Posts Tagged ‘Free BIC Reports’

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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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Accounts Payable by Project – Accpac v5.6

December 6, 2011

APPLICATION

This solution is used to rapidly view and filter Accounts Payable by Contract, Project and Category for the purpose Controlling  cash flow for projects.

SOLUTION FEATURES

This solution displays the Invoice value and amount due against each Invoice, with the ability to drill down to or add the Purchase Order number and amount to the report.

This solution has two performance variants:

V1.0 Contract, Project and Category with Invoice Date, Invoice Amount and Amount Due. This Free variant is limited to Invoices created over the past 30 days.

V1.1 Contract, Project and Category with Invoice Date, Invoice Amount and Amount Due.

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
  • Access to Purchase Order Number and Amount – Drill-Down to or add to the report

All Free Variants available here.

Versions: Excel 2007 +

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Intelligence Store – Inventory of Solutions in Store

December 5, 2011

Inventory of Solutions found in the Intelligence Store are as per groups below:

(Click to download copy)

  1. Sage Accpac
  2. Sage Pastel
  3. SagePeachtree
  4. Sage Simply Accounting

………….find these solutions @

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Invoice Register with Amount Due – Mas90/200

November 22, 2011

APPLICATION 

This solution is used to rapidly view and filter invoices for the purpose of credit control and general efficiency in the office management of the sales cycle.

SOLUTION FEATURES

Depending on the report variant selected, this report provides rapid access to sales-side information and filtering by ‘Customer No & Name’,  ‘Invoice Number’, ‘Salesperson No’, ‘Invoice/Transaction Date’, ‘Check No’, ‘Transaction Type’, and  ‘Invoice Date & Invoice Due Date’ Less than/Greater than 30 days.

This solution has four performance variants:

1) Complete report (Limited to 30 days prior to current system date).

2) Fields included: Customer Name, Invoice No, Invoice/Transaction Date, & Invoice Balance.

3) Fields included: Customer ID & Name, Invoice No, Invoice/Transaction Date, Transaction Type & Invoice Balance.

4) Fields included: Customer ID & Name, Invoice No, Invoice/Transaction Date, Transaction Type & Invoice Balance. Filtering by Invoice Date and/or Invoice Due Date- Less than/Greater than 30 days.

All of these variants contain common dynamic features:

· Swiftly adding and removing report dimensions such as Invoice Date & Invoice Due Date aging.

· Invoice Cut Off date to filter Transactions.

Free variant available here.

Platform: Mas90/200

Excel versions: 2007+