TSEFS CRM & Accounts Receivable 

 

TSEFS CRM And Accounts Receivable (TSEFS A/R) is designed to help a small or mid size business increase its cash flow by providing instant reviews of customers' past due invoices, current open receivables, sales volume, payment habits and credit standing.

Customer accounts are updated automatically when invoices and credits are processed and posted through TSEFS S/O (Sales Order) or TSEFS PJC (Project & Job Costing) modules. From within TSEFS CRM And Accounts Receivable, you have the option to control selling prices, shipping, holding and releasing sales orders and/or services for any customer.

TSEFS CRM And Accounts Receivable cash receipt function is very flexible and easy to use, allowing a wide range of scenarios to receive and apply customer payments and over-payments. This accounting software application is available in either single or multi-user versions.

It can function as a stand-alone module, however, when integrated with TSEFS G/L, C/M, P/O, S/O, PJC and I/C modules, it is one of the priceless links for a one-stop, complete business software solution, which will for many years, continue to satisfy and exceed your business needs.

Features & Capabilities:  (To view screen shots, click on listed features.)

Only authorized users can access TSEFS CRM And Accounts Receivable information.

Will perform all CRM And Accounts Receivable functions in a multi-company environment.

Unlimited customer accounts and receiving departments.

Each customer account can be maintained by a twelve (12) or less alphanumeric code.

Ability to recall customers by either customer number, name or telephone number.

Ability to restore or recover deleted customer information before CRM And Accounts Receivable Clean-up function is used.

Ability to completely remove all deleted customers from file to recover and re-use disk space.

Shows total outstanding Accounts Receivable during on screen look-up of customers' accounts.

Ability to keep unlimited notes on individual customer accounts.

Ability to assign and maintain the type of currency for each customer account.

Maintains open item accounting for each customer.

Accounts Receivable reports show customer account balances in both customers’ and local currencies.

Group customer by type, territory/region and sales associate.

Maintains customer's contact, telephone and fax numbers, email address and web site.

Terms, credit limit, number of NSF incidents and retail sales tax numbers kept for each customer.

Credit limit verification for orders and invoices.

Maintains EDI information for invoices and credits transmission.

Ability to set-up or establish receiving departments for each customer.

On-screen monthly sales target, sales, receipts and gross profit statistics for each customer.

Ability to enter and post customer invoices and memos directly to Accounts Receivable and G/L.

Ability to enter and post customer billings to Projects, Jobs and Tasks.

Supports partial, full payment and reversal of receipts.

Supports write-off for un-collectable service charge and applying discounts while recording customer payments.

Ability to keep fully paid invoices for a fiscal year.

Ability to recall and show internal notes for individual invoices and related transactions.

Ability to periodically remove fully paid invoices from file.

Ability to calculate finance charge on over due accounts.

Unlimited shipping addresses with detail of sales for each shipping address.

Prints customer Accounts Receivable statements in user defined format.

Ability to suspend customer account, hold or release orders and invoices.

Reports

Customer Lists.

Sales Journal.

A/R Ledger.

Customer Envelopes.

Write Off Journal.

A/R Aged Trial Balance.

Customer Address Labels.

G/L Summary Of Sales.

A/R Overdue Accounts.

Customer Ship-To List.

Bank Deposit Slip.

Customer Statements.

Customer Sales Analysis.

Cash Receipt Journal.

G/L Summary Of Receipts.


Runs on Windows XP, Vista & 7

Easy Setup and Easy To Learn

Quick Links

 




"Initially, we acquired the basic TSEFS G/L, A/P, A/R and Payrol package. The programs have been extremely easy to learn and use."

Susan Dunsmoor, V.P., All-Weld


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