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Accounting RFP

Accounting System Requirements RFI/RFP

A smarter way to gather your accounting system requirements, build RFI/RFP's and evaluate responses

If you are about to specify your accounting system requirements and prepare an RFI or RFP ... then this is for you.

Here's why:

We have a professional template (called the "Accounting System Requirements RFI/RFP Checklist"), which covers nearly everything you need for gathering Accounting system requirements, building an RFI or RFP, and for evaluating and comparing accounting software vendor responses.


SAVES YOU TIME

This template will save you time gathering your Accounting system requirements, building RFI's / RFP's and evaluating vendor responses. You’ll save days, weeks or even months - depending on what you are doing. The template is quick to use and lists virtually all the Accounting system requirements you need. So, you won’t have to think up your requirements from scratch.

Picture this. No more blank faces staring at a white board, struggling to come up with requirements. Instead, start with lists of potential requirements and just choose the ones you need. It’s so much easier and quicker than traditional requirements gathering methods.

You’ll save time preparing your RFI’s and RFP’s, as your requirements quickly build into RFI’s or RFP’s for issue to potential vendors. And save yet more time, as the standardised format makes it quick and easy to evaluate and compare vendor RFI/RFP responses.


SAVES YOU EFFORT

You will save effort because thousands of carefully researched Accounting system criteria are ready for you to use. You no longer have to research and create them yourself. Our comprehensive and detailed Accounting system coverage ensures that everything you need is included.

The Accounting Checklist will enable you to be more thorough when gathering your requirements. You will be able to prepare a complete specification without missing anything. In addition, it will stimulate your thoughts, give you ideas and make you aware of what the latest Accounting systems can do.

The sooner you use it, the sooner you’ll be able to focus on your specific needs. And avoid being side tracked with inappropriate tasks, or looking at potentially unsuitable software solutions.

You can easily share, amend, customise and tailor the RFP Checklist to your precise needs, as its available in Microsoft Excel.

There’s also space for vendors to respond to your RFI/RFP requirements and for you to evaluate these responses. So you can easily make clear comparisons.


SAVES YOU MONEY

Use the RFP Checklist yourself. There is no need to take on extra staff, or resources, or use our consultancy services. Moreover, it replaces the need for and the expense of bringing in additional resources to help you specify your requirements and prepare an RFP.

It costs only a fraction of the cost of a typical consultant for one day. Yet to produce the same output would take many days of traditional requirements gathering and RFP preparation effort. The “Accounting System Requirements RFI/RFP Checklist” represents outstanding value for money!


REDUCES YOUR RISK OF SELECTING THE WRONG ACCOUNTING SYSTEM

The last thing you want to do is to select the wrong system. You wouldn’t get your desired functionality or benefits. And it would be an expensive mistake, you’d be stuck with for years.

The “Accounting System Requirements RFI/RFP Checklist” can help reduce the risk of this happening.

The RFP Checklist provides a standardised approach to gathering requirements in an orderly and structured way. It allows prospective vendors to respond to your specific needs without confusion. It is easy for you to evaluate and compare the responses. And, it follows a well-proven and widely used method for selecting new software.

All of which, provides for clarity and transparency. You can see what you need, who provides it and so identify the best solution(s) for your organisation.


IT’S COMPLETELY IMPARTIAL AND UNBIASED

The “Accounting System Requirements RFI/RFP Checklist” is completely impartial and unbiased. Software suppliers do not sponsor our products or services. Therefore, as there is no bias, it will not lead or force you towards any one or more particular Accounting software package or supplier. It will however, lead you to what is best for you – the requirements you need for your organisation and the best system to do the job.


IT’S INTERNATIONAL

It covers Accounting systems requirements for the UK, USA and Canada. And the general Accounting system requirements are suitable for use in any country.


YOU CAN ALSO USE IT FOR:

  • Helping to justify and get board approval for a new project
  • Assisting in brainstorming meetings – getting users to discuss their new system needs
  • Learning more about the latest Accounting systems and their functionality
  • Comparing with an existing requirements specification – to make sure you’ve included everything
  • Adding more detail to user requirements, during the system implementation phase

Whichever way you use our RFP Checklist, it will make a major contribution to your Accounting project.



Key Features

 

THREE VERSIONS ARE AVAILABLE:

  • Enterprise version - listing all (4987) Accounting criteria - for larger organisations
  • Corporate version - listing core (4120) Accounting criteria - for larger organisations
  • SME version - listing fewer (3523) criteria - for smaller organisations



CONTENTS

 

Accounting System Requirements RFI/RFP Checklist contents:

SME       Version

Corporate Version

Enterprise Version

 

Clear and simple instructions

Yes

Yes

Yes

 

System selection overview guide

Yes

Yes

Yes

 

Table of Contents

Yes

Yes

Yes

 

Overview

 

 

 

1

Business analysis

Yes

Yes

Yes

2

Overview of Accounting system functions

Yes

Yes

Yes

 

System wide functionality

 

 

 

3

System wide functions

Yes

Yes

Yes

4

Advanced analytics and business intelligence

Yes

Yes

Yes

 

Accounting system functionality

 

 

 

5

General ledger

Yes

Yes

Yes

6

Accounting - additional public sector requirements

No

Yes

Yes

7

Accounting - additional NFP / charity requirements

Yes

No

No

8

Accounts payable

Yes

Yes

Yes

9

Employee expenses

No

No

Yes

10

Time recording / workforce management

No

No

Yes

11

Construction industry scheme records

No

Yes

Yes

12

Purchase order processing

Yes

Yes

Yes

13

Accounts receivable

Yes

Yes

Yes

14

Contract accounts receivable

No

Yes

Yes

15

Sales order processing and invoicing

Yes

Yes

Yes

16

Job order processing

No

Yes

Yes

17

Field and service management

No

No

Yes

18

Job / project costing

No

Yes

Yes

19

Inventory

Yes

Yes

Yes

20

Work orders, bill of materials and kitting

No

No

Yes

21

Cash book

Yes

Yes

Yes

22

Fixed assets

Yes

Yes

Yes

23

Plant hire

No

No

Yes

 

Operations, technology and support criteria

 

 

 

24

Systems operations

Yes

Yes

Yes

25

Technology requirements

Yes

Yes

Yes

26

Software / system support

Yes

Yes

Yes

 

Scores

 

 

 

27

Summary of module / vendor evaluation scores

Yes

Yes

Yes

DOWNLOAD A FREE SAMPLE AND FIND OUT MORE

Download a FREE sample of the “Accounting System Requirements RFI/RFP Checklist”. The FREE sample includes instructions, full contents details, and sample pages for you to try out. (Available in MS Excel 97-2003, MS Windows 95-XP format, 232KB).

Download a FREE sample of the "Accounting System Requirements RFI/RFP Checklist" - click here

Or view the full contents details.

Alternatively, see from these sample page screen shots how to use it.

View the product technical details.

 

OUR RFI/RFP CHECKLISTS HAVE BEEN WIDELY USED AND TRUSTED

Many hundreds of organisations have used and trusted our RFI/RFP Checklists. They operate in many diverse commercial and non-profit / government business sectors, ranging from small (£5m turnover) to large (£500m) in size. The RFI/RFP Checklists appeal to users changing their systems the world over and have been bought by organisations in more than 30 countries.

Whatever size, business sector or country you’re in, we’re confident the “Accounting System Requirements RFI/RFP Checklist” can help you gather your Accounting requirements and build your RFI/RFP.

But don’t just take our word for it - see what other people have to say.

60-DAY 100% FULL MONEY-BACK GUARANTEE

If you are not completely satisfied with a Checklist – simply email us within 60 days from purchase and we will give you a full refund on the spot.

Accounting System Requirements RFI/RFP Checklist - click for screenshots

Accounting System Requirements RFI/RFP Checklist

“Your Checklist was of great use to me in preparing for vendor selection ...

... and it also saved me a great deal of time in ensuring we covered all relevant areas of the user requirements”

Dr Stephen Hutson, Director, Pharma4sight, Essex, UK

“It’s a fantastic product ...

... the standardised format is very useful in specifying systems requirements”

IT Manager, Business Services Group, West Midlands, UK

“We chose the Axia Accounting Checklist because it looked from a google search on such things, to be the best value for money product of this nature.

We used a spreadsheet based on an edited / personalised version to go out to suppliers in an open Euro-tender and got six responses.

I am sure if we had gone out to Euro-tender with something less detailed, we would have had dozens of claimed solutions, if not hundreds.

It was also very useful to our teams (eg Purchasing, Sales, Accounts) as a prompt to what sort of functionality we already had as well as what we wanted from a replacement system.

We certainly think the exercise delivered us a choice between two or three quality solutions - one of which we have decided to go with”.

Andrew Haslehurst, Head of Accounts, Southampton Solent University, Hampshire, UK

“Thank you for this excellent Accounting Checklist ...

... we will use it in all our divisions to specify our next system”.

Finance Director, Retail and Publishing PLC, UK

“We have used the Axia System Requirements Checklists as ‘cornerstone’ inputs into our Business Requirement and Change processes for two of our most significant IT projects in recent years.

These comprehensive documents have directly saved us considerable time, effort and cost in terms of project / quality planning and external consulting activities.

I would not hesitate to recommend the use of these tools for future IT and / or Business Change Projects.”

Richard Mackenzie, MRM Programme Manager, RAC, Perth, Western Australia

PRICES – for electronic delivery straight to your in-box

Accounting System Requirements RFI/RFP Checklist prices:

SME       Version

Corporate Version

Enterprise Version

GBP Sterling £

175

235

295

US Dollars $

300*

403*

506*

Euro €

227*

305*

383*

Plus VAT on RFP Checklists delivered within the UK. (*Indicative US Dollar and euro prices - online shop prices may vary due to exchange rate fluctuations).

 

WE VALUE YOUR PRIVACY

We will not rent, sell or give your details to any other organisation. We treat every purchase you make in complete confidence. Software vendors will not be able to contact you, unless you make contact first. View privacy statement.

 

GET A COPY NOW

Get a copy from our online shop and have it delivered to your in-box.

You will receive an email straight after payment, which has links for you to download your copy and print a receipt.

Shop with confidence. Buy now, using the secure servers of our billing partner, SWREG. Most major credit and debit cards are accepted. All major currencies are accepted.

Accounting RFP Checklist                  SME                         Version

Fewer criteria

For smaller organisations

Price: £175

Click here to buy - Accounting RFP Checklist - SME Version

 

Accounting RFP Checklist            Corporate Version

Core accounting criteria

For larger organisations

Price: £235

Click here to buy - Accounting RFP Checklist - Corporate Version

 

Accounting RFP Checklist          Enterprise Version

All accounting criteria

For larger organisations

Price: £295

Click here to buy - Accounting RFP Checklist - Enterprise Version

 

OR:                                  If you prefer not to use a credit card and wish to pay by cheque on receipt of an invoice, or need to use a Purchase Order Number, or want a CD, click HERE.                                                                                     We will despatch your order within 24 hours. GBP Pound Sterling, US Dollars and euro currencies accepted. 30-day terms. (Additional charges for CD creation and packaging / posting apply).

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