Introduction

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Advanced Credit Control from Nolan Business Solutions plc is an extension for Microsoft Dynamics GP developed to aid Credit Controllers in the process of identifying and chasing debts, and to allow users to track events and diary entries against their customers.

The core of the system is the Credit Control Enquiry screen which displays relevant financial detail against customers in any currency. A scrolling window displays the customer’s debt in the system ageing buckets. After selecting an ageing bucket you may zoom into the transaction enquiry to view the transactions.

  • Free format, date-and-time stamped events can be recorded against individual customers.
  • A selection of 10 different reminder letters are available to be printed, in four different styles. Each customer can be assigned a style allowing for features like multiple language support. The printing of a letter also records a date and time stamped event.
  • A diary allows recording of events against each customer for the future. A flexible diary enquiry window allows each user to view their own assigned events.

The Customer Letters Report window enables the printing of reminder letters. Advanced Credit Control will automatically check the age of the customer’s overdue transactions, and print a corresponding reminder letter. Each letter also displays information on the outstanding items for the customer.

NOTE: When printing this documentation with Adobe Acrobat Reader, we recommend using version 4.0 or above. This version copes much better when printing the screen shots contained in this documentation.

Print Button

Whenever the contents of a window can be printed, there will be a print button in the top-right corner. The button will perform the same action as selecting File | Print from the menu.

 

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