Accounts Receivable

This system intuitively uses - and continually adds to - what you know. Built around customer credit history files and supporting systems, Finesse Accounts Receivable gives you all the information you need to make sound business decisions quickly by providing detailed credit and payment data for every customer, project, contract and job.

GENERAL FEATURES

• Handle multiple companies, customers, banks and addresses
• Multi-project capabilities
• User-definable data
• Control receivables by account code, contract, company or batch
• Line item descriptions for easy identification
• Automatic account codes
• Control over invoice quantities, receipts, audit trail and printing
• Run inquiries including: detail, pinpoint, scroll, summary & hierarchical

INVOICING

• Handles job billing, payment terms, freight charges, discounts, credit limits and returns/concessions
• Product/unit price/cost
• Running invoice entry totals

RECEIPT TYPES

• Handle customer, on account, partial and prepayment receipts

REPORTING

• Report writer provides all standard reports in multiple formats
• Aging, comparison and history reports

TAX STATUS

• Taxable line items
• Tax calculation
• Tax exemptions

TRACKING

• Handles open items, statements and aging
• Customer accounts and ratings
• Inactive customers
• Credit/debit memos
• Customer purchase orders