System-Wide Features 

 System Maintenance 

 Novadex 

 
 


Accounts Receivable

An efficient system to manage your customer base and know what you are owed.
  • 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.