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Accounts
Receivable
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| |
| FEATURES
AND BENEFITS SUMMARY: |
| Invoicing |
- Two
types of invoices, 1) Simple - Allows you to print invoices
on continuous form on dot matrix printers and 2) "Fancy"
- For printing invoices on laser printers. This version
gives you control over font type and size, lines, boxes
and you can insert graphics if you like. Both versions allow
you to modify the invoice format to fit your needs.
- Invoices
and statements can be emailed instead of printed if desired.
- Modify,
reprint and re-post past invoices. Job history is automatically
modified to reflect the latest version of the invoice.
- Invoice
number and job number can both be up to 10 digits, 8 digit
numeric optionally followed by one or two alpha characters.
|
| Jobs
In Progress |
- Jobs
in Progress allows you to enter jobs as they begin production,
or they can be automatically sent across from Estimating.
You can look at jobs in progress sorted by job number, customer
name, due date, date in or sales rep. Once the job is completed,
you can invoice the customer without having to re-enter
any information.
|
| Packing
Slips |
- You
can print packing slips and shipping labels from this section
of Accounts Receivable
- Flexible
formatting allows you to fit your existing forms
|
| Job
History |
- Job
History records all invoices posted through the system.
You can then search for past jobs based on any part of the
invoice. This allows to easily find past jobs, including
full invoice information.
- You
can also reprint an invoice from Job History if the customer
needs another copy.
|
| Reports |
- Aging
Analysis Flexible aging columns. Can show an aging as of
a prior date to allow the closing of a prior month.
- Distribution
Report Shows detailed or Summarized sales organized by distribution
code. Normally the distribution code is the same as the
general ledger account number. You can keep track of unlimited
income categories or sales tax counties using these codes.
- Transactions
by Type. Shows all transactions for a period grouped by
Invoice, Payments, Adjustments etc.
- Customer
Analysis Allows ad-hoc queries and email of messages to
matching customers. You can answer questions like:
- Which
customers have unpaid invoices over 45 days old?
- Do
any COD customers have an unpaid balance?
- How
many customers do I have in Illinois?
- Which
customer's phone number contains the numbers 1238?
- Who
does Shirley Smith work for?
- Customer
Labels Allows you to print a single customer label or multiple
labels. Supports re-printing on the same sheet so you don't
waste any labels. This feature can be used for shipping
labels if you like.
- Sales
History by Sales Rep Shows month to date and year to date
sales organized by sales rep.
- Statements
Supports continuous or laser formats, design your own. You
can also email statements if you wish.
- Sales
Rep Invoice Analysis Allows you see all jobs organized by
sales rep. This includes paid, unpaid and jobs in progress
(not yet invoiced).
|
| Data
Entry |
- Enter
Credits, Adjustments, Invoices and Payments at the same
time without having to post one type before entering another.
- A
special payment entry screen allows you to enter the invoice
number being paid and have the system find the customer
for you. You can also enter "-2%" if the customer paid the
invoice amount less 2 percent.
- When
a customer pays an invoice less a discount, the system calculates
the difference so you know how much to post to make the
invoice fully paid.
- Transactions
have an "accounting date" which could be different than
the invoice date. This way you can post to the "current"
period but still put in the correct invoice date for aging
purposes.
|
| Data
Files |
- Customer
File includes two years of sales history, an email address
and a notes field for collection notes or any other notes
related to the customer.
- Distribution
File holds the sales tax and general ledger information
for your postings. An unlimited number of tax codes can
be created and reported.
- The
Sales Rep file allows you to define each sales rep with
their initials and full name.
|
| Commission
Processing |
- Automatically
calculated based on given customer information, or entered
on an invoice by invoice basis.
- Commission
report allows commissions to be paid based on invoices written
or invoices paid.
- Sales
by Sales Rep Report allows you to track sales trends.
|
| Other
Features |
- Customer
status display provides a complete collection tool while
on the phone. From this one option, you can see all invoices,
payments and adjustments, determine which payments went
against which invoices, view complete invoices with descriptions
to answer customer questions, view the payment history or
complete transaction history, modify customer setup information
and maintain customer notes to document the conversation.
- Backup
and restore supports removable zip and other drives.
- You
can import your customer names and address from another
program to avoid re-typing.
- Month
end close provides an automatic balance check to determine
if you are in balance before closing.
- Email
capabilities to broadcast messages to your entire customer
base or a sub-set of customers if desired.
- You
can have the system automatically calculate and post finance
charges.
|
| Payment
Data Entry |
| Attention
to detail means that each keystroke is analyzed for efficiency
and accuracy. For example, when entering payments, you can just
enter the invoice number that is being paid. The system automatically
finds the customer and fills in all available information, including
the amount of the invoice. Help appears at the bottom of the
screen for each data field entered. |
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| |
| Preview
Invoice |
| After
entering an invoice, you can preview the invoice on the screen.
Invoices can be printed in batches. If an error is found, individual
invoices can be re-printed until the batch is approved. |
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| |
| Job
History |
| Each
invoice that is written is saved in job history. This history
can be kept indefinitely and is searchable by any number of
criteria. The job history report can be tailored to individual
needs. |
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| |
| Customer
Analysis |
| Customer
Analysis allows you to do ad-hoc queries regarding your customers.
This is useful for generating reports, broadcast emails, mail
merges or outputting "csv" files for integration with other
programs like Excel. |
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