Financial Management
Helping the Public Sector Achieve Greater Success...

Financial Management

General Ledger

General Ledger is the heart of the Financials series. Its flexible account formatting, intelligent transaction processing, powerful Excel-based budgeting and sophisticated financial reporting capabilities give you the tools you need to master your financial data. With the Financials series, you will be able to capture and analyze vital business information so you know where you have been, and be able to chart where you are going.

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Bank Reconciliation

Empower your employees with a straightforward, consistent approach to managing your bank transactions that lowers administrative costs and gives you tight control over this mission-critical business process.  Gain unparalleled access to mission-critical financial information within your organization and turn that data into a powerful tool, while at the same time controlling it with greater efficiency and ease than ever before.

Manage all of your bank-related

activity through a single automated intersection, including cash, cheque, and credit card transactions, bank account balances, and automated reconciliation. Instantly review transactions, see summary information, mark those that need further attention, and drill-down for further detail— all from within a single window. Extend your reconciliation capabilities with ease using customizable transaction views, summaries of important information, and easy-to-use tools to sort and mark transactions as you need.An efficient bank reconciliation process saves you time and money.

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Payables Management

Payables Management is easy access to information that improves vendor relations to give your municipality a superior process. Payables Management gives you effective control over your expenses. Payables Management automates processes so you can to efficiently manage purchases made on account. This will help you track vendors, manage vouchers, process payments, and analyze vendor performance. Payables Management works seamlessly with the other all other modules, such as Utility Billing, Purchase Order Processing, Multicurrency Management, Bank Reconciliation for cash management, and General Ledger.

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Purchase Order Processing

Purchase Order Processing is an ideal solution for municipalities that want to fully automate the process of issuing and managing purchase orders, and the receiving of inventory tracked by purchase orders. Receiving/invoicing against multiple purchase orders is easy just select multiple purchase orders at the time goods are received and/or invoiced. Whether entering shipment only, invoice only, or shipment/invoice, you can select to view all purchase orders associated with a vendor.

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Receivables Management

Receivables Management builds a foundation of information for your sales process with comprehensive customer tracking to give you the information you need to improve customer service. Receivables Management will help you track customers, manage invoices, process receipts and analyze customer activity. Receivables Management works seamlessly with the other modules, such as Invoicing, Multicurrency for multinational sales, Bank Reconciliation for cash management, Licensing and Property Taxation.  Features include Customer/Vendor Consolidations, Refund Cheques, and Lockbox Processing.

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Invoicing

Invoicing provides a full-featured invoicing environment that combines the features you expect from an invoicing system with the hallmark technological advancements of Microsoft Business Solutions and Diamond Software. The graphical user interface is evident in Invoicing, with single-window invoicing process that keeps the most important information in front of you, while enabling you to access all other information easily and intuitively. Invoicing delivers unparalleled access to decision-driving information, turning data into a powerful competitive weapon.

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Multicurrency

Deliver superior multicurrency flexibility. In a world of expanding global opportunities, our Financial solution gives you the ability to fully manage multinational operations with comprehensive multicurrency capabilities.Multicurrency complies with standards on the accounting and reporting of multicurrency transactions, helping you handle the often complex process of issuing and receiving transactions in numerous currencies.

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Inventory Control

Inventory Control efficiently manages inventory at an unlimited number of warehouses and sites. Capable of handling an unlimited number of inventory items, Inventory enables you to implement sophisticated pricing and item tracking systems. Inventory tracks quantities, costs and prices. It records item receipts, disbursements and transfers. A full set of inquiry windows and management reports help identify strong and weak product lines, spot trends and accurately forecast future purchase needs. Inventory tracks the item age and maintains proper stock rotation. It also adapts to unlimited quantity breaks, item sites and bin numbers, as well as item categories.

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Fixed Asset Management

Take control of your municipality’s assets and put them to the best possible use in your organization with the asset management capabilities you need to effectively track, analyze, and manipulate those assets to make them work for you. Manage assets more effectively Quickly and accurately record, track and analyze your municipality’s assets with minimal effort and tremendous flexibility using multiple features and powerful reporting tools. Save time and money Set up assets quickly and easily and use classes or account groups to save effort by setting defaults and making mass changes, such as retirement or depreciation, to large numbers of assets at the same time. Put your information to work Make changes to one or many assets easily and capture necessary asset data for reporting purposes while performing comparisons across assets. Find the information you need Access the data you need with an intuitive graphical user interface and convenient one-button access to user-defined information or other critical data, including asset maintenance, purchase, lease, and book information.

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Web-Based Budgeting

Designed exclusively for the public sector, Diamond offers capital and operating budgeting and forecasting solutions designed to eliminate the need for spreadsheets while reducing clerical errors. Our budgeting solutions are designed to solve the cumbersome processes of assembling, tracking, analyzing and reporting of budgets. We provide real-time budgeting and improved reporting, in a secure web-based environment.

Download Capital TeamBudget Factsheet
Download Operating TeamBudget Factsheet
View Capital TeamBudget Demo

Operating TeamBudget Demo - Coming Soon!
Download TeamBudget Technical Specifications

Data Auditor


Data Auditor is a simple data-change management tool which tracks field- and record-level changes in your Dynamics GP system by user. Now you can answer the Who, What, When, Where and Why of your system data.

Download Data Auditor Factsheet
View Data Auditor Demo (see self-running demo at bottom of page)

Take Advantage of These Diamond Specials!

Download the November Special Flyer

Download the Business Ready Licensing Special
Hurry This Offer Ends December 19th!