AccTech Credit Manager

Credit Manager is a detailed Accpac Accounts Receivable customer enquiry functionality, developed as a Web application.

Credit Manager displays all open, posted transactions on Accounts Receivable, to render functionality whereby a Customer’s Accounts Receivable information to date, can be viewed and managed in more detail. This enables the collection of Debtor’s payments as a more pro-active task.

Credit Manager includes additional features which enable the capture and report back of communication with customers. A note can be added and stored to each transaction, which ensures continuity in the communication and follow up with a customer.

All salient information pertaining to the AR customer is collated and presented in the form of a Dashboard. This gives a 'bird's eye' view as to what is happening on the customer’s account.

Credit Manager includes the following features:

• View Customer’s address details.
• Edit Customer contact details – written back to Accpac AR customer account.
• View Customer activity (Outstanding Balance, Last Invoice Amount, etc.).
• View document aging.
• View current and paid transactions. Drill-down functions are available to open the specific document.
• Add notes to each transaction and to customers and set Reminders to these notes.
• Each day’s reminders are displayed when logging in for the day.
• Any additional relevant Customer information can be viewed - Optional Fields, Statistics, etc.

All transactions are available to be viewed and a drill down function is available per transaction. Notes can be added on a transaction.

Credit Manager is not available as a downloadable trial version from this website. To view a product demo or technical documentation, contact our Development team on Tel: +27 12 664 0200 or email: sales@acctech.biz