Betty works in accounts receivables and faces challenges from changing requirements, company growth, and the need to work promptly without mistakes. SPM's Billing Module has helped Betty bill efficiently and precisely by creating calendars and reports to process billing after payroll records hours and payments. The document discusses the benefits of an accounts receivable module for managing customer relations through quick access to information, multiple invoicing and payment options, automated recurring charges, and an integrated collections manager to track communications and follow-ups.
We offer our customers to maintain with upto 35 reports and allows to generate multiple businesses at once. We also allow the customers to create receips.
Learn how credit card integration in CRM software solution help companies automate payment processing. This not only reduces manual errors but also keeps tracking of milestone dates and captures payment without human intervention.
Accounts Receivable Tool - An Enterprise Business Productivity SolutionStridely Solutions
A fully automated Accounts Receivable utility that can be plugged to any legacy ERP, Accounting System, CRM or custom application. This utility is aimed to reduce manual efforts to compile AR data from various systems or locations and make the process more efficient.
Accounting Software Development | Custom Accounting Software | ChetuChetu
From small business accounting to API software programming, our certified developers provide custom accounting software development services, allowing for technology solutions that are on-trend, streamlined development, and industry-specific programming.
We offer our customers to maintain with upto 35 reports and allows to generate multiple businesses at once. We also allow the customers to create receips.
Learn how credit card integration in CRM software solution help companies automate payment processing. This not only reduces manual errors but also keeps tracking of milestone dates and captures payment without human intervention.
Accounts Receivable Tool - An Enterprise Business Productivity SolutionStridely Solutions
A fully automated Accounts Receivable utility that can be plugged to any legacy ERP, Accounting System, CRM or custom application. This utility is aimed to reduce manual efforts to compile AR data from various systems or locations and make the process more efficient.
Accounting Software Development | Custom Accounting Software | ChetuChetu
From small business accounting to API software programming, our certified developers provide custom accounting software development services, allowing for technology solutions that are on-trend, streamlined development, and industry-specific programming.
Accelerate cash flow and reduce costs with digital paymentsEmagia
Accelerate cash flow and reduce costs with digital payments
https://www.emagia.com/resources/ebooks/accelerate-cash-flow-and-reduce-costs-with-digital-payments/
Smart ERP is a Comprehensive Enterprise Resource Planning Software Solution for every industry vertical in general and for Defence, Trading, Services and Manufacturing in broader terms. It manages all the functions of an organization through:
> A great combination of State-Of-The-Art features & Modern Technology
> Comprehensive functionality
> Amazing ease of use (User friendliness)
SFS Enterprise Mobility is designed to support the Financial Sector especially those player who are providing facilities to the poor public to raise them up on their own feet. It was very hectic that organizations were not reaching to the ir borrower on time as well as were unable to collect the real time details. SFS Enterprise Mobility is a real time system that you can use on the go.
GST Ready BUSY Accounting Software is an integrated business accounting software for Micro, Small and Medium businesses. With over 1,00,000 installations (over 6 Lac Users) worldwide, BUSY software is one of the leading business accounting softwares in India.
Busy Software is application software that records and processes business accounting transactions within functional modules such as Financial Accounting (Multi-Currency), Inventory Management (Multi-location), Production / Bill of Material, Sales / Purchase Quotations, Sales / Purchase Order Processing, Fully User-configurable Invoicing, User-configurable Documents / Letters, User-configurable Columns in Reports, CST / VAT Reports (State-specific), Mfg / Trading Excise Registers, Service Tax & TDS, Payroll, MIS Reports & Analysis.
Our system allow management of Invoices from scanning to payment process, this include a complete invoice tracking and payment business process. The system works online from anywhere and can be used by small to large scale enterprises.
A tool every human capital manager aspires for !
Smart HRMS is serving more than 50 business verticals of various sectors. Build on a highly reliable and proven technology that supports the latest needs of every business in today's world.
Find out why B2B companies are making the move from paper checks to electronic payments. And in the process, they are dramatically reducing transaction costs and earning rebates at the same time.
Second CRM Back office for Mobile and E-Commerce BusinessesMohandeep Singh
With growing Internet and innovation in technology, its not difficult to start a business purely with a webstore and almost no backend operations.
Once business starts to grow, not having sound back-office can be a big problem, e.g. not able to track howz everything going, or provide timely customer support or collect feedback from unhappy customers, and so on.
At times when business is not focusing on managing the back office well, its very easy to lose all the hard work gone in building, with just one bad customer experience.
Second CRM is an award winning business automation software solution, designed to make medium to large corporations more productive by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, billing & payments, customer service and operations.
Digital Invoicing and Digital Payments | Electronic Invoicing | E-Invoicing S...Emagia
Digital Invoicing and Digital Payments
Maintain a healthier cash flow with Digital Invoicing and Digital Payments.
Digital is emerging as the latest industry trend for sending the customers request-to-pay reminders and giving them access to faster, more convenient payment options. Unlike the conventional paper-based invoicing methods, digital invoices can be sent to customers on mobile and email, accepting digital payments over credit card, ACH and bank-to- bank transfers.
https://www.emagia.com/resources/ebooks/digital-invoicing-digital-payments/
What constitutes a Core Banking System ? Advantages and disadvantages of core banking system and why we need core banking system. For more visit https://www.sesameindia.com/core-banking-solution-beaconpro
Accelerate cash flow and reduce costs with digital paymentsEmagia
Accelerate cash flow and reduce costs with digital payments
https://www.emagia.com/resources/ebooks/accelerate-cash-flow-and-reduce-costs-with-digital-payments/
Smart ERP is a Comprehensive Enterprise Resource Planning Software Solution for every industry vertical in general and for Defence, Trading, Services and Manufacturing in broader terms. It manages all the functions of an organization through:
> A great combination of State-Of-The-Art features & Modern Technology
> Comprehensive functionality
> Amazing ease of use (User friendliness)
SFS Enterprise Mobility is designed to support the Financial Sector especially those player who are providing facilities to the poor public to raise them up on their own feet. It was very hectic that organizations were not reaching to the ir borrower on time as well as were unable to collect the real time details. SFS Enterprise Mobility is a real time system that you can use on the go.
GST Ready BUSY Accounting Software is an integrated business accounting software for Micro, Small and Medium businesses. With over 1,00,000 installations (over 6 Lac Users) worldwide, BUSY software is one of the leading business accounting softwares in India.
Busy Software is application software that records and processes business accounting transactions within functional modules such as Financial Accounting (Multi-Currency), Inventory Management (Multi-location), Production / Bill of Material, Sales / Purchase Quotations, Sales / Purchase Order Processing, Fully User-configurable Invoicing, User-configurable Documents / Letters, User-configurable Columns in Reports, CST / VAT Reports (State-specific), Mfg / Trading Excise Registers, Service Tax & TDS, Payroll, MIS Reports & Analysis.
Our system allow management of Invoices from scanning to payment process, this include a complete invoice tracking and payment business process. The system works online from anywhere and can be used by small to large scale enterprises.
A tool every human capital manager aspires for !
Smart HRMS is serving more than 50 business verticals of various sectors. Build on a highly reliable and proven technology that supports the latest needs of every business in today's world.
Find out why B2B companies are making the move from paper checks to electronic payments. And in the process, they are dramatically reducing transaction costs and earning rebates at the same time.
Second CRM Back office for Mobile and E-Commerce BusinessesMohandeep Singh
With growing Internet and innovation in technology, its not difficult to start a business purely with a webstore and almost no backend operations.
Once business starts to grow, not having sound back-office can be a big problem, e.g. not able to track howz everything going, or provide timely customer support or collect feedback from unhappy customers, and so on.
At times when business is not focusing on managing the back office well, its very easy to lose all the hard work gone in building, with just one bad customer experience.
Second CRM is an award winning business automation software solution, designed to make medium to large corporations more productive by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, billing & payments, customer service and operations.
Digital Invoicing and Digital Payments | Electronic Invoicing | E-Invoicing S...Emagia
Digital Invoicing and Digital Payments
Maintain a healthier cash flow with Digital Invoicing and Digital Payments.
Digital is emerging as the latest industry trend for sending the customers request-to-pay reminders and giving them access to faster, more convenient payment options. Unlike the conventional paper-based invoicing methods, digital invoices can be sent to customers on mobile and email, accepting digital payments over credit card, ACH and bank-to- bank transfers.
https://www.emagia.com/resources/ebooks/digital-invoicing-digital-payments/
What constitutes a Core Banking System ? Advantages and disadvantages of core banking system and why we need core banking system. For more visit https://www.sesameindia.com/core-banking-solution-beaconpro
EMC World 2016 - code.09 Introduction to the Docker Platform{code}
History is repeating itself with disruptive software infrastructure platforms taking over in the data center. This session will cover the Docker platform, reviewing each Docker project focused on incremental innovation and providing developers and operations the ability to run, deploy, manage and monitor containers. Learn all about Docker Engine, Machine, Compose, Swarm, Hub, Trusted Registry and more! Demos of each product will be provided as well as how each tie into EMC II technology.
En esta sección, repasamos el concepto integral definida, motivada por áreas bajo curvas y algunas de las propiedades. Definimos de manera rigurosa la integra como el límite de una suma de Riemann.
Air Quality inside your car - Insight on air-pollutionOizom
It is a general notion to think that you are exposed to higher levels of air pollution if you cycle or walk than when you’re sitting inside a car. Well, you’re mistaken. Read along to uncover the lesser-known truth about the pollution inside your car.
EMC World 2016 - cnaITL.05 Unstructured and Structured PaaS Demystified{code}
It's the age-old tale of building vs buying, but with a twist. Almost all of the tools to build your own PaaS today are Open Source, so why wouldn't you want to build your own? The unstructured vs structured conversation is very opinionated right now. In this session we will go through the pros and cons of both, with explanations of standard concepts such as distributed systems, containers and orchestration engines.
Computer mice some in a number of varieties. You can find a computer mouse for just about any use. To figure out what kind of mouse would work best with your PC, you need to know your mouse options:
The company's accounts payable process is to manage short-term payment obligations to vendors/suppliers.
Accounts Payable or AP is the amount a business owes its suppliers/suppliers in order to obtain its goods/services. Accounts Payable processing in Virginia ensures timely payments to vendors and vendors. The goal of the AP process is to ensure the legitimacy and accuracy of payments to suppliers/vendors by the business.
Digital Invoicing & Digital Payments | Emagia Digital Invoicing Software | Di...emagia
Digital Invoicing & Digital Payments
2021 Big Year for Digital Invoicing and Digital Payments
The movement toward working from home has exposed the inefficiencies associated with paper invoices and paper checks in the B2B space. Banks were closed. Paper invoices and checks delivered to offices sat in unopened envelopes. Thus, the pivot to digital B2B invoicing and digital payments became an immediate priority for businesses.
Digital Invoicing (aka E-invoicing and E-billing) is electronic delivery of an invoice to a customer (vs paper invoice sent via Postal Service) by email, SMS, portal, EDI and other electronics channels.
Most Digital Invoicing applications include added functionality: (a) pull in data required for invoice from ERP for automated production of invoice, (b) include Credit/Debit adjustments, (c) electronic distribution and tracking (d) reminders and dunning
Digital Payments, aka Real Time Payments (RTP), and “Frictionless Digital Payments” are electronic payments that transfer funds and remit advice
Digital Payments are made directly between buyer and seller through a direct, secure, payment gateways using credit card, direct ACH debit or credit, wire, direct transfer on an Account to Account (A2A) basis.
Digital Invoicing & Digital Payments Synergy
Digital Invoicing, Digital Payments, and a Customer Care Portal are most powerful when offered together
The combination is appealing to small and medium size B2B customers & B2C customers to deal with the invoice review & pay. Stripe claims 75% of invoices it delivers on behalf of its clients are paid same day!
A Customer EIPP Portal facilitates the end-to-end transaction: (a) enabling the payment and (b) providing access to the invoices and statement of account (c) providing digital assistant for 24x7 account enquiry
Payments can be made via a wide range of mobile devices
All Invoicing and payment data is captured
Digital Invoicing
The Imperatives of Invoicing:
a. Accuracy (99+%)
b. Delivery in prescribed method (email, SMS, portal)
c. Meet customer’s invoicing requirements: information & format
d. Many European & LatAM govts require e-invoicing
Digital Invoicing achieves high accuracy by extracting invoice data from ERP, eliminating human error, deliver invoices electronically in multiple ways
We present to you our new fintech product and solution named "CharlieIndia".
In case we've managed to gain your attention, please feel free to contact us for more information about what we could offer to you and your business to grow!
You may contact us directly via e-mail on vilmos.zsakay@partnerhub.hu / katalin.kauzli@partnerhub.hu at any comfortable time!
Our Sales Team will get back to you as soon as possible with more information in order to discuss the details and possibilities!
QueueBuster also provides extensive customer management features allowing firms to track client interactions, analyze purchasing habits, and segment customers based on preferences. This essential information enables firms to modify their marketing and communication strategies delivering specific messages and promotions that connect with their target demographic and increase engagement.
Shop Around!
There are many different merchant account providers online today. In order to find the right one for you business, you need to research and compare the various programs. It is important to have an idea of everything out there to make the most informed decision. Check out the options offered from banking facilities, independent organizations.
SURE! Subscription Billing & Relationship Management for IaaS providers SURE!
Learn how SURE! end to end Subscription Billing and Relationship Management can become a right solution for IaaS providers to streamline their business models.
SURE! is a Magnaquest product. SURE! is an end-to-end Subscription Lifecycle Management Platform from Magnaquest. SURE! supports different domains like Cloud (IaaS, SaaS, Unified Communication) Broadband (FTTX, WiMAX, Wi-Fi, Cable, ADSL) , Dual Play, Triple Play Telecom, MVNO & M2M, Pay TV (Cable, DTH, DTT, Broadcaster, IPTV, OTT) and Home Utilities. SURE! has been redefining and catalyzing ROI of our clients, spread globally, in verticals like Media & Entertainment, Broadband and Cloud businesses, with a product suite spanning Billing and Revenue Management, CRM, Session Control, OSS and Campaign management.
Sage is a leading supplier of business management software and services to more than 6 million customers worldwide. From small start-ups to larger organizations, we make it easier for companies to manage their business processes.
At our most recent Lunch & Learn at Sage Software in Irvine, California, Amjad Khan delivered a simple overview of the ROI of AIM Insight's process integration services and the value of partnering with Sage Accpac.
Poonawalla Fincorp and IndusInd Bank Introduce New Co-Branded Credit Cardnickysharmasucks
The unveiling of the IndusInd Bank Poonawalla Fincorp eLITE RuPay Platinum Credit Card marks a notable milestone in the Indian financial landscape, showcasing a successful partnership between two leading institutions, Poonawalla Fincorp and IndusInd Bank. This co-branded credit card not only offers users a plethora of benefits but also reflects a commitment to innovation and adaptation. With a focus on providing value-driven and customer-centric solutions, this launch represents more than just a new product—it signifies a step towards redefining the banking experience for millions. Promising convenience, rewards, and a touch of luxury in everyday financial transactions, this collaboration aims to cater to the evolving needs of customers and set new standards in the industry.
Financial Assets: Debit vs Equity Securities.pptxWrito-Finance
financial assets represent claim for future benefit or cash. Financial assets are formed by establishing contracts between participants. These financial assets are used for collection of huge amounts of money for business purposes.
Two major Types: Debt Securities and Equity Securities.
Debt Securities are Also known as fixed-income securities or instruments. The type of assets is formed by establishing contracts between investor and issuer of the asset.
• The first type of Debit securities is BONDS. Bonds are issued by corporations and government (both local and national government).
• The second important type of Debit security is NOTES. Apart from similarities associated with notes and bonds, notes have shorter term maturity.
• The 3rd important type of Debit security is TRESURY BILLS. These securities have short-term ranging from three months, six months, and one year. Issuer of such securities are governments.
• Above discussed debit securities are mostly issued by governments and corporations. CERTIFICATE OF DEPOSITS CDs are issued by Banks and Financial Institutions. Risk factor associated with CDs gets reduced when issued by reputable institutions or Banks.
Following are the risk attached with debt securities: Credit risk, interest rate risk and currency risk
There are no fixed maturity dates in such securities, and asset’s value is determined by company’s performance. There are two major types of equity securities: common stock and preferred stock.
Common Stock: These are simple equity securities and bear no complexities which the preferred stock bears. Holders of such securities or instrument have the voting rights when it comes to select the company’s board of director or the business decisions to be made.
Preferred Stock: Preferred stocks are sometime referred to as hybrid securities, because it contains elements of both debit security and equity security. Preferred stock confers ownership rights to security holder that is why it is equity instrument
<a href="https://www.writofinance.com/equity-securities-features-types-risk/" >Equity securities </a> as a whole is used for capital funding for companies. Companies have multiple expenses to cover. Potential growth of company is required in competitive market. So, these securities are used for capital generation, and then uses it for company’s growth.
Concluding remarks
Both are employed in business. Businesses are often established through debit securities, then what is the need for equity securities. Companies have to cover multiple expenses and expansion of business. They can also use equity instruments for repayment of debits. So, there are multiple uses for securities. As an investor, you need tools for analysis. Investment decisions are made by carefully analyzing the market. For better analysis of the stock market, investors often employ financial analysis of companies.
USDA Loans in California: A Comprehensive Overview.pptxmarketing367770
USDA Loans in California: A Comprehensive Overview
If you're dreaming of owning a home in California's rural or suburban areas, a USDA loan might be the perfect solution. The U.S. Department of Agriculture (USDA) offers these loans to help low-to-moderate-income individuals and families achieve homeownership.
Key Features of USDA Loans:
Zero Down Payment: USDA loans require no down payment, making homeownership more accessible.
Competitive Interest Rates: These loans often come with lower interest rates compared to conventional loans.
Flexible Credit Requirements: USDA loans have more lenient credit score requirements, helping those with less-than-perfect credit.
Guaranteed Loan Program: The USDA guarantees a portion of the loan, reducing risk for lenders and expanding borrowing options.
Eligibility Criteria:
Location: The property must be located in a USDA-designated rural or suburban area. Many areas in California qualify.
Income Limits: Applicants must meet income guidelines, which vary by region and household size.
Primary Residence: The home must be used as the borrower's primary residence.
Application Process:
Find a USDA-Approved Lender: Not all lenders offer USDA loans, so it's essential to choose one approved by the USDA.
Pre-Qualification: Determine your eligibility and the amount you can borrow.
Property Search: Look for properties in eligible rural or suburban areas.
Loan Application: Submit your application, including financial and personal information.
Processing and Approval: The lender and USDA will review your application. If approved, you can proceed to closing.
USDA loans are an excellent option for those looking to buy a home in California's rural and suburban areas. With no down payment and flexible requirements, these loans make homeownership more attainable for many families. Explore your eligibility today and take the first step toward owning your dream home.
how can i use my minded pi coins I need some funds.DOT TECH
If you are interested in selling your pi coins, i have a verified pi merchant, who buys pi coins and resell them to exchanges looking forward to hold till mainnet launch.
Because the core team has announced that pi network will not be doing any pre-sale. The only way exchanges like huobi, bitmart and hotbit can get pi is by buying from miners.
Now a merchant stands in between these exchanges and the miners. As a link to make transactions smooth. Because right now in the enclosed mainnet you can't sell pi coins your self. You need the help of a merchant,
i will leave the telegram contact of my personal pi merchant below. 👇 I and my friends has traded more than 3000pi coins with him successfully.
@Pi_vendor_247
Introduction to Indian Financial System ()Avanish Goel
The financial system of a country is an important tool for economic development of the country, as it helps in creation of wealth by linking savings with investments.
It facilitates the flow of funds form the households (savers) to business firms (investors) to aid in wealth creation and development of both the parties
how to swap pi coins to foreign currency withdrawable.DOT TECH
As of my last update, Pi is still in the testing phase and is not tradable on any exchanges.
However, Pi Network has announced plans to launch its Testnet and Mainnet in the future, which may include listing Pi on exchanges.
The current method for selling pi coins involves exchanging them with a pi vendor who purchases pi coins for investment reasons.
If you want to sell your pi coins, reach out to a pi vendor and sell them to anyone looking to sell pi coins from any country around the globe.
Below is the contact information for my personal pi vendor.
Telegram: @Pi_vendor_247
If you are looking for a pi coin investor. Then look no further because I have the right one he is a pi vendor (he buy and resell to whales in China). I met him on a crypto conference and ever since I and my friends have sold more than 10k pi coins to him And he bought all and still want more. I will drop his telegram handle below just send him a message.
@Pi_vendor_247
what is the best method to sell pi coins in 2024DOT TECH
The best way to sell your pi coins safely is trading with an exchange..but since pi is not launched in any exchange, and second option is through a VERIFIED pi merchant.
Who is a pi merchant?
A pi merchant is someone who buys pi coins from miners and pioneers and resell them to Investors looking forward to hold massive amounts before mainnet launch in 2026.
I will leave the telegram contact of my personal pi merchant to trade pi coins with.
@Pi_vendor_247
Falcon stands out as a top-tier P2P Invoice Discounting platform in India, bridging esteemed blue-chip companies and eager investors. Our goal is to transform the investment landscape in India by establishing a comprehensive destination for borrowers and investors with diverse profiles and needs, all while minimizing risk. What sets Falcon apart is the elimination of intermediaries such as commercial banks and depository institutions, allowing investors to enjoy higher yields.
Exploring Abhay Bhutada’s Views After Poonawalla Fincorp’s Collaboration With...beulahfernandes8
The financial landscape in India has witnessed a significant development with the recent collaboration between Poonawalla Fincorp and IndusInd Bank.
The launch of the co-branded credit card, the IndusInd Bank Poonawalla Fincorp eLITE RuPay Platinum Credit Card, marks a major milestone for both entities.
This strategic move aims to redefine and elevate the banking experience for customers.
Empowering the Unbanked: The Vital Role of NBFCs in Promoting Financial Inclu...Vighnesh Shashtri
In India, financial inclusion remains a critical challenge, with a significant portion of the population still unbanked. Non-Banking Financial Companies (NBFCs) have emerged as key players in bridging this gap by providing financial services to those often overlooked by traditional banking institutions. This article delves into how NBFCs are fostering financial inclusion and empowering the unbanked.
The Evolution of Non-Banking Financial Companies (NBFCs) in India: Challenges...beulahfernandes8
Role in Financial System
NBFCs are critical in bridging the financial inclusion gap.
They provide specialized financial services that cater to segments often neglected by traditional banks.
Economic Impact
NBFCs contribute significantly to India's GDP.
They support sectors like micro, small, and medium enterprises (MSMEs), housing finance, and personal loans.
Turin Startup Ecosystem 2024 - Ricerca sulle Startup e il Sistema dell'Innov...Quotidiano Piemontese
Turin Startup Ecosystem 2024
Una ricerca de il Club degli Investitori, in collaborazione con ToTeM Torino Tech Map e con il supporto della ESCP Business School e di Growth Capital
where can I find a legit pi merchant onlineDOT TECH
Yes. This is very easy what you need is a recommendation from someone who has successfully traded pi coins before with a merchant.
Who is a pi merchant?
A pi merchant is someone who buys pi network coins and resell them to Investors looking forward to hold thousands of pi coins before the open mainnet.
I will leave the telegram contact of my personal pi merchant to trade with
@Pi_vendor_247
The European Unemployment Puzzle: implications from population agingGRAPE
We study the link between the evolving age structure of the working population and unemployment. We build a large new Keynesian OLG model with a realistic age structure, labor market frictions, sticky prices, and aggregate shocks. Once calibrated to the European economy, we quantify the extent to which demographic changes over the last three decades have contributed to the decline of the unemployment rate. Our findings yield important implications for the future evolution of unemployment given the anticipated further aging of the working population in Europe. We also quantify the implications for optimal monetary policy: lowering inflation volatility becomes less costly in terms of GDP and unemployment volatility, which hints that optimal monetary policy may be more hawkish in an aging society. Finally, our results also propose a partial reversal of the European-US unemployment puzzle due to the fact that the share of young workers is expected to remain robust in the US.
The European Unemployment Puzzle: implications from population aging
Accounts Receivables Clerk
1. Betty - Accounts Receivables Betty has done billing in all it forms: paper, hybrid, and electronically. She constantly faces challenges from regional center requirements, rapid commpany growth, and the ongoing pressure to do her job pomptly and without mistakes. SPM's Billing Module has helped Betty bill efficiently and precisely. After payroll completes the recording and payment of hours, the Billing module helps Betty create calendars and reports to process billing.
This is the overall presentation strategy to address the previously mentioned critical issues. Each objective is expanded in the sections ahead. Log into SAMLTD with the session date 08/15/2010
The AR module provides comprehensive feature set to define and manage customer terms and relations. You can create Customer Groups to define similar processing terms and then assign customers to those groups With customer groups it is also easy to sort and group customers for reporting
National Accounts With the available National Accounts module, you can efficiently process a single receipt and apply it to all accounts that are part of the National Account This feature is especially useful if you do business with large corporations with several different offices set up as individual customers
AR Customer Master Customer account set up allows you to track multiple details in logical tabs in the customer master You can put a customer on a Hold Status if needed. Orders can only be shipped and invoiced once the on-hold status is revoked
Under the Processing Tab: It is easy to choose the Account Set you want to assign the customer to Payment terms and billing cycles can be quickly reviewed and maintained Document delivery method can be specified – email, fax, regular mail
Invoicing Tab: Based on the type of the customer, you can assign them a default Price List The salesperson commission split ensures automatic and accurate calculation for each sales order
You can quickly review key customer statistics on-screen and inquire by Year/Period Invoices, receipts Total Days to pay, Average Days to pay
The Activity Tab allows: Quick access to Customer Account Status – including outstanding balance, last statement balance and highest balance this year
Under the Comments Tab You can maintain notes pertaining to customer communications. Access to this tab can be security controlled Those with access to this tab can update and view what is going on with this customer
Contract Pricing and Price List Codes maintained in the Inventory Control Module can be accessed from these screens if AR needs to verify the information/answer inquiries.
AR Customer Activity It is quick and easy to review AR Customer Activity as an on-screen lookup. You can instantly review aging statistics Supporting information like transactions, receipts and refunds can be seen side by side. You can even view transactions by different document types
Accpac Dashboards Through interactive AR dashboards, key summary indicators can be accessed The dashboards are web deployed and are customizable
OE Sales History If required, AR clerks can also be set up to view customers’ Sales History
AR Customer View in CRM Due to the integration between SageCRM and Accpac, you can view AR information from within CRM. The CRM user has to be set up with the access rights in Accpac and CRM to view those modules/screens
AR Inquiry Tab View Posted/Unposted transactions (Productivity tool for Sales people/AR people with remote access) and open Accpac screens
Aging & Statistics Credit Information including whether “On Hold”. Decision whether to extend further credit (sales folks don’t need to ask accounting each time) Aging Document Information
OE Inquiry View into Order history for research purposes Can view or create new orders
Objective Multiple invoicing options. Order Entry and PJC has integrated invoicing. AR allows manual one-off invoicing. Recurring charges can be applied automatically. You can deliver invoices according to the customer’s preference. Multiple receipt options make recording of payments easy. Focus Invoicing process and options Recurring Charges Receipt process and Receipt Inquiry
Credit Check The OE credit check makes the life of AR easier: Each time you enter an order for a customer, Order Entry checks customer credit limits to see if the new order will put the customer over their credit limit Click the Credit Check button by the customer number to view customer account information If you choose the credit check option in the customer record in Accounts Receivable, Order Entry will always check whether the current posted balance in Accounts Receivable exceeds the customer’s credit limit This needs an override authorization to continue processing
Review of integrated invoicing process Due to integration between modules, customer invoicing is efficient and flexible Once an order is placed, by the customer, it is entered in the OE Order Entry Screen
Once the warehousing/shipping department receives the order, they enter the quantities shipped (Use Ship All and that will bring the Qty B/O to zero)
When posting this OE Shipment Entry, you can also create an invoice simultaneously . This is a time saving feature and will ensure that the invoice can be sent with the shipment and that AR does not have to create an invoice separately However, if your processes require invoices to be created separately it can also be done
Auto-creation of invoices will prompt you for printing
OE Shipment automatically creates a shipment number, but has reference to the same Order Number (Order 64 in the example)
Invoice Entry Whether an invoice is created automatically or separately through OE Invoice Entry screen, it has reference to the Shipment Number Point out that the Invoice No and Shipment Number are the same and referenced
Seamless view of Invoices in AR Due to integration between modules, as soon as Day End Processing is run, you can view AR invoices for the OE transactions The AR Invoice in the example shows reference to order #64 and shipment #61 we have been demonstrating
Posting and Printing Invoices If needed, you can also manually create invoices, though we have shown you automated one Invoices can be created and posted automatically by defining proper G/L Integration option. This ensures efficient posting and receipt recording in a high volume setting (Timely recognition of receivables and applying payments received) Printing invoices is straightforward. Click on Print Invoice .
Project Invoicing If you are using PJC, AR Billing automatically creates invoices for the selected range
PJC Billing worksheet when posted, will create invoices Invoices can be created and posted automatically through GL Integration
Receivables will show in the AR Invoice Batch List once Day End is complete We will show the receipt process for this invoice next
It is quick and easy to process receipt so that checks for example can be sent for deposit Select customer and click on the arrow
Select the invoice to apply payment to Put in the Receipt amount and click to change the Apply column to Yes
When applied, the payment automatically creates a Receipt Batch entry
Besides posting the receipt batch, you can easily print the deposit slip as well
Recurring Receivables You can efficiently process Recurring Receivables by setting them up so that they are charged at the appropriate frequency You can also create an invoice manually from the Recurring Receivables screen If using PJC, Recurring Receivables can be job related
AR Customer View in CRM Receipts
AR Customer View in CRM Drill down to Receipt details (hyperlinked)
Objective Customer statements, balances overdue and collection letters can be sent based on customer delivery preference. Integrated AR Collection Manager provides an effective process to track communications and follow up actions Focus Customer statements/letters/labels Document Delivery Options AR Collections Manager
AR Collections Besides being able to calculate receivables, AR also offers a complete feature set for receivables recovery: Through AR Statements/Letters/Labels, you can generating overdue and collection letters Communication can be sent by email, fax, or postal service (Stated Delivery Preference)
You can use various criteria/filters for creating statements
Some additional criteria for creating letters Use of different letter templates (customization)
AR Collections Manager Offers a structured collection environment in the integrated CRM: Can view collections pipeline You can sort and filter the collections pipeline to go through records (divvy up the job among several people) CRM users can view and update notes pertaining to contacts made If necessary you can schedule follow ups that get added in CRM as communications If necessary, customer account can be put on hold and we have documentation for any inquiries Reduces the average collection times and thus adding up in interest savings Also, please refer to: http://support.accpac.com/partners/ProductResources/SageAccpac/5.5/ARCM/MKT_2008_13144_ACC_BR_CRMFin_FINAL.pdf
Objective Based on payment history, customers can be put on a “credit hold” status. CRM workflows can be used to request for a credit extension. Focus AR Customer Master CRM Credit Request Extension workflow
AR Customer Master: Establish credit limit for customer 1105 ($5000.00/30 Days - $3000.00) You can track information on customer credit rating. This ensures that you don’t accidentally over-extend credit to those with a lower rating You can specify threshold levels to generate system warnings when the customer credit exceeds a certain amount, optionally combined with certain number of days AR transactions are overdue by In this example, let’s set the total credit limit to 5000.00 and $3000 if due for 30 days or more
A/R Customer Activity From the customer activity screen you can see that this customer has already exceeded their limits from previous transactions (even before you set a limit)
Order Entry When a sales person tries to enter a new sales order, they are presented with a system generated Credit Warning . This transaction will only go through if overridden by the authorized person i.e. controller or a designated person During the demo, when you get this message you can use the ADMIN account to show the override rights At this stage it is prudent to put a customer account on hold so that no more orders can be processed. Appropriate actions based on company policy.
Workflow to request credit extension To complement the foregoing feature in the ERP, CRM workflow can be implemented that will provide notification to AR if a customer worthy of a credit increase needs it A business rule will determine, if the limit can be increased for those not in default and for those there are no write-offs etc. A salesperson/CRM user can collect the necessary documents from a customer and when done, a notification will be sent to the AR Clerk for further action The workflow, reduces the steps and helps maintain the customer relations Notice that a message on the screen clearly displays that the customer is on hold