This application co-ordinates the creation and delivery of automatic statements and dunning letters as defined by your company collection cycle. Statements may be scheduled to run at any time with subsequent reminder letters of escalating urgency at given intervals thereafter. Each Dunning Letter process advances the collection status for each outstanding transaction. Follow-up letters are individually tailored with a sub-total and user-definable paragraph of text for each status of invoice included.
Template statements and letters are provided with the system and these can be
fully customised for your company contact details, text and logo using Crystal
Reports or MS Reporting Services. The application generates high quality
output in Adobe Portable Document Format (.pdf) which can be viewed
independently of the system. The facility to email documents automatically
can represent a significant saving in pre-printed stationery, handling and
postage costs. Completed runs are retained by the system and can be viewed
or re-printed at any time by drilling down through the summary listing, or by
viewing file attachments within the finance system.
• Multi-database, multi-company, multi-ledger support
• Select control accounts by nominal code or index group.
• Select debtor accounts by ledger or account index group.
• Exclude accounts (suppress automatic emails) by account index group.
• Select invoice details by document date or due date.
• Automatically attach documents to parent accounts.
• View and re-print historic documents.