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Reporting SuperOffice CRM <- Your ERP System All versions of SuperOffice and Visma Business - PowerPoint PPT Presentation


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"With the complete overview of orders and delivery status, open customer entries and historical invoices, you can increase the level of service and your customer relationships." "Project overview from project accounts to journal level creates complete control in the project"

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Presentation Transcript

"With the complete overview of orders and delivery status, open customer entries and historical invoices, you can increase the level of service and your customer relationships."

"Project overview from project accounts to journal level creates complete control in the project"

"The opportunity to open a copy of all electronic vouchers / invoices

will streamline your business"

  • Reporting

  • SuperOffice CRM <- Your ERP System

  • All versionsof SuperOffice and

  • Visma Business

  • Microsoft Dynamics NAV

  • Microsoft Dynamics AX

  • Unimicro


Open customer entries
Open customer entries open customer entries and historical invoices, you can increase the level of service and your customer relationships."


Open records. open customer entries and historical invoices, you can increase the level of service and your customer relationships."Open and overdue items.Sorted by oldest overdue entries.Overdue items are REDOpen records are BLUEAll amounts are inclusive VAT



If there is a electronic copy of incoming or outgoing invoices, or a documentation center is used, there will be an invoice copy (tif/pdf) here.

Details from the invoice.




Menu. sales/invoices.

If overdue entries is selected, only overdue entries will show.




For your choice of period sales/invoices..

View the statement of account from the client ledger.



Optional period. year.Choose from:- All historical data- This period- Last 3 months- Last year- Two years ago



Offers/Orders. year.

This column shows the orders and offers that are registered in Visma.



Menu remaining

We can choose between

Orders / Offers

Only Orders

Only Offers

Orders divided by product or by requisition number


Orders divided by product. remaining

We choose one of the products by clicking on a product number.



Invoice history
Invoice history remaining


  • Billed. remaining

  • Menu that shows

  • Invoice history

  • Only invoice

  • Only credit note

  • Divided by product

  • Divided by seller

  • Requisition number






Project reporting. remaining

Similar functionality for customer and supplier status.




The following account is included. remainingWe look more closely at account 4300.



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