Credit & Collections, Statements & Aging

(4 hours)

Credit & Collections

• Collection Letters

• Credit Manager Home

• Credit Controller Home

• Customer Overview

• Credit Control Assignments

• Add/Remove Customers from Credit Stop

• Credit Controller Cash Report

• List of Customers on Credit Stop

• Credit Controller Notes

• Import Credit Controller Notes

Aging Reports

• Current A/R Aging by Customer

• A/R Aging Detail

• The BIG A/R Aging Report

A/R Statements

A/R Reports

• Client Ranking Report

• Client Ranking - 12 Period Report

• Client Spending Trend Report: Last 5 Years

• Client Budget Summary Analysis

• Deferred A/R Report

• List of Transferred Transactions

• Revenue by Class Report

• Revenue by Class YTD Report