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