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Summary
The Dashboard
Managing Assets
Receipts & Payments
Reporting & Analysis
Planning, Setup & Administration
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The Dashboard
The dashboard is your window to all aspects of managing the portfolio.
It has been designed specifically to provide instant access to information
and visibility of your financial position, including market values of assets and your cash position. Through the dashboard you can also access cash payments and receipts,
reports and commonly used setup options as well as view summary charts.
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Managing Assets
Manage Invest is designed for both Physical and Financial Assets and in
this part of the tour we explain how asset classes and asset risk categories can
be defined to suit your needs. For
physical assets you will see how items such as
depreciation, rent, regular receipts and insurance can be handled. For Financial
Assets we explain how share price updates occur and the how assets can be allocated
for risk reporting purposes.
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Receipts & Payments
Here we explain how Cash Payments and Cash Receipts are handled along with
consumption taxes if applicable to your part of the world. We demonstrate the use
of business cards, and how we have streamlined the browse & select function
to make entry of information simple. We will also guide you through how the general
ledger operates and the structure of the chart of accounts.
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Reporting & Analysis
Manage Invest uses charts and graphics throughout for analysis of performance.
It also comprises a comprehensive transaction reporter, a set of standard reports,
an analysis tool for calculating asset yield and comparison against your planned
investments.
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Planning, Setup & Administration
Manage Invest has a huge range of functionality embedded which allows operation
in any jurisdiction and allows users to change values in tables which drive the
analysis and reporting. A range of specific taxes have been pre-loaded for various
countries, allowing users to use these templates. All of the setup is supported through
setup wizards and in this part of the tour we take you through the wide range of
options available.
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