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Advanced Credit Control

Enabling Management and Control of Debts

The established Advanced Credit Control module from Nolan Computers enables Microsoft Great Plains users to track events against their customers, and it specifically aids Credit Controllers in the process of identifying and chasing debts.

The core of this system is the Credit Control Enquiry screen. This displays the relevant detail against customers in any currency. Through this screen the key credit control operations may be performed, including printing a selection of 10 different reminder letters, in four different styles. Each customer can be assigned a style allowing for features like multiple language support. The printing of a letter also records a date and time stamped event.

The Credit Control function is assisted further by this window as it maximises access to the data maintained within the Microsoft Great Plains system. For example, it is possible to drill down into a customer's transactions for the each ageing period.

The Diary Enquiry screen allows the user to keep a record of events for the future. The Diary items can be updated and the flexible display allows for the individual users to view their own assigned events. The Diary window automatically opens when there are outstanding items.

The Credit Listing shows the ageing period details as per the restrictions that are set up in the Enquiry Setup window. Within this screen, the user can view totals for each ageing period, as well as each customer's ageing periods and balance. The Debtor Turnover Enquiry shows the turnover for a selected customer for the current and previous year, along with the variance between the two.

The Debtor Letters Range Print window allows printing ranges of reminder letters. It automatically checks the age of each debt and prints your corresponding reminder letter. Each letter also displays information on the outstanding items associated with the customers debt so the user and their customer have complete awareness of the situation. Letter printing also supports emailing of the letters.

Advanced Credit Control also integrates with the Explorer module for Microsoft Great Plains, and fully supports the National Accounts feature of Microsoft Great Plains.

Features
Screens
  • Support for National Accounts and integration with Explorer.
  • Enhanced document enquiry by debtor, including ability to amend due dates and transaction and amount due totalling.
  • Supports multicurrency to show you outstanding debts in any currency.
  • Diary facility where items can be tracked by credit controller and by customer.
  • Multi-format letters which can be assigned on a per-customer basis. e.g. for multi-lingual support.
  • Letters can be emailed automatically, as well as printed.
  • Letters contain mini-statements, with user defined consolidation, cut-off and printing dates.
  • All letters can be customised to the customers requirements via standard Microsoft Great Plains Report Writer.
  • Reporting facilities, including Customer Status and Customer Transaction reports.

(Advanced Credit Control Screenshot)

(Bank Matching Report Screenshot)

Click on an image to enlarge.

Downloads

Advanced Credit Control can be installed without registration keys for trial purposes. When running without keys, the product will only work in the Microsoft Dynamics GP sample company (either Two, Inc., or Fabrikam, Inc.)

All downloads are Windows self-extracting executables. Run them and follow the directions. Full documentation in either Microsoft Word or Adobe PDF format is included in all the installs.

Please Note: The use of trial versions of our products are subject to the terms of the Nolan Computers Licence Agreement. By downloading the software you signify that you have read the licence agreement and accept its terms.