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| Accounting Software – Sales Ledger Features |
• Automatic account code generation or input manually
• Quickly View Customer History - transactions and sales
• Receive Payments directly into the bank
• Process Customer Refunds
• Print Statements to printer and e-mail |
• Print Sales Day Books - Invoices, Receipts.
• Create Customers from CRM System
• Post Code lookup
• Print Labels
• Print Customer Letters |
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| Accounting Software – Sales Ledger Screen Shots |
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| All Sales Ledger functions are accessible from 1 place. |
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| The job summary gives you a overview of your work
from many different perspectives. By default you
are shown today’s jobs, one click will show you
tomorrows and so on. You can also quickly filter out
certain skip sizes or categories or even types of job
like Collections or Exchanges. Searching for an
existing job to collect or exchange is simple. There
are many ways to find the job you are looking for
including, post code, company or surname, job
number or address. |
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| Using the scheduler you can allocate jobs to drivers,
move to different days or drivers. This screen gives
you a daily or weekly overview of our current work.
The colour scheme makes it easy to see what is
going on. You can batch print drivers tickets or run sheets. |
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| A standard
invoice layout is provided which
can be amended for use with your
stationery. These invoices can
then be imported into accounts
systems like Sage,Quickbooks,
MYOB etc. The invoice layout can be amended by our engineers as part of the in site installation. It is also available as an option if you decide not to need us to perform the installation form you. |
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Our invoicing system is very flexible. You can choose from creating one invoice per job, one invoice per customer per week/month etc. or even one invoice per site or a mixture. Invoices can be created automatically
from jobs and multiple jobs
put into one invoice using the screen above. |
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| One vital requirement of any database is the ability to quickly find information however obscure. We provide a very simple search screen giving the user many methods of finding an existing skip when the customer wants to exchange or arrange a collection. Often a builder might only know the road name, our system can find the skip by this information alone . |
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| Aged Debtors Reporting |
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| Optionally, tickets can be printed directly from the system, replacing your old books. You can print the tickets individually as required or as a batch or a mixture of the two. We can amend our layout file to fit your stationary and if you've not yet got stationary we can source it for you. The usual tickets are 6" x 8" on a tractor fed dot matrix printer. |
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| Postcode lookupa allows you to quickly find a full adress form the Royal Mail PAF database and write it into the program. Requires licence and also internet connection. |
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