Vertex Financial Management Software

Vertex can help you transition from outdated, non-integrated software into a fully integrated financial-management system. Vertex Financial Manager can also coexist with your existing nonprofit financial software.

Vertex Financial Manager
By combining individual program plans, units-of-service billing, accounting, payroll, and day-to-day operations into a single, company-wide information solution, Vertex Financial Manager can save you time, money, and the hassles of recordkeeping and redundant input.

Manage your business your way with a complete financial management software solution that combines accounting, payroll, purchasing, job costing, inventory, and invoicing for both units-of-service and subcontract jobs-in one intuitive, easy-to-use system.

General Ledger—The core of Financial Manager, the General Ledger enables you to:

• Create unlimited cost centers, programs, and divisions as required for financial reporting.
• Use drill-down capability to see the full impact of all transactions.
• Generate complete audit trails and maintain Sarbanes-Oxley compliance.
• Generate comprehensive summary reports in order to track and compare cost centers to budget.
• Produce financial statements—like income statements, balance sheets, and cash flow—that follow FASB95 standards.

Accounts Payable—Get a complete overview of your accounts payable with:

• AP history that retains what cost centers and accounts each document was charged against.
• Payable document entry that allows you to quickly distribute any document to many cost centers, automatically.
• Unlimited distributions to cost centers.

Accounts Receivable—With the integrated structure of Financial Manager, you can:

• Transform your accounts receivable into customer management.
• Create detailed reports on customer aging, sales statistics, and other vital information.
• Use customer contact management to enter all call notes and reminders.

Payroll and Human Resources—Intuitive payroll and human resources tools help you:

• Manage employee records, staff payroll, and consumer payroll.
• Produce paychecks, direct deposit, and maintain employee pay and tax records.
• Handle all pay, tax, deduction, or contribution calculations using flexible payroll setups.
• Track pay rate changes, vacation time, and sick time.
• Maintain employee files, including confidential information and equipment issued.
• Create reports that list and analyze all relevant human resources information.

Cash Management—This practical module makes it simple to:

• Track accounts at financial institutions, including bank account management, check writing, electronic payments, and bank reconciliation.
• Gain instant access to your company's current cash balance.
• Reconcile all bank accounts based on the account statements issued by your bank.
• Use a consolidated approach for all cash transactions.

Fixed Assets, Inventory, Purchasing, Job Costing—These modules can be added to form a complete financial system.

We're here for you-way beyond implementation
After we implement Financial Manager to meet your organization's unique requirements, we'll provide all the support you need, including training tailored to help you and your staff maximize your nonprofit software investment, and long-term application support to provide you with total peace of mind.

Fee-for-Service Billing
Now you can capture, track, and invoice all units-of-service provided to your consumers for all of your funding sources—Vertex Fee-for-Service Billing supports local, state, and federal funding programs, as well as third-party payors, so you no longer have to use separate fee-for-service software applications for separate sources. >> Find out more about Vertex Fee-for-Service Billing

Vertex products operate on all currently supported versions of Microsoft Windows. Actual requirements for the Windows server are based upon your total requirements, and can easily be determined by contacting Vertex directly at 866-981-2600.