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Accounting RFP 
Template
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The FREE sample includes Instructions (PDF), Table of Contents and sample Requirements Specification (MS Excel) and sample RFP Template (MS Word) - 211 KB zip file. Works in all versions of MS Excel / Word from 97-2003 to 2016.

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Accounting Software RFI / RFP Template

Quickly & easily gather system requirements, prepare RFI/RFP’s & evaluate responses

Not-For-Profit Version

2709 Criteria

GBP 175 *

Click here to buy: Accounting RFI/RFP Template - Not-For-Profit Version

 

Essentials Version

2928 Criteria

GBP 195 *

Click here to buy: Accounting RFI/RFP Template - Essentials Version

 

Professional Version

3411 Criteria

GBP 235 *

Click here to buy: Accounting RFI/RFP Template - Professional Version

 

Enterprise Version

3973 Criteria

GBP 265 *

Click here to buy: Accounting RFI/RFP Template - Enterprise Version

 

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This ‘Accounting RFI/RFP Template’ covers nearly everything you need for gathering accounting system requirements, preparing your RFI and RFP (for issue to software vendors) and for evaluating and comparing vendor responses.

The Accounting Software RFI/RFP Template will:

Save you time identifying and gathering your new software / system requirements because thousands of carefully researched criteria are listed. Simply choose those you need and set priorities for each criteria. Then quickly prepare your RFI and RFP by just filling in the blanks. And as the templates are available in MS Excel / Word, you can quickly and easily amend to your precise needs.


Save you effort as you don’t have to start from scratch. The templates reduce the effort involved with specifying requirements and preparing RFI’s / RFP’s.

The standardised format also helps software vendors to more clearly understand your requirements and more easily respond to each requirement, using the space available within the template. So you will receive clearer and improved responses. And consequently, spend less time and effort evaluating and comparing vendor responses.


Save you money as you can use the template yourself. There’s no need for extra staff or resources to help you specify your requirements or prepare your RFI and RFP.


Reduce the risk of selecting the wrong Accounting System by providing clarity and transparency. You can see your requirements, easily evaluate and compare vendor responses and so identify the best solution(s) for your organisation.


It's not like other accounting system requirements / RFI / RFP templates, because it’s:

  • Totally impartial and unbiased towards any software vendor
  • Completely flexible and can also be used for other software selection tasks such as: justifying projects, obtaining board approval, requirements gap analysis, short listing software vendors.

 

Key features

The Accounting RFI/RFP Template comprises:

  • The ‘Requirements Specification’ spreadsheet, listing Accounting system requirements in a logical order, for quick and easy configuration to your needs. Plus a table of contents and evaluation scores comparison chart.
  • Separate, easy-to-amend RFI and RFP Templates (MS Word documents), to save you time creating your own RFI and RFP.
  • A Business Analysis spreadsheet, to help you understand your current situation and collect more information.
  • Clear instructions, selection guide and RFI/RFP tips (PDF document)

Comparison of Versions / Contents

Not-For-Profit   Version

Essentials Version

Professional Version

Enterprise Version

Instructions, Guide & Tips (PDF)

Yes

Yes

Yes

Yes

RFI Template (MS Word)

Yes

Yes

Yes

Yes

RFP Template (MS Word)

Yes

Yes

Yes

Yes

Business Analysis (MS Excel)

Yes

Yes

Yes

Yes

Requirements Specification modules (MS Excel):

 

 

 

 

- general ledger

Yes

Yes

Yes

Yes

- accounts payable

Yes

Yes

Yes

Yes

- purchase order processing

Yes

Yes

Yes

Yes

- accounts receivable

Yes

Yes

Yes

Yes

- invoicing

Yes

Yes

Yes

Yes

- inventory

Yes

Yes

Yes

Yes

- cash book

Yes

Yes

Yes

Yes

- fixed assets

Yes

Yes

Yes

Yes

- common requirements across all modules

Yes

Yes

Yes

Yes

- systems operations

Yes

Yes

Yes

Yes

- technology requirements

Yes

Yes

Yes

Yes

- software / system support & services

Yes

Yes

Yes

Yes

- additional not-for-profit / charity requirements

Yes

 

 

 

- sales order processing

 

Yes

Yes

Yes

- employee expenses

 

 

Yes

Yes

- construction industry scheme (UK)

 

 

Yes

Yes

- job / project costing

 

 

Yes

Yes

- advanced analytics & business intelligence

 

 

Yes

Yes

- job order processing

 

 

 

Yes

- field and service management

 

 

 

Yes

- time recording / workforce management

 

 

 

Yes

- work orders, bill of materials, kitting

 

 

 

Yes

Our RFI/RFP Checklist Templates have been widely used and trusted by many hundreds of organisations. They operate in many diverse commercial and non-profit / government business sectors, both large and small. The RFI/RFP Templates appeal to users changing their systems the world over and have been bought by organisations in more than 30 countries.

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


“Your Checklist (Template) 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

“We chose the Axia Accounting Checklist (Template) 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

“We have used the Axia System Requirements Checklists (Templates) 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

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