Accounts Receivable

Features Include:

• Quick Customer Lookup: Search for a particular customer by Company Name, Address, City, Province, Postal Code, Phone Number or any combination thereof. Once you have found the customer you can quickly create a new sales order
• Multiple Contacts: using integration between the Customer and Contact Manager modules, easily manage multiple contact people per customer, with different roles/titles and email addresses
• Accounts Receivable Collections Screen: An all ecompassing screen designed for the collections of moneys from customers. Has full integration with Micorosft Outlook for entering tasks, appointments, or sending emails. You can initiate very specific sorts based on 8 different criteria.
• Customer screen displays detailed aging, sales history, and Outstanding Orders
• User definable customer classes, aging periods and terms
• Current month, year to date and last year information on a summary screen for quick reference
• Record Payments: ability to apply payments against invoices with multiple options; overpayments and prepayments are handled seamlessly
• Ability to store multiple (unlimited) ship to addresses per customer, and optionally designate one as the default
• Print detailed and summarized aging reports in various formats, including RETROACTIVE aging reports
• Revaluation Report shows oustanding foreign currency receivables with unrealized gain or loss since transaction date
• Ability to specify a tax authority by ship to address, which will override the customer's default tax authority
• Ability to specify a default GL department by customer - used when posting invoices, etc.
• “Drill down” feature for tracking Customer purchases and reprinting invoices
• Multiple customer discount levels
• Ability to set a customer inactive.
• Chose between Printing, Faxing, or Emailing invoices, statements and overdue notices based on the Customer defaults
• Collection notes on screen, automatically date and time stamped, with user name
• Customer contract pricing, including optional expiry date and global price change
• Customer payment history details how payments were allocated against invoices
• Commodity Tax Report breaks down invoices by tax authority
• Manage detailed Customer Comments, which are displayed on Order Entry screen
• 2nd Language field selection, allowing alternate Inventory Description language on Orders and Invoices
• Ability to specify a default warehouse location for a customer, used as a default on order entry.
• Tax Exemption expiry report
• Group function: facilitates grouping separate bill to accounts on statements and certain reports
• Reprint an invoice on demand, or fax/email directly from screen preview
• Customer ID Codes can be changed at any time, and history will follow
• Charge interest on overdue accounts (optional)
• Customer refund cheques