While Sage 200 includes aged debtor reports as standard, we prefer to work with the aged debtor reports in Excel though, and we prefer to grab the data directly, so that we can manipulate it at will
This poss includes a series of ‘SQL Server views’ that together give an aged debt, grab the most recent memo (which we use for recording credit control conversations) from the customer account, and show basic contact information. (more…)
In these times of carbon footprint awareness, tightened purse strings and an increased need to keep on top of credit control, an obvious – if admittedly small – improvement might be to start using emailed statements rather than posting them.
Sage 200 can produce a batch of statements, attaching them to a separate email per customer, addressed as defined in the customer’s details on the sales ledger.
You can run a mixture of email and hard copy statements so that those customers who prefer to still be sent postal copies can do so. For those being sent email copies, you will be able to see and manually amend email content, should you wish, before actually sending the email. (more…)