Usually a debtor is not invoiced for an internal project. However, it is possible to attach an account to an internal project. This account can be a (future) customer, supplier or resource.
Posts Tagged ‘Account’
In the blog post ‘How satisfied is your customer?’ you could read about how satisfied your customer is with your product and service, which can be registered at the account card. This blog post will explain how specific customer survey questions can be defined, by using the CRM-module. Also, the registration of these results via an activity will be explained.
When you receive many business cards from your accounts, it can be useful to save them digitally. In Exact Globe Next there is a possibility to do this.
First you need to scan the business card. Then save this file on your computer. Next, you can open the account card by going to [Finance, Accounts receivable/Accounts payable, Maintain] or [CRM, Accounts, Maintain accounts] and clicking ‘Open’.
The ‘unallocated’ general ledger account is a suspense account on which payments and receipts are booked temporarily. For example, this ‘unallocated’ account is used when importing bank statements with payments/receipts that cannot be assigned to a debtor/creditor yet. At this moment it is not possible to assign a debtor or creditor yet; the entry needs to be explored – i.e. assigned- first. Once you know to which general ledger account/debtor/creditor the entry needs to be assigned to, you can edit the entry and replace the ‘unallocated’ account with the correct general ledger account and fill in a debtor/creditor.
When a contact person switches from employer you can easily transfer the contact from one account to another account in Exact Synergy Enterprise. This can be done via the ‘New: Employer’ function:
In the blog post ‘Registering questions‘ you could read about how to register your customer survey’s questions and answers in Exact Globe Next. In this blog post you can read how to obtain the survey results in order to analyze them.
If you have the module E-CRM, you can register customer satisfaction. This is shown at the ‘Basics’ tab, as soon as the account card is opened.
On the account card you can view the contacts of the account.
When creating a request you have the possibility to link an account, document, item, etc to the request.
When you have contact with an account you can register the agreements in a request. To have insight in the agreements it is important to link the correct information in the request. In this case you can link the account and the contact person. When registered correctly the request can be found on the card of the account but also on the card of the contact person.