Enquiries and Reports

• "Partial field" search / match facilities allow the selection of customers using any part of the customer's business name or a contact name, phone numbers, etc. - operators do not have to remember codes.
• Enquiry facility allows instant access to account details including financial transaction history, current outstanding amounts, complete line item detail of invoices and outstanding customer orders and up to a page of notes for each customer.
• Statements are available at period end (eg 7 days, monthly, etc) and on demand.
• Each customer can belong to two customer groups (eg. industry type and zone) and all reports can optionally be produced with customers grouped by either of these groupings.
• Aged trial balance can be configured to meet varying needs, including special collection times.
• Comprehensive arrears reports for accounts with scheduled payments, e.g. extended credit
• Mailing label facility - could be used for promotions, etc.
• Easy-to-use report writer facility for special reporting requirements.
• Optional ODBC connection allows for data manipulation, graphs and reporting by third party products, including Access and Excel.