SouthWare® Standard Reports
In viewing this list of reports, please keep in mind that SouthWare is modular. If you are running the modules that show reports listed, these will be available. Also, this is a listing of printed reports. These are supplemented superbly by on-line, drill down or zoom inquiries. The ReportMate Module will enable you to design your own reports and put them on the menus for everyone to use. Be aware that these reports are produced by the standard SouthWare System.
Accounts Payable
A/P Transaction Edit Listing A/P Manual Check Posting Register A/P Void Check Audit Report Cash Requirements Report A/P Pre-check writing Report A/P Check Register A/P Check Summary Check Register Report A/P Trial Balance A/P Aged Analysis Report A/P Purchase Journal Report Open Item Listing A/P Paid Invoice History List Vendor Mailing Labels Vendor File Listing Terms File Listing A/P Recurring Transactions Listing Vendor Pay To Address Listing A/P Control File Listing Vendor Period History Report A/P Operator File Listing Job Cost A/P Report Accounts Payable G/L Interface Posting Report 1099 Vendor Listing A/P 1099's Check Reconciliation Report
Accounts Receivable
Sales Transactions Edit Listing Open Invoice Worksheet Cash Receipts Edit Listing Cash Receipts Journal Finance Charges Listing A/R Statement Detail A/R Aging Report Summary A/R Aging Report Trial Balance Customer Detail Activity - Open Customer Detail Activity - History Detail Salesperson Commission Report Sales Analysis by Customer Sales Analysis by Customer Type Sales Analysis by Assigned Salesman Sales Analysis by State Customer Info Listing Alphabetical Customer List Summary Salesperson Commission Report A/R Ship via Code Listing Accounts Receivable Tax Report A/R Tax Header Code Report A/R Terms Code Listing A/R Control File Listing Customer Period History Report A/R Sales Operator File Listing A/R Cash Operator File Listing Customer Labels A/R G/L Interface File Listing
A/R Collections Adapter
Customer Collections Report Credit Hold Report
A/R Invoicing Adapter
Batch Invoice Edit Report Print Batch Invoices Invoice Register Purge History Invoice Report
Cash Flow Reports
Bank Reconciliation Report Print/Purge Cash Flow Transactions Cash Flow Deposits Detail Report Cash Flow Check Number Audit Report
Fixed Assets Reports
Detail List of Fixed Assets Depreciation Schedule (Annual) Depreciation Schedule (Monthly) Multi-Option Asset "Value" Report Timing Difference Report History of Asset Usage Location Listing Category Listing Authority Listing Serial Number List of Assets Statutory Methods Usage File Listing Reconcile Assets/Depreciation Accounts (Before) Asset Addition Posting Register Reconcile Assets/Depreciation Accounts (After) Reconcile Accounts for Disposal
General Ledger
G/L Journal Edit listing Financial Statements Format File Listing Income Statement Balance Sheet Statement of Cash Flows Trial Balance (Detail) Trial Balance (Summary) Account Worksheet Transaction History List Amortization Schedule Chart of Accounts Listing G/L Transaction Type Listing G/L Financial Ratio File Listing G/L Control File Listing G/L Reporting Entities Listing List General Ledger Operators G/L Recurring Journal Entries Edit Listing Entities Period History Report
Inventory / Sales Reports
Outstanding Orders Report Picking Slip Shipping Labels Batch Order Acknowledgment (FORM) Outstanding Quotes Report Batch Invoice Edit Report Invoice Cash Drawer Reconciliation Department / Operator Cash Reconciliation Daily Deposits Report Daily Sales Report Selling Price / Cost Override Report Daily Totals Report Invoice Register Purchase Order Generation Worksheet Purchase Order Listing Purchase Order Inventory Labels Receivings Edit Listing Purchase Order Inventory Labels Receivings Edit Listing Received Items Cost Edit Listing Back ordered Sales Filled From Inventory Stock Status Report By Stock Number Purchasing Replenishment Report Purchase Order Expedite Report P. O. Status for Sales Orders Report Purchase Controls Exception Report Vendor Review Cycle Report Receivings Schedule Report Vendor Performance Report Stock Valuation Report By Stock Number Stock Profit Margin Report Price Listing -- By Stock Number Ranking of Stock By PTD Sales Dollars Sales Analysis By Product Category - Detail Sales Analysis By Product Category - Summary Sales Analysis By Type - Detail Sales Analysis By Type - Summary Sales Analysis - Item Within Customer - Detail Sales Analysis - Item Within Customer - Summary 12 Period Customer / Item Sales Report Stock Turnover Report By Stock Number Stock Listing By Stock Number Miscellaneous Charges Listing Stock Index Part File Listing Product Category Listing LIFO / FIFO Layer Listing Replacement Stock Number Listing Unit of Measure Conversion Listing Print Override Price Codes Vendor File Listing Department / Operator File Listing Problem Codes Listing Vendor Purchasing File Listing Stock Item Period History Report Print Standard Bill PO Buyer File listing Inventory Operator File Listing Print Override Commissions Print Override Sales Tax Codes Sales Order Number Audit Report History Invoice Report Receivings History Report Stock Transaction Ledger Outstanding Backorder's Report Serial Number Sales Report - By Vendor Sales Follow ups Due Report Vendor Catalog List Inventory Transaction Edit Listing Promotional Price Listing Inventory Work-Sheets by Category-Code Comparison of Computer and Manual Quantities
Assemblies Adapter Reports
Assembly Breakdown Edit Listing Assembly Component List Assembly Requirements Report
UPS Shipping Adapter
Reports
COD Tags Batch Labels UPS Shipping Manifest Order Shipment History Report UPS Rates / Tables
Job Cost Reports
Job Cost Adjustments and Interface Edit List Billing Edit List Unapproved Change Orders Listing Job Cost Analysis Report Job Resource Planning Report Job Cost Billing Report Job Cost Cash Flow Report Job Cost Performance Report Job Cost Profit Exception Report Job Cost Estimates Report Job Cost History File Listing Job Cost WIP Trial Balance Recognized Accounts Trial Balance Job File Listing Job Detail File Listing Master File Listing Cost Code Definition File Listing Job Cost Transaction Type File Listing Job Cost Control File Listing Job Cost Operator File Listing Relieve Work-in-Process Audit Report
Payroll Reports
Payroll Time Input Sheet Payroll Exceptions Edit List General Ledger Interface Calculation Report Payroll Register Payroll Check Current Labor Distribution Report Current Earnings by Classification Code Current Payroll Earnings / Deduction Report Totals Per Check Report Detail Per Check Report Direct Deposits Report Payroll Earnings by Day Report Payroll Job Report Manual / Void Payroll Register Employee Wage Review Report Employee Year to Date Earnings and Leave Report Employee Rolodex Cards Employee Mailing Labels Cumulative Payroll Earnings / Deduction Report Check History Report Labor Distribution Report Retirement Report Employee Info Listing Employee Address Listing Employee Recurring Deduction / Earning Listing Employee State / Local Accumulations Listing Tips File Listing P/R Control File Listing Deduction & Earning Codes List Payroll Operators Employee Class Accumulations Report Print the Work Location File Employee Period History Report Payroll G/L Interface File Listing Check Reconciliation Report 941 Federal Tax Report State Tax Report Local Tax Report Print w-2's
ReportMate Reports
ReportMate List Format Records ReportMate Data Dictionary Listing ReportMate Data Dictionary Key Field Listing RM Data Dictionary Access Grids Listing
SalesMark Reports
SalesMark Call Report Call Follow-up Report Mailing Labels SalesMark Call List
Service
Management Reports
Service Order Status Report Service Orders Billing Edit List Batch Invoices Service Order Cash Drawer Reconciliation Dept/Operator Cash Reconciliation Daily Deposits Report Daily Sales Report Contract Addendum Contract Expiration Report Invoice History Report Sales by Order Type Sales by Item / Customer Report 12 Period Customer / Item Report Print Technician Productivity S/O Repair Time Analysis S/O Revenue Analysis Parts Usage Analysis Open S/O Status Report Outstanding S/O Listing History S/O Listing Contract Revenue Forecast Contract Expiration Report Contract Profitability Report Contract Listing Equipment Warranty Expiration Report Equipment ID S/O Analysis Preventive Maintenance Planning Report Equipment Movement Report Vendor RA Turnaround Analysis Return Authorization Report Service File Listing List Equipment ID Models List Frequencies List Billing Coverage Types List Service Territories List Skills / Training Requirements List Service Technicians List Problem Types List Action Types List Equipment Categories List Miscellaneous Charges List Service Order Types List Service Locations List Service Order Operators List Customer Equipment Info List Equipment Meter Readings List Control Record Info (Page 1) List Control Record Info (Page 2) Service Period History Listing Print a List of Returned Equipment Print Scheduled Meter Readings Print Calculated Revenue Earned to Date
Extended Data Reports
Control File Listing
Remember that Extended Data information is integrated into the appropriate screens. Also, the data here is accessible directly in ReportMate Reports.
ExecuMate II Reports
Print ExecuMate Summary
SwiftMate Reports
Print Logging History Activity Array Print Logged Errors Operator Logon Totals Report Operator Activity Report Program Activity Report Daily Activity Report Print Company ID Information Operator Record Report Print On-line Help Print ON-line Hints Information Print Variable Menu Records Print Terminal Configuration Info Software Sizing Report
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