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Axia - for successful software system selection

Specification sample from the:

ACCOUNTING SYSTEM REQUIREMENTS  CHECKLIST

More Accounting software requirement specification sample pages

Systems wide reqs.

Purchase order

Accounts receivable

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CRM SYSTEM REQUIREMENTS CHECKLIST

CRM software requirement specification sample pages

Marketing

Sales

Customer support

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HR PAYROLL SYSTEM REQUIREMENTS CHECKLIST

HR / Payroll  software requirement specification sample pages

Payroll

HR

Example of completed HR specification page

HR (USA) sample

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Software Selection Guide

Practical advice, hints and tips for selecting critical business software

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ORDER FORM

Sample Software Requirement Specification - completed Accounts Receivable System Requirements Specification page

        Key - for tick boxes

This sample software requirement specification page is from the Accounting System Checklist  click for more details or see below.

  • C   Currently in Use
  • E   Essential (Expected future requirement)
  • D   Desirable (Expected future requirement)
  • N   Nice...to have (Expected future requirement)

Ref

Accounts Receivable continued (page 119)

C

E

D

N

11.3

Invoice / payment matching continued

11.3.17

Calculation commissions due

P

P





11.3.18

Unique transaction number (prohibiting duplicates)

P

P

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11.3.19

Multiple validation capabilities eg - use of mandatory fields, format checks on standing data and transaction data fields, range checks on values (negative invoices prohibited), validity of income codes, checks for duplication of account and invoice numbers, correct VAT / sales tax to within certain tolerance

P

P





11.4

Credit notes

11.4.1

On-line preparation (subject to authorisation)



P

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11.4.2

Support credit notes for part, whole or multiple invoice refunds

P

P

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11.4.3

Automatic reduction of sales commissions due



P

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11.4.4

Flexible format / multiple format credit notes

P

P

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

11.4.5

Credit note details eg customer name, address, account number, contact name, date, invoice number (to match against invoice), single and multiple line items and details, prices, discounts, net credit total, VAT, gross credit total

P

P

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

11.4.6

System generated credit note number

P

P

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11.4.7

Immediate individual printing or batch printing and despatch by post, fax

P

P

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11.4.8

e-credit note eg create electronic credit note and send as XML file, email with or without a file attachment, EDI



P

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11.4.9

Or, repay by BACS refund, credit card refund, cheque

P

P

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11.5

Credit control

11.5.1

Full access to all or specific customer and sales information, over the internet / intranet, subject to individual security levels



P

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

11.5.2

Flexible credit terms and debt chasing methods

P

P

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11.5.3

Credit limits at individual and group customer level

P

P

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11.5.4

Automatic credit warning when customer or group customer, is near or over credit limit



P



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11.5.5

Temporary credit increase and dates temporary credit available for





P



11.5.6

Access credit rating agencies over the internet

P

P

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11.5.7

Hold credit rating details





P

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11.5.8

Hold other customer information eg copies of accounts, SIC codes, auditors, registered addresses, Companies House annual returns







P

11.5.9

Configurable invoice and / or global aging criteria

P

P

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

11.5.10

Multi level aging for multiple invoice accounts



P

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

11.5.11

Full control of the severity / content of dunning letters

P

P

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11.5.12

Unlimited number of different style dunning letters

P

P

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11.5.13

Dunning letters produced on specified trigger dates

P

P

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

11.5.14

Configurable inclusion or exclusion of specific customers and / or specific details for dunning letters



P

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11.5.15

Customer statements available on an account basis and account / group basis

P

P



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Fast Accurate System Requirements Specification

ensured with Axia’s RFI / RFP Checklists for:

Accounting, CRM, HR and Payroll Systems

 

Save time.  Specify your user needs / new systems requirements in days, not weeks or months - no matter how complex.

Axia’s Checklists enable you to specify your new system requirements UP TO TEN TIMES FASTER than traditional methods. Virtually all the functional system requirements are listed - all you do is tick those needed. You don’t have to think them out from scratch.

Save effort. Each Checklist has been carefully researched to cover virtually all functional system requirements. Each lists 250+ business analysis and overview criteria, 700+ system wide, operations, technology and support functions plus:

  • 2500+ Accounting functions in the Accounting Checklist
  • 1700+ CRM functions in the CRM Checklist
  • 1500+ HR functions in the HR Checklist
  • 1100+ Payroll functions in the Payroll Checklist  

The revised 2008 version HR and Payroll Checklists are out now.

Written in Microsoft Excel and fully amendable, the download, email and CD versions will:

  • save you time typing your requirements
  • enable easy tailoring to your precise needs
  • allow you to produce multiple copies (for your own internal use)

Save money. These top value Checklists are specifically designed for you to use yourself, without needing to employ additional staff or resources.

Reduce the risk of wrong system selection