Ledger Notes provides a user-friendly interface for credit control users to
organize their day to day chasing activities. Drawing on real-time data from
your finance systems it presents information in a format that is meaningful to
you. Definable trees, summaries and drills help you navigate easily and ensure
that vital information is instantly available. Assign responsibility for
accounts and monitor performance of both customers and staff. Report on age
analysis, number of calls, excuses given and promised versus payment
performance. Unlimited summary graphs, reports and statistics give you the tools
to spot debtor trends. Identify customers who may be turning bad and prevent
unrecoverable debts.
Ledger Notes allows you to:
• Graph and analyse balances by age, region, branch, credit-controller,
stock-line, sales stream ...
• See all relevant account details and transactions while chasing debts.
• View the full statement history and all previous collection activity.
• Mark transactions for payment and record excuses and comments while on the
telephone.
• Create diarised follow-up reminders to ensure the debt collection is followed
through.