ACCOUNT MANAGER

If billable hours have been misrecorded, it is a simple procedure to update the information, reducing stress on your accounting personnel. Previous records can be archived, available for retrieval if necessary. Your complete Office VIP system is backed up on a daily and weekly basis; should an unforeseen event occur to your system, your records are not lost. With a few points and clicks, anyone with the right security level can check the financial status of your customer without searching for paper files that always mysteriously are elsewhere when they call!

Features:

• Invoicing (daily, weekly, monthly, yearly)
• Keep track of hourly billing, purchase quantities, or other pertinent financial transactions.
• Prepare quotes for new and existing customers
• Customer balances are automatically updated, allowing persons with the right security level to view your customers' records and assist them with their questions
• Track accounts receivable and payable, easily change postings, print reports as needed
• Update product or service price lists at the touch of a button, viewable to all members of your team.
• Automatic tax calculations, taxes and rates may be changed easily and quickly.
• Archive capabilities
• Add notes to your customer's records for viewing by any member of your team.
• Create mail lists to thank your customers for their prompt payments of their accounts.