EZ Beans Private Lesson Business v.1.12

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EZ Beans Private Lesson Business Management (EZBeansPL) is desktop software designed for managing and accounting for a private lessons business. * The functional areas of PEOPLE, TIME and MONEY are integrated to minimize data entry and organized for convenient data management and reporting. * Schedule-based billing creates billing statements automatically from appointment and contact data in a variety of formats. The Billing Dashboard shows customer/student payment statuses at a glance. * Tracks receipts, expenses and mileage related to lessons, practices, performances, other appointments and other tasks (repeating items included). * Financial reports, mileage reports, schedule reports, mailing labels, business cards, phone book lists and many others.Features * User-friendly menu pages provide easy navigation through the functional areas of PEOPLE, TIME and MONEY. (Also has top menu and toolbar navigation.) * All data entry, view and list pages have built-in report print functionality. * Includes utilities for backup, restore, relink and compact/repair functionality. * Includes all functionality of EZ Beans Simple Business Cards product.# PEOPLE has easy data entry, viewing, filtered lists, group selection and reporting for students, scholarship sponsors, performance hosts, vendors, personal and other contact types.# Stores appointment default values for lesson amount, scholarship sponsor amount, location, mileage, duration, day-of-week and time.# Separate areas for business owner business card data and other report data.# Separate areas for sponsor, billing, and third contact information.# Prints selectable-data contact lists by school, grade, birthday, lesson location and other formats.# Prints selectable-data phone book information in a variety of formats.# Prints selectable-data mailing labels from contact or billing contact data.# Prints business cards from business owner data with a variety of pre-formatted styles and logos.# Prints business owner return labels.# TIME has easy data entry, viewing, filtered lists, group selection and reporting for scheduled lessons, practices, performances and other appointments, both billable and non-billable.# Appointment copy functionality facilitates recurring appointments.# Mileage tracking on appointments.# Appointment entry populates default values for lesson amount, scholarship sponsor amount, location, mileage, duration, day-of-week and time from contact data.# Master schedule page facilitates planning and management of default contact data.# Prints selectable-data master schedule reports.# Prints selectable-data schedule reports by date, location, and contact, including a signable report(when signature verification of lessons is desired).# Prints time planner sheets in daily, weekly or monthly formats.# Prints lesson log sheets.# MONEY has easy data entry, viewing, filtered lists, group selection and reporting of receipts and expenses along with billing and mileage reports.# User maintainable receipt, expense and payment types.# Mileage tracking on receipts and expenses.# Receipt matching with billable appointments including scholarship sponsor portions.# Partial payment receipt feature automatically adjusts billing.# Billing Dashboard page displays customer/student payment statuses at a glance and flags those with past due amounts, unmatched payments and credit balances.# Prints billing statements and reports based on selectable schedule data in varying levels of detail.# Prints selectable-data expenses reports and receipts reports in a variety of formats. (Selectable data can include or exclude non-tax purpose types.)# Prints selectable-data financial summary reports by type or by month. (Selectable data can include or exclude non-tax purpose types.)# Prints selectable-data mileage reports in a variety of formats from receipts, expenses and appointments.

EZ Beans Private Lesson Business Management ...

 
  • EZ Beans Private Lesson Business
  • 1.12
  • EZBeans Software
  • Win All
  • Shareware
  • 6.84 Mb
  • 226
 
 

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