 | Central Database on Clients & Prospects – easy conversion from Prospect to Client. | | For job related systems, it can show Retentions Due by Date, Warranty Claims against Suppliers, Amounts to be invoiced from ‘old’ service jobs. |
| | Can search to show only those Debtors with an outstanding balance, or an overdue account. | | Deposits paid on job commencement can be shown by Debtor and Progress Claims |
| | Credit Limit control – Payment Terms | | For Service related systems, the Client can have Equipment Registers by location, and scheduled maintenance jobs. |
| | Multiple Price Levels – Contract Pricing with Expiry Dates | | With the General Ledger transaction file you can search on all Debtor related transaction entries. |
| | Client Contract hourly job charge rates by Labour Class | | There is a Quick Search to locate Customers by Surname, First Name, Phone Number, Email Address, or Post Code. |
| | Multiple Delivery Addresses by Client. | | You can ‘click’ on an address to open Google Maps. |
| | Product Purchase History by Client, by Site Location. | | You can ‘click’ on an email or web address to open up Microsoft Outlook/Explorer. |
| | Can optionally create a new sales quote/invoice under the Debtor record, as well as under the normal Accounting Menu | | There is a Client Document Database (MS-Word, pdf files, photos, etc) – click on them to open. |
| | Debtor Statement report can be run as a one-off, or a complete list – as at any nominated (prior) date. | | There is a ‘wild card’ search on any combination of fields on the Debtor Database. |
| | A Debtors Reconciliation Report shows all the movements a Debtor’s Account. | | Debtor Reports can be configured to User requirements by a simple Question & Answer format. |
| | There are menu links from the Debtor’s Ledger file to the source transaction (invoice, job) | | Overdue Debtor letters can be selectively produced. |
| | Sales and Gross Profit analysis is summarised by Month by Client | | Option of Foreign Currency Invoicing & Debtors |
| | Debtors Aged Analysis report can be run at any time – with a history maintained on screen to show the trends in the balance owning and average age of debt. | | Flexible software design – add/remove fields, files, menus to suit. |
| | An “Executive Summary” report can be run daily showing total balance aging 7, 14, 30, 90, 90+ days. It also shows expected cash receipts, the ten oldest Debtors, and the ten biggest. | | |
