Standalone Accounts Receivable module

Accounts Receivable overview summary

• The number of Customer Accounts you may establish is unlimited as are the number of transactions.
• Customer Payment terms are user definable on a Customer level.
• On screen customer account inquiries include pop-up window selection of customer accounts for viewing, editing and entry of receivables & receipts.
• Calculates interest or past due charges. Terms and interest charge options to calculate service charges may be set and turned on or off, on a customer by customer bases.

Detail Summary (partial listing

• Customer Account:
  • Account ID to 12 alphanumeric characters
  • Customer name to 50 characters
  • Phone number provision for:
    • Area code
    • Business number
    • Fax number
    • Cellular number
    • Pager phone number & pager number
    • Residence number
  • General ledger receivable control accounts may be established by customer to keep, for example, out of Province/State or Foreign accounts from local accounts.
  • Has provision for up to 3 tax ID numbers per customer account. E.g., Federal, State, Province, Municipal, etc.
  • Supports user definable payment terms and term discounts at a customer level.
  • Handles Open Item customers.

Reports

• To provide management with up-to-date information, all reports may be printed as often as required and are not dependent on month ends or closing of a fiscal period.
• Detailed or Summary Accounts Receivable aged reports may be printed.
• Provides detailed or summary Transaction Journals.
• Provides detailed or summary Billings Journals.
• Provides detailed or summary Receipts Journals.
• Customer Account lists may be filtered by:
  • Customer Account ID
  • Customer Name
  • Territory
  • Salesperson
  • Customer Type
  • Statement Group
  • Tax Identity

Statistics

• Complete detail of al transactions including payment are kept.
• Pop-up windows show last invoice number, date & amount.

History

• A history of Accounts Receivable transactions may be tracked and kept on file for any number of fiscal periods.

Additional Information

Pricing, additional details and ordering