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Receipt Distribution System. The Sage BusinessWorks Way or The BSoft Way. Which one works best for you?. BusinessWorks Receipt Distribution. 3 DOD customers DOD Air Force DOD Army DOD Navy Each with open invoices. DOD example. Lets apply a payment the Business Works way!.

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receipt distribution system

Receipt Distribution System

The Sage BusinessWorks Way

or

The BSoft Way

Which one works best for you?

businessworks receipt distribution

BusinessWorks Receipt Distribution

  • 3 DOD customers
    • DOD Air Force
    • DOD Army
    • DOD Navy
  • Each with open invoices

DOD example

Lets apply a payment the Business Works way!

before applying a payment
Before applying a payment…

BusinessWorks requires you to identify the Customer ID ….

but there are multiple customers attached to a single payment , so what do you do???

to enter the payment you must
To enter the payment you must..
  • Select the first customer
    • DOD Navy
  • Enter all of the payment reference data
    • Assuming “total” payment of $4000
  • In the “amount” box only enter the amount being applied to this customer
  • Select the appropriate invoices, accept and post

Now on to applying payment to the second customer!

to enter the payment you must1
To enter the payment you must..
  • Select the second customer
  • Enter all of the payment reference data
    • In the “amount” box only enter the amount being applied to this customer
  • Select the appropriate invoices, accept and post
    • It is your responsibility to remember the total payment amount and calculate the amount you have applied
  • You have to follow this process for each individual customer that is attached to the single payment!!
    • 1,2,3,4,5,6,X Times!

There is an easier way!

using bsoft s receipt distribution system
Using BSoft’s Receipt Distribution System…
  • Easily distribute a single payment across multiple invoices or customers
  • Two search options to locate appropriate customers or invoice
      • “Customer Like”
      • “Invoice Number”
  • One screen
  • The software calculates the amount applied/unapplied
bsoft s rds receipt distribution

BSoft’s RDS (receipt distribution)

  • 3 DOD customers
    • DOD Air Force
    • DOD Army
    • DOD Navy
  • Each with open invoices

DOD example

Lets apply a payment the BSoft way!

to apply a payment in bsoft s rds
To apply a payment in BSoft’s RDS..
  • Simply open RDS
  • Choose your search method
    • Customer Like
    • Or
    • Invoice Number
apply payment using cust like
Enter first few letters of Customer ID

Ex. DOD

Apply payment using “Cust Like”

search when you need to apply a single payment to multiple customers

  • Enter all of the payment reference data
    • Assuming “total” payment of $50000
  • Select Search Cust
  • Choose the first customer and invoice
  • Then hit “select”
apply payment using cust like1
After you select the individual invoice it will be transferred to the right-hand side of the screenApply payment using “Cust Like”
  • The undistributed amount will be calculated and displayed on the screen
  • Continue the customer selection process until the entire “total payment” has been distributed (the undistributed amount = $0.00), then post!

As easy as 1,2,3 !!!

apply payment using invoice number
Apply payment using “Invoice Number”
  • Enter all of the payment reference data
    • Assuming “total” payment of $430000
  • Simply type the invoice number and hit enter
  • If the invoice exists (and is open)
    • the open amount will automatically be selected for payment
  • Then hit “select”
apply payment using invoice number1
After you select the individual invoice it will be transferred to the right-hand side of the screenApply payment using “Invoice Number”
  • The undistributed amount will be calculated and displayed on the screen
  • Continue the invoice selection process until the entire “total payment” has been distributed (the undistributed amount = $0.00), then post!

As easy as 1,2,3 !!!

bsoft s rds validates input
Correct the input or apply payments to open credits – just like BusinessWorks!BSoft’s RDS Validates Input
  • If the you attempt to post and the selected invoices do not equal the “total payment amount” you will receive an error message
with bsoft s rds
With BSoft’s RDS
  • Save time…
    • enter payment across customers and invoices from a single screen
  • Reduce Errors…
    • Program calculates the applied and unapplied amounts
  • Let our software work for you!!!
find out more
Find out more!

www.bsoftintegrators.com

Or

Contact your Sage BusinessWorks partner for more information