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TSEFS CRM And Accounts Receivable (TSEFS
A/R) is designed to help a small or mid size business increase its cash flow by providing
instant reviews of customers' past due invoices, current open receivables,
sales volume, payment habits and credit standing. |
Customer accounts are updated automatically when invoices
and credits are processed and posted through TSEFS S/O (Sales Order)
or TSEFS PJC (Project & Job Costing) modules. From within TSEFS
CRM And Accounts Receivable, you have the option to control selling prices, shipping, holding and releasing sales orders and/or services for any customer. |
TSEFS
CRM And Accounts Receivable cash receipt function is
very flexible and easy to use, allowing a wide range of scenarios to receive and apply customer payments and over-payments. This accounting software application is available in either single or multi-user versions. |
It can function as a stand-alone module, however, when integrated with TSEFS G/L, C/M, P/O, S/O, PJC and I/C modules, it is one of the priceless links for a one-stop, complete business software solution, which will for many years, continue to satisfy and exceed your business needs. |
Features & Capabilities: (To view screen shots, click on listed features.) |
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Only authorized users
can access TSEFS CRM And Accounts Receivable information. |
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Will perform all CRM And Accounts Receivable functions in a multi-company environment. |
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Unlimited customer accounts and receiving departments. |
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Each customer account can be maintained
by a twelve (12) or less alphanumeric code. |
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Ability to recall customers by either customer number, name or telephone
number. |
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Ability to restore or recover deleted customer information before CRM And Accounts Receivable Clean-up function is used. |
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Ability to completely remove all deleted customers from file to recover and re-use disk space. |
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Shows total outstanding Accounts Receivable during on screen look-up of customers' accounts. |
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Ability
to keep unlimited notes on individual customer accounts. |
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Ability
to assign and maintain the type of currency for each
customer account. |
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Maintains open item accounting
for each customer. |
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Accounts Receivable reports show customer account balances
in both customers’ and local currencies. |
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Group
customer by type, territory/region and sales associate. |
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Maintains
customer's contact, telephone and fax numbers, email address and web site. |
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Terms,
credit limit, number of NSF incidents and retail sales
tax numbers kept for each customer. |
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Credit
limit verification for orders and invoices. |
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Maintains
EDI information for invoices and credits transmission. |
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Ability to set-up or establish receiving departments for each customer. |
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On-screen monthly sales target, sales, receipts
and gross profit statistics for
each customer. |
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Ability to enter and post customer invoices and memos directly to Accounts Receivable and G/L. |
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Ability to enter and post customer billings to Projects, Jobs and Tasks. |
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Supports
partial, full payment and reversal of receipts. |
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Supports write-off for un-collectable
service charge and applying discounts while recording customer
payments. |
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Ability to keep fully paid invoices for a fiscal year. |
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Ability to recall and show internal notes for individual invoices and related transactions. |
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Ability to periodically remove fully paid invoices from file. |
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Ability
to calculate finance charge on over due accounts. |
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Unlimited
shipping addresses with detail of sales for each shipping
address. |
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Prints customer Accounts Receivable statements in user defined format. |
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Ability to suspend customer account,
hold or release orders and invoices. |
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Reports |
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Customer Lists. |
Sales Journal. |
A/R Ledger. |
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Customer Envelopes. |
Write Off Journal. |
A/R Aged Trial Balance. |
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Customer Address Labels. |
G/L Summary Of Sales. |
A/R Overdue Accounts. |
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Customer Ship-To List. |
Bank Deposit Slip. |
Customer Statements. |
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Customer Sales Analysis. |
Cash Receipt Journal. |
G/L Summary Of Receipts. |
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Runs on Windows XP, Vista & 7 |
Easy Setup and Easy To Learn |
Quick Links |
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"Initially, we acquired the basic TSEFS G/L, A/P, A/R
and Payrol package. The programs have been extremely easy
to learn and use." |
Susan Dunsmoor, V.P., All-Weld |
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Get TSEFS to propel and keep your business ahead of your competition |
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We provide superior support and services for as long as you need. |
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