Fundamental to the Exchequer
design philosophy is the concept of exception
reporting. Users can view headline figures without
needing to analyse all the detail at the same
time. They may then decide to investigate in
more detail the data for the relevant area.
This same concept is taken to
a further level using Exchequer's very own business alerts
system. Just a few examples of the type
of business alerts that could prove invaluable
are:
- Warn credit control and
account manager when an account is within
any percentage of credit limit
- Notify Account Manager
and customer when an account is placed on
hold
- Notify Financial Director
of seriously bad debts
- Notify sales people when
payment is received from their customer
- Warn Stock Manager and
Sales Manager of goods nearing the end of
their shelf-life
- Notify Financial Director
if bank balance is nearing overdraft limit,
or reaching upper limit for transferring
to deposit account
Organisations can choose to
monitor Key Performance Indicators (KPIs)
and ensure key personnel are informed proactively
of any deviations from these values.
For more information please
see the Business Alerts dedicated
information page.
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