Name: Evelyn ERP
Author: Evelyn Cloud Solutions

Customer Engagement

Help Desk

Web and Video Conferencing

Customer Support

Continuous Integration

Development

Online Proctoring Software

Education

Association Management

Business Intelligence (BI)

Collaboration

Contract Analysis

Data Analytics  and BI Services

Document Generation

File Sync

Enterprise

Accounting

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

Asset Tokenization

Cloud Storage

Container Management

DevOps

Disk Based Backup

Fraud Detection

Hadoop-Related

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Managed Private Cloud

Network Access Control (NAC)

Network Performance Monitoring

Relational Database Management Systems

Requirements Management

SSL Certificate

Tower Servers

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Customer Loyalty Program

Digital Experience Platforms (DXP)

Email Marketing

Location Intelligence

Marketing Automation

Personalization Engines

Product Management

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Email Signature

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Sales

Cloud Access Security Brokers

Data Loss Prevention

User and Entity Behavior Analytics (UEBA)

Security

Automotive

Catering

Church Management

Estate Planning

Hotel Management

Insurance Claims Management

Law Practice Management

Multiple Listing Service (MLS)

Vertical-Specific

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Evelyn ERP is positioned as a comprehensive business management solution that aims to simplify operations and streamline processes across various areas of a company. The vendor claims that this software is suitable for businesses of all sizes and sectors, including retailers, service-based companies, commercial distributors, and manufacturing companies. According to the vendor, Evelyn ERP offers a range of features and functionalities to meet the needs of professionals and industries seeking efficient management solutions.

## Key Features

**Point of Sale (POS)**: According to the vendor, Evelyn ERP provides functionality to streamline sales transactions and simplify the checkout process. It claims to enable tracking of sales, generation of receipts, and management of customer information.

**Electronic Invoicing**: The vendor states that Evelyn ERP offers the capability to generate electronic invoices, aiming to facilitate seamless billing processes and ensure compliance with fiscal regulations. It is claimed to simplify the management and tracking of invoices for accurate financial records.

**Inventory Control**: According to the vendor, Evelyn ERP allows real-time tracking and management of inventory levels. It claims to optimize inventory management through accurate stock tracking and streamline purchasing and replenishment processes.

**Accounts Payable (CxP)**: The vendor claims that Evelyn ERP enables the management of accounts payable and tracking of outstanding vendor payments. It aims to streamline payment processes, maintain accurate records, and monitor payment due dates to ensure timely payments.

**Accounts Receivable (CxC)**: According to the vendor, Evelyn ERP offers functionality to track customer invoices and manage accounts receivable. It claims to streamline payment collection processes, monitor outstanding balances, and generate reports on customer payment history and aging.

**Dashboards**: Evelyn ERP provides customizable dashboards, according to the vendor, allowing users to access real-time data and insights. It claims to enable monitoring of key performance indicators and tracking of business metrics, aiming to support informed decision-making.

**Financial Management and Banking**: The vendor states that Evelyn ERP facilitates the management of financial transactions, including banking activities. It claims to track income, expenses, and cash flow for accurate financial management and streamline reconciliation processes.

**Informed Decision Making**: According to the vendor, Evelyn ERP provides access to accurate and timely information for informed decision-making. It claims to generate reports on profitability, margins, and billing trends, allowing analysis of performance by different areas within the organization.

**Data Entry Simplification**: The vendor claims that Evelyn ERP aims to streamline data entry processes and reduce errors. It is said to increase the accuracy of daily tasks and operations, resulting in time and resource savings in administrative management.

**Productivity Improvement**: According to the vendor, Evelyn ERP aims to increase productivity by automating administrative tasks. It claims to optimize resource allocation and reduce manual efforts, allowing users to focus on core business activities for improved efficiency.

Odoo, from the Belgium-headquartered multinational company of the same name, is a suite of business applications for managing the sales pipeline. It also comprises a PoS and inventory management modules, scaling to a warehouse or retail management solution.

Standard

Custom

Odoo

Acumatica delivers a set of cloud-based business software applications with dashboards, reporting tools, integrated document management, centralized security, and customization tools.

Acumatica

Evelyn ERP

Enterprise Resource Planning (ERP) Systems are business management software that allows an organization to use a system of integrated applications to manage the business. ERP systems integrate development, manufacturing, sales and marketing.

Enterprise Resource Planning (ERP)

Evelyn Cloud Solutions

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Journals and Reconciliations

Automate and synchronize ledgers and processes

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

Billing Management

Access role-based billing work area, perform discrete and recurring billing

Cash and Asset Management

Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments

Travel & Expense Management

Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement

Budgetary Control & Encumbrance Accounting

Control spending at any budget level or time interval

Period Close

Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Plug-ins

A number of third-party plug-ins are available to expand the core functionality of the software.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Multi-factor authentication

User-level audit trail

Grants Management

Grants management solution for higher education, public sector, or non-profits with capabilities for managing financial awards for program and project funding

Award Lifecycle Management

Manage the life of program funding awards from initial funding to close-out

Project Financial Management

Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.

Budgeting and Forecasting

Establish project budgets and forecast future project financials

Project Costing

Standardize, track, and control costs at all project phases

Evelyn ERP

Overview

What is Evelyn ERP?