Posts Tagged ‘Intelligence Store’

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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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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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Commission due on Paid Invoices – Sage Peachtree

December 5, 2011
APPLICATION This solution is used to rapidly calculate the commission due to each member of your sales force. Commissions are calculated based on paid invoices and therefore suits businesses taking a more conservative approach to paying commissions.

SOLUTION FEATURES
This solution has three performance variants:

V1.0  Amount due with values against each Invoice, Customer and Salesperson, Total Amount for Paid and Unpaid Invoices and Days to Pay (limited to invoices paid for the past 15 days)

V1.1 A total amount due to each SalesPerson

V1.2 Amount due with values against each Invoice, Customer and Salesperson, Total Amount for Paid and Unpaid Invoices and Days to Pay

All of these variants contain common dynamic features

  • The option for using a UDF in Sage Peachtree to store and retrieve SalesPerson Commisions
  • Swiftly adding and removing report dimensions such as Customer and SalesPerson and
  • Swiftly filtering by SalesPerson and Customer

All free variants available here.

Available in: Excel 2007 +


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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+

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Need Immediate access to business reports?

July 8, 2011

The Intelligence Store was built in response to our customers requiring immediate access to reports.

It may have exactly what you need: http://theintelligencestore.com/