MAS 90 200 500 SalesLogix Abra JobOps Texas Colorado Arizona Sage


The Sage MAS 500 Accounts Receivable module improves your cash flow and increases customer satisfaction by effectively automating and managing your collections process. Gain complete control of your receivables and invoicing processes, and add automatic calculations to your procedure to avoid errors and duplicate entry. Among other benefits, extensive drill-down capabilities provide a means for quick communication with customers.
Quick Links
Screen Shots	Activities	Inquiries	Report Examples
Setup	Utilities	Integration	Other Reports
Operational Flexibility
Extensive Customer Information	Create and maintain extensive customer contact information including name, title, phone number, fax number, and e-mail address.	Generous Field Sizes	A full 12-character customer ID fits your identification system.
Multiple Bill To and Ship To Addresses	Enter and maintain any number of bill to and ship to addresses for each of your customers.	Customer Specific Sales Tax Schedules	Designate unique customer specific sales tax schedules.
Commission Management	Automatically create vouchers in Accounts Payable for commission payment. Base commission calculations on sales, gross profit, and actual or standard cost, and split sales history and commission among multiple salespeople.	Commission By Item	Apply a standard commission percentage to each sales item or service.
Sales Teams	Sales teams enable you to set up salespeople in a team hierarchy. Salespeople in a team can be given rights to view and process orders for customers of other salespeople on a team.	Associate Salesperson With Vendor	Associate a salesperson with a vendor code to facilitate commission payments through Accounts Payable.
Salesperson History	View the complete commission history for each salesperson, including sales, cost of sales, returns, and gross profit.	National Accounts	Manage related customers with parent/subsidiary relationships. Optionally consolidate billing statements to speed payment and reduce outstanding receivables. Create two levels of credit checking — both at the individual company and at the national account level — to minimize credit risk. Directly invoice the head office of a subsidiary customer, and apply payments across a national account when settlement is received.
Recurring Invoices	Use this task to create and maintain recurring invoices for receivable items that occur on a regular basis, such as monthly rentals or contract billings. After you set up a recurring invoice, you can select and transfer it to an invoice batch to avoid re-entering the entire invoice every month.
Set Up
Default Values	Establish default values to streamline customer data entry.	Open Item, Balance Forward or Both	Your accounts may be designated as open item, balance forward or a mix of the two.
History Retention	Specific history retention options let you specify which history you wish to keep and for how many months or years.	Custom Fields	Create up to six custom fields for each customer. Designate each as required or optional, indicate its data type (i.e. validated, date, alphanumeric), and a list of valid entries if appropriate.
Sales Territories	Use sales territories for sorting report information, such as sorting by salespersons or region. Each customer is assigned to a sales territory.	Customer Classes	Divide customers into classes by types of goods or services they purchase, by product lines, for specific markets, or for different divisions of your company. Set up General Ledger accounts for a class including the various asset, liability, and expense accounts.
Activities
Batch Processing	Process invoices, memos or payments by batch (with or without control totals). Post batches of transactions at any time, and even place batches on hold to prevent posting. Create private batches to prevent unauthorized access.	On Demand Aging	Selectively age customer accounts outside of the normal period-end processing cycle. You can age all customers, a single customer, a range of customers, a customer class, or a range of customer classes as of a specified date.
Auto Assign Invoice And Memo Numbers	Assign invoice or memo numbers automatically or manually.	Auto Apply Checks	Instantly check unapplied payments, credit limits and past due amounts. Enter cash receipts on account and apply at a later time.
Line Item Reference Codes	Designate a reference code for each line of an invoice.	Reason Codes	Assign a reason code to an invoice or memo to help track sales.
Document Transmittal Options	Specify how you want documents generated for a customer or vendor. You can have documents printed and sent by e-mail in HTML or RTF format. If you use e-mail, it is sent to the e-mail address for the contact on the purchase order or sales order.	Credit Limit Checking	Automatically place invoices on hold when credit limits are exceeded or past due amounts exist.
Cash Receipt Processing	Automatically apply cash receipts to open invoices, accept cash on account, and write off balances that fall within pre-defined tolerances.	Prepayment Processing	Record prepayments or down payments automatically and post miscellaneous payments and record to the appropriate revenue account.
Write Offs	Write off invoice balances within assigned tolerances during payment application.	Invoice Entry	Each invoice, credit memo, or debit memo consists of header information, line item detail information, and totals. Enter trade discount amounts, view item costing, override commission amounts, enter line comments, apply down payments, and more.
Finance Charge Calculation	Generate and apply finance charges to customer accounts based on a variety of flexible criteria. View and edit charges before applying.	Print Deposit Slips	Print a deposit slip for a set of receipt transactions for a specific bank account.
Multi-Currency Processing	Enter invoices and cash receipts in their natural currencies, as well as recognize and accrue unrealized gains and losses when applying cash receipts to invoices.
Inquires
Customer Inquiry	View every aspect of your customers’ records using Customer Inquiry. By right clicking on the customer inquiry listing, you can drill down to additional customer information, or export or print the information that appears in the grid listing.	Customer Status	Using the Customer Status Inquiry, you can view information about the customer’s outstanding balances, credit status and history, and transactions. Drill down from here to uncover details of individual transactions.
Customer History	View each customer’s sales history in summary or in detail.	Customer Class Inquiry	View sales history by customer class in summary or in detail.
Salesperson History	View sales history by salesperson in summary or in detail.	Invoice Inquiry	View a grid of all invoices, or filter the selection by any criteria you choose. Drill down to view the actual invoice detail, payment transactions, and GL posting record.
Customer Payments	View payments and memos made by a customer or customer class.	Drill Down Inquiries	Provide superior customer service by supporting drill-down or drill-around within any customer field, or from the inquiry menu, to access important customer information. Research customer payment activity based on user-defined criteria such as payment amount, date, customer classification or customer.
Customer Purchase Activity Inquiries	Analyze customer purchase activity using a variety of search options including invoice amount, date, customer classification, customer bill-to or ship-to address, salesperson, and more.	Powerful Flexible Search Engine	Locate data by virtually any attribute. Save sets of commonly used search criteria for use by anyone. For example, you can select all customers on account hold, or all customers in a particular state, or with a greater than zero account balance.
Screen Shots
	Maintain Customers Main		Maintain Customers Defaults
	Maintain Customers Bill To/Ship To		Maintain Customers Sales Orders
	Maintain Customers National Accounts		Document Transmittal Configuration
	Maintain Customer Class Main		Maintain Customer Class Defaults
	Maintain Customer Class National Accounts		Maintain Recurring Invoices
	Maintain Recurring Invoices Header		Maintain Recurring Invoices Detail
	Maintain Recurring Invoices Total		Maintain Salespersons
	Maintain Sales Teams		Maintain National Accounts
	Process Invoices		Enter Invoices Header
	Enter Invoices Detail		Enter Invoices Total
	Down Payments		Credit Status
	Process Cash Receipts		Enter Cash Receipts Payments
	Enter Cash Receipts Application		Apply Payments and Memos
	Apply Credit Memo		Edit Commissions
	Generate Finance Charges		Edit Finance Charges
	AR Options Main		AR Options General Ledger
	AR Options Data Retention		AR Options Customize
	Import AR Data		Customer Status Inquiry Summary
	Customer Status Inquiry Credit		Customer Status Inquiry Ledger
	Customer Sales History		Invoice Inquiry
	Customer Payment Inquiry
Useful Utilities
Import Utility	Use the Import Accounts Receivable Data utility to transfer or import transactions and objects from an existing accounts receivable system to the Accounts Receivable module as ASCII records in flat files using either fixed length or record delimited (using a specified character) source records.	Simplified Period-End Processing	Overcome the chaos inherent at the end of your peak financial periods by specifying the reports to print automatically at period end. Post to current and future periods, or reopen and post to a previously closed period, and retain detailed postings or monthly summaries for an unlimited number of years.
Integration With Other Sage MAS 500 Modules
You can use Accounts Receivable with General Ledger only or integrated with additional modules. In an integrated system, modules share common information with related modules. This sharing eliminates double entry of information that is already stored in Sage MAS 500. Additionally, postings from other modules are automatically made to Accounts Receivable. The modules that can be integrated with Accounts Receivable are: General Ledger Accounts Payable to generate commission checks Cash Management Multi-Currency Management
Reports
Crystal Reports All Sage MAS 500 reports are written with Crystal Reports, the industry standard graphical report writer. Use existing reports as is, or customize them to suit your needs. You may also create completely custom reports from scratch or using Crystal’s report generation wizard.
Aged Receivables	View a recap of outstanding customer invoices, debit memos, credit memos, finance charges, and unapplied payments by aging category. Select from customer summary, customer detail, or invoice detail formats.	Trial Balance	Print a complete recap of invoices, cash receipts, adjustments, and other activities that affect accounts receivable balances as of the specified posting date. Select from a customer summary or invoice detail format.
Cash Expectations Report	View a summary of outstanding invoices and total cash due for any three consecutive future periods. You can use this analysis to forecast future cash receipts and effectively plan cash flow on a period-by-period basis.	Sales Activity Report	View a recap of all sales activities recorded through Accounts Receivable for the period. All invoices posted through Process Invoices are included in this report. You can subtotal invoices by customer class and by customer within each class.
Customer Payment Activity	View a recap of all cash receipt activities recorded in Accounts Receivable. All customer payments posted during invoice entry or cash receipts entry are included on the report.	Sales Tax Report	Lists sales tax information concerning the sale of goods as reported through Accounts Receivable or the purchase of goods as reported through Accounts Payable.
Commission Report	View commission information in detail, as a summary by customer, or as a summary by salesperson. You can view a recap of total invoice amounts, sales subject to commission, cost subject to commission, gross profit, and commissions earned. The report displays the invoice amount and the commission payable amount.	AR Analysis	Provides an in-depth management report consisting of an aging recap and a statistical summary of receivables activity for a range of consecutive periods you define.
Customer Sales Analysis	View a comprehensive recap of total sales, cost of goods sold, profit margins, cash received, and finance charges. You can include period-to-date, year-to-date, prior year information, or all three (in ascending or descending order).	Salesperson Sales Analysis	Print a recap of sales information by salesperson. You can include period-to-date, year-to-date, prior-year information, or all three (in ascending or descending order).
Customer Statements	Print statements for customers on a pre-printed statement form or on plain paper.
Other Reports

Accounts Receivable Overview