Customer Manager Utility
Key features
- Integrates with Evolution
- Web-Based
- Customer Notes
- Multiple Companies
Product Documentation
Product Overview
The AS2 Customer Manager Utility will help you get a better grip on your Debtor’s control. Keep track of all your outstanding customer invoices with related notes.
The AS2 Customer Manager module integrates into Sage 200 Evolution (the Sage SDK is not required)
List customer balances per customer aging type. Filter balances per Area, Group, and Sales Rep.
The utility also allows you to drill down to see outstanding invoices.
With the AS2 Customer Manager Utility, you can easily add notes to customer balances or invoices. You can review all outstanding notes from a single view.
Review Open Notes that are still outstanding per person and have the ability to export the Notes to Excel.
The AS2 Customer Manager Utility supports multiple companies. No need to log in and out of databases; switch between different company databases on the same page.
