FEATURES•Central BillingHead office & sub-accounts (branches). View individual account balances & total group balances on-screen. Supports credits & payments across accounts.•Hold AccountsPut accounts on hold, specify whether statements or penalties should be issued & when back orders are accepted.•Fees & PenaltiesCalculate penalties & account maintenance fees for all accounts, selected accounts, trading terms or by account category.•Google Maps Integration•Edit/re-print In All PeriodsCustomer transactions may be edited, security permitting, in any accounting period. Invoices, credits, etc., can be re-printed as many times as required.•Apply Fees SelectivelyFees/penalties can apply to all transactions or transactions that are overdue by specified periods. Specify different fees each period. Fees can be limited to accounts that are over a minimum. Fees can be assigned to a particular transaction type and issued on a separate transaction sequence. •Auto Fee ReversalCustomer penalty transactions can be removed after an issue & issued again, allowing easy corrections.•3 Ageing Methods Calendar month Ageing on credit terms By specified due datesDue date ageing can be set and controlled by individual transaction.•Export to Microsoft OfficeLoad customers into most popular spreadsheets such as Excel & OpenOffice, databases such as Access and word processors such as Word. Mail merg with Word, or link to external applications.•Synchronise with OutlookTransfer customer records into Microsoft Outlook contacts.•Receipt PrintingReceipts can be printed in batches or during payment entry. Lay-out can be customised.•‘Open Item’ AccountsPayments can be automatically allocated or manually by an operator.
Customer accounting can support an unlimited number of accounts & can maintain an unlimited transaction history on each. There are no end period processes so there is no extra work at the end of the month. Users can work in an unlimited number of periods simultaneously security access permitting, & transactions may be entered & edited for any day of the month or year and back or forward dated as required, also subject to security.
Maintains phone, fax, mobile numbers, e-mail, and web site info. And each customer may link to an unlimited number of related ‘contact’ records, such as purchasing department, accounts department, sales, managing director, etc. Unlimited notes, documents and images may be associated with each record.
Customise the Presentation
The Screen Builder visual design tool lets you customise the record to suite your exact needs. Remove the information you don’t want & add your own, including lists and images.
Discounts & Pricing
Choice of multiple discounting methods:
•Fixed discount by customer, such as per cent on/off a stock price (easiest).•Standard discount table (9 user defined discount rates such as list, wholesale, trade, etc.)•Unlimited specific/agreed item pricing by customer, & unlimited Customer Special Pricingrules may be defined.Assign discounts by particular product, customer code, category, product supplier range, stock group range, location, time frame, department, tax code, quantity break, price group, ‘on special’, and GST free status.
Customer Specific Pricing Lists
Create price lists tailored to individual customer pricing arrangements.
Special (OEM) Buy Pricing
Special cost/purchase prices from your supplier(s) can be set-up for specific customers or customer groups to ensure accurate profit reporting.
Early Settlement Discounts
The discount for early payment can be shown on your statement as a total or on individual transactions.
Automatic Discount Calculations
During payment entry discount entitlement for early settlement is calculated. Operators can accept the default or override the amount manually.
Last Price Sold
Automatically show the last price issued to a customer for any particular product item when invoicing, quoting or ordering.
Part Payments & Pre-payments
Payments may be entered before invoices are processed as pre-payments & accounts may be part paid.
Automatic calculation of retention deductions according to a user specified variable rate.
Multiple Delivery Addresses
Unlimited delivery addresses per customer & optional access to delivery details from other customers.
Handle an unlimited number of foreign currency types & accounts.
Accounts can be assigned to departments (income & cost centres) for separation into divisions/branches. Accounts may be ‘locked’ to particular departments or may cross departments depending on transaction type.
Group customer accounts by category, i.e., industry type, as well as by department/business unit.
Reminder messages and special alerts can pop-up when accounts are accessed.
Cash Book Link
Record cheque details, bank account & branch info relating to each payment. Keep bank, branch, & drawer name on file for pre-filling during transaction entry.
Audit Controlled Editing
Edit the details of paid transactions, security permitting, without having to remove credit note or payment allocations--provided the transaction value is not altered. Convenient when you need to alter an order number, correct a miscoded stock item or add a comment on a transaction.