Download - Reporting SuperOffice CRM
![Page 1: Reporting SuperOffice CRM](https://reader035.vdocuments.us/reader035/viewer/2022081504/56649cc45503460f9498d4e2/html5/thumbnails/1.jpg)
ReportingSuperOffice CRM <- Your ERP System
All versions of SuperOffice and
-Visma Business
-Microsoft Dynamics NAV
-Microsoft Dynamics AX
-Unimicro
"With the complete overview of orders and delivery status, open customer entries and historical invoices, you can increase the level of
service and your customer relationships."
"Project overview from project accounts to journal level creates complete control in the project"
"The opportunity to open a copy of all electronic vouchers / invoices
will streamline your business"
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Open customer entries
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Open records.Open and overdue items.
Sorted by oldest overdue entries.Overdue items are REDOpen records are BLUE
All amounts are inclusive VAT
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We want to look into one of the open records in Visma and
then press the Invoice Number
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Details from the invoice.
If there is a electronic copy of incoming or outgoing
invoices, or a documentation center is
used, there will be an invoice copy (tif/pdf) here.
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We want to look at the information in SuperOffice
and press the sales number.
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In SuperOffice the following information is
recorded on sales/invoices.
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Menu.If overdue entries is selected,
only overdue entries will show.
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Shows only overdue entries
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Shows the not-overdue entries
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View the statement of account from the client
ledger.
For your choice of period.
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Shows Budgeted and Actual numbers divided up
by period / year.
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Optional period.Choose from:
- All historical data- This period
- Last 3 months- Last year
- Two years ago
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Offers / Orders
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Offers/Orders.This column shows the orders and offers that are registered in Visma.
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We open an order to see what is delivered and what
is remaining
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MenuWe can choose between
Orders / OffersOnly OrdersOnly Offers
Orders divided by product or by requisition number
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Orders divided by product.We choose one of the
products by clicking on a product number.
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This product is found in several orders.
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Invoice history
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Billed.Menu that shows-Invoice history-Only invoice
-Only credit note-Divided by product-Divided by seller
-Requisition number
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Details from the invoice.
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Invoice divided by product.
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Invoice divided by seller.
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Project reporting
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Project reporting.Similar functionality for customer
and supplier status.
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In addition we have project accountings.
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Project accountings with drilldown.
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The following account is included.
We look more closely at account 4300.
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The following transactions / vouchers are recorded in the account 4300.