Here are detailed all useful informations needed to manage customer/supplier receivable
You can also access to informations regarding the third party:
- see/change/add an adress or a contact form (and choose until 5 favorite contacts)
- customer/supplier segmentation
- Contractual dispositions
- Client/supplier risk assessment
- Payment habits indicators
The “consolidation” button gives the opportunity to compile data at different levels:
- At the master level (in case of a multi-masters user profile): you shall see a global statement or filter informations to a particular master. The list of procedures and synthesised reports are thus adapted to the filtering level
- At the third party or company profile level: For every common legal ID third party, you shall consolidate accounting data and see all the concerned procedures
- At the analytical section level: you shall compile all the procedures on the basis of a particular third party analytical code
- At the type level: you shall compile all the procedures on the basis of a particular third party type
Menu
The drop-down menu “Menu” provides direct links to create a campain or see the actual list of campains, or even create a new account
Reporting
The drop-down “Reporting” menu lists the set of specific reports attached to the user rights and profile
Media
The drop-down “Media” menu provides direct link to manual media action creation tool
Account statement board
Here is detailed the list of transactions (invoice, credit note, order…) of the customer/supplier :
- The management of the collection process is made by adding events onto the lines of transaction (dispute, discrepancy, feedback), promises of payment and payment plan
- Any event is strictly qualified on the line of transaction and, depending on its nature, stop or not the recovery process
- Those events are identified by pictograms on each line of concerned transaction, the board including a column dedicated to each event