age Analysis and record information in just two places.

By clicking on the amount in the aged period, the collector will see all invoices that make up the balance. Per invoice, or per
aged amount, the collector then records the information such as:

• The Promise to Pay date.
  The Reason Code for the customer not paying (These reason codes are customisable. Reasons such as, POD Requested, Cash Flow Problems, Price Dispute and more
  have already been created, but unlimited Reason Codes can be added.)
  • Expected Amount to be collected.
  • Action still to be taken.
  (Actions are also completely customisable although Actions such as Call Customer Again, Copy Invoice Requested and
  more have already been created for you.)
  Users can mark the amount if the required Action has taken place.
  They can mark the amount if they need to do a Call Back and then specify a Call Back date.
  The only other place they need to work in is the Contact area, where they can store the details of the conversation or
  contact with the debtor.

From only two areas of simple input, Pastel Cash Manager is then able to provide you with all the reports, such as the Contact
report, Promise to Pay Fresh and Promise to Pay Stale reports, Call Back Reports, Reason Code Summaries, Action lists,
Cashflow Forecasts and more.

Collectors will run daily reports such as the Call Back Reports, Action Lists and Promise to Pay Stale reports, which will
provide them with all the necessary information to ensure that they have a birds eye view of their required actions.
As the collectors are recording each contact with the customer in real time, management can run any of the reports at any
time to track progress, and analyse the Cashflow Forecast.

Key Benefits Summarised

• Visibility
• Management
  Instead of looking at the 30, 60 or 90 days amounts on the Age Analysis, you can now see the reasons behind why
  the money is outstanding, which increases your awareness into the debtors book.
• Debtors
  Reconciliations are instantly available and easily emailed to debtors, providing more security for you and for your debtor.
• Reduce the risk of write-offs
  As you are able to track trends for non-payment such as service level issues, action can be taken to correct the situation
  in order to collect the moneys due.
  All outstanding money can be properly tracked, so the risk of overlooking a debtor for extended period is vastly reduced.
  Write-offs can be eradicated as the debts will be collected before they become stale.
• Introduces a collection methodology
  Business processes can be introduced and monitored, to see if they are being followed.
  Because of the visibility, management can gauge what is or is not working and improve processes.
• Cashflow Forecasts
  Management can set targets for collections, and monitor the collections against those targets.
  The Cashflow Forecasts will show exactly how much money is coming in over the forthcoming weeks or months.
• Increased Productivity
  The productivity of your collections department can be increased, which would save overhead costs:
  • Instead of having a collector calling for each individual invoice, the automatic email feature can send summaries
    of all outstanding invoices to the debtors.
  • As the entire process of collection is recorded, there is very little chance of unnecessary repetitive work.
  • Collectors don’t need to manually do reconciliations for the debtors, as will be readily available together with
    the contact information.
  • Performance Incentives can be implemented as you will have to monitor and measure productivity.
  • Collectors will be aware that management can monitor and measure!
  • Depositing the money in the bank:
  • If you bring your book down by $50 000, you will be saving $8 000 per annum at today’s interest rates.
  • The quicker you collect your money, the healthier the bank account.

Time & Billing for Sage Pastel Evolution makes completing timesheets, whether at the end of each day, the end of the week or month, an effortless task through the use of the drag and drop capabilities and a user friendly graphical interface. The burden of the project manager is also eased by ensuring that agents only book time against projects and tasks to which they are allocated.

Project Managers

The project management tasks are performed within an add-on module fully integrated with Sage Pastel Evolution. Each of the Maintenance, Transaction, Enquiry and Report screens are launched directly from the Sage Pastel Evolution Explorer Tree.

1. Project managers can monitor time booked against projects down to a task and resource level, comparing against budgets to ensure projects are delivered within budget.
2. Time booked by an agent, can be accepted as is, or adjusted at the project manager’s discretion, to invoice more, or less time than actually booked.
3. Projects can be invoiced at any stage with the invoices being created directly in Sage Pastel Evolution.
4. Enquiries show progress of projects down to a task and resource level showing time booked, time accepted and time invoiced.
5. Project templates can be used to default common tasks used on different types of projects.

Resources (Agents)

Agents log time against projects and tasks in an offline module without the need to have Sage Pastel Evolution loaded. The offline module does not require network connectivity to the Evolution server, allowing agents to capture timesheets offline at home or remote locations without online connectivity. Synchronisation between the offline module and the Evolution database is done via email.

• The easy-to-use graphical interface allows agents to drag tasks from the list of projects and tasks to which they have been assigned and drop them onto their timesheets. The time spent on a task is then set by dragging the size of the task block on the timesheet.
• Agents only see projects and tasks to which they have been assigned by the respective project manager(s).
• Agents can view their total time spent against a project task and compare against the budget.
• Timesheets are submitted via email to the project manager for approval and invoicing.

Offline Time Billing Users

Designed to work with Sage Pastel Time Billing Module

Agents log time against projects and tasks in an offline module without the need to have Sage Pastel Evolution loaded. The offline module does not require network connectivity to the Evolution server, allowing agents to capture timesheets offline at home or remote locations without online connectivity. Synchronisation between the offline module and the Evolution database is done via email.

• The easy-to-use graphical interface allows agents to drag tasks from the list of projects and tasks to which they have been assigned and drop them onto their timesheets. The time spent on a task is then set by dragging the size of the task block on the timesheet.
• Agents only see projects and tasks to which they have been assigned by the respective project manager(s).
• Agents can view their total time spent against a project task and compare against the budget.
• Timesheets are submitted via email to the project manager for approval and invoicing.

Offline Time Billing Users

Designed to work with Sage Pastel Time Billing Module

Agents log time against projects and tasks in an offline module without the need to have Sage Pastel Evolution loaded. The offline module does not require network connectivity to the Evolution server, allowing agents to capture timesheets offline at home or remote locations without online connectivity. Synchronisation between the offline module and the Evolution database is done via email.

• The easy-to-use graphical interface allows agents to drag tasks from the list of projects and tasks to which they have been assigned and drop them onto their timesheets. The time spent on a task is then set by dragging the size of the task block on the timesheet.
• Agents only see projects and tasks to which they have been assigned by the respective project manager(s).
• Agents can view their total time spent against a project task and compare against the budget.
• Timesheets are submitted via email to the project manager for approval and invoicing.