Client Access
Demonstration Web Site |
Client Web Site
Clients can access their data online.
Customised searches generate specific data by customer or invoice transaction.
In addition there are a number of standard reports that provide clients with a user friendly interface to track and monitor individual or batch transactions and maintain awareness of debtor balances.
Included on the web site are:
- Standard Reports.
- Aged Debtors Balance
- Transaction Reports (Receipts, Credit Notes…etc)
- Control Report
- Status Report
- Prompt Report
- Customer account details. Current balance and current and archived transactions.
- Customer history, payment trends and the exposure to that customer.
- Details of all invoices factored and the amounts released to the client.
- Details of the monthly retention release.
- Aged Debtors Balance
- Invoice, transaction & customer search.
- Details of all contact with each customer resulting from the Debtor Management we provide.
