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Changes in Menu
Organization
After
version 14 login, the "Transactions" work area is displayed as before.
However, the left hand tools menus are now organized into 4 groups:
Operations, Reporting, Accounting, and Shortcuts. This has
been done for a couple of reasons. First, the system will be expanded
throughout the year and this will make it easier to understand and
operate the system as new functions are added. Second, there will be
additions to the security system that will enable supervisor users to
allow or not allow certain users into each group.
The illustrations below show the current modules of functions that are
within each grouping.
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The “Operations” group provides
The BOS Setup functions including
company information, offices, agents and staff, other companies.
The Listings module is used to
maintain all listing status’, contract and detailed information.
The Transactions module is most
often used in the Back Office for maintaining sales contract
details, closing sales, tracking production, processing
commission checks, and maintaining escrow – trust accounts.
Agent
Billing provides all of the functions necessary to maintain
the agent accounts, record receipts, print and post invoices,
and print billing history.
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The “Reporting” group provides:
The BOS “Standard Reports”,
formally called “Reports”. There will be some expansion in this
area, as well as consistency in reporting production figures
such as company dollar and revenue units.
As you can observe there is room for more
Reporting. Planned is the addition of “Easy Reports”, “Custom
Reports”, and “Analysis”. These will contain reports that were
popular in the 1990’s versions of REAL/Easy DOS and in the
REAL/Easy developed for management courses.
Further, for more than four years,
Executive Systems has written 100’s of Business Intelligence
reports through out the country to help brokers compete in their
markets. These will be adapted to the REAL/Easy system.
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The “Accounting” group includes:
The Vendor Accounts Payable.
Remember that the AP module interfaces with the Agent Billing
module in Operations.
The General Ledger module can be
used to combine postings from all modules and to print the
financial statements. Further, the General Ledger module
contains all of the journal posting detail needed for
interfacing with 3rd party accounting systems.
Interface Accounting is the
industry’s most powerful tool for batch controlled exporting of
all financial activity to other accounting systems. REAL/Easy
BOS is the only package in the industry where every activity
that affects the general ledger, including reversals, can be
captured for external systems.
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