Financial Manager – Accounts Receivable
Vertex Financial Manager helps you optimize your cash flow by accelerating the accounts receivable process and tracking your customer payment activities.

The Receivables function in Financial Manager gives you an efficient customer management system that helps you strengthen relationships with the companies you deal with.

Keep detailed records of sales and contracts. Comprehensive transaction records are recorded in receivables as well as the general ledger and inventory application areas. The integrated structure of Financial Manager, based on the Microsoft Dynamics NAV platform, transforms ordinary account receivables into account management tailored for maximum efficiency.

With the Sales and Accounts Receivable module you can:

• Manage customer receivables more effectively
• Build a comprehensive customer database
• Automate financial functions
• Manage customer credit easily
• Integrate with General Ledger, Inventory and more
• Simplify your workflow

Vertex Financial Manager with the Sales & Receivables module help you take complete control of your money by keeping detailed records of every sale, customer invoice, and receivable.

 

Basic Receivables

Keep detailed records for receivables, including aging and sales statistics

Record transactions using sales, finance charges and cash receipts journals

Record transactions automatically in the General Ledger

Sales Invoicing

Record sales invoices and credit memos automatically

Print invoices on plain paper or on pre-printed Vertex forms

Store all details of posted invoices and credit memos

Integrate with Inventory, General Ledger, Purchases & Payables

Integrate with Jobs

Sales Invoice Discounts

Assign discounts to the invoice totals

Base discount rates on invoice amounts

Define tiered levels of service charges

Customer / Item Discounts

Set up discounts for specific combinations of customers and inventory

Give every item and each customer its own set of discount combinations

Sales Order Management

Automate the entire sales process, including quotes

Blanket orders, sales orders, shipments, and back order processing

Copy details from posted or un-posted orders, shipments, or invoices

Reserve inventory items online when you place the order

Post orders individually or in batch

Customer Care

Manage credit information from one screen, including open orders

Manage aged receivables, and prior comments

Review order status by order or order line

Manage shipments from one screen

Keeping track of quantities and shipping information

 

Vertex Financial Manager, based on Microsoft Dynamics NAV, drives greater productivity for individual end-users with role-tailored views and role centers and a broader portfolio of data analysis, business intelligence, and reporting tools. Our financial system helps social services organizations automate and simplify processes across the entire agency to drive greater productivity, collaboration and communication, and, ultimately, growth.

 

Simple. Smart. Innovative.