Microsoft Dynamics™ GP Receivables Management Features

Easily accessible, customized customer information, history and notes enhance service levels and increase customer retention.
Track invoices, process receipts, and analyze customer activity to manage open account sales more effectively with less overhead.
Create Parent/Child relationships between customer accounts.
View customer balance information in summary and drill down to analyze transaction details.
Measure trends and analyze performance with comprehensive customer tracking combined with sales tracking by person or territory.
Automated receipt processing and posting.
Personalized statement cycles.
Simplify the task of deferring revenues over multiple periods with automatically managed calculations and journal entries customized for your needs.

Receivables Management Details

Receivables Management	View un-posted, posted and historical transactions. View complete customer period sales, yearly sales, payment history and receivables summary information. User-defined fields help you track customer information needed to improve sales and customer service including: ship to, bill to, and statement to addresses; credit limit, payment terms and account history. Create schedules calculating interest, amortizing amounts and forecasting the impact of variable interest rates, payment amounts and installment changes to automate customer installment payments. Define customer statement cycles. Maintain more control over receivables with automated lockbox processing, customer billing defaults, NSF tracking, and multicurrency support. Analyze sales performance with receivables tracking for each salesperson or sales territory. Analyze commissions, commissioned sales, noncommissioned sales and cost of sales year to date. Create comprehensive reports with on-screen display and search. Sort by calendar or fiscal year. Combine with Microsoft Dynamics™ GP modules such as Report Writer or Crystal Reports for greater reporting flexibility and power. Automate processes for writing off and adjusting overpayments and underpayments. Create and Apply debit and credit documents for open balances.
Customer / Vendor Consolidations	Define relationships with existing customers who are also vendors. Apply open debit and credit documents against each other to consolidate current balances in both Payables and Receivables Management.
Refund Checks	Automatically create debit memos in Receivables Management and apply them to credit amounts to refund customers. Automatically creates the refund check for those customers using Payables Management. Easily define a temporary vendor to use for refund checks. Process refunds for balance-forward customers using multiple currencies. Issue refund checks to the parent of the national accounts for credits existing on the child account.
Lockbox Processing	Lockbox Processing provides reliable receivables information, improved funds availability, increased productivity and greater fraud protection by streamlining manual data entry and cash application. Automatically import and apply customer payment information from a lockbox transaction file, provided by your bank.