| View
Credit Control/Outstanding Invoices and Order information.
|
| View
Outstanding Order Items. Report
also shows back-to-back information (ODBC required)
|
| Info
screen shows date of last Invoice, Order, Quotation and the date of the
oldest Outstanding Order |
| Info
screen shows if the account has Outstanding Invoices.
Allows drill down
to summary and then outstanding transactions. |
| Info
screen shows if the Customer has active Jobs
within Exchequer Job Costing. Allows
drill down to show Job record, Job notes, actual and budget figures (ODBC
required). You can also
drill down into the Job Analysis codes displayed to show the Transactions.
|
| View
Stock Price and Stock Level. Shows the Stock price after discount has been applied and
the stock level for each location.
|
| View
Turnover analysis. Allows
the user to quickly see the spend trend of the customer by Stock code, GL
code, Cost Centre, Department, Job code, Job Analysis code or Transaction
line user field codes.
|
| User
Security. Each
user must login using their Exchequer user name and password. |
| Restricted
Access. Users
only have access to accounts for which they are responsible.
For example, only allow access where User 1 = “SAM” in each
account record.
|
| Default
Account Values. Each
user can have default codes for each account
set-up e.g. Sales GL = 5010, Area = “SA”.
|
| Hide
account fields when editing account using Master Link.
|
| Enforce
account
field
entry when editing account using Master Link.
|
| Default
Transaction values* when entering a transaction from Master Link,
for transaction Header fields. e.g. Alt Ref = “SAM”.
|
| Allow
multiple delivery contact in Act, Goldmine, Maximizer, etc. to be booked to
a single account in Exchequer Enterprise. The delivery address on the transaction will be updated.
(Note a separate account must be set-up for each user on the system).
|
Master
Link Enterprise version displays extra information at the bottom of the main
window.
The user can click on the displayed
information to see more details.
Click on the following list for more
information:
Outstanding Transactions
Job Costing Information
Multi-Company Support
Integration from within Exchequer
Enterprise/ACT/Goldmine
Other Reports possible in response to
User/Dealer requests.
Master Link for
ACT,Goldmine,Microsoft
CRM, Maximizer
and Exchequer
Enterprise
