Account Receivable

Module

With the Accounts Receivable module, you can manage your customers and fine-tune customer relations by keeping track of important sales information and outstanding balances. Accounts Receivable allows you to easily apply cash to outstanding invoices and create recurring charges for quick invoicing of monthly charges. Accounts Receivable is also fully integrated with Bank Services, for complete bank reconciliation.

AR Inquiry

Included with the Accounts Receivable module, the AR Inquiry module allows you to manage receivables with remarkable agility and intelligence and reinvest cash through your business faster with optimized collections.

  • Concentrate your efforts on clients who fit specific criteria that you define and prioritize using the Customer Filter, such as days overdue, dollars over limit, call back date, and more.
  • Gain a single point of reference for all of your customer details through Customer Inquiry, and address customer questions during live calls.
  • Find specific AR documents such as an AR Invoice, based on the document number alone with the AR Document Inquiry. It’s not necessary to know the customer number on the document-a useful feature when you’re in a hurry.
  • Manage your receipts and get more choices to manage your disbursements.

    Customer Number Change

    Included with Accounts Receivable module, Customer Number Change provides a simple way to quickly and easily change, combine, or copy your important business data. Efficiently replace outdated information with a few keystrokes to remain current with elements critical to your business.

  • Access multiple change features with the easy-to-use toolbar buttons.

  • Ease system management by deleting, maintaining, and renumbering your customer numbers.

  • Import multiple changes, copy, and combine from one external file

  • Works with Accounts Receivable, Inventory Control, Purchase Orders, Bank Services, Tax Services, Serialized Inventory, Lot Tracking, Sales Analysis, Project and Job Costing.

  • Use Change by Example to make multiple changes from one example entry.

Standard Report Samples

  • Aged Trial Balance

  • Batch Listing

  • Batch Status

  • Customer Transactions

  • Deposit Slips

  • General Ledger Transactions

  • Invoices

  • Item Sales History

  • Posting Journals