Sample Software Requirement Specification

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

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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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


	�


	�


	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


	�


	�


	11.4.2


	Support credit notes for part, whole or multiple invoice refunds


	P


	P


	�


	�


	11.4.3


	Automatic reduction of sales commissions due


	�


	P


	�


	�


	11.4.4


	Flexible format / multiple format credit notes


	P


	P


	�


	�


	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


	�


	�


	11.4.6


	System generated credit note number


	P


	P


	�


	�


	11.4.7


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


	P


	P


	�


	�


	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


	�


	�


	11.4.9


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


	P


	P


	�


	�


	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


	�


	�


	11.5.2


	Flexible credit terms and debt chasing methods


	P


	P


	�


	�


	11.5.3


	Credit limits at individual and group customer level


	P


	P


	�


	�


	11.5.4


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


	�


	P


	�


	�


	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


	�


	�


	11.5.7


	Hold credit rating details


	�


	�


	P


	�


	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


	�


	�


	11.5.10


	Multi level aging for multiple invoice accounts


	�


	P


	�


	�


	11.5.11


	Full control of the severity / content of dunning letters


	P


	P


	�


	�


	11.5.12


	Unlimited number of different style dunning letters


	P


	P


	�


	�


	11.5.13


	Dunning letters produced on specified trigger dates


	P


	P


	�


	�


	11.5.14


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


	�


	P


	�


	�


	11.5.15


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


	P


	P


	�


	�

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