• Schedule appointments for each of you employees with their individual customers.  Appointments can be scheduled individually, or in multiples.  The multiple appointments can be scheduled weekly, bi-weekly, monthly, quarterly, semi-annual or annually. Timing of the appointments is provided with the minutes converted to decimal equivalence for billing purposes.  In addition to scheduling personal appointments, telephone logging is provided.  This function will facilitate billing for support, etc.  Free form notes are provided and these notes from each appointment will be available from the customers master record.

• Additional user information has been added to the user file.  This consists of salesman code, cash drawer, addresses and telephone numbers.

• Payments are now indicated as checks, credit card payments or cash

• Cash Drawers are available with the new method of handling payments.  Cash Drawers are assigned to users thru the User Maintenance Screen.  Up to 999 cash drawers can be maintained.  The Cash Drawers total cash in and out, credit card receipts and checks received.  An individual may review his cash drawer utilizing a function key

• An Administrator is now required for the system.  The Administrator is the only user who can perform system tasks such as adding users to the system and closing periods/year.

• User logins with encrypted passwords are standard

• Invoices and Customer statements can now be printed on Laser printers, eliminating the need for preprinted forms.  Payments on invoices can be shown when invoices are printed.

• A basic Customer Contact system has been added to the system.  The date of last contact is maintained and displayed for each individual customer.  A contact note system is provided to document Customer responses.

• Inquiries of historical information can now be displayed or printed in a date range.

• Increased utilization of windows

• Salesperson control is now implemented.  When this feature is selected, salesperson are only allowed to access their own accounts.  This can be extended to secretaries who only work with a specific salesperson.  This feature extends to cash receipts and reports.   Provision has been made to enable office personnel to work for multiple salespersons.  Customers can only be moved to another salesperson by the Systems Administrator.

Accounts Receivable provides a complete billing, inventory control and accounts receivable system with extensive 
sales analysis reports. These reports provide powerful sales tracking tools needed in today's fast moving economy.
Customer and inventory account balances are automatically updated with every sales transaction..

Highlights of Accounts Receivable
Accounts Receivable Standard Reports
Accounts Receivable Specifications

Highlights of Accounts Receivable

• Customer and inventory balances are automatically updated with each transaction entered
• Displays or prints up to 24 months of customer sales and 36 months of item sales histories
• Supports line item or Value Added Tax (VAT) with as many as 26 user-defined codes
• Designates customer accounts as either open item or balance forward
• Accepts non-receivable cash receipts (i.e., interest payment by bank, tax refund, etc.) and  posts them to
  General Ledger
• Maintains a zip code index for printing mailing labels and reports
• Accepts new customers or inventory during invoicing
• Effects mass cost/price changes for selected inventory groups
• When linked, can use multiple inventory accounts in General Ledger
• Business Status Report performs real-time financial data reporting for nearly 30 key business measurements, 
  including Current Balance,  Inventory Value, Period-to-Date, Gross Margins, Billings, Receipts, Discounts and 
  Cost of Goods Sold
• Context-sensitive help system
• Maintains unlimited customer ship-to addresses
• Provides warning when a customer exceeds available credit limits
• Computes and posts finance charges for specified customers
• Provides optional recurring billings for services, rental payments, etc.
• Simple tracing methods provided for specific receipts and credits to invoices; for customers using cash receipts; 
  and for credit application tracking
• Optionally lets you post revenues and cost of goods to the customer, the item sold or both
• During invoice entry, allows you to limit item lists to specific locations
• All system-generated reports can be displayed in scrolling windows, saved to a file or sent to a printer
• Provides for unlimited notes on customer, inventory item, invoice and statement records
• Select customer records according to full or partial customer ID, telephone number or from pick lists
• Provides for user-defined receivables aging
• Accepts multiple suppliers for same inventory items
• Allows transaction report viewing from customer or inventory files during data entry sessions
• Prints individual or batch point-of-sale transaction invoices.
• Accounts Receivable can be used separately or linked with any of the following AccountiX applications: 
  General Ledger, Sales Orders, Purchase Orders and Accounts Payable
  
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  Accounts Receivable Standard Reports
  
• Business Status Report
• Cash Applications
• Cash Receipts Register
• Customer File
• Customer Ledger Listing
• Inventory & Customer Labels
• Inventory File
• Inventory On-Hand
• Inventory Status
• Inventory Transfers
• Invoice Applications
• Invoice Register (Summary & Detail)
• Journal Report
• Ledger Linking Codes
• Open Receivables Aging
• Physical Inventory Sheets
• Recommended Reorders
• Recurring Billings
• Sales Analysis Report (by customer, item, and salesperson)
• Sales Commissions
• Sales Price List
• Sales Tax
• Summary Aging
• System Comments
  
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  Accounts Receivable Specifications
  
• Maximum number of companies: 99
• Maximum number of departments per company: 99
• Maximum number of customers: Limited only by disk space
• Maximum number of inventory items: Limited only by disk space
• Maximum number of suppliers per item: Limited only by disk space
• Maximum sales tax rate: 99.999%
• Maximum Finance Charge: 99.999%
• Maximum Credit Limit: $999,999
• Maximum Unit Cost: $9,999,999.99
• Maximum YTD Sales per Customer: $999,999,999.99
• 6 character customer ID
• 35 character customer name
• 8 character invoice number
• 15 character inventory part number
• 35 character inventory description
• 3 price levels per item
• 24-month customer sales history
• 36-month inventory sales history
• Fax number
• Up to 11 levels of password protection
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AccountiX, Inc.
8235 Greenbrier
San Antonio, TX 78209
Tel: (210)826-4808
Fax: (210)826-4832

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