Administration Teams
The following are just a few of the benefits administrative staff enjoy when using Accredo:
- If you are already familiar with a Windows environment, you will find Accredo’s user-friendly Windows interface fast, easy and stress-free to operate.
- Accredo lets you email statements, invoices and other documents directly to customers as soon as you have created them.
- Accredo’s memos and alarms help the whole team to get it right every time. For example, use a memo on a customer record to log contact with the customer regarding payment of their account, then each time you call the details of past contacts are at your fingertips regardless of who made the original contact.
- Accredo’s duplication function saves a lot of time in data re-entry. For example, if a customer returns goods for a refund, just open the original invoice, click on the duplicate icon and save the copy as a credit, with the customer, product and other details already entered.
- Accredo’s open periods mean invoicing and other processing doesn’t come to a halt just because your accounts haven’t been rolled over. You can set restrictions to ensure data is still entered into the correct period – for example, you may wish to restrict some users to just the current and one future period for data entry.
- Creating Accredo scripts to automate tasks that you perform regularly saves time and helps maintain accuracy and consistency. Accredo lets you allocate shortcut keys for scripts, add a shortcut to your toolbar or set scripts to work automatically whenever a certain action occurs.
- Accredo retains up to 99 years’ history, so it is always easy to access information if a customer requests a copy of a credit or invoice, or wants you to check what they ordered from you this time last year. The system makes it quick and easy for you to track payments made by customers, saving you a considerable amount of time when customers query their accounts.
- If you get interrupted during a bank reconciliation or you can’t find a transaction, Accredo lets you suspend the reconciliation, saving what you have completed so far so you can come back to it later.
- Accredo lets you open customer details from a handy shortcut on the invoice entry screen, saving you time and simplifying the task if you need to check a customer’s details before entering their invoice.