A financial contact person

Written by Marcel Thijssen on . Posted in Exact Globe

Within Exact Globe Next, you can print payment reminders and debtor statements or send them via e-mail to your debtors. The payment reminders are sent to the contact person who is linked to the invoice address of the debtor. In order to offer you more flexibility as to which contact person you send your payment reminders or debtor statements, it is also possible to define a financial contact person.

Defining a financial contact person
In the maintenance of the contact persons, the option ‘Financial contact person’ is available. With this option, you can indicate that the relevant contact person should be seen as financial contact person. You can only define one contact person per debtor as financial contact person. The main contact person and financial contact person can be the same contact person, but this is not necessary. To create a new contact person or edit an existing one, you can go to the menu [Finance, Accounts receivable, Maintain], here you will open the relevant debtor and click the Contact tab.

Payment reminders
While printing payment reminders, you will notice the field ‘Contact persons’. In this field, you can choose between the options ‘Financial’ and ‘Invoice’. The option ‘Invoice’ is selected by default and the payment reminder will be sent to the contact person linked to the invoice address. If you have selected the option ‘Financial’, the reminder will be sent to the contact person that has the option ‘Financial contact person’ checked.

You do not need to change anything on the layout of the reminders. The name of the contact person that is used as addressee will be printed in the field ‘Contact person’ regardless of the option you select while printing.

Debtor statements
This functionality also applies to printing debtor statements. Here, the field ‘Contact person’ is available, where you can also choose the option ‘Financial’, the debtor statement will then be sent to the contact person that has the option ‘Financial contact person’ checked.

On the layout of the debtor statement, you won’t need to change anything. The name of the contact person used as addressee will be printed in the field ‘Contact person debtor’ regardless of the option you select while printing.

NB: the above-mentioned functionality is available from product update 405. 

 

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