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CL Service

Client master file.

Updates

  • Receivables Option Added
  • Forward/Next/First/Last record navigation
  • Lists by Status: Active, 1X Jobs, Inactive, Collections and Cancelled

Quick Reference

Menus are located at the four corners of the screen. Select one of the lists from the top left cornermenu. Select records from lists by double-clicking on the row. Controls are located at the top of each page.

Top Left Corner Menu

Option Brief Description
Clients by Status Show client list by status.
New Starts New Starts (report)
Cancellations Show cancellations.
Inspections Show client inspections.
Receivables Aging and Open Balances (used for Collections)

Bottom Left Corner Menu

Option Brief Description
Client List in IGAS Show client list from IGAS database. Used to compare client records with
Recurring in IGAS Show recurring clients from IGAS database.
Telemagic vs IGAS Compare Telemagic and IGAS data.

Training Guide

Clients by Status

Coming soon

New Starts

Coming soon

Cancellations

Coming soon

Inspections

Coming soon

Receivables

When you choose this option you are presented with the Aging Report with the option of choosing Balances.

Aging

This is a report of customers having a balance ranging from past due to the future. Any invoice entered into the system with balance not equal to zero is shown; regardless of date.

The table below explaines each column:

Column Descrption
Client ID This is the Customer ID from IGAS since this report is generated exclusively using IGAS information.
Company The Company Name from IGAS.
Future Open invoice dates from tomorrow to the future.
Current Open invoice dates generated today.
1-30 1-30 days late.
31-60 31-60 days late.
61-90 61-90 days late.
91-120 91-120 days late.
Over 120 121 days to 2 years late.
Note on Accrual Totals

Since we generate invoices in advance, the Future column could be used as an accural total but for all months in the future; provided no paymenets were applied to future invoices after they were generated or entered in advance.

Balances

The Balances report summarizes balances based on the Age of the invoices by client. It begins with all invoices that are 30 days or more past due. You can select 30, 60, 90, 120 days, 1 year or All past due as an option. It sorts by the client with the highest balance first.

Viewing Invoices

When you select (dblclick) on a client from Aging or Balances you will be presented with all open invoices for that client. (Click the Back Arrow to return to the report)