The Accounts Receivable window in Carillon®'s ERP software combines ease of use with the power of a client/server-based system. Whether invoices and credit memos are entered directly into Accounts Receivable or posted through the shipping process in Order Entry, the updating of customer accounts is performed automatically and immediately.
The inquiry capabilities are phenomenal. The AR Drill Down provides four methods of inquiry:
An inquiry can be made on all invoices within a specific invoice class or for all classes for a customer sorted by invoice date.
An inquiry can be made on all checks received for a customer sorted by check number. By clicking on the check number, a listing of invoices paid can be obtained.
An inquiry can be made on all invoices for a corporate entity including all customers’ invoices for that corporate entity.
An inquiry can be made for a specific invoice number displaying the invoice header and line item information for the invoice.
Throughout the drill down windows in this Accounting/ERP system, payment information may be displayed by clicking on the amount received, and detailed invoice and memo/bad debt information may be displayed by clicking on the Invoice Number/Amount or Memo Amount, respectively. The inquiry capability is so good that, combined with our ability to reprint an invoice at any time, you may find it is no longer necessary to file a copy of your invoices in customer files. Think of all the hassle that you could save!
Cash Receipts processing was developed to be as easy as possible. Once a customer is selected, all of the unpaid invoices for that customer are listed in the window. The cash receipts clerk can then check a box to fully pay one or more of the invoices, or enter in the amount of any partial payments on an invoice by invoice basis. We haven’t been able to think of a way to make it any easier or faster, unless you want to be able to import the transactions from your bank or another system. For that, Carillon ERP has a full ASCII import capability for invoices, cash receipts and even customer master information.
And we didn’t forget collection activities. Collection activities can easily be recorded or reviewed on-line in our Contact Management window. Customer IDs in the Accounts Receivable feature are the same as the Address IDs in Contact Management. Carillon is truly one integrated ERP software.
Reports featured in the Carillon Accounts Receivable feature include: