Business Reports
From FloristWiki
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===Aged Analysis Reports=== | ===Aged Analysis Reports=== | ||
| + | Aged Analysis reports provide you with an analysis of your house account balances. The report includes only those accounts with balances for the selected store(s) and reporting period. The reports contain account balances and aging on accounts from the sale date relative to the date you generate the report. Aging is calculated nightly. | ||
| + | |||
| + | You will typically generate Aged Analysis reports monthly, either just before or just after you create statements. | ||
| + | |||
| + | You can use Aged Analysis reports to: | ||
| + | *View potential future cash flow | ||
| + | *See how much customers owe and decide what steps you need to take to recoup money that you are owed. | ||
===Business Snapshot Reports=== | ===Business Snapshot Reports=== | ||
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==Tips and Tricks== | ==Tips and Tricks== | ||
| - | + | To assist your collection efforts, Aged Analysis detail and summary reports include customers’ phone numbers. | |
| + | By printing each | ||
| + | month’s Aged Analysis report, you can review account aging for a previous month or look up a | ||
| + | customer’s balance when access to a terminal is not possible. | ||
==Frequently Asked Questions== | ==Frequently Asked Questions== | ||
Revision as of 13:59, 15 April 2008
Contents |
Description
FTD Mercury X contains enhanced versions of the following business reports:
Aged Analysis Reports
Aged Analysis reports provide you with an analysis of your house account balances. The report includes only those accounts with balances for the selected store(s) and reporting period. The reports contain account balances and aging on accounts from the sale date relative to the date you generate the report. Aging is calculated nightly.
You will typically generate Aged Analysis reports monthly, either just before or just after you create statements.
You can use Aged Analysis reports to:
- View potential future cash flow
- See how much customers owe and decide what steps you need to take to recoup money that you are owed.
Business Snapshot Reports
Sales Summary Reports
How-to Procedures
Using Business Report Templates
Report Fields
Window Descriptions
Tips and Tricks
To assist your collection efforts, Aged Analysis detail and summary reports include customers’ phone numbers. By printing each month’s Aged Analysis report, you can review account aging for a previous month or look up a customer’s balance when access to a terminal is not possible.
