This page is designed to provide Accountants with information about SoEasyAccounting.

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What is SoEasyAccounting?

SoEasy is a fully integrated general ledger accounting system that is used by a wide variety of businesses and individuals throughout New Zealand.

We have provided business solutions since 1992 and originally started as a specialist development service for individual business activities.

Today we compete against the leading brands of products and offer a general accounting solution plus industry specific solutions.

Why do your clients use SoEasy?

The main reasons why people use SoEasy as opposed to other products are:

• Easy to use: We refrain from using accounting jargon, such as debits and credits, so that non-accounting people can easily understand how to use and work with the system.
• Automatic error correction: People make mistakes so we have a built-in Artificial Intelligence to increase the accuracy of data input. For example, in the Cash Book, every entry is assessed in over 5600 different ways for common accounting mistakes. Should a mistake be recognised, the user is prompted with the issue and assisted in resolving it. This makes the information that you receive, better quality.
• Saves time: We have specially designed routines to make it faster and easier for people to process their business tasks.
• Ideal for start-up businesses: We have analysed the needs of new business ventures and provide step-by-step instructions for people to set up and maintain their system. We also help people focus on their KPI requirements and immediate profit analysis is available on providing quotes and invoices, which
  helps people keep on track.
• Ideal for growing an existing business: Many existing businesses have evolved with multiple management systems, which is both costly to maintain and difficult to integrate. SoEasy is a fully integrated system meaning that the contact database is seamlessly integrated with the stock, debtors, creditors, accounting and delivery modules, as well as the accrual general ledger. We have an extensive range of specialist modules that a user can install and run at any time during the business's growth.
• Industry-specific solutions: We have so many custom made solutions that instead of a business having to fit their operational method into a general accounting solution, they can instead benefit from the research and development already undertaken, and use an appropriate module to streamline their business process.
• Development solutions: We provide a customisation and development service.

The General Ledgers

• Cash based and Accrual based: Automatically, behind the scenes, two general ledgers are kept.
  The user can report on either at any time.
• Chart of Accounts: A default Chart of Accounts is automatically loaded during installation and a user can add/edit to suit their requirements.
• Alpha and Numerical Coding: To refer to an account a user is encouraged to use alpha codes, as for many people it is easier to remember the codes. For example: A-F means Administration Fuel. Your numerical code can be stored into the Chart of Accounts so that when reporting on the system the user can provide you with data in a format that you are familiar with.
• Divisional Chart of Accounts: For many businesses they have different divisions of their business that they need to keep track of. For example, a car hire company also repairs small motors. Instead of having a complicated numerical reference and/or keeping separate bank accounts, a user can configure their Chart of Accounts with Divisions. In this example the Administration Division would keep track of the car hire and another Division called Motor Repairs would keep track of income and expenditure of the motor repair side. Divisions can be reported on separately in both the GLs and Sales Reporting. This is not only a great way of reporting on performance but Divisionalising also provides the ability to sell a specific part of the business to a third party should this transaction be desired.

Can I receive my client's Data?

SoEasy is set up so that a client can send you their data on a disk or via email. You purchase the Accountant's version and you can then restore your client's data to it and work with it. The Accountant's Version allows you to store and review up to 998 client records.

Additional information

There is a specific Accountant's Web Page that provides you with a comprehensive resource and various tools are available for you to analyse clients' data.