Ximple Modules

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Ximple's Accounting Modules provide companies with integrated General Ledger, Accounts Receivable, Accounts Payable and banking features (all of which are compliant with the Sarbanes-Oxley Act of 2002). These modules are based on a hierarchical approach that maps to management accountability and reporting needs. Companies can navigate from a high level enterprise-view down to specific accounts and individual transactions. The modules offer a wide range of reports for your business practices. It's a paperless environment that generates real time data, keeping you up to date on how your business is doing.

  • Accounts Receivable

    Ximple's Accounts Receivables provides comprehensive debt and credit management for your Organization, that is integrated to the rest of the applications. The Accounts Receivables offers the most comprehensive tool set to manage your company's assets. It allows the company to increase cash flow and reduce delinquent accounts through timely, accurate information.

    The module uses predefined algorithms to help determine whether a payment should automatically be applied to a single item amount, the customer's last statement balance, current balance or past due balance.

  • Accounts Payable

    The Accounts Payable module is a total payables management system that delivers flexible processing and reporting capabilities to control expenses while providing accurate, meaningful, and rapid reporting. The system offers a powerful Trade Bills tool that allows users to automatically link bills to their corresponding receipts.

    Like all modules of Ximple, the AP module provides extensive inquiry and reporting capabilities that offer detailed and summary information on all payable activity within the organization. With multi-company, multinational and multi-currency support, flexible payment processing, advance tracking, invoice registration and easy external application integration, Ximple's Accounts Payable is the total payables management solution for any organization.

  • General Ledger

    Ximple's General Ledger is a flexible, robust accounting system with complete financial control necessary for making critical business decisions. The General Ledger is the backbone of the management solutions. It eliminates redundancy and emphasizes in business processes which become immediate.

    Among the options available via the General Ledger menu options are:
     Maintain the company chart of accounts
     Perform journal entries
     Generate financial statements
          Balance sheet
          Profit and loss•Generate trial Balance
     Generate custom reports via the report writer
     Set Budget
     Fixed Assets

  • Ximple, is a cash management control and reconciliation module for all bank accounts across the enterprise. It is a totally integrated to the other modules of the financial suite GL, AR, AP and Billing.

    Statement Reconciliation: Powerful yet intuitive and easy to use bank reconciliation allows you to reconcile your record of deposits and withdrawals with the statement you receive from the bank in a pain free process that will get you where you want to be with a few clicks of your mouse.

  • Billing

    The Billing module provides an easy and fast way manage and print customer invoices. It also allows for a quick way to view your employees' time-sheets and work.Three powerful reporting tools are found within this module:

    Work with Customer Statement: Generates current, up to the minute customer statements. This can be done for all customer or branches, or for a specific customer or branch.

    Sales Report: Generates a customer's sales report for a specific date range. Reports can be generated to show:
     Specific Product
     Type (Quarterly, Monthly, Weekly or Total)
     Include Credits
     Show: Sales, Profit or Cost

    Customer Statement History: Displays the customer's up to the minute statement in HTML format, allowing you to use Ximple's drilldown capabilities to search the system for the specific transactions displayed on the statement.

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Warehousing & Inventory

The Warehousing Module support multi-location inventory management that keeps track of stock levels and processes inventory receipts, shipments, returns, and adjustments.


Ximple's Warehousing and Inventory modules offer:

  • Manage inventory by location
  • Adjust Item Qty, Location and Cost
  • Full or Partial Physical Inventory by: Supplier, Location, Item Group
  • Manual Stock Adjustments by: Lot and Serial Numbers
  • Real-time stock location and availability check
  • Manual Stock Adjustments by: Lot and Serial Numbers
  • Tracking serial/lot numbers and expiration dates
  • Easy receipt entry of goods from suppliers and other warehouses
  • Automated and manual transfers between distribution centers, primary or secondary warehouses based on demand
  • Automated damaged and defective material return to supplier
  • Comprehensive shipment management that allows:•Setup Multiple carriers & shipping methods
  • Setup of delivery routes
  • Manage shipping packing slips and label printing
  • Notify customers by email when send out shipment
  • Streamline the process for shipment billing and payment collection at the time of delivery


Keeping track of your company's products has never been easier. The Catalog module allows you to setup

  • Brands
  • Manufacturers
  • Product Types
  • Product Categories
  • Product Lines/Commodities
  • Units of Measure
  • Package Types
  • Mass Product Updates
  • Pricing Updates (Trade Service or direct from Vendor)
  • Product Maintenance/Creation

Product Maintenance/CreationViewing and managing the products in the catalog is done through the Product option. From there you can edit all aspects of the product, from preferred vendor and vendor prices, to defining order point and discounts

Order Entry

The Order Entry Module is designed to provide a method for fulfilling and shipping sales orders according to inventory availability.

Multiple ways to take orders

The sales module performs an extremely valuable function by providing a direct link to the Accounts Receivables and Warehousing modules and provides the capability to query any account or data item field to obtain information on the status of an order and whether a shipment is on hand, back ordered, or committed.

Ximple gives freedom to the customer, allowing them to log into their own account and place orders as they need them.

B2B Portal

Online customer order entry portal


Over the counter module that takes you from order entry through the dispatch process

Deliveries & Special Projects

Separate option for delivery sales and special project/Lot sales

  • person_outline Sales Staff

    Because of the system's intuitive nature, cross training of sales staff is a breeze. The same employees that take counter orders or handle phone orders can do the others job without need to retrain and at the same time enables them with:

    *Lot Billing
    *Direct Shipments / EBO's
    *Create quotes on the fly
    *Allow EDI Ordering

  • Order Management

    Ximple will let you manage your orders and your customers in a single step. These two are tied up together to make you more efficient and productive. With a single action of your mouse or keystroke you are enabled to:

    *Look up customer's data and credit worthiness
    *Look up for products, prices, availability
    Search over product features
    Access multimedia literature of the product
    *Retrieve SPA information if available

  • Customer Price Management

    The system has a multiple layered pricing schema, which allows companies to provide customers with a flexible policy that will satisfy the needs of the most demanding of them. These layers, which can be combined with tier pricing and/or UOM combinations, allow the company to:

    *Setup sales prices by mark up percentage on Purchase Price , various Cost or Targeted Return
    *Simplifying the task of calculating or generating sales prices
    *Easily setup prices by Item, Item group, Customer, Customer group, store, etc...
    *Also provide Quantity Discount, Cash Discount and Promotion Discount into pricing strategy
    *Setup customer prices based on SPA prices - Individual or multiple customer price agreements can be entered into the system and are applied automatically at time of sale.



Ximple's Purchasing Module is an easy-to-use, comprehensive and cost-effective solution. It integrates fully with Accounts Payable, Inventory Control, and Order Entry. The Recommended Purchase Order (RPO) option provides a powerful tool to forecast future demand.

Ximple Purchasing Module Offers

Order Entry

Manual Purchase Order, RPO , Direct Ship and EBO Purchase Order Purchase Requisition


Purchase Order confirmation/advance shipment notice, keep track of back order, cancel quantity and price change

Price Multipliers

Setup purchasing multiplier at the company, product group level as well as branch level


Tools to view product sales, lost of sales, purchase history and expiring vendor prices


Allow vendor managed purchasing via 852/855 EDI documents combination

Price Maintenance via:

•Vendor Price Uploads (via spreadsheets)
•Trade Service Uploads (Price Service)
•Manual user maintained

Administration & Employees Portal

Ximple's Administration module allows the company to setup and maintain the way that ximple runs and feels. From the logos being used to the drill-down menu options and default GL accounts to be used by the different transactions, the system administrator has access to these powerful tools.


Each user of the system is setup individually and granted specific rights to the modules and menus contained therein. Using the Employee Module, employees have the ability to keep track of their own preferences, setting up their password and their default Warehouse, as well as keeping track of their time sheets and tasks.

The Briefcase

The Briefcase is a powerful tool within Ximple; it's the internal messaging system between the system and users as well as a file storage area. Each Customer, Vendor and Employee has their own individual briefcase. The briefcase area is used to assign events that need to be completed for the selected entity or to store multimedia files. Events can be sent automatically by the system to an individual or be assigned by users of the system.

Employee Briefcase To Do

The employee's Briefcase To Do option is option used by the individual employees to view the events that have been assigned to them and post updates to those events, closing them or setting up follow-up events as need be.

Setup parameters for your business

Make the system your own by setting up the standards to be followed by all users.  How you manage the setup of your company decides your profitability and ease of use.