Priority contains a unique utility for managing long-term contracts, which have an agreed price and fixed payment schedule. The agreements can be linked to varied exchange rates (in the dual currency package), and are invoiced automatically when a payment date is reached.
In a multi-customer environment, billing can be arranged in advance with the customer via a standing order, and charged to the customer's bank account or credit card.

Priority's profit center module enables measurement and analysis of profit centers in the organization by up to 5 different dimensions.
For example:
Dimension 1 - analysis by activity sector
Dimension 2 - analysis by department
Dimension 3 - analysis by project, etc.
Each dimension is a kind of independent system of revenue and expense, receiving input directly from financial transactions (or partial transactions). A single financial transaction can take part simultaneously in all 5 dimensions operating in the system, according to predetermined rules, or when recording the transaction, or retroactively.

In multi-company organizations, encompassing a variety of business sectors across companies, there is a need for reports and analysis of the organization's activity by business sector.
Priority's Profit Centers utility enables the simultaneous recording of accounting activities for each sector in both company ledgers and in the relevant profit center.
Using profit center attributes that are part of our financial transaction records, you can produce a consolidated profit and loss report (and analysis) across subsidiaries for a specific business sector that is shared by more than one subsidiary.

Priority allows you to define inter-company transfer accounts in the General Ledger to enable automatic transfer of inter-company transactions, including the option to automatically record transactions in the second company's ledger, provided this company is included as a database in Priority.

For each account, you can define a contra account for recording exchange rate adjustments.

When calculating exchange rate adjustments for foreign-currency accounts, entries are recorded in cases of a discrepancy between the balance in the foreign currency and the balance in the local currency (and/or the second currency, in the Dual-Currency package).

Dual-currency package: When calculating exchange rate adjustments for local-currency accounts, entries are recorded in cases of a discrepancy between the balance in the local currency and the balance in the second currency.

Priority enables you to define the forms you work with as multi-company forms (for relevant users). Users that are authorized to work in more than one company can view all relevant data from this group of companies in a single form.

Examples:

• To Do List - The list of issues awaiting the user's attention is taken from all companies in which the user is active.
• The purchasing manager can view all purchase requisitions from the group in a single form, and handle them from the same location.
• The service manager can view all service calls assigned to the group's employees in a single form (in the Customer Service module).

Dear Manager: How Can You Make Sure Your Customers Are Receiving Dedicated Service From Your Staff?

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Priority has created an automated module for this very purpose. Priority's business process management (BPM) module allows you to define the maximum amount of time that a document (e.g., sales opportunity, price quote, order, service call, etc.) can remain in a given status. When the specified time frame has elapsed, you the manager will receive a message, so that you can establish the cause of delay and ensure that no one is neglecting your valued customer.

Priority resolves the common need for customized documents for external use by using MS Word templates.

You can design customized document templates in Word, add company logos, and, most importantly, implant "smart tags" for data exported from Priority in the appropriate places within the template. Once you have saved the template to the template library, you will be able to print documents in the new format.

Preventing two users with identical form, report and column privileges from accessing data that they are not authorized to view, such as sales data for another branch or salesperson, or confidential accounts.

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The solution to this issue is a data privileges utility that enables you to hide confidential data from users, even if they are authorized to work in the relevant form. Priority supports data authorization by branch/sales representative, as well as the definition of secured accounts, customers, and vendors.

Priority's Customer Service module allows you to perform surveys amongst the customer population. Each survey is accompanied by a structured format of questions and responses determined in advance (which can also be updated during the course of the survey). The survey format is based on multiple-choice questions (for which several possible answers are provided). The user has free reign over the selection of questions to be included, as well as possible responses. During the survey, each customer contact's responses are recorded.

At the completion of the survey, reports can be run that organize and summarize the accumulated information in a useful format. This information can then be used to reach conclusions with the aim of making your customer service more efficient and effective.