EleASoft inc.'s Products.

Products

The management Software for Professionals


Free more time and simplify your job
Take full control of your client or patient files, from their opening to their closing. EleA^TM, an exceptional and regular work companion proposing a clear, functional and user-friendly interface.
What would you like to know ?

C.R.M. (Client Relation Management)

Your clients' data
	Create, save and manage locally all the information placed within files for each of your clients.
Customize your data
	Set up, save and manage the desired criterias for each of your clients and contacts. EleA^TM lets you use an unlimited number of custom fields that you are free to use as you wish for keeping data specific to your type of business. (eg. clients age category, favourite sport, end of fiscal year, pager number, etc.)
Mail merge & labels
	Create and send a mail merge with only a few mouse clicks. Create your own letter templates and correspond with your clients over the Internet. Create and print all the labels necessary for your mailing needs, for identifying paper files, etc. (label templates included for common laser formats)

Time (and Employee) Management

Virtual chronometer for time entry
	EleA^TM's virtual chronometer allows you to calculate and bill your time to the second. Your employees will also enjoy being able to precisely calculate the time spent on any given project (or client file).
Timesheets
	From the same screen, find both your and your employees' time entries. These entries are readily available to be charged without having to re-enter any information for making the invoices.
	This is a great time saver. Prevent the loss of information and any forgetfulness because nothing is easier than filling up a timesheet. Find out how much time you really spent working on a client's project and make your business more profitable.
Agenda (Calendar)
	Attach memorandums (notes / reminders / steps to settle) to your files and add a priority date to have them displayed in your agenda. This way, you can share with your employees the tasks needed to be done in each file.
	Each memorandum (note) can contain over 30,000 characters (almost 7 pages of text). View these memorandums (notes) by employee, by file as well as their recall dates in the agenda. Convert settled (finished) memorandums, with one mouse click, to a billable entry.
Reports and graphs
	Generate reports on time, accounting entries, invoices, money received as lists or graphs and ordered by employees, clients or files (projects). Measure the performances that you have come to expect.

File (and Project) Management

Your file (and project) data
	All the information found in each of the various fields of a client file are appropriately linked to the software's multiple functionalities. Besides the many pre-established fields for each of your client files that EleA^TM already provides, you can add an unlimited number
	of other fields that you can label and use for custom information. Assemble a team made up with your employees, name a leader, and assign each one of them an hourly rate that can be later used to bill their time spent on the project.
	Find any information in your files in the blink of an eye. Save time, more time...... and save money. (It's all about your money, right ???)
Memorandum or note (to do)
	Memorandums can have up to 32,000 characters (almost 7 pages). Memorandums are always linked to a file and an employee. Memorandums can be posted to the agenda (calendar), emailed to your client and they can be converted to an entry ready to be billed with only one mouse click.
Planning steps (work flow)
	Make use of planning steps to better manage a project's activity. Manage your work flow by knowing at what step you are at in each of your files and whether you're within schedule. Check off all completed steps and use that list to let the project's team know what has been done and what is left to do.
Time registry
	Hold in your files, reports of time spent per employee, per subject, per service, per fee category and much more.

Address Book

Everybody in one place
	Keep all your clients, employees, institutions and other addresses in one list. Doing so allows you to import address books from various messaging software like Outlook and Thunderbird. Use the list to print a mail merge or address labels.

Auto Notify

Set up automated notifications
	Using memorandums and files, you can set up your own personal assistant that will notify you about the current day's events and meetings. You will also be notified when it is time to close a period or send an account aging report to your bank's account manager.

Accounting and Billing

Free mind
	EleA^TM's learning curve is reduced to its bare minimum when it comes to ACCOUNTING... All entries of regularization, credit, invoice cancellation and adjustment are automatically done by EleA^TM. Print the list and aging of your accounts receivables, the sales journal, the receipts journal, the works in progress (WIP) and much more.
Invoice templates
	Create your own invoice templates. Add your company logo and improve your business image.

Invoicing
	Bill your employees' time (services) as fees, your expenses and your company's products. Choose what can be charged now, what will be charged later and what will never be charged. Override the employee's hourly rate at any time and anywhere within the transaction process.
	Add unexpected expenses directly into the invoice. Converting a memorandum (note) or a time sheet into a billing entry is only a click away.
Multiple companies
	For each one of your companies: Create different invoice and statement templates. Manage all your files, transactions (invoices, receipts, etc.), memorandums, entries and archives. Produce end of period reports (sales, receipts, accounts receivables, etc.). Close the periods.
Payments and receipts
	Balance your client accounts and identify those who owe you money at first glance. Create your sales and receipts journals and transfer the results to your General Ledger.
	Or better yet... send it all to your accountant over the Internet.
Works in progress (WIP)
	Generate your works in progress: by clients by files (projects) by employees Obtain the work aging.
Managing taxes
	Enter your tax rates and let EleA^TM manage them based on the province/state you operate from. At the end of each period, from inside the "Close Period" wizard and under the "Report" menu, find your sales reports and the cumulated sales taxes you have collected.

Access and Security

Security levels
	EleA^TM has 3 levels (groups) of security in which all user accounts are distributed. The software administrator can customize the two lowest levels according to the business needs. This configuration allows for a level of control over the users' access to various parts of the software such as :
	Reports Reimbursements Invoicing Adjustments Closing periods etc... "To possess information......is to possess power"
Users
	Each user identified in EleA^TM has a name, a security level and a password. The user can use the software only within the limits allowed by his or her security level and imposed by the administrator.

Archiving and Knowledge Management

Archiving
	Regroup and archive into one data file (making backups that much easier) all your management tools on clients, invoicing, documents (texts, spreadsheets, pictures), emails and any other information about your clients into their files.
	Only users with the proper access rights will be able to consult those documents archived into the client files. Once archived in EleA^TM, you can destroy the original document from your hard drive. EleA^TM will keep it safe for you and you will be able to modify it again later.
Knowledge management
	Use EleA^TM as a centralized database that can be entirely searched. As a virtual filing cabinet, you can't ask for anything better and this spells out as "S-E-C-U-R-I-T-Y" !!!

Office Tools

Wordprocessor
	Integrated into EleA^TM, is a classic wordprocessor featuring all the standard functionalities : Colored text Specified margins Text alignment Style sheets Multiple columns etc... You also have more advanced
	features like the ability to add headers, footers and to insert hypertext links and pictures. EleA^TM can open documents in various formats such as Word, RTF, HTML, Mac text, Windows text and Unicode. Create your text documents and archive them securely in any file.
Spreadsheet
	A spreadsheet is an application that manages a cell grid where you can enter quantitative information, mathematical formulas and pictures. You get all the standard functionalities of a classical spreadsheet.
	Create your spreadsheet documents and archive them securely in any file.
Labels
	Print labels using information from your clients and their files. Build your own or use predefined label layouts.

Required configuration for running EleA^TM v4.6

Windows	Minimum	Recommended
	Me, 2000, XP Pentium III Resolution of 800 x 600 256 MB RAM 70 MB free disk space	2000 Pro, XP Pro Pentium IV Resolution of 1024 x 768 512 MB RAM 500 MB free disk space

Macintosh	10.2.x, 10.3.x, 10.4.x PowerMac G3 Resolution of 800 x 600 256 MB RAM 70 MB free disk space	10.3.x PowerMac G4 Resolution of 1024 x 768 512 MB RAM 500 MB free disk space