Cash Factors & Finance

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.
  • Invoice, transaction & customer search.
  • Details of all contact with each customer resulting from the Debtor Management we provide.