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)