Office Management Products
Payroll
Powerful tool to automate payroll, track both labor and indirect costs on jobs, and then generate all the reports necessary for compliance with federal, state, and local agencies
Our Payroll module is a highly automated and integrated system designed to handle payroll operations efficiently while ensuring compliance with all federal, state, and local regulations. This module allows users to automate the setup of pay rates, deductions, and prevailing wages, ensuring accurate paychecks without manual oversight. It also supports direct deposit submissions, compliance, and tax reporting through easily generated files.
A significant feature of this module is its ability to automatically allocate direct and indirect labor costs to appropriate jobs, equipment, or general ledger accounts based on time card inputs. This includes adjustments for voided checks or manual check issuance. It supports a variety of payroll frequencies, from daily to annual, and can handle multiple payroll runs simultaneously without the need to print checks in-between. The module is capable of handling unique payroll requirements such as different pay rates for specific job roles or unions, pre-tax deductions, and employer-paid expenses like workman’s compensation and various taxes.
Additionally, the system can process payments through multiple methods, including printing on blank or pre-printed check stock and generating NACHA compliant files for direct deposits. Users can customize features such as auto-signing checks and adjusting withholding amounts for specific types of checks.
Post-payroll reporting is robust, providing details on Electronic Funds Transfer obligations, union dues, and certified payroll. It supports end-of-year tasks such as electronic filing of W-2s and quarterly 940 submissions. The system also tracks costs related to health care, pensions, and 401k contributions, offering detailed reports on payroll history covering hours worked, rates of pay, and deductions. This comprehensive functionality ensures the module’s capability to manage complex payroll requirements and adapt to various operational scenarios.
Contract Management
Keep track of your POs be sure you're not running over what you have allocated and make sure invoices post to your job cost, equipment, and / or general ledger
Our comprehensive management system is designed to effectively oversee both purchase orders (POs) and subcontractor invoices, ensuring detailed control and financial accuracy across procurement processes and contract management.
The CAPS platform supports various types of purchase orders, including both bulk and line item, aligning with company-specific operational procedures. This flexibility is crucial for maintaining accurate inventory counts and cost assessments, as it integrates directly with the Inventory module. The system also allows for the detailed recording of each PO, including modifications and multiple invoices per PO, ensuring that invoiced amounts do not exceed approved totals. This is reinforced by the automatic posting of invoices to Job Cost, Equipment, and General Ledger accounts, streamlining financial tracking and enhancing administrative efficiency.
Further enhancing its utility, the platform provides online access to comprehensive purchase order data, covering everything from active and completed orders to amendments and the status of invoices, both paid and unpaid. It offers meticulous control over each item, managed by units delivered or dollar amounts, and can track up to 9999 different items per PO number.
Parallelly, the Subcontractor module ensures effective management of external contracts within projects. It monitors invoices related to individual contracts, verifying that costs stay within agreed limits. Integrated directly with the Job Cost and Accounts Payable modules, it facilitates accurate job cost tracking and timely invoice payment. This module provides a real-time overview of financial commitments versus actual expenditures on each subcontractor contract, preventing overpayments and managing financial flows efficiently.
Both modules are integral to maintaining financial discipline and operational efficiency, ensuring that all expenditures are tracked, controlled, and aligned with the strategic financial goals of the company.
Human Resources
Simple employee and benefits tracking at your fingertips
Our Human Resources module provides a sophisticated and user-friendly platform that simplifies the management of employee details and benefits, enhancing your company’s operational flexibility and insight into personnel status.
This comprehensive module is adept at monitoring a wide array of employee-related ‘Transactions’—which could include tests, training sessions, or merely pertinent informational entries. These transactions can be configured as recurring or one-off events, each featuring detailed inputs like scheduled dates, outcomes or comments, and the frequency of occurrence, customizable to any desired timeframe. The system stores each transaction individually, facilitating easy retrieval for archival or query purposes.
Key types of events that can be effectively managed within the system include safety training sessions, drug tests, license renewals, equipment qualifications, and insurance updates, alongside personal milestones such as birthdays, hire dates, termination dates, and rehire dates. The system also tracks employee work qualifications comprehensively.
An additional functionality of the HR module is its ability to generate reports outlining upcoming events for individual employees over specified periods, supporting proactive management and organizational planning. Importantly, the system preserves records of employees even after they have exited the payroll system, which is invaluable for potential rehiring or hiring based on specific qualifications previously documented.
Moreover, the module is equipped to manage potential hires by storing details from submitted resumes, making it easier to match qualifications with job vacancies as they arise. This capability ensures that both existing employee data and information on potential candidates are readily available, thereby streamlining the recruitment process and enhancing the strategic capabilities of your HR department.
By integrating these features, our Human Resources module not only streamlines the management of employee information and benefits but also significantly boosts the efficiency and strategic planning capabilities of your HR operations.
Document Management
Provides for a paperless accounting system as well as the imaging of any document whether current or archived
CSSI’s advanced imaging processes provide a paperless accounting system that not only facilitates the digitization of documents, current or archived, but also significantly enhances operational efficiency and productivity. By implementing our system, your organization can eliminate the need for offsite document storage, thereby reducing associated costs and streamlining your operations.
Our imaging technology centralizes and simplifies the management of diverse business documents. Whether it’s HR details, service call records, or accounting data, all essential information is consolidated in one place. This system removes the burden of having to periodically purge old documents to make space for new ones, offering a scalable solution that grows with your business needs.
Additionally, CSSI’s reports are automatically captured and stored digitally, and can be easily retrieved through simple key searches. This functionality extends to all other types of documents as well, which are organized under user-defined categories and keys such as insurance, bids, contracts, and more. This categorization mimics the traditional file cabinet system in a digital environment, making transition easier for staff and maintaining familiarity in document handling.
Security is a priority in our system, ensuring that while documents are securely stored, they remain easily accessible to authorized personnel. Enhancing this functionality, the system includes a barcode reader feature for invoices and purchase orders. This feature significantly simplifies the indexing and retrieval process, enabling quick and easy access to any document needed for business operations.
Through these comprehensive features, CSSI’s imaging processes support a robust, efficient, and user-friendly paperless office environment, helping your business reduce its carbon footprint while boosting productivity and safeguarding critical information.
Inventory Management
Tracks warranties and other onsite items with a simple and easy to use module
The CSSI CAPS Inventory Management module is crafted to optimize inventory management in the construction industry, featuring robust tracking of all monetary withdrawals and maintaining a clear, processable, and understandable record of finances. The system is highly integrated, automatically updating the Job Cost, Equipment, and General Ledger modules to ensure that all financial data is synchronized across the business’s operations.
The module offers an extensive range of reporting features that enhance visibility and control over inventory. Stock Status Reports can be customized by product number, location, description, vendor, or value, facilitating targeted inventory assessments. Price Lists and Gross Margin Analysis Reports help businesses track profitability by displaying selling prices alongside costs and margins. The module also addresses specific inventory challenges with reports like the Slow Moving Items Report, which identifies items that have not had sales or been issued since a specified date, helping manage stock levels and reduce carrying costs.
Additionally, the module’s capability extends to generating detailed financial and operational reports such as Sales Tax Summaries, which organize tax data by state and taxing authority, and various sales analysis reports that can be tailored for specific periods. These tools are crucial for businesses to maintain accurate records, ensure compliance, and make informed decisions based on comprehensive, real-time data.
Overall, the CSSI CAPS Inventory Management module stands out for its ability to streamline inventory management through advanced reporting, integration with other financial systems, and tools that support strategic business operations in the construction industry. It ensures that companies have the necessary insights at their fingertips to manage their resources effectively and maintain financial health.
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We look forward to speaking with you about the many ways we can improve your construction business needs!