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The Accounts menu offers all the functions and tools required for tracking
client accounts and activity.
Any client account can be viewed showing all
the transactions in the client's history or transactions between search dates.
Invoices listed in the transactions listing can be viewed from the
transactions screen.
All invoices or payments listed between search dates can be
reprinted. Ideal when a client requires copies of these for a fiscal year!
An "Outstandings" utility is available which lists all clients with
outstanding balances. The listing shows the client name and the 'aged periods'
at which the amounts are owing and totals owing for all periods. Any entry in the listing can be highlighted and
the full details of the client shown for reminder calls etc.
The Accounts
utility also looks after the payments taken from clients. Ledger columns are
automatically updated as payments are taken. Payments taken can be edited should
an error be made. This prevents the need for extra entries etc. to offset the
error.
Monthly statements can be printed from the Accounts utility for all
clients with outstanding balances. Clients can be removed from the statement
print listing. It takes time to print many statements, so G-E allows the user
to pause the statement run to take a payment, generate an invoice, enter a new
client in the system, or any other function.
It is useful functions like these
that sets G-E apart from the competition. It was because a statement run
prevented a payment to be taken instantly and a handwritten receipt had to be
issued so as not to unduely detain the client. An obvious advantage of software
being developed while in actual use in a workshop.
Envelopes can be
printed for all clients receiving statements. Both the statements and the
envelopes are printed in order so it becomes a simple matter of putting
statements in envelopes with no need to sort.
An important note here. G-E
does not require "Month End Rollovers". G-E uses live data so statements can be
printed for any month at any time. Your system does not grind to a halt at the
end of the month until you have caught up on your "paperwork".
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