Accounts & Finance
Follow balances from one center, instantly
Keep your financial picture crystal clear at all times with account cards, statements and due-date reports. Wherever a balance shows up, it comes from the same source.
Account Management
Account cards and a balance from one source
Wherever it appears, the balance derives from account transactions (debit−credit); no contradiction arises.
- Account cards, account groups and price group designation
- Balance from one source: derives everywhere from transactions (debit−credit)
- Running-balance account statement (carryover + cumulative), PDF
- Toggling per-account order and virtual POS permission
- Setting credit and risk limits
Receivables Tracking
Open invoices and due-date breakdowns
Watch your receivables by due date and notice risk early.
Open invoices
Open invoice tracking with FIFO allocation, average maturity and overdue debt.
Due-date report
A monthly breakdown of overdue, approaching and not-yet-due amounts.
Average maturity
Read payment habits through per-account average maturity calculation.
Risk & credit limit
Rein in sales risk with per-account credit and risk limits.
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