Private Lesson Business

Product Features and Specifications

Summary

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.

1. Add information in PEOPLE for the business owner, students, vendors and other contacts.
2. View and modify the Master Schedule in TIME to adjust defaults for mileage and schedule times.
3. Add items in TIME for scheduled lessons, practices, performances and tasks.
4. Print Billing Statements from MONEY.
5. Add Receipts and Expenses in MONEY.
6. Print reports from any of the three major areas when desired.

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.

System Requirements

• Microsoft Access 2007 requires either the Microsoft Windows XP SP2 or Windows Vista operating systems.*
• Microsoft Access 2003 requires Microsoft 2000 SP3, Microsoft Windows XP or later operating systems.*

*Source: www.microsoft.com web site.   Microsoft Access(TM), Microsoft Windows® and Microsoft Windows Vista® are trademarks of Microsoft Corporation.

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