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Financials

CRM - Financials

Multi-company, multi-currency and multi-language

3EX.NET Accounting software is a core module fully integrated with: Supply Chain Management, Stock Control and Sales Order Processing  

Rich in functionality, 3EX.NET Accounting software suite has been proven to handle the requirements of enterprises ranging from £1m to £2bn turnover.

Sales Ledger

Seamless customer account management.

3EX.NET sales ledger software is closely integrated with the Sales Order Processing and CRM modules, controlling trading relationships in both business-to-business and business-to-consumer environments. The unique workflow-based design enables each process to be event-driven, reducing the need for manual administration and greatly enhancing customer relationships. Functionality includes an account agreement register, invoicing, credit notes, payments and refunds. Credit control and dunning can be handled at agreement or customer level, enabling the segmentation of debt within a multi-channel and multi-brand business.

  • Transaction drill down - Easy lookup and audit of customer transactions
  • Time machine - Enables roll back of transactions to a point in time
  • Parent/child accounts - Allows allocation of payments across multiple debtors
  • Notes - Set memos and reminders against transactions and accounts
  • Quick payment allocation - Payments can be entered, posted and automatically allocated
  • Credit control - Credit chasing calls, letters and statements can be created and tracked
  • Budgets and targets - Analyse contribution of customers, products and promotions
  • Utility library - Maintain clean ledger and reduce administrative cost
  • Reports pack - Over 30 standard reports available

 

Purchase Ledger

Fully integrated spend control

3EX.NET purchase ledger software manages all supplier side accounting and is closely integrated with the Supply Chain Management module. By making purchase decisions based on intelligent planning and forecasting, 3EX.NET clients are able to lower their cost base without sacrificing customer service levels.

  • Supplier account management - define commercial parameters to control operations
  • Transaction drill down - easy lookup and audit of supplier transactions
  • Time machine - enables roll back of transactions to a point in time
  • Notes - set memos and reminders against transactions and accounts
  • Remittance system - suggest, select, edit and pay suppliers
  • Standing orders and direct debits - reduce administration and track agreements
  • Reports pack - over 30 standard reports available

 

Nominal Ledger

Control the numbers!

3EX.NET Nominal Ledger software drives your management accounting and strategic outlook. The relational structure of 3EX.NET allows drill-down to data derived from every business process

  • User-definable nominal chart structure - Enables greater control and management information capability
  • Cost centre accounting - Allows accurate cost control across multiple divisions and companies
  • Journals - Template, reverse and recur functions accelerate routine data entry tasks
  • Cashbook - Enables efficient management of bank accounts and currency
  • Bank reconciliation - Control banking transactions and balances
  • Budgets and targets - Auto calculation functions and versioning enable rapid entry and easy maintenance of management accounts
  • Asset register - Maintain accurate records
  • Management information suite - Reports can be output directly into MS Excel for easy manipulation and presentation
  • VAT reports - VAT returns, Intrastat and EC sales stats can be generated

 


Get in touch:

We have a strong track record in developing our clients into customer-focussed and successful organisations. If you want to take your CRM to the next level please contact our Customer Relationship Management specialists or call on 01772 455 052 today.