New Products


Bookkeeper 2007 Bookkeeper 2007 incorporates a redesigned user interface that provides pending checks and invoices to print, payables, receivables, and bank account balances on one screen.

Other enhancements provides the ability to record payments of company bills made with credit or debit cards; design and print custom expense and payroll checks; avoid product stock depletion through inventory warnings from the program's invoice screen; and create invoices and estimates that can be emailed with the PDF export tool.

Price: $29.95. Avanquest: (925) 474-1700.

Partner Insights

Federal Tax Handbook

The 2007 edition of RIA's Federal Tax Handbook provides for preparing 2006 returns and tax planning for 2007 and addresses significant changes affecting tax law in 2006, including pension reform, Alternative Minimum Tax relief, and low capital gains and dividend tax rate extensions.

It also includes the current rates for estate gift, excise, and Social Security taxes; guidance as to which IRS forms to use to report, file, and make elections, and topic and margin indexes.

Price: $64.75 (single copy). Thomson: (800) 950-1216.

Office Accounting Express 2007

This financial management software and services portfolio lets companies create quotes, invoices, and receipts; write checks; track expenses; and reconcile online bank accounts. It integrates with Microsoft Office Outlook 2007 and Business Contact Manager. Users also can share their financial information online using Microsoft Office Live integrated services. Integration with Ebay, PayPal, ADP, and Equifax are available for additional fees.

Office Accounting Professional 2007 is available now through downloading the express product and includes multi-currency support, a business dashboard, cashflow management tool, job costing, and the ability to connect to Microsoft Dynamics Point of Sale.

Price: Free download (express); $149 (professional). Microsoft:

NetSuite's SuiteFlex

SuiteFlex, an application development platform, lets third parties create vertical applications within NetSuite and customize business processes for end-users.

Core technologies include SuiteScript, a JavaScript-based programming language for building the new functional processes and applications and SuiteTalk, which uses Web Services APIs to extend NetSuite to other systems and third-party applications or build add-on capabilities. It allows for using any language or platform that supports the SOAP standard, including Java and Microsoft.Net. Also incorporates is SuiteBundler, which provides point-and-click tools for personalization, configuration, and verticalization.

Price: Included in NetSuite subscription of $99 per user per month. NetSuite: (650) 627-1000.

MIP Fund Accounting

MIP Fund Accounting Version 8.0 adds receiving functionality; purchase order controls; and integrated modules for multicurrency, sales order entry, and inventory control, which automates receiving and returns.

The inventory reports provide up-to-the-minute availability of products in compliance with GAAP and other valuation requirements. Default purchase order reports track cancellations, adjustments, and receipts. Improved integration with the Accounts Payable module provides more control over tracking and compliance.

Price: Starts at $2,995 (single user). Sage Software: (800) 647-3863.

TimePlus Time and Attendance

TimePlus Payroll Services now provides time tracking via the Internet and integrates with the company's Web-based payroll services.

The system enables employers to account for labor in real time and view reports. It ensures accurate overtime reporting for Fair Labor Standards Act compliance and protects data via passwords and SSL encryption.

Price: Starts at $37 per pay period. TimePlus Payroll: (888) 720-7587.

Retirement Income Strategist

Morningstar's Retirement Income Strategist combines Ibbotson Associates' Wealth Forecasting Engine with Morningstar's investment research and technology.

The Web-based planning tool creates analyses and plans detailing longevity risks for clients who are nearing or in retirement. It illustrates how long an investor's money will last given different investment combinations. It accounts for Social Security, taxes, inflation, pensions, required minimum distributions, income annuities, retirement stages, and other financial goals.

Price: $800 per enterprise seat, (25 seats). Morningstar: (312) 696-6502.

Verbal Expense Tracking System

Virtual Management offers a service that allows users to call in and log tax-deductible expenses immediately following the charges.

The system by the voice-based services provider's Electronic Virtual Assistant asks users to call their "assistant" on a toll-free number and leave expense details on a voicemail. The information is then logged into a report for later use.

Price: $49.95 per month. Virtual Management: (800) 605-4412.


Version 6.0 of Database Security and Compliance adds pre-packaged SOX compliance report templates and a custom report engine to consolidate and extract information.

Performance and usability enhancements include Audit Trail Filter and a SQL Capture filter for high-transaction environments and ease of product administration. Rule chaining enables real-time, automated decision-making in response to suspicious activities and when terminating sessions to provide stronger ties to workflow and ticketing systems

Price: $15,000 (five databases). IPLocks: (408) 383-7500.

MISys for QuickBooks

Manufacturing Information Systems Small Business Manufacturing v. 1.5, designed for make-to-stock and make-to-order manufacturers, now connects directly to QuickBooks Items and Sales Orders.

The software can convert sales orders into work orders. Once products are manufactured, they are transferred immediately into the Items inventory. Items also can be transferred between the raw material and WIP inventory controlled by MISys SBM with the finished goods inventory controlled by QuickBooks.

Price: $2,500 (one user, purchased); $142 per month (rented). MISys: (800) 457-4600.

Xcelerator for Excel

Xcelerator for Excel reduces the time required to format new field sets and it can automatically reformat sets in as little as 30 seconds.

Version 4.1 lets users mix multiple subtotal times at each subtotal level, hide and unhide all non-breaking, non-subtotaled, and non-dragged items in one click, and clear duplicate or recurring values in any column. The product also can convert dates to either year/month or year/quarter format on either a calendar or a fiscal-year basis.

Price: $99.95 per user. Data Presentation Products: (888) 341-9657.


The Advanced Lookup Engine in PFW ERP 5.5, a financial and process manufacturing application, organizes data views at the user level. Customized views can be saved for quick retrieval or set as defaults.

A delete credential limits the ability to remove financial data and process manufacturing formulas for greater security. Accounts Receivable Write-off automates the task of clearing nominal, unpaid invoice amounts, while the Batch Edit Report tool provides user-configured validation checks for formulas, finished goods, and raw materials.

Price: $8,000 (three-user core financial system). Sage: (866) 308-2378.

Visual CE 10

Syware's latest release of its mobile database development tool adds centralized device control under Manage CE, which lets an administrator configure remote devices from a central site.

This allows new or updated applications and other files to be distributed to remote users and lets the administrator purge files from the device if it is lost or stolen. Visual CE 10 includes a macro editor to guide users through the process of creating well-structured, well-documented macros, which can now be located behind the scenes yet still viewed, called, and edited.

Price: $129 (Personal Edition); $399 (Professional Edition). Syware: (617) 497-1300.

First Research Industry Profiles

First Research has incorporated benchmarking ratios from Fintel, whose data is derived from more than 900,000 privately held firms and more than 900 industries, into its industry profiles.

First Research will incorporate a portion of Fintel's Income Statement, Balance Sheet, and Financial Ratios into its roughly 200 industry profiles. Sales professionals can use the information to better understand the business conditions, opportunities, and risks of each client and prospect.

Price: $129 (individual Industry Profiles); $999 (sole proprietors), $2,250 (up to five users). First Research: (866) 788-9389.

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