At one time an Accounts Receivable module simply would show you who was late on paying their bill, while this was and is still important, a good A/R must now provide a lot more. With the WinLedge A/R you have a complete system for customer and Receivables management. Designed for high volume and multiple users, the Winledge A/R is a powerful management tool.
The Accounts Receivable has many reports for sales analysis. Various combinations are available using customer, product, salesperson, customer region, product group and virtually unlimited date ranges.
WinLedge AR includes a complete invoicing module. Ship to/Bill to, terms and all product deatils can be recorded with little effort. The invoicing has been designed for a high-volume multi-user environment with speed of data entry and "heads down" input being of primary concern.
Classic offers a comprehensive support program. For
one low annual fee you receive, unlimited phone calls, emails, faxes
and software updates. Premium "TeamViewer" and on-site
support services are also available.
Here is just a short list of some of the features...
System can run stand-alone or be fully integrated
No limit to the number of companies you can setup
Handles an unlimted number of currencies with user defined exchange factors
Password control system allows you to control each and every function that a user can access
Customers can be allocated to Regions, Salespeople and categories to provide detailed reporting.
Salesperson file allows you to define a name and commission type for your salesforce.
You can pay commission by customer, by product or by a fixed rate. During invoicing you can specify the commission on a line-by-line basis.
A/R module includes a basic pricing module, or it can be fully integrated with the Inventory
Allocations can be made to a GL file even if the system is not integrated to the G/L module. Later a GL summary report can be produced to show the activity through each account.
System supports multiple AR control accounts, which allows for Multiple Receivables (eg. Can/US).
Automatic calculation of service charges at user-defined rate, option for automatic reversal.
Whether it is tracking your overdue accounts or providing detailed sales reports, Winledge will help you stay on top of your accounts and assist you with marketing decisions.
Contact management system allows you to setup an unlimted number of contacts for each customer
Each contact can have their own email, phone numbers etc
E-mail address with one click access to send the customer an e-mail
Bill-to customer can be assigned. Allows you to maintain hundreds of ship-to addresses for one bill-to
Option to exempt from service charges, option to suppress statements
Option to place customer on hold. Allows you to take orders for the customer but not process them
User defined aging periods
On screen display of sales history for an unlimited number of months or years.
Credit Limit and Average days to pay
Seven user-defined fields allow you to maintain any other information you deem important
Tag file allows you to record an unlimited amount of free form information. Tags can be assigned codes so that you can report on tag entries of a particular type. Tag file could be used to record collection information such as dates and persons spoken to.
POP-UP SQL browse window allows you to search for customers. Contents of browse window is user definable along with sort order. This allows you to look for a customer by phone number, postal code, bill to number, whatever you decide.
QUERY option allows you to limit browse window to a user-specified criteria. E.g. Only display customers in PEI or WA.
Includes full Invoicing module:
Pick up ship to address or simply type in one-time ship to
Can search for an invoice by order number, invoice number, bill-to number or custom search
Can view tag file and account details at time of invoicing
System can be set to hold orders if customer is over credit limit
System can be set to require a PO# to be entered on an order by customer
Four dates including: Order date, required date, shipped date and date invoiced
Can place an invoice on hold manually or have it auto-hold based on customer credit limit/balance
Commission by line item
Discount by line item or by invoice, by percentage or dollar
Can print single invoice, a range of invoices or the entire batch of unprinted invoices
Product/Pricing module (not required if Inventory is used) includes:
20 digit product number
40 character description
255 character long description
Three tax codes, cost price, commission rate and Sales GL account
Product groups can be defined and assigned to products
Infinite number of product price levels. Need 100 different prices for one product? no problem!
Tax code file allows you to define the tax codes to use for your province or state. Three levels of tax are available on a customer by customer basis.
Tax system allows for tax on tax conditions
Prospect module allows you to track potential customers includes:
Option to transfer a prospect to the active customer file
Tag file to record events, dates and conversations with the prospect
Date stamp to let you know when you last modified a prospect
Full address, three phone numbers, e-mail, region, salesperson, comments for each one.
Reports and Labels for mass mailings
Quotation system included:
Has features similar to invoicing but includes option to transfer quote to an invoice.
Draws from same inventory file and customer file as invoicing.
Allows full print and edit options.
All reports can be produced on paper, screen, email or exported to many popular formats such as PDF or XLS
All reports can be modified using Crystal Reports
Aged account Receivable - Summarized and Detailed - Can be run for a selected salesperson, region, GL set or range of customers
Customer Account Analysis - quick on screen display of account activity