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Customer Account Management
1.
Maintain
unlimited customer notes. (Click on screen image.)
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Create, edit, delete,
and print multiple 250-character field customer notes—not the typical single
250-character free-form text field.
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Track author and date
stamp.
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Enter subject line, and
body for each note.
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Create a single note
that can be added to multiple customer records.
2. Develop customer
groups to save time generating invoices and increase productivity.
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Create a single invoice
to be generated for an entire customer group. (Click on screen image.)
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Add and delete
customers from a group.
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Delete groups.
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Assign customers to
more than one group.
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Modify customer groups
easily, through a maintenance drop-down menu or from within individual customer
records.
3. Maintain and view
unlimited years of transaction history, drilling down to complete invoice and
receipt detail. (Click on screen image.)
4. Use credit memos to
adjust customer accounts for a complete audit trail.
5. Create memo invoices
to track pledged funds before they have been received and convert to standard
invoice to recognize revenue. (Click on screen image.)
6. Place customer
accounts on hold when credit limits are exceeded.
7. Designate customer
accounts inactive to prevent further data entry.
8. Store multiple
addresses and contacts.
9. Access
up-to-the-minute aged account balances.
Billing and Payment Application
1. Assign revenue codes that may be distributed among multiple
accounts, based on user-defined percentages or fixed amounts,
to identify different types of charges.
2. Produce
variable aging reports based on invoice date or due date.
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Determine the number of
columns to display.
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Define the increment of
time among columns.
3. Record non-invoiced
revenue with FundWare Cash Receipts (included with Accounts Receivable),
without generating an invoice.
4. Apply overpayments to
amount due as well as future account balances.
5. Calculate document
due dates from the invoicing date by defining terms.
6. Apply payments and
credits to multiple invoices. (Click on screen image.)
Invoice
and Statement Generation
1. Print invoices on plain paper with fields available to
accommodate logo and remit address.
2. Print
invoices as you enter them, or print later in batches.
3. Reprint copies of
original invoices, and provide customers with recap statements for any range of
dates.
Reporting and
Analysis
1. Utilize numerous, ready-to-go reports for customers, invoices
and payments.
2. Report across fiscal
years on any date range.
3. Utilize Query to
capture and view real time data.
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Define filters,
producing refined data.
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Create, save, edit, or
delete queries.
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Copy queries to reuse
and create new queries.
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Utilize pre-defined
queries which are included.
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Print or export data.
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Define font type, size,
and color.
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Move and hide columns,
and sort by column.
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Merge cells to
eliminate duplicate listings.
Other
Important Features
1. Import customer data from other programs.
2. Password-controlled
security.
3. Post transactions in
summary or detail to FundWare General Ledger.
4. Check that general
ledger account numbers are valid in the FundWare General Ledger chart of
accounts.
Technology
1. Designed to the latest specifications for Microsoft®
Windows®.
2. Benefit from
client/server architecture, supporting a powerful relational database.
Integration
1. Post directly to FundWare General Ledger.
2. Export to Microsoft
Windows spreadsheet and word processing programs.
3. Achieve full
integration with Other FundWare software for Microsoft Windows.
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