Clarify customer accounts in Haufe X360 powered by Acumatica and offset items

Imagine you have ordered two pairs of shoes from an online retailer, returned one of them and suddenly you receive a reminder for both pairs. This scenario is not only annoying, but can also have a significant impact on customer loyalty. In the world of financial accounting, such misunderstandings are not uncommon. But there are solutions to avoid these problems. In this video, Gerald and Dirk from S+S SoftwarePartner present an innovative tool that has been specially developed to optimise the management of customer accounts and prevent errors such as the one described above.
The tool presented is part of the Haufe X360 platform based on Acumatica, but it is a customised extension developed by Gerald and his team. This extension makes it possible to efficiently manage and clear open items and credit notes on customer accounts. The tool is particularly useful for companies that work with a large number of debtors and need to ensure that their accounting is always accurate and up to date.
In the video, Gerald explains in detail the challenges that accounts receivable accountants face on a daily basis. From invoicing to receiving payments to correcting entries, there are numerous opportunities for errors to occur. These errors can lead to customers being incorrectly dunned, even though they may have already received a credit note. By using the new tool, such situations can be avoided by automatically offsetting open items and credit notes against each other.
Contents of the video:
[00:00:00]: Inga and Zalando
[00:00:29]: Challenges with account clarification
[00:02:00]: Introduction of the customer account clarification tool
[00:03:00]: Parameters and filter options in the tool
[00:04:35]: Example and explanation of open items
[00:06:19]: Details on invoices and reminders
[00:08:12]: Clearing of open items
[00:10:50]: Closing and contact information
A particular advantage of the tool is its flexibility. It can be used both at client level and across branches. This means that companies with several branches can use the tool to manage their accounting centrally. The tool's user interface is intuitive and allows users to easily switch between different accounts and branches.
Another highlight of the tool is the ability to set parameter fields and perform specific queries. For example, users can display only trade receivables or include advance payments received. This functionality makes it possible to filter the data in a targeted manner and only display the relevant information, which significantly increases the efficiency of accounting.
For day-to-day accounting work, the tool offers a wide range of functions to facilitate account clarification. Detailed information on individual items can be called up via a side panel and open items can be quickly identified and cleared. This is particularly helpful to ensure that no unnecessary reminders are sent to customers who have already received a credit note before a dunning run.
Overall, the tool developed by S+S SoftwarePartner is a valuable addition to the Haufe X360 platform. It offers accountants the opportunity to make their work more efficient and minimise errors that could lead to unnecessary reminders. To find out more about this tool, please contact S+S SoftwarePartner directly or use the contact details in the video description. Implementing this solution can help to increase customer satisfaction and optimise accounting processes.
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• Haufe X360 | Die cloud...
Haufe X360 information on our homepage:
www.softwarepartner.net/haufe...
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