The No-frills feature list —
- Integrated Dashboard of charts and graphs giving you real-time, critical information about your business.
- Global search engine will find anything, recorded anywhere within your database.
- Company details for clients and debtors, displayed side-by-side in a clutter-free layout.
- Easily view balances for Reserve accounts, Rebate accounts, Unapplied Cash and A/R in one place.
- Unique fee and rebate schedule options for each individual client.
- Allow clients to log in and view purchases, aging statements, and other balances.
- Optional automatic charge back for invoices at a certain invoice age.
- Set debtor credit limits, and easily manage debtors with multiple locations.
- Manage the AR Collections process with automatic call lists and manager reports to track collection progress.
- Easily track and record the auditing of cash receipts to strengthen financial controls.
- Record and track debtor credit scores.
- Numerous smart reports for valuable information at your fingertips.
- Built-in Customer Relationship Manager (CRM) for your sales team.
- Optional website provided by FactorView, if applicable.
- Various administration settings for your company.
- Accounting defaults and customizable general ledger accounts.
- Easily export to QuickBooks, or to CSV file.
- Manage users, user groups and permissions, as well as access and change logs.
- Integrated and secure FactorView support.
- On-screen tutorials and training modules.
- Request new features.
- An overall seamless experience for employees and clients across mobile devices, laptops, and desktop computers.
- Secure data, regular backups, and high-availability redundant server clusters.
- 100% No-Risk, No Contracts.
- Always online, or you don't pay!
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