AR Reporting Options
Overview
Shafer's Accounts Receivable Module provides a detailed series of reporting options, within five categories, that will allow your company to properly manage your finances. Customer Reports will provide specifc options to print customer ranges while being filtered in ways defined by each user. Report across multiple years of receivable activity or only the previous day, it's up to you. Status Reports will provide aging and collection activity, plus many other options. Accounting report options include, but are not limited to, an AR Invoice Register and Cash Receipts tracking. Management Reports provide customer profitibality while CFC reports indicate refrigerant usages and accidental releases.
A special feature of Shafer's Accounts Receivable Reporting Options is the ability to view reports onscreen before printing. How many times have you wasted paper printing a report, when all that was needed was a quick glimpse of only a few items? Through detailed filters and onscreen viewing, Shafer's provides the report that you really need and will let you view the information without printing if necessary. Of course printing is always a standard option. In addition, Shafer's reports will export to a PDF, Excel or RTF document format and can be emailed directly from within our own email program. No need to even open another application!
|
|
|
· Customer Report
Shafer's Customer Reports includes the option to print a phone number list only, an address list only, or a detailed report that will include the customers complete profile. Filters include customer type, marketing level, division, department and more. You may also set your customer range by number, name, city, zip code, zone or last service. Customers with maintenance agreements, open invoices ot Bill/To addresses may also be singled out for reports.
back to top |
|
· Status Reports
Get an overview of your open aged receivables with our detailed aging report. Print Invoice Listings or an Invoice History List. Use the Shafer's Collection Report to print an aged report of all past due receivables. Space for remarks/notes is given and customer phone numbers are listed to make your follow-ups easier. Billing Report options to give sales recap or gross profit details. Need a report of all voided transactions? Shafer's Voided Transactions report lets you list any and all voided transactions for a specific date range.
back to top |
|
· Accounting Reports
The Sales Tax Summary report shows all activity by Sales Tax Code. This is generated by invoice processing for liability amounts collected as sales tax, monies owed as use tax, and Exempt/Non-taxable transactions. Our Forecasted Revenue report summarizes transaction balances by due date and prints a progressive summary in due date sequence showing the amount for that due date, together with the cumulative total as of that date. The AR Invoice Register is a report, by invoice number, of customers amounts invoiced by parts, labor, travel, contracts, etc. In addition, you may also report accounting using the Cusomter A/R Summary, Cash Receipts Report or the A/R transaction Register.
back to top |
|
· Management Reports
Invoice processing generates information for the Customer Profitability Report. This report provides information relating to the profitability for a specific customer. The report can be printed for a selected customer, range of customers, or all customers. It is designed to assist you with determining the profitability of time and material billing and/or other types of service provided to specific customers.
back to top |
|
· CFC Reports
Track and report on any uses of refrigerant with the Shafer's Refrigerant Usage Report. Because EPA regulations prevent individuals from knowingly venting ozone-depleting compounds into the atmosphere while servicing or repairing appliances, the Shafer's Accidental Releases Report will make your reporting much easier.
back to top |
|
|
