Microsoft Small Business Financials (formerly Microsoft Small Business Manager) is a business
accounting software package. The software is targeting growing
small business
Small businesses are types of corporations, partnerships, or sole proprietorships which have fewer employees and/or less annual revenue than a regular-sized business or corporation. Businesses are defined as "small" in terms of being able to ap ...
es that require more than basic accounting software: with fewer than 25 employees
[Microsoft Small Business Financials - Small Business Manager Top Questions](_blank)
/ref> and less than $10 million of revenue. It is part of Microsoft Dynamics
Microsoft Dynamics is a line of Business Applications, containing enterprise resource planning (ERP) and customer relationship management (CRM). Microsoft markets Dynamics applications through a network of reselling partners who provide speciali ...
(formerly Microsoft Business Solutions) family. It is based on Microsoft Dynamics GP
Microsoft Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) intelligent business applications announced by Microsoft in July 2016 and released on November 1, 2016.
Feature applicat ...
and runs on top of free Microsoft MSDE
Microsoft SQL Server Data Engine (MSDE, also Microsoft Data Engine or Microsoft Desktop Engine) is a relational database management system developed by Microsoft. It is a scaled-down version of Microsoft SQL Server 7.0 or 2000 which is free for n ...
or SQL Server Express database. Microsoft Small Business Financials and Microsoft Dynamics GP
Microsoft Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) intelligent business applications announced by Microsoft in July 2016 and released on November 1, 2016.
Feature applicat ...
are built on the same platform, so migration to Microsoft Dynamics GP
Microsoft Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) intelligent business applications announced by Microsoft in July 2016 and released on November 1, 2016.
Feature applicat ...
is very simple and straightforward.
The current version is 9.0. As of January 1, 2009 Small Business Financials 9.0 is no longer for sale to new customers.
The following features are included with the product:
* Financial
Finance is the study and discipline of money, currency and capital assets. It is related to, but not synonymous with economics, the study of production, distribution, and consumption of money, assets, goods and services (the discipline of fina ...
( General ledger with Advanced Financial Analysis)
* Banking
A bank is a financial institution that accepts deposits from the public and creates a demand deposit while simultaneously making loans. Lending activities can be directly performed by the bank or indirectly through capital markets.
Because ...
( Bank reconciliation/Cash flow
A cash flow is a real or virtual movement of money:
*a cash flow in its narrow sense is a payment (in a currency), especially from one central bank account to another; the term 'cash flow' is mostly used to describe payments that are expected ...
management)
* Sales
Sales are activities related to selling or the number of goods sold in a given targeted time period. The delivery of a service for a cost is also considered a sale.
The seller, or the provider of the goods or services, completes a sale in r ...
(Sales order
{{unref, date=December 2018
The sales order, sometimes abbreviated as SO, is an order issued by a business or sole trader to a customer. A sales order may be for products and/or services. Given the wide variety of businesses, this means that the o ...
processing/ Accounts receivable)
* Purchasing
Purchasing is the process a business or organization uses to acquire goods or services to accomplish its goals. Although there are several organizations that attempt to set standards in the purchasing process, processes can vary greatly betwee ...
(Purchase order
A purchase order is a commercial document and first official offer issued by a buyer to a seller, indicating types, quantities, and agreed prices for products or services. It is used to control the purchasing of products and services from externa ...
/ Accounts payable)
* Inventory
Inventory (American English) or stock (British English) refers to the goods and materials that a business holds for the ultimate goal of resale, production or utilisation.
Inventory management is a discipline primarily about specifying the shap ...
(Item tracking)
* Foundation and Reporting (Report editor, SmartList, Microsoft Office
Microsoft Office, or simply Office, is the former name of a family of client software, server software, and services developed by Microsoft. It was first announced by Bill Gates on August 1, 1988, at COMDEX in Las Vegas. Initially a marketin ...
Integration)
* Integration (Import wizard for / transactions)
* Microsoft SQL Server Desktop Engine
Additional features that may be purchased separately from Microsoft are:
* Crystal Reports
Crystal Reports is a business intelligence application marketed to small- and medium-sized businesses by SAP.
History
Terry Cunningham and the Cunningham Group originated the software in 1984. Crystal Services Inc. marketed the product (origina ...
* Fixed assets
* Designer User
* Magnetic Media
* US Payroll
In October 2008 Microsoft announced that Microsoft Small Business Financials is being discontinued and Microsoft is providing a highly discounted migration path to Dynamics GP.
See also
*Microsoft Dynamics
Microsoft Dynamics is a line of Business Applications, containing enterprise resource planning (ERP) and customer relationship management (CRM). Microsoft markets Dynamics applications through a network of reselling partners who provide speciali ...
* Microsoft Small Business Accounting
*Dexterity (programming language)
The Dexterity programming language was designed in the late 1980s for the implementation of platform independent graphical accounting software. Dexterity itself is written in the C programming language. It was used in the development of Great Pla ...
References
External links
Microsoft Small Business Financials Official Website
Microsoft North America Financial Offerings Product Comparison Guide
{{Accounting software
Small Business Financials
Microsoft Small Business Financials (formerly Microsoft Small Business Manager) is a business accounting software package. The software is targeting growing small businesses that require more than basic accounting software: with fewer than 25 emp ...
Accounting software