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Customer Profiling – Simply Accounting 2011 Report

December 7, 2011

APPLICATION

This solution provides business information for the profiling of Customers. Use the dimensions in this report to profile customers by Sales and ‘Days to Pay’ for any period.

SOLUTION FEATURES

Depending on the report variant selected, this report provides rapid access to sales-side information and filtering by ‘Customer’, ‘Invoice Number’, ‘Payment’, ‘Paid/Unpaid Invoices’, aging of AR into ‘Current’, ’30 Days’, ’60 Days’, ’90 Days’, ’90 Days Plus’, with the option to isolate aging that is Project related or Non-Project related. This report displays all AR transactions up to the aging ‘cut-off’ date selected at run-time.

This solution has two performance variants:

V1.0 Customer Profiling including Invoice value, Maximum days to pay, Minimum days to pay and Average days to pay. This Free variant is limited to invoices created over the past 60 days.

V1.1 Customer Profiling including Invoice value, Maximum days to pay, Minimum days to pay and Average days to pay.

All of these variants contain common dynamic features:

  • Swiftly and easily filter by available reporting dimensions
  • User selection of the date range for reporting and a second level filter by document date
  • Two views available – Customer and Invoice view
  • Drill-Down from Customer to Invoice level

Note: This solution focuses only on fully paid invoices

All Free Variants available here.

Versions: Excel 2007 +

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