Presentation on theme: "Reporting SuperOffice CRM <- Your ERP System All versions of SuperOffice and -Visma Business -Microsoft Dynamics NAV -Microsoft Dynamics AX -Unimicro "With."— Presentation transcript:
Reporting SuperOffice CRM <- Your ERP System All versions of SuperOffice and -Visma Business -Microsoft Dynamics NAV -Microsoft Dynamics AX -Unimicro "With the complete overview of orders and delivery status, open customer entries and historical invoices, you can increase the level of service and your customer relationships." "Project overview from project accounts to journal level creates complete control in the project" "The opportunity to open a copy of all electronic vouchers / invoices will streamline your business"
Open customer entries
Open records. Open and overdue items. Sorted by oldest overdue entries. Overdue items are RED Open records are BLUE All amounts are inclusive VAT
We want to look into one of the open records in Visma and then press the Invoice Number
Details from the invoice. If there is a electronic copy of incoming or outgoing invoices, or a documentation center is used, there will be an invoice copy (tif/pdf) here.
We want to look at the information in SuperOffice and press the sales number.
In SuperOffice the following information is recorded on sales/invoices.
Menu. If overdue entries is selected, only overdue entries will show.
Shows only overdue entries
Shows the not-overdue entries
View the statement of account from the client ledger. For your choice of period.
Shows Budgeted and Actual numbers divided up by period / year.
Optional period. Choose from: - All historical data - This period - Last 3 months - Last year - Two years ago
Offers / Orders
Offers/Orders. This column shows the orders and offers that are registered in Visma.
We open an order to see what is delivered and what is remaining
Menu We can choose between Orders / Offers Only Orders Only Offers Orders divided by product or by requisition number
Orders divided by product. We choose one of the products by clicking on a product number.
This product is found in several orders.
Billed. Menu that shows -Invoice history -Only invoice -Only credit note -Divided by product -Divided by seller -Requisition number
Details from the invoice.
Invoice divided by product.
Invoice divided by seller.
Project reporting. Similar functionality for customer and supplier status.
In addition we have project accountings.
Project accountings with drilldown.
The following account is included. We look more closely at account 4300.
The following transactions / vouchers are recorded in the account 4300.