 |
 |
 |
· System-Wide Features · System Maintenance · Novadex |
|||
 |
 |
 |
 |
 |
||
 |
 |
 |
 |
|||
 |
 |
 |
 |
|||
Accounts Receivable
A/R Files.
- Customer File.
- View Screen(s)
- Records information about the companies that owe you money.
- Unlimited number of customers.
- Unlimited number of contacts per customer.
- Extensive contact information.
- Unlimited number of shipping locations customer.
- Unlimited number of notes per customer.
- Detailed history of all transactions.
- Annual and period histories.
- Detailed history of each invoice sent to the customer.
- Detailed history of each item sold to the customer.
- Default customer terms and tax codes.
- Cash Receipts File.
- View Screen(s)
- Used to process payments made by your customers.
- Unlimited number of cash receipts.
- Cash can be applied to an unlimited number of open items.
- Cash, check, credit card, and other forms of payment are supported.
- Sales Transactions File.
- View Screen(s)
- Used to process sales made to your customers.
- Unlimited number of sals may be entered.
- Automatic or manual calculation of sales tax.
- Automatic or manual calculation of payment due data, early payment discount date, and discount amount.
- Single, double, and triple split terms.
- Commissions recorded for up to three sales reps.
- Finance Charges File.
- View Screen(s)
- Used to process finance changes on customers' unpaid balences.
- Unlimited number of finance changes.
- Unlimited number of past due items.
- Automatic or manual calculation of finance charges.
- Sales Rep File.
- View Screen(s)
- Records information about the sales reps you pay commissions to.
- Unlimited number of sales reps.
- Detailed history of sales, customer payments, and commision payments.
- Commissions File.
- View Screen(s)
- Used to process commission payments to sales reps.
- Unlimited number of commission payments.
- Commissions may be paid through Payroll or Accounts Payable
- Commissions may be paid at time of sale, time of final payment, or may be prorated based on portion paid.
- Automatic or manual calculation of commission amount.
- A/R Tax File.
- View Screen(s)
- Defines the various types of taxes your customers must pay.
- Unlimited number of taxes codes.
- Up to 5 seperate taxes per tax code.
- Optional tax breakpoint table to control rounding to the penny.
- A/R Terms File.
- View Screen(s)
- Defines the various payment terms you offer your customers.
- Unlimited number of terms.
- Due date specified in days from invoice date or on a specified day of the month.
- Early payment discount date specified in days from invoice date or on a specified day of the month.
- Early payment discount percent.
- Finance Charge Types File.
- View Screen(s)
- Defines the various finance charge terms you offer your customers.
- Unlimited number of finance charge types.
- User specified finance charge percents, minimum charge, and grace days.
- Control File.
- A/R Reports.
- Accounts Receivable Aging Report.
- View Report
- Prints amount owed in the last four aging periods.
- User defined aging periods.
- Dollar weighted age of balance.
- Four levels of detail.
- Deposit Slips
- Prints deposit slips for the bank based on the information in the cash receipts file.
- Prints total cash received and total checks received.
- Statements
- View Report
- Prints statements for mailing to customers to show their current balance.
- Statements can be filtered by the customers' statement cycles.
- Prints in 4 formats including a laser format and a blank paper format.
- Statement balanced forward feature can be used to print summarized statements for customers with large numbers of open items.
- Customer Transaction History Records
- View Report
- Prints statement-like forms from a customer's transaction history.
- May be used to reprint replacement statements.
- May be used to report transaction history information to a customer.
- Customer Period Analysis Report.
- View Report
- Prints period and/or annual totals for the specifed time periods
- Comparitive feature prints totals for seperate periods side-by-side.
- Prints the total sales, payments, costs, discounts, commissions, and finance charges.
- Customer Transaction History Report.
- View Report
- Prints a history of transactions over a specified date range.
- Users may specify the types of transactions to be printed.
- Two levels of detail.
- Rotary File Cards.
- Prints customer and contact information to rotary file cards.
- User may specify the information to be printed.
- Extensive customer and contact filtering options.
- Mailing Labels.
- View Report
- Prints customer and contact addresses to mailing labels for mass mailings.
- Supports numerous label formats.
- Three possible sort orders including carrier-route sorting.
- Extensive customer and contact filtering options.
- File Folder Labels.
- Prints labels with the customers's name, key and phone number for labeling the customer's file folder.
- Customer Credit Rating Report
- View Report
- Prints customer credit information sorted by the current credit rating.
- Prints only the latest credit check information, or all the credit information within the specifed date range.
- Filtering by next credit check date.
- Detailed Customer File Edit List
- Brief Customer File Edit List
- Multi-Sort Customer Report
- Customer Item Sales History Report
- Customer Follow-Up Report
- A/R Open Items Purge Report
- Finance Charges File Edit List
- Sales Rep File Edit List
- Commissions File Edit List
- Sales Tax File Edit List
- Shipping Methods File Edit List
- Customer Terms File Edit List
- Customer Type File Edit List
- Finance Charge Types File Edit List
- Print A/R Distributions File
- Post A/R Distributions File
- General Features.
- Supports single, double, and triple split terms.
- Flexible terms allow user-defined due date, discount date, and discount amount systems.
- Flexible tax code allow used-defined tax calculation systems.
- Flexible finance charges alow user-defined finance change calculation systems.
- Automatic calculation of due data, discount date, discount amount, and tax amounts. Automatic figures may be manually overidden.