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This needs analysis is a 'TOOL' to help determine your accounting software needs. 

UTILIZING TECHNOLOGY FOR EFFECTIVE   

BUSINESS MANAGEMENT
AN ACCOUNTING SOFTWARE NEEDS ASSESSMENT
Section I: Your Company  
1.  What type of business are you in?
2. What are your company's annual gross sales?
3. How is this divided (in percentages)?
i) Inventory
ii) Services
4. How many employees do you have?
Section II: Your Computer System
1.  What type of computer operating system do you have on your PCs?
2.  Do you have a network? If so, what kind?
3.  Which accounting software system are you using now?
4. How many users will be accessing the accounting system at the same time?
i) One to three                        
ii) Three to five                       

iii) Greater than five                 
5.  Will your accounting system access other databases?
i) Yes                                       

ii) No                                      

Section III: General Ledger

1. Please check the number of fields (segments) required for your account structure
2. Please check the number of digits required for your account code (each segment).
3. Do you have any special general ledger account structure needs?
i) Yes                                
ii) No     

4.  In your account structure do you use:
5. Departments are based on:
6.  Please describe below any special needs or regulations with which you must comply:

7. Do you require customized reporting?
i) Yes                   
ii) No                                         
8. Do you require multi-currency capability?
i) Yes
ii) No
9. Please list the foreign currencies that you use:

Section IV: Inventory Requirements

1. Do you sell merchandise inventory?
i) Yes                

ii)  No    
2. What is the total value of your inventory investment? 
3.   Any special inventory needs (e.g. multiple warehouses)?
i)  Yes                          
ii)  No          
iii)   Not applicable      
4. How much have you invested in your inventory?
a) By location ('N/A' for one site)
b) By Product Line
5. How many products do you have in inventory?
6.   What method of inventory do you use?
7. Do you use picking slips or delivery tickets?
i)   Picking Slips                   
ii)   Delivery Tickets                
iii)  Not applicable                   

Section V: Order Entry

1. What percentage of sales are you quoting on?
2. For which items do you normally quote?
i) All
ii) Most
iii) Select few
3. What is the quote process?  How are they prepared (ex. hand written vs. software)
4. Approximately how many errors / returns are you experiencing in one week?
5. What pricing model do you use?
6. Is your market/industry price competitive?
i) Yes
ii) No
7. What is a normal delivery schedule?
8. Do you require a customized invoice specification?
i) Yes
ii) No
Section VI: Purchase Orders
1. Do you use Purchase Orders?
i) Yes (go to 35)
ii) No
2. For which inventory items?
i) All
ii) Most
iii) Select Few
3. How do you purchase your inventory items?
4.   Approximately how many  purchase orders do you average per month?
Section VII: Accounts Receivable and Customers
1. Approximately how many customers do you keep in your computer system?
2. Approximately how many invoices do you average per month?
3. Do you require that the computer system interface with cash registers or cash drawers to record sales from the point of sale?
i) Yes
ii) No

4.  Do you need any special requirements for customer invoice (i.e. customization)?
i)  Yes       

ii)  No           
Section VIII: Accounts Payable and Vendors 
1.   Approximately how many vendors do you keep in your computer system?
2. Approximately how many cheques do you average per month?
3.   Any special needs in accounts payable?
i) Yes                                 
ii)  No         
4.   Any special purchasing requirements?
i) Yes                                       
ii)  No         

Section IX: Job Cost

1.  Do you use job cost?
i)  Yes                                 
ii)  No     

iii) Would like to              
2.  Do you use budgeting other than job cost?
i)  Yes                        
ii)   No                          

iii)   Would like to                           
3.  Do you:
i)   Budget job cost by line item        
ii)  Want to record revenue to job at line item level
iii) Need phases                                          
iv) Need craft categories                                
v) Need expense reimbursements by job
vii) Need special job report                 
4.   Any other specific needs in job reporting?
i) Yes 
ii) No        

Section X: Payroll
1.  Do you use payroll software in-house?
i) Yes      
ii)  No         
iii) Send me more information         
2.  Do you transmit payroll electronically?
i)  Yes           
ii)  No                                         
iii)  Would like to     
Section XI: Budget
1. Please provide us with a budget for your accounting software investment (Remember: this includes installation, set-up & implementation, training, hardware and other equipment costs).

Section XII: Specialized Modules or Functions
1.  ACCPAC supports a number of  Third Party products that enhance the functionality of your accounting software.  Please list any special needs you may not have already listed.
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