Accounting Management + Sales Management System

Streamline financial operations by integrating accounting processes and sales activities. The system manages general ledger, journal entries, tax calculations, cash flow tracking, and generates comprehensive financial reports alongside sales documentation and purchase orders.

Please review all requirements. Your solution must meet all 🔴 mandatory requirements to qualify.

Please use this template for Annex 3 package scoping and submit under Other Supporting documents

S/No.	Requirements
10.01🔴	Can your solution allow for cloud based, mobile based and/or web-based usage? Note: [1] This solution should not include accounting services and corporate secretarial services.
10.02🔴	Accounts Module Does your solution come with Accounts Module which enables company to perform the following functions? - setup general ledger - create journal entries - allow reconciliations (e.g. to bank statements) - calculate sales tax - calculate cash flow - generate accounts receivable summary - generate accounts payable summary
10.03🔴	Customer Groups (Applicable for both Accounting and Sales Management System) Does your solution come with Customer Groups Module which allows company to perform the following functions? - setup/edit customer groups - setup/edit terms of payment - setup/edit modes of payment - setup/edit prices and discounts for different customer groups - setup/ edit vendor contracts (e.g. payment details, quantity)
10.04🔴	Supplier groups Does your solution come with a Supplier Groups Module which allows company to perform the following functions? - setup/edit terms of payment - setup/edit supplier groups - setup/edit modes of payment - setup/edit prices and discounts for different supplier groups
10.05🔴	Dashboards and Reports Does your solution come with Dashboards and Reports Module which allows company to perform the following functions? - apply filters to analyse customer groups - review outstanding/ageing payables - review outstanding/ageing receivables - create statement of accounts - create balance sheet - review overall budget - review monthly expenses and revenue - present an overview of company's health with these ratios but not limited to the following: operating profit, cash ratio, net cash flow from operating activities, current ratio, gross margin, return on capital, return on sale, gearing ratio, interest cover, interest coverage ratio etc.
10.06🔴	Budgeting Does your solution come with Budgeting Module which allows company to create budget for the line items?
10.07🔴	Delivery Module Does your solution come with a Delivery Module which allows company to perform the following functions? - setup/edit delivery details (e.g. date, customer, mode of transport, shipping and receiving point details, duration of journey) - setup/edit terms of delivery - setup/edit carrier details - track goods receipt and issues
10.08🔴	Invoice/Quotation Does your solution come with an Invoice/Quotation Module which enables company to setup/edit invoice and quotation details?
10.09🔴	InvoiceNow-Ready Solution Provider Accreditation Is your solution listed on IMDA InvoiceNow-Ready Solution Provider (IRSP) Listing? [1] If you are the Product Principal of the solution, you are required to be accredited as an IRSP by IMDA. [2] If you are the reseller of the solution, your Solution Product Principal must declare to IMDA that you are an authorised reseller of their solution. Note: For more information on InvoiceNow, refer to: Becoming an InvoiceNow-Ready Solution Provider | E-invoicing | IMDA ( https://www.imda.gov.sg/how-we-can-help/nationwide-e-invoicing-framework/becoming-an-invoicenow-ready-solution-provider)
10.10	Does your solution allow real-time stock-taking of inventory/assets via integration with RFID hardware, e.g. installed with RFID reader, tags, tunnel gantry?
10.11🔴	Sales/Delivery Order Does your solution come with a Sales/Delivery Module which allows company to perform the following functions? - setup/edit sales form (sales origin, delivery details, customer details, item list, account manager, payment details) - setup/ edit delivery order form based on delivery module details - setup/ edit customer payment
10.12🔴	Dashboards and Reports (Sales) Does your solution come with a Dashboards and Reports Module which allows company to perform the following functions? - monitor sales transactions & forecasts - setup/ edit sales contracts with customers based on prices and discounts of different customer groups - setup/ edit sales return function (e.g. warehouse, location, customer, product details, remarks) - generate customer listing by sales - generate sales cycle analytics - conduct sales tracking (to analyse sales pipeline, by product category)
10.13🔴	Integration Are the Sales Management function and Accounting Management function tightly integrated? E.g. Sales/delivery orders (Sales) should be linked to customer groups (Accounting) and Sales management (Sales) should be linked to Accounts module (Accounting).
10.14🔴	Tax Preparation and Submission Is your solution listed on IRAS Accounting Software Register Plus (ASR+)? Note: [1] Your company and solution are required to be registered with IRAS under the ASR+ framework. [2] For more information, please refer to IRAS ASR+ website for more details
10.15	Does your solution come with AI features, such as: - Ability to automate routine sales tasks (update forecasts and determine call lists) - Ability to automate customer responses, data capture activities and follow-ups - Ability to analyse and predict potential conversion of pipelines - Others, please specify

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Your submission should contain screenshots and write-ups that clearly demonstrate compliance with each mandatory requirement sub-point. Contact us if you need help.