Software Evaluation Form
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

 
View only
 
 
ABCD
1
Place Your Company Logo and Contact Info Here
2
REQUEST FOR INFORMATION to COMPARE SOFTWARE VENDORS
3
Software Function Requirements
4
5
Accounts Receivable and Invoicing Functions
Your Response
6
Does your software…
Yes / No / Customization Req. / Third Party
7
Post and track the following transaction classes for each customer:
8
Sales
9
Cash receipts
10
Cash refunds (issue A/P check)
11
Adjustments (non-cash activity)
12
Discounts
13
14
Create an invoice from the order after the product is shipped?
15
16
Invoice a partial order, complete order, one shipper or multiple shippers, one Order or multiple Orders on a single Invoice?
17
18
Automatically documents and calculates set-up charges, minimum charges, miscellaneous charges, energy or other surcharges and sales/GST/VAT taxes?
19
Provide the export of invoices to other ERP/Accounting application systems?
20
Ability to integrate with other legacy accounting systems?
21
Review and edit invoices after shipment and prior to posting and printing?
22
23
Provide the ability to send invoices via e-mail without leaving the invoicing module?
24
25
Provide customer account number lookup during data entry?
26
27
Print the company header on blank stock for customer invoicing?
28
29
Provide the ability to reprint invoices?
30
31
Provide the ability to pay multiple customer invoices with a single check?
32
33
Provide the ability to apply cash receipt to invoice where payment amount is different from the invoiced amount and track the difference by invoice?
34
35
Provide the ability to apply cash receipts to user-selected invoices?
36
37
Provide the ability to issue an accounts payable check for unapplied cash to 'clear' open credit balances on customer invoices?
38
39
Provide customer ageing and activity reports based on user defined criteria (i.e. ageing dates and time period covered)?
40
41
Provide on-line inquiry with ability to drill down to invoice detail?
42
Customer ageing by user defined dates?
43
Cash receipts - monthly and by user defined time period?
44
Provide a customer activity report?
45
Provide an invoice register?
46
Provide a General ledger posting report?
47
48
Provide Sales analysis reports including:
49
Accounts Receivable by location?
50
Sales by customers, by division with comparison to budget and prior year?
51
Customer activity report during user defined period (sales by item)?
52
Sales subject to the appropriate state tax (shipped to other locations) MTD and YTD?
53
54
Provide Contact Management? Indicate CRM feature(s) provided:
55
Maintain notes with date and time stamp by customer (collection calls etc.)?
56
Categorizes leads, contacts, customers?
57
Track contacts - e-mail, trade show, phone conversation, quote etc. with date/time stamped entry?
58
Differentiate prospects and customers?
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
Loading...
Main menu