Diary Actions report: Lists the diary actions that have been recorded, and can be exported to Excel. You can select to include actions for today only, from the last 7 days, from the last 30 days or for a range of dates. You can also include completed actions, notes added for actions, and actions that have been marked for follow-up.
Promised Payments report: Lists the values of payments that have been promised to you by your customers, and can be exported to Excel. Promised payments and dates are recorded on diary actions. You can sequence the report by: account (grouped by the user or the value), user (grouped by the customer account or the value), value, balance and promised date.
Action Types report: An analysis of the Diary Actions that have been entered. Separate totals are displayed for each action, outstanding actions, overdue actions and completed actions.
Credit Management Groups report: Displays the total outstanding debt for each group.
Outcome Types report: Lists an analysis of the Outcome Types for diary actions that have been entered. Separate totals are displayed for all Outcome Types, outstanding actions, overdue actions and completed actions grouped by Outcome Type.
Manage your cash flow, reduce customer debt and improve the overall financial position of your business with Credit Management Centre. It provides a consolidated view of your business so you can quickly see what is owed, who owes it and when, with easy to understand, real-time graphs.
Knowing who owes what and when they will pay is key to managing your customer debts. The Opera 3 Credit Management Centre is designed to improve your credit control processes which will help increase your cash flow, reduce bad debts and improve the financial position of your business. See it in action!