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Accounting Software Selection

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Select Accounting Software

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Accounting Software Selection Templates - 4,254 Criteria - Updated Monthly - Purchase at Bottom

Accurately select accounting software in less time by using this UNBIASED accounting system RFP template (model) and accompanying accounting software selection guide and evaluation templates. Quickly choose accounting system software that best fits your company's unique accounting needs. These tools will enable you to:

  • Prevent Expensive Do-Overs Caused by Overlooked Accounting Software Requirements
  • Save Weeks, even Months, of Time by Eliminating Manual Review of Thousands of Vendor Responses
  • Easily Evaluate & Select Accounting Software by Using Quantitative Requirements
  • Measure the ON-GOING Support a Proposed Software System Requires Using the Supportability Index.
  • Use Your Organization's Specific Requirements to Analyze & Evaluate Accounting Software
  • Make selecting accounting software more reliable. Use this RFP / Requirements Checklist and software selection tools anywhere offline or over the Web (via Microsoft OneDrive) for maximum collaboration as needed.  Effectively communicate software feature IMPORTANCE to vendors, then use CUSTOMIZABLE SCORING to select accounting software OPTIMIZED for ALL your needs!

    (Click Thumbnails on Left for Examples of the Software Evaluation & Selection Tools INCLUDED!)

    Accounting Software Selection Requirements

    This easily customized Accounting Software RFP template is updated monthly, enabling it to query vendors about everything needed to successfully select accounting software best for your organization's needs using current, state-of-the-art technology. Each RFP requirement is described in full sentences (not just cryptic jargon) written by accounting software experts to clearly convey your needs to vendors.

    Also included is a complete vendor RFP Response Evaluation Toolkit and Guide, enabling you to save time & money during ALL steps needed to make the best accounting software selection based on your firm's needs, from Initial Planning to Requirements Collection to Going Live. Select software efficiently and reliably!

    Choose Accounting Software Quickly

    Use this RFP template to quickly obtain truly meaningful, consistent, and easily evaluated vendor RFP responses (proposals) specific to your organization's unique accounting needs.  Accurately perform "Apples-to-Apples" comparisons of competing accounting software system products at the individual, detailed feature level, and also the suitability to your needs, software supportability, and financial levels.  The RFP contains requirements criteria for:

  • System Global Issues
  • General Reporting
  • Mobile Accounting Apps
  • Dashboard Capabilities
  • External System Integration
  • Web Enabled Functions
  • User Interface
  • Service Level Agreements
  • Chart of Account Maintenance
  • Inventory Management
  • General Ledger Processing
  • Item Master Information
  • General Ledger Reporting
  • Inventory Item Processing
  • Fixed Assets
  • Quality Check Facility
  • Depreciation
  • Inventory Analysis
  • Asset Lifecycle Management
  • Inventory Inquiry & Reporting
  • Financial Reports
  • Job Cost Functions
  • Payroll Processing
  • Job Costing Inquiries & Reports
  • Department Functions
  • Project Cost Functions
  • Payroll Reports
  • Project Costing Reporting
  • Employee Record Keeping
  • Customer Order Entry
  • Purchase Order Management
  • Packing Slip Preparation
  • eProcurement Interface
  • Invoice Preparation
  • Purchase Order Processing
  • Picking List Topics
  • Purchasing Reports
  • Warranty Issues
  • Contract Maintenance
  • Cash Management
  • Contract Monitoring
  • Cash Reporting
  • Contract History Logging
  • Accounts Receivable (AR)
  • Accounts Payable (AP)
  • Customer Master File
  • Budgeting
  • AR Transaction Processing
  • Budgeting Reporting
  • AR Inquiries & Reporting
  • Document Capture
  • Document Retrieval
  • Business Intelligence
  • Workflow Processing
  • System Configuration
  • System Implementation
  • Security Saas/Cloud
  • Initial Costs
  • Cloud Configuration
  • Cloud Administration
  • System Support
  • Ongoing Costs
  • and Much More...
  • and Much More...
  • Follow this link to view a MORE DETAILED list of the criteria categories.

    The comprehensive accounting software RFP template and selection toolkit utilizes built-in response management and AUTOMATED evaluation tools to provide capabilities and benefits significantly better than those of a template that simply lists accounting software features.  It literally becomes a knowledge repository and system management tool useful over the life-cycle of your accounting software system.  This RFP template is organized by business process for easy reference, and provides the detail needed to:

  • Collect Your Accounting Software Requirements Easily & Accurately:

          Accurately Identify Needed Software Features Using a Detailed Requirements Checklist w/Fit-GAP Matrix
             - Avoid Overlooking Key Accounting Requirements
          Send a Needs Survey to Users - Jog User Memory & Gather Unique User Needs in Detail!
          Ideal for accounting system software Fit-GAP Analysis
          Easily Add Your Organization's Unique Needs & Requirements

  • Clearly Communicate Your Organization's Accounting Needs to Vendors:

          All Requirements are Presented to Vendor Using Full, Easy-to-Understand Sentences
             instead of Ambiguous, Easily Mis-Understood "Feature-Speak"
          All RFI/RFP Templates Provide Full On-Line Help
          You Can Provide Full Instructions to Vendors as Needed
          Unlimited Space for Your Company Background, Current System, & Project Goals
             for ensuring vendors fully understand your organization's needs & goals.

  • Obtain Clear, Concise, & Easily Evaluated RFI/RFP Responses from Vendors:

          Response Format Enhances Accounting Software Selection & Implementation Decision-Making Data
          Speedy Response Entry Process Increases Vendor Response Participation and Accuracy
          Learn Exactly Which Accounting Software System Features, Functions, & Processes are Provided by Each Proposed System
          Complete Vendor Response Validation Ensures Easy, Accurate "Apples-to-Apples" Accounting Software Comparison

  • Identify & Mitigate Risks - Eliminate Accounting System Implementation Surprises

          Special Vendor Response Values Identifies both IF a Feature is Being Delivered
              and Also HOW It will Be Delivered.
          A RISK Assessment Score is Assigned to Each Feature's Delivery Method.
          Overall Supportability is Determined from Total Risk Assessment Score.
          Color-Coded System Comparison Matrix Shows Where Risk Mitigation is Needed at the
             Process Feature Level.

  • Manage Implementation Costs More Effectively:

          Cost Matrix Cross-References Feature Delivery with Enhancement Costs
          Easily View the Status of Required Accounting Software Customization Tasks
          Enables Accurate Tracking of Individual Accounting Features and Enhancements
          Track Implementation Progress & Payments Using "Earned Value Management" Techniques.
          Ensures You Receive What You have Contracted For (& Are Being Charged For!)

    (See bottom of this page for Pricing information.)


    Select Accounting Software Accurately

    accounting evaluation   INCLUDED with this RFP template is a full set of Vendor RFP Response (Proposal) Evaluation Matrix tools and guides that enable extremely accurate evaluation and selection of accounting software.  All comparison and evaluation functions can be tailored to utilize your organization's actual business needs at the detail feature level.  Make choosing accounting software easier! For more information about accounting software evaluation, comparison, and selection tools Click Here!

    RFP template example

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    View all  RFP templates for choosing accounting software.

    You may also find ERP software to be of interest, if so please visit:  ERP Selection.

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