ENTERPRISE RESOURCE PLANNING

Encompass ERP

Powerful, fully integrated financial accounting, ERP and management reporting solution that enables organisations to streamline their operations allowing staff to spend time on value-add activities which contribute to growth.
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Customer Relationship
Management (CRM)

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Sales Order
Processing

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Purchase Order
Processing

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Banking and
Taxation

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CUSTOMER SUCCESS

Customer Relationship Management (CRM)

Powerful CRM for engaging with customers and converting leads.

  • Customer acquisition and opportunity management
  • Customer contact management and segmentation
  • Customer interaction/communication record
  • Customer support tickets with SLA performance reporting
  • Bulk outgoing communication (via direct email or MailChimp)
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SALES

Sales Order Processing

Comprehensive sales ledger for the processing of sales and a flexible accounts receivable module for the control and collection of debt.

  • Service and product delivery management
  • Invoice management
  • Sales forecasting (by period)
  • Sales targets (by period)
  • Payment forecasting
  • Statement production
  • Debt management
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PURCHASING

Purchase Order Processing

Comprehensive purchase ledger for requisitioning, purchase order processing and debt management.

  • Purchase order, GRN and invoice management
  • Multi-currency support
  • Requisitioning
  • Payment forecasting
  • Invoice scanning
  • Invoice approval
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CASHFLOW

Banking and Tax

Simple to use accounts receivable, payable and banking module.

  • Foreign currency bank accounts
  • SEPA and BACS payments (credit transfer and direct debit)
  • Automated exchange rate update (using ECB rates)
  • Bank reconciliation
  • Cashflow forecasting
  • Compatible with Making Tax Digital (UK only)
  • HMRC recognised (UK only)

https://www.tax.service.gov.uk/making-tax-digital-software
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Human
Resources

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Enterprise Resource
Planning (ERP)

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Stock and Asset
Management

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General Ledger
and Reporting

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STAFF AND TEAMS

Human Resources

Centralised and comprehensive management of staff and teams.

  • Staff onboarding and management
  • Team management
  • Timesheet entry
  • Annual leave and overtime request processing
  • Expense claim processing
  • Team calendar for annual leave, sick leave and overtime
  • Performance reviews, including salary adjustments
  • Bonus payments support
  • Payroll processing (gross figures provided to payroll package)
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PROJECT MANAGEMENT

Enterprise Resource Planning (ERP)

Combines human resources (HR), job costing, sales and purchases to provide a fully integrated ERP solution.

  • Advanced resource and revenue planning
  • Gantt chart representation for tasks
  • Ability to drag-drop tasks to adjust priorities
  • Schedules and forecasts adjusted automatically for staff leave
  • Share staff members across teams and jobs
  • Job costing
  • Auto calculation of labour costs (via staff timesheets)
  • Recognised revenue, invoice and cashflow forecasting
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PRODUCTS

Stock Management

Manage products, stock demands, movements and forecasts.

  • Multi stock location
  • Product variants (colour, size etc.)
  • Non-physical products, e.g. software download
  • Virtual products, e.g. online event tickets
  • Product localisation
  • Intrastat reporting
  • Stock take / adjustments
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ASSETS

Asset Management

Track assets such as computers and vehicles.

  • Manage fixed and virtual assets
  • Store authentication and access details against an asset, e.g. router login details (ISO 27001 compliant)
  • Manage assets status, e.g. in use, undergoing repair, decommissioned etc.
  • Assigned assets to staff
  • Depreciate assets
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REPORTING

General Ledger

Flexible general ledger which tracks all transactions and allows analysis of financial data by department and activity.

  • Departmental and activity-based costing
  • Budgeting, including budget import from Microsoft Excel
  • P & L reporting by department or activity with year-on-year comparison
  • Integrated SAP Crystal Reports
  • Ability to easily add additional reports
  • User access configurable for each report
  • Integrates to 3rd party reporting systems
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STREAMLINE PROCESSES

Workflows

Fully integrated workflow management.

  • Annual leave approval requests
  • Staff expense approval requests
  • Upcoming (and/or overdue) staff performance reviews
  • Overdue invoices (sales and purchases)
  • Customer support ticket assignment and SLA alerts
  • Outstanding sales quote due for review
  • Low product stock levels
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FLEXIBILITY

Additional Features

Highly configurable additional features to help manage your business.

  • Integrated document management system
  • User customisable documentation, e.g. invoice, receipt, purchase order etc.
  • Automatic storage of system-produced documents
  • Integrated diary against any entity, e.g. customer, supplier, order, job, staff member.
  • Ability to assign documents and files to any entity.
  • Customisable through Microsoft technologies
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COMPLIANCE

Security

With a notable escalation in cybersecurity threats over recent years, security is a top priority for us. Our security architecture has been built from the ground up to provide the protection and monitoring necessary for the securing data in today’s environment.

  • User and role-based access rights
  • Assign enquiry, add or edit access to a user or role
  • Multi-factor authentication
  • Full auditing of all changes
  • Encryption of data in transit and at rest
  • ISO 27001 compliant

Get in touch

We aim to provide leading digital solutions that bring value to our clients for complex and challenging projects.