Strategy to make your business this year better from last year

Follow the trend of your existing customer.

Give glimpse to the list of growing customers with you and those with whom your sales gets low as this is very alarmic situation.

We know onboarding the customer is really very difficult task but losing them is very easy or in no time.

We should keep check on those whose trading gets low with us so that we can contact them again and mutually solve the problems getting in the business.

Finsys ERP Prime Reports has a new feature- Customers with no sales during given time period.

  With this report we can keep track on those customers with whom our trading is getting low. So that we can focus on them and reamend the orders with them.

Improve your business by using these reports.

Listen the YouTube video below made by the Co-Founder of Finsys Mr. Puneet Gupta for more clarity and you can stay in touch just by following and subscribing.

Are you struggling with managing hard copies of Attachment ?

OR

You started using Finsys ERP’s special feature ?

Attaching and managing soft copies is the only source of doing your business fast and smoothly.

Sometimes, it become hard to find a specific attachment of hard copy when such specific attachment is urgently needed.

Finsys ERP Web has a special feature which allows you to attach soft copies from any system anytime.

It’s the era of doing business from any corner of the world. This feature is specially introduced for such fast moving era in which you can do your job while travelling without carrying hustle of hard copy attachments with you everywhere.

If you use this feature efficiently and make it compulsory to attach document in order.

You can also make this feature compulsory in your organization by contacting us to make healthy culture of maintaining and attaching softcopies of your crucial documents and can access it from anywhere and anytime you want.

It’s a very special feature for helping your business to run at good pace and with ease.

Listen the YouTube video below made by the Co-Founder of Finsys Mr. Puneet Gupta for more clarity and you can stay in touch just by following and subscribing.

Read and use more special features like these:

https://finsys.co.in/finsys-new-feature-introduction

Contact us at : Finsys ERP

Finsys ERP at your service.

Collection Ageing Analysis

Is making collection is enough for you ?

or

You want timely collection ?

If your payment is collected within the agreed payment term days or after the due date ?

If the customer’s are making payments after due dates then this is a loss to you.

For instance, The agreed payment term days were 30 but the customer is making payment on 60th day then how you will recover interest on late payments ? this will become your loss now.

You have to keep track on the payments that which payment is going in which bucket ?

You should be aware about from how many days payment is due ?

If your collection team is doing their follow-ups on time or not ?

Finsys has your back as always.

Finsys introduces a feature named

Collected Invoice Ageing

 In this report you can follow up regarding over due date bills whose payments are made, what is the size of the bucket and in which bucket the payment is falling.

Use this feature to get updated about your non-timely collections.

Listen the YouTube video below made by the Co-Founder of Finsys Mr. Puneet Gupta for more clarity and you can stay in touch just by following and subscribing.

Also read : How to Track your upcoming collection due dates ?

E-Invoice Report

How  Settlement of Invoices has been done ?

If settlement is done with cash or credit note ?

Settlement means how much balance was in debit or credit side and what is final closing balance ?

Usually follow up is tracked by closing balance figure, no one cares if the transaction is settled on cash basis or a credit note is issued ?

 Finsys introduces a fresh report in which you can analyse credit side of the invoices.

By just a click you can see how many settlement is done on cash basis, credit notes and right offs.

Invoice Review –How invoice is settled ?–By cash or By credit note ?

Use this feature to track your collection pattern.

Listen the YouTube video below made by the Co-Founder of Finsys Mr. Puneet Gupta for more clarity and you can stay in touch just by following and subscribing.

Read: How is ERP single source of truth ?

Contact us at https://finsys.co.in/contact-us.

New Feature of Finsys ERP

Customer’s P.O number in Debtor Ageing Report -Finsys ERP

Earlier,

In Finsys ERP Customer outstanding report (Debtors) bill wise just shows party’s name, location, bill no., bill date, outstanding ageing, debit and credit balances.

Now,

A new feature is introduced in which it shows against which P.O bill is made and what is P.O date ?

What is the need for this ?

As sometimes customers asks for the P.O against which bill is issued  and the bill is for what material before making payment ?

To solve this issue, to reduce the work and making it more efficient this feature has introduced.

With finsys ERP searchable report you can see what is the P.O no. given by party, this makes easy on party’s end to find collection and also easy to do follow up on our end too.

That’s why this new feature is introduced in outstanding report as usually marketing team has the P.O no. but now accounts team can also access this by using Finsys ERP’s new feature.

Use Finsys ERP for it’s best feature as possible, make life easy and also to make your business fast and more efficient.

Listen the YouTube video below made by the Co-Founder of Finsys Mr. Puneet Gupta for more clarity and you can stay in touch just by following and subscribing.