ACCESS ACCOUNTS l Modules - Credit Control

Chase debts promptly…and effectively.

The only thing more important than winning orders is getting paid once the goods and services have been delivered. With the Access Credit Control module, this potentially time-consuming task is greatly simplified.

Credit Chasing
Access provides a single screen that allows you to chase debts promptly and effectively, yet with the minimum of effort - everything your Credit Controller needs is in one place. You begin by selecting those Customers who have exceeded their credit limit or who have overdue invoices, quickly building an on screen telephone chase lists with full Contact details. As each record on the list is selected, Access displays the credit limit, outstanding balance and up to eight pages of free format narrative and chase notes. Copy invoices and statements can also be viewed directly from this screen, and faxed or e-mailed directly to the Customer. You can drill down to display the outstanding transactions in detail and revise your chase notes (which are date stamped automatically) while you are on the telephone.

On Stop - Credit Status
Individual transactions can be flagged as 'in dispute' or have their anticipated payment date revised, and an automated function places Customers on or off stop. A single command checks and amends the credit status for all of your Customers, replacing many hours of effort with an update that takes just moments to complete.

Chase Letters
You can send personalised letters, to chase old money, directly from the Sales Ledger. If required, a list of outstanding invoices can be incorporated into the letter.

Cash Flow Forecast
Access keeps track of how long every invoice has been outstanding and calculates the average debtor days for each of your Customers. The cash flow report starts with your actual bank balance and then projects your future bank balance, based on outstanding invoices and the anticipated payment days for each outstanding invoice. You can forecast daily, weekly or monthly, as far into the future as you require. This powerful module effortlessly takes over where your spreadsheet leaves off.