AccTech Credit Manager – Features

AccTech Systems Development
Many of our customers require one-of-a-kind application solutions and system integration to meet specific business requirements. The development of applications and interfaces can be fraught with complexity if not precisely approached. Using the latest technology an experienced AccTech Development team develops and modifies business applications within a formal, well managed, documented and quality framework.

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.
AccTech Credit Manager

The dashboard provides a summarised version of a customer's account. This content view is setup by the Administrator.