Integris Accounts

Integris Accounts makes numbers simple and easy to manage. Designed with schools in mind, it allows your finance officer or bursar to easily gather together facts and figures and quickly distribute this information to governors and trustees in flexible, user-friendly formats.

Being modular, Integris Accounts features a key number of functions, or 'building blocks' which can be extended as your needs change. Basically, you can start small and add more as your needs evolve - perfect for the forward-thinking academy.

In today's world, more people need access to finance information than ever before. That's why Integris Accounts is designed not just for finance, but for users all around your organisation. However you use the system, you'll find simple menus, a flexible interface and a whole host of intuitive features designed to make your life easier. 

• All users can benefit from a user-friendly, 'rich' interface and 'plain English' terminology so that the Integris Accounts package is intuitive and accessible whether you have an extensive knowledge of accounting applications or not.
• Integris Accounts is totally secure and can be tailored to the unique needs of each and every user thanks to configurable screens, allowing you to show / hide specific information.
• Creating reports need not be laborious paper-based or data mining exercises. Easy, flexible reporting enables you to quickly meet specific local authority or Academy requirements, with the ability to export to Microsoft® Excel for data manipulation in a familiar environment. Reports can also be exported as Adobe PDF documents for simple information sharing.
• Save time searching for documents by storing reports in a secure centralised location within Integris Accounts, and the simple drag-and-drop facility means moving files around only takes seconds.
• Excellent integration with Microsoft® Office allows non-finance users to quickly access, update and transfer finance data between the accounts and Microsoft® Office. Creating budgets, approving invoices and searching customer and supplier records are just some of the activities you can carry out without leaving the familiar environment of Excel, Outlook or Word.
• The multi-level Nominal Ledger provides an holistic view of your entire organisation's accounts so you can easily see the whole picture as and when you need to - so you can focus on what to do with your funds, not trying to find out what funds you have and where they are. A few clicks drill you down into detailed information for further analysis.
• An inbuilt comprehensive purchase ordering system can help reduce time-consuming paper processing by providing useful tools such as electronic templates ideal for single or repeat purchases.
• Reduce administrative worries by managing multiple bank accounts via Integris Accounts, so you can have your funds where you want them but manage them through one simple interface.
  

Nominal Ledger

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The Nominal Ledger ensures that up-to-the-minute information is readily available across your entire organisation. Highly flexible, you can set up analysis exactly how you want it, for example, across multiple departments and cost centres. For each transaction, you can drill-down to source information, allowing you to see the double entry, allocation history and source documents in just a few clicks - essential for the time-pressed finance officer.

Purchase Ledger

You want to be sure that you're getting the best value from your suppliers. The Purchase Ledger gives you all the information you need to analyse performance and negotiate prices and terms. Easy-to-use record cards display contact names, addresses and notes, which can be quickly searched using your chosen headings. Using Integris Accounts, each line of an order can be analysed separately and allocated to purchases, departments and cost codes, bringing speed and clarity to your analysis.

Sales Ledger

The Sales Ledger puts detailed customer information at your fingertips, allowing you to easily monitor the success of your various activities. Integris Accounts comes with a host of useful features to make sales easy to manage - for example, receipts can be input in bulk and transactions reversed in the click of a button.

Cash Book

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The Cash Book is straightforward and easy to use, whether you're initiating cash transactions directly or posting directly into the Sales and Purchase Ledgers. Full drill-down facilities allow you to quickly enquire on receipts and expenses, and all reports are produced in a 'bank statement' style format for easy viewing. The Cash Book within Integris Accounts can handle any number of bank accounts and comes with an in-built Petty Cash function, making it easy to track and reconcile multiple cash floats.

Sales Order Processing (SOP)

Integris Accounts provides a self-contained ordering system that all your staff will find easy to use. You can create and duplicate similar or repeat orders in seconds, reducing the administrative burden and speeding up daily routines. From within the system, you can look up availability, special terms and sales history and convert estimates into formal electronic orders - in just one command.

Purchase Order Processing (POP)

Integris Accounts provides a workflow to reduce labour-intensive paper processing and keep budgets in check. Electronic purchase request templates capture key details, allowing you to specify for example preferred suppliers and delivery dates. An invoice register is also included, providing a secure, self-contained area where invoices can be checked at multiple levels before updating the Core Ledgers.

Costing/ Department Management

Integris Accounts lets you easily control any number of departments, set up using the exact terminology you need to feel comfortable. A flexible framework allows you to view the current status of income or expenditure, whether transactions are made within the balance sheet or operating statement. Work-in-progress can be viewed at any time, putting an end to laborious month-end calculations and allowing you to distribute the most up-to-date picture of actual and committed costs.

Credit Control

Few people like chasing debt so Integris Accounts is designed to make the process as simple and effective as possible. All your vital information, such as next action dates, payment promises and source documents, is available from a central screen, putting everything within easy reach and allowing staff to take an active role when talking to debtors. A comprehensive range of reports let you filter and prioritise the most urgent debts, coupled with an escalation process to ensure tricky debt is handled at the correct level.

Microsoft Office Integration

Powerful, two-way links allows non-finance users to quickly access, update and transfer finance data between the accounts and Microsoft Office. Creating budgets, approving invoices and searching customer and supplier records are just some of the activities you can carry out without leaving the familiar environment of Excel, Outlook or Word. This function can be quickly picked up by anyone with a working knowledge of Microsoft Office and what's more, you don't need an accounts licence to use it. Integris Accounts is therefore a highly cost effective solution for academies looking to provide stakeholders with key finance information.

Flexible reporting

The powerful reporting function allows the production of a full range of regular reports (including the GAG returns) using flexible user defined criteria. Reporting definitions enable you to configure sorting, grouping, sub-totals, and filtering in the reports you require. An ad-hoc report writer provides the facility to generate custom reports.

Document Management

Integris Accounts also offers centralised storage of all your documentation, allowing everything from contracts and invoices to be attached to records within the system and made visible to all your departments. Documents can be 'tagged' to make them easy to find, and checked in and out, allowing users to make changes and reduce the risk of multiple copies circulating around your organisation.

System Requirements

As with any new system, there are minimum requirements laid out for PCs/laptops that will be used to access Integris Accounts both in terms of the hardware specification and also the system-dependent software. Integris Accounts is delivered with a client and server component; hence there are specific requirements for each. As Integris Accounts can also be configured with a web-delivered component, it is important that your school has an appropriate connection to the Internet and that all PCs/laptops operate at or above the expected speed.

In order to experience Integris Accounts at optimum performance, we would recommend the following.

Recommended PC Requirements:
 

Recommended Server Requirements: