... then drill-down to more detail
The Object-Credit controller gives a full picture of the debt situation for each customer highlighted. You can drill-down into the ledger from any of the balance figures to see exactly how the debt is made up.
The history shows monthly trends, and again, you can drill-down into transaction lists for each period to view original transactions.
Prompts and reminders
 The customer record is split into sections, using the tabs at the top. An interactive Notepad alert system is at the heart of Exchequer; every record and transaction throughout the system can have unlimited notes stored against them.
You can set reminders for yourself or other users on the system. A central diary enables users to view their reminders and drill-down directly into the originating record or transaction.
Creating a comprehensive view
Each account has a ledger card, which is instantly updated as transactions are entered. The ledger retains all historical transactions, with the ability to filter outstanding transactions or view transactions in a specific period.
You can view how invoices and payments were matched, with options to allocate, un-allocate and re-allocate transactions within the ledger, as well as being able to view and re-print transactions at any time.
The match option displays a list of transactions, which are allocated to the payment. 
You can drill-down from this match list to show the original invoices in full and, if required, you can also re-print copies using the object-print button. Using the Paperless module, each customer and supplier can be set to receive documents by fax, email or hard copy.
Save valuable time
All transactions, such as invoices, credit notes, quotations and payments are entered via a 'Daybook'. Transactions can also be entered as a 'batch' rather than individually. General overhead purchases, for example, may not require the full detail of other transactions and can be added using the batch-entry screen, which has many time-saving facilities within it.
Payments can also be processed in a batch, using an innovative Aged Analysis screen. This allows you to 'tag' groups of invoices by supplier, or by month, or individually. Once complete, the payments can be generated either as cheques, remittance advices or in electronic format.
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