Utilize
the experience, knowledge and variety of
software tools we've developed over the years.
Services provided for
Existing clients using
our software
New clients
CPA firms on behalf
of their clients
Other third party firms
Other businesses in
need of a solution on a one time or recurring basis
Available for
Our software files
Excel files
Other file types
Some of the services we offer
Calculate a file
• Provide detail, subtotal and file totals
• As of a prior month, year end
• Current month
• Future month, year end, budget period
• Calculate using
Existing values
Modified values, such as longer/shorter terms
• Change amortization/calculation method
Comparative results between two methods as of any month, year end
• "What if" scenarios
• Generate subtotals on different record values
• Create analysis data
• Send reports to/in Excel
Modify a file
• Clean up
• Change one or more values to a different value
• Selective and wholesale changes
• Temporary changes for "What if" questions
• "If this, then that" logic - change if value or another value meets
a test
• Table look-up - change a value based on its location in a table
of new values
• Extract records meeting one or multiple conditions
Extract and delete or
Extract and report or
Extract and something else
• Other requirements
Allocate a file
• Allocate positive and negative amounts
• Allocate to multiple recipients
• Allocate using one or more distribution methods
• Recap the results
• Allocate the results
Post a file
• Create a general ledger posting file in a specific format
• Allocate a file already formatted for posting
• Allocate records and format for general ledger posting
• Aggregate records, create a posting file with offsets at subtotal
level
Process a file
• Calculate records
• Prepare and return reports
One time basis
Recurring basis
• Custom programming tools and routines
To provide a service on a one time basis
For continuing use by a client
Convert a file to our
database software
• Retain or recalculate current balance
• Retain, create or modify data values
Partial list of clients who have purchased software and services ....
For more information regarding Services and
Software
Please call toll free 1-800-245-8444
Or email Support@fdssi.com
If available, attach
a sample file.
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