Nowhere is this more important than in your company's Accounts Receivable department - the nerve centre of your accounting operations - where a good portion of the information that can make or break your business is stored.
- Internet Enabled
- Tracking Customers
- Managing Overdue Accounts
- Recurring Invoices
- Multiple Delivery Addresses
- Sophisticated Discount Options
- Sales Analysis
Greentree is enabled for Internet deployment, out of the box, using its thin client technology. This allows remote offices or travelling executives to obtain secure access to the complete functionality of Greentree.
Customers can be quickly located using a wide range of search criteria. Use your mouse or function keys to scroll through the customer file, depending on your personal preference. Individual customer accounts may be tracked on an Open Item or Balance Forward basis - and you can switch between these at any time. Collecting money owed by customers is critical to cashflow and business survival. Disputed invoices may be placed on hold, allowing the balance owed to be more easily collected and unlimited free format notes can be recorded for each customer.
Managing Overdue Accounts
Businesses today need to offer more flexible payment terms - which may vary for particular sales to individual customers. Accounts Receivable allows the default customer payment terms for each invoice to be modified as they are entered. Greentree tracks invoices so you know exactly when each invoice is due for payment. Additionally customer credit limits can be defined as a total and/or each overdue period.
If your company has a requirement for recurring invoices, these may be defined just once and automatically generated when required. This gives easy control over areas such as rental charges or maintenance billing.
Multiple Delivery Addresses
With up to 999 delivery addresses per customer, you are assured of being able to cope with almost any number of customer locations or delivery instructions. Each address may also include a contact person, fax and phone numbers and even a run and drop number to assist in delivery scheduling.
Sophisticated Discount Options
Both invoice and statement discounts are available, so that discounts to a customer may be provided on an individual invoice line or as an incentive for early account payment. A wide range of discount or special pricing arrangements may be defined for selected customers or customer groups. This may include quantity discounts and/or a discount or price, which applies within a specific date range only.
Greentree captures detailed sales analysis information, including analysis by user defined Customer, Inventory and Transaction Trees. Using links to a number of industry standard data warehousing tools including Microsoft Excel, allows you to view profit and sales trends through multiple levels and from different angles with complete flexibility.You are then able to control and really understand where your sales strengths and challenges are.