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Daivs Business Solutions, Inc.
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Accounts Receivable System
Davisware Accounts Receivable is a fully integrated software solution with all other GlobalEdge modules. With thorough integration to modules including Order Entry, Service Order Entry & Quote Entry, you are protected to insure you are providing your staff the tools they need to manage your A/R and understand your customers. By adjusting terms to buying and payment patterns automatically, you are able to customize business to the customers you service. By utilizing our web services tools, you are also able to provide complete access to account information for your customers. This means that they are able to access their account on-line, print statements and invoices and analyze their purchases. As they quote and purchase on-line, all credit checking is immediate and up to date. Complete activity tracking and built-in collections tools give you the functions you need to manage A/R on the front end, as well as the back end of any transaction.
  • Users can print and reprint statements and invoices at any time.
  • Multiple price levels and pricing structures.
  • Credit limits and credit terms so companies can prevent further charges by any account or simply require override.
  • Credit check at the point of Quote Entry, Order Entry, Service Order Entry, Dispatching and Invoicing. All stages can either warn the user, require password authorization or stop the transaction based on set up.
  • Users can set-up unlimited bill-to/ship-to accounts that support separate history files and bill-to files for each account.
  • Unlimited numbers of payment terms, including payment plans.
  • Unlimited account histories.
  • Automatic interest calculation with the ability to either calculate and print for statements or to post interest to account.
  • Divisionalized, departmentalized accounting.
  • Fully integrated IC Verify Credit Card authorization.
  • Ability to accept credit card payment either during the sales transaction or on account.
  • Fully integrated credit card authorization as a part of web shopping cart software, allowing customers to generate and pay for on-line orders.
  • Complete integration with Order Entry, Point of Sale, Service Invoicing and Job Cost.
  • On-line look-up of all transaction detail, down to the line detail of invoice and quotes.
  • Complete set of audit trails.
  • Compliance with GAAP (Generally Accepted Accounting Principals).
  • Unlimited number of customers, customer types, A/R term types, territories, salespersons, etc.
  • Unlimited contact information per customer.
  • Ability to keep unlimited contact activity information including dates and times of activities, as well as follow up activity tracking.
  • User defined history fields.
  • Unlimited amount of customer transaction history as well as activity history kept.
  • Ability to generate statements at any time for any group of customers or using statement codes to generate them for only customer's who have not received them in a specified period of time.
  • Statement format can be defined at the customer level, as well as delivery method, which includes Email, fax or mailing of statements.
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  • Generation of aging reports in detail or summary at any time with user defined aging.
  • Ability to generate aging reports as of a past date.
  • On-line detail per customer of ALL TRANSACTIONS. This includes: Sales, Service, Service Agreement & Job Invoices (paid or open), Sales, Service & Job Orders (open & shipped), Purchases, Receipts, Service Agreements, Incomplete Service Orders, Remaining Equipment warranties, largest balance, Average days to pay, and collections comments.
  • All Images on-line including all invoices, orders, quotes, agreements, payments and any other images tied to a customer or site.
  • Payment plan generation, including ability to require a certain percentage down payment.
  • Flexible standard statement forms or the ability to utilize Crystal Reports to generate custom forms.
  • Management summary reports broken by accounting category by invoices, credits, and debits.
  • Incentive generation programs.
  • Complete sales tax reconciliation reports.
  • Ability to flag customers as requiring PO for purchase.
  • Customer look-up by matching to customer name or alternate name, street number or street address, city, contact, any phone number within the customer or contact, equipment ID number.
  • Interactive sorts and look up to allow for multiple fields to be used together and the ability to continually reduce the matches within the sort.
  • Default customer codes for quick set-up of new customers defined by user.
  • Dynamic Credit limits. This includes reviewing open invoices, as well as orders. Also, the ability to validate based on past terms or past limit.
  • Credit Limit Override by password, including full audit trail and user id tracking.
  • Ability to set-up unlimited Ship To/Charge To locations. Ship To locations or Service Locations can be unique to one Charge To or can be dynamic to any Charge To Account.
  • Flexible and Dynamic Sales & Use Tax Calculation options. Customer tax code, Job Tax Code or warehouse tax code can control the generation of Sales or Use Tax.
  • Ability to set customer taxability by location of receipt of goods (unlimited per customer.)
  • Ability to track resale certificate information, including expiration and images of certificates and authorizations.
  • Generation of customer mailing labels.
  • Ability to copy customer records to create multiple sites without having to re-type duplicate information.
  • Ability to generate customer liens, both partial and final.
  • Complete distribution reports which can show all transaction detail broken by account number. On-Line lookup, Email or printing options available.
  • Sales and Payments Journals to be run with or without showing accounting detail.
  • User ID tagged to each transaction for complete audit trail of all transactions.
  • Ability to enter A/R transactions directly through A/R without entering them through Order Entry, Point of Sale, Job Costing, or Service Tickets.
  • Three different payment distribution choices: Manual, semi-automatic, and automatic. All payment options allow for Electronic Funds Transfer (EFT).
  • Automatic generation of sales commissions based on gross profit or gross percentage, as well as paid or unpaid invoices.
  • Many flexible and interactive management reports.
  • Finance charge generation with the ability to select only certain customers to have charges generated against.
  • Finance Charge Generation can be set to post to A/R or only print as a part of statement generation.
  • Ability to change customer numbers or combine duplicate customer numbers, while retaining all detail & history.
Davisware.
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