Newsletter 124 - 11th August 2004
Debtors - Sales & Creditors Report
The debtors Sales & Credits report now has an
option to report all customers who have not purchased anything in the past 1 months. This can be used to cull old customers from your ledger.
Debtors - Reconstruct
For most customers the option to do a debtors
reconstruct has been disabled. There is no valid reason why you should ever
need to do a debtors reconstruct. If you request one the system will tell you
that your reconstruct wil be actioned
after 6pm. The reason we have added this is to reduce load on the servers
during normal work hours
Debtors - Overdue Threshold
The feature in the debtors system that allows
eAccounts to automatically temporarily close and reopen debtors accounts based
on their credit limit and overdue status has been enhanced by ability to set an
overdue threshold. For most businesses we have set this at $50, what this means
is that the overdue rule does not "Kick In" and close accounts, until
they reach the threshold.
If you want this threshold changed up or down, please
call your Administrator to have this modified. You can see what your particular
business has it set to by looking in the top right hand corner of the Trial
Balance report screen.
Debtors - Enquiry Screen
The Debtor Enquiry Screen now displays the debtors
Price Level and indicates if the debtor has any specials.
Debtors - Superfind
Function
The Superfind function has
now been enhanced so that when a search word, i.e. 'AUTO' is entered, the system
will display names where 'AUTO' is the first word, followed by names where
'AUTO' is in the second or third word of the name. This function works when
finding a debtor in :
Debtor
Enquiry
Debtor
Maintenance
Raise
Order/Invoice (In eAccounts)
Debtor - Debtor Enquiry
The Debtor Enquiry Program now has the feature to
display an account with costs and margins suppressed. This feature is useful if
you want to safely display an account in front of a customer. From the clear
screen enter the customer code and un-tick the box that says "Show Costs
& Margins"
Debtor - Deleting Interest Transactions
When auto calculating overdue Interest charges in the
debtors system the Preview/Post Batch now allows you to tick interest
transactions to delete and then delete them in one hit.
Debtors Reminder Letters
The Reminder Letters system in eAccounts has just had
a revamp. This powerful feature can now email or Fax your customers their
accounts in letter form. We have added the addition of Faxing these because we
have been told there are believe it or not businesses (and/or individuals) that
dont get email.
Or worse !
. get deeply
offended if you send them a reminder by email but say its
OK by Fax go figure.
A reminder letters is basically their current
statement but delivered in a more Letter like form.
a) You can define 10 lines of message that you want to
attach with their outstanding invoices. Under Maintain Reminder Letters
(Debtors Maintenance Menu) you can define the following letters :
1) A
2) Exceeds Terms Reminder.
3) Temporarily Closed Reminder.
4) Fully Closed Reminder.
When setting up these four
letters please also enter a name and email address of the person who your
customer should contact should they have a query.
b) You can elect that a customer gets this reminder
letters automatically :
1) Weekly If they have a
balance.
2) Weekly If they exceed
terms (Overdue and/or Credit Limit)
3) On the 18th If they
have a balance.
4) On the 18th If they exceed
terms (Overdue and/or Credit Limit)
c)
You can send
these letters manually (thru the Customer Enquiry Screen)or
automatically by setting them up under Maintain Debtors to receive either them
by email or by Fax. Note eAccounts automatically chooses the correct reminder
letters (one of the 4 above) to send.
If you can force a
reminder to go by Fax or Email through the Customer enquiry screen irrespective
of which preferred method you select in the Debtors Maintenance menu.
d) You can run reports on who does or dose not get
Reminders by choosing the appropriate selection option on the Debtors List
report. There is also an option to show debtors that receive their reminders by
Fax because you want as few as possible going by Fax because we charge for
Faxes (emails are free, faxes are charged)
e) If you select to send these reminders out weekly the
system will always reset the week start from when you run off proper
statements.
f)
The Faxed
Reminder option has the option to include a Graphic at the top (Your Letterhead
logo etc) Please contact your eAccounts representative for this to be
configured for you.
Stock - Stock Reports
The Main Stock report now has an two new options :
a) To Report no onhand and
no sales YTD
b) To Report no onhand and
no sales YTD or Last Year
These options can be used to cull stock dead stock from
your system.
Stock - Convert Suppliers / Groups /
Franchises
The method of renaming of a Supplier, Group or
Franchise has now been made to be consistant with the
same methods as for renaming a stock code. The options are all under the
utility in the stock system called Rename/Merge Utility. The Report called Code
Changes now allows you to report the various types of changes ie just stock renamed or just Groups renamed etc.
Stock Ordering
The stock ordering feature has now been modified that
if you order a stock item with a cost of -1 (Negative 1 dollar)
the system will automatically flag the system to mark
this stock order as a special case. This option is useful for ordering
free or bonus stock from a supplier (maybe some
promotion). Previously eAccounts would try very hard to force a cost against
all stock being ordered to keep the value of stock on
order accurate.
Stock -
The Price Update utility in the stock system has now
had two new options :
a) The ability to select if you want the Average
Price to be reset or not (to be made the same as the new cost)
b) The ability to select a Stock Code range within a
group.
Stock -
The Price List program has had three powerful addditions :
a) The ability to create a price list for only items
that include a certain description. This can be used to report all stock (accross multiple groups) that relate to a certain model ie price list of all products hat have the word HOLDEN in
the escription.
b) The Price list program can now display/print in a
column a specific customers special price. To do this you will need to enter
customers code then select one of the two options :
i) Debtor Special - This will display only the customers
specials (if any) ie excludes their normal price
level.
ii)
Debtor Prices - This will display the customers normal price including any
specials loaded against this customer.
c) You can now produce a price list based and limit
it to all products between a start and end price range. For example a price
list of all Australian Red Wines between 20 and 30 dollars
Stock -
This report now shows the Bin location on the
printout. This feature will make it easier for a staff member to
run around your retail store and change the price
labels for stock that has just had price changes.
Stock - Order Of Goods On Order Report
The Goods On Order report can now be displayed in the
following orders :
Order
Number
Group/Code
Supplier/Code
Group/Description
Supplier/Description
Stock - Date ranges on Goods On Order Report
This report now has the option to specify the report
constrained by dates the orders were loaded as well as by the dates the goods
are expected to be delivered.
Stock - Supplier Code on Goods On Order
Report
This report now displays and prints the Suppliers
product code as well as your product code.
Stock - The
The main stock report can now be selected between a Start Code and an End Code.
Please note you can also specify a group range.
Stock - Converting Quotes To Specials
When converting quotes to customer specials you can now display all quotes for
a customer first.
Stock - Order Of The Main Stock Report
The main stock report can now be produced in the following orders
Stock Group Report
The Stock On Hand option under the Stock Group Report now highlights the
variance of the current stock on hand against the stock on hand as at the end
of the last period. This is a powerful feature to highlight stock errors, on a
Group by Group basis.
Stock Master Changes
Any stock item that set has its type set as as
"Text" or "Subsection" now will not save costs or Qty on
hand against them. Any stock item that set has its "operator" set as
"Calc Cost" now will not save costs or Qty on hand against
them.
Stock - Stocktake System
Now supports up to 200 Stocktake's (was 50)
Stock - Suppliers Orders
eAccounts allows you to now specify the order which you want the supplier
orders to print in irrespective of what order you load them in. You can also
specify the order in which the order is to be displayed when the order is
received.
Stock - Reprint Of Stock Batches - Order
This report can now display the batches within the specified date range in
Forwards or Backwards order
Stock - Reprint Of Stock Batches - Specify Batch
If you know the batch you want to display or reprint you can now key this
directly in and it will immediately show you the batch.
Order Processing - Customer Specials
Customer Specials can now be loaded as cost + Margin
eAccounts now supports Cost + Margin as a method of
loading a special against a customer.
Options now are :
a) Cost + Markup
b) Cost + Margin
c) Fixed
d) Price Level Less Discount
Order Processing - Converting Quotes To
Specials
When converting quotes to customer specials you can
now display all quotes for a customer first.