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The first step to achieving an effective invoice and accounting process is the ability to automatically price consignments in one central location. Indigo achieves this in the first instance through our Integration module. Where consignments are priced using supplier or depot systems, these prices can be accepted into Indigo as part of the import routine. Where there are no set prices, they can be calculated using Indigo’s pricing structure. All manual and iWeb bookings are also priced and costed on entry.
With this central invoicing facility, a wizard based process steps you through preparing and issuing invoices to your customers. You have multiple invoice layouts to choose from, with the ability to select by customer which set up is required and whether the invoices are to be issued by post or email.
Once invoices are checked and issued, Indigo creates the necessary data files for several major accounting packages to allow transfer of the data, thus eliminating the data entry duplication in your accounts department.
On the supplier side, the Indigo software provides a facility to import supplier invoices and match job costs, highlighting any discrepancies for quick resolution. Once again this saves crucial administration hours for your business.
Additional benefits provided by Indigo’s accounts module are:
Account ‘on hold’ facility to prevent customer bookings where appropriate.
Reprint/email of invoice facility.
Credit note creation and export to accounts package.
Nominal code allocation.
Comprehensive financial reports.
KPI Analysis tool.
Driver invoice creation and export.
Eradicate data duplication, interrogate your business