Is WinLedge Accounting Series right for your business?

WinLedge Accounting Series is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a WinLedge Accounting Series demo, technical support, product or pricing information or to simply to compare WinLedge Accounting Series with competitive options? Quickly get answers and the information you need.

At one time an Accounts Receivable module simply would show you who was late on paying their bill, while this was and is still important, a good A/R must now provide a lot more. With the WinLedge A/R you have a complete system for customer and Receivables management. Designed for high volume and multiple users, the Winledge A/R is a powerful management tool.

Please read over the following screen and look at some of the key point of this exciting module:

  • System can run stand-alone or be fully integrated.
  • No limit to the number of companies you can setup
  • Handles an unlimted number of currencies with user defined exchange factors.
  • Detailed help system makes learning the system easy.
  • Password control system allows you to control each and evry function that a user can access.
  • System will automatically calculate due dates based on user defined terms codes.
  • Customers can be allocated to Regions, Salespeople and categories to provide detailed reporting.
  • Salesperson file allows you to define a name and commission type for your salesforce. You can pay commission by customer, by product or by a fixed rate. During invoicing you can specify the commission on a line-by-line basis.
  • A/R module includes a basic pricing module, or it can be fully integrated with the Inventory module.
  • Allocations can be made to a GL file even if the system is not integrated to the G/L module. Later a GL summary report can be produced to show the activity through each account.
  • System supports multiple AR control accounts, which allows for Multiple Receivables (eg. Can/US).
  • Transactions include invoices, manual invoices, payments, cash sales, credit notes and adjustments.
  • Full open fiscal year allows you to enter transactions to any period.
  • Option to override base amount for discount. E.g. Only allow discount on part of invoice.
  • Automatic calculation of service charges at user-defined rate, option for automatic reversal.

Customer Data…

  • 12 digit alpha-numeric customer number, with large address lines.
  • 3 phone numbers on main account.
  • Contact management system allows you to setup an unlimted number of contacts for each customer.
  • Each contact can have their own email, phone numbers etc.
  • E-mail address with one click access to send the customer an e-mail
  • Bill to customer can be assigned. Allows you to maintain hundreds of ship-to addresses for one bill-to.
  • Terms code, Region, GL Set, Salesperson, Price Level
  • 3 tax codes with 3 exempt options and 3 exemption numbers. Invoices printed will only show the taxes applicable to that customer.
  • Default warehouse
  • Default shipping method
  • Option to require PO number on all orders.
  • Option to exempt from service charges, option to suppress statement
  • Option to place customer on hold. Allows you to take orders for the customer but not process them.
  • User defined aging periods.
  • Can access customer transaction details for customer file. Can be viewed in Grid or report format or can be printed.
  • Date, amount and cheque number of last payment maintained.
  • Date, amount of last invoice maintained.
  • On screen display of sales history for an unlimited number of months, years.
  • Credit Limit and Average days to pay.
  • Seven user-defined fields allow you to maintain any other information you deem important.
  • Large Comment field.
  • Tag file allows you to record an unlimited amount of free form information. Tags can be assigned codes so that you can report on tag entries of a particular type. Tag file could be used to record collection information such as dates and persons spoken to.
  • POP-UP SQL browse window allows you to search for customers. Contents of browse window is user definable along with sort order. This allows you to look for a customer by phone number, postal code, bill to number, whatever you decide.
  • QUERY option allows you to limit browse window to a user-specified criteria. E.g. Only display customers in PEI or WA.

Includes full Invoicing module

  • Pick up ship to address or simply type in one-time ship to
  • Can search for an invoice by order number, invoice number, bill-to number or custom search.
  • Can view tag file and account details at time of invoicing.
  • System can be set to hold orders if customer is over credit limit.
  • On screen display of terms and credit limit.
  • System can be set to require a PO# to be entered on an order by customer.
  • Ship via, salesperson, FOB retained.
  • Four dates including: Order date, required date, shipped date and date invoiced.
  • Automatic calculation of all taxes.
  • Can place an invoice on hold manually or have it auto-hold based on customer credit limit/balance.
  • Commission by line item
  • Discount by line item or by invoice, by percentage or dollar.
  • Can print single invoice, a range of invoices or the entire batch of unprinted invoices.
  • Allows for multiple copies of an invoice
  • Can print to a dot matrix form, a laser form, a plain paper form or a custom form.
  • Can print comments on the invoice and retain same for re-use.

Product/Pricing module (not required if Inventory is used) includes

  • 20 digit product number
  • 40 character description
  • 255 character long description
  • Three tax codes, cost price, commission rate and Sales GL account
  • Product groups can be defined and assigned to products
  • Infinite number of product price levels. Need 100 different prices for one product. no problem!
  • Tax code file allows you to define the tax codes to use for your province or state. Three levels of tax are available on a customer by customer basis.
  • Tax system allows for tax on tax conditions

Prospect module allows you to track potential customers includes

  • Option to transfer a prospect to the active customer file
  • Tag file to record events, dates and conversations with the prospect
  • Date stamp to let you know when you last modified a prospect
  • Full address, three phone numbers, e-mail, region, salesperson, comments for each one.
  • Reports and Labels for mass mailings

Quotation system included

  • Has features similar to invoicing but includes option to transfer quote to an invoice.
  • Draws from same inventory file and customer file as invoicing.
  • Allows full print and edit options.

Reports Include

  • All reports can be produced on paper, screen, email or exported to many popular formats such as PDF or XLS.
  • All reports can be modified using Crystal Reports.
  • Aged account Receivable - Summarized and Detailed - Can be run for a selected salesperson, region, GL set or range of customers.
  • Customer Account Analysis - quick on screen display of account activity.
  • Sales Journal, Receipts Journal, Cash Sales Journal, Adjustment Journal
  • Batch Edit Reports
  • Customer Statements - Many print options and formats available. Plain paper, dot matrix, laser form, custom format. Multiple copies.
  • Collection Letters
  • Customer comparative report. Compares current year to prior year sales.
  • History report. Maintains file of purged invoices for inquiries.
  • Salesperson Commission report
  • Inactive Customer Listing
  • Top Ten Graph for customers, products, salesperson, regions, and groups.
  • Full sales analysis reporting. By customer, by region, by salesperson, by product, by group and combinations thereof.
  • Customer and Prospect Labels on dot matrix or laser printers.
  • Rolodex Cards
  • GL Transaction Summary
  • Sales Tax Report
  • Company Profile listing

Listings include

  • Customer
  • Customer Details
  • Customer Tag File
  • Terms, Regions, Ship Via, Salesperson
  • Product/Services, Price Lists, Price Levels
  • Prospects
  • Audit file, Chart of Accounts, Type of Accounts, Batches

Other Applications

The following applications are designed to work hand-in-hand with Accounts Receivable:

"Accounts Receivable" is part of the WinLedge Accounting Series line of products, developed by Classic Software.

Related Products

The following software product lines are also offered by Classic Software: