Intacct Accounts Receivable
Improve cash flow—and get paid faster
Accelerate collections and reduce days sales outstanding.
Highlights
-
Efficiently collect and process payments—cash, checks, credit cards, and banking transfers.
-
Quickly set up and generate recurring invoices.
-
Create and print or email invoices.
-
Effectively manage cash collection and key customers.
-
Receive and apply regular and advance payments, apply penalties and adjust accounts, make deposits, and deliver statements.
-
Automate data entry by defaulting customer terms, general ledger accounts, billing, and shipping address information.
-
Gain real-time visibility into customer financial information and cash analysis.
Efficiently automate the customer invoicing and bill payment process to easily manage customer payments and bank deposits with Intacct cloud-based accounts receivable management software. Integrate Intacct Accounts Receivable with Intacct Order Management and Intacct General Ledger for real-time posting of all transactions on a cash or accrual basis, ensuring financially consistent views across the business.
- Streamline customer invoicing processes.
Shorten payment cycles—and get payments faster.
-
Attach documentation directly to transactions when you need backup information.
-
Shorten the collection process by easily emailing invoices.
-
Give your customers multiple payment options, including check, cash, charge card or funds transfer.
-
Receive advance payments at any time, and apply those payments to invoices, similar to other account adjustments.
-
Use the fast batch entry mode for easy, after-the-fact, bulk invoice entry.
-
Simplify payment receipt, and support recurring bills and scheduled payments, using integrated PayPal Merchant Services and Authorize.net for credit card processing.
- Streamline cash management.
Easily manage deposits and payments.
-
Place funds into an undeposited funds account to deposit later.
-
Make a quick deposit to attribute a payment to a customer’s general account, rather than to a specific invoice sent to that customer.
-
Manage non-invoiced deposits, such as over-the-counter register sales, that don’t track back to individual customers or transactions.
- Take control of accounts receivables.
Maintain a high degree of accounting control.
-
Keep track of transaction details forever, and maintain secure access to complete customer histories.
-
Eliminate the risk of users deleting or editing invoices once they are paid.
-
Assign accounts receivable duties to different employees or to different roles by taking advantage of granular access control over data and processes.
-
For example, ensure accountability and security by separating the tasks of entering customer invoices, receiving payments, and making deposits by user.
- Fully automate receivables invoicing and approvals.
Take advantage of flexible configuration to match Intacct to your organization’s needs with Intacct accounts receivables management software.
-
Process one-time or recurring invoices.
-
Streamline data entry by pre-populating invoices with the appropriate data using a previous invoice.
-
Assess finance charges on past due accounts, as part of your customer collections process.
- Integrate account receivable management with other Intacct applications.
Post all transactions on a cash or accrual basis in real time using fully integrated Intacct modules, ensuring financially consistent views across the business.
-
Provide sales staff with sales tools such as quotes, sales orders, and invoices by synchronizing Intacct Accounts Receivable with Intacct Order Management.
-
Post Intacct Order Management transactions automatically to both Intacct General Ledger and Intacct Accounts Receivables management software.
-
Seamlessly integrate external applications using SOA, Web and XML services, or tools from partners like Pervasive and Boomi, for broad flexibility to manage your business.
- See your business in a new way with comprehensive reporting.
Gain real-time visibility into customer financial information with customizable dashboards.
-
Take advantage of extensive out-of-the-box sales reports and graphs that you can add to dashboards.
-
Run a range of reports, including customer aging, invoicing analysis, recurring invoices, active projects, and deferred revenue.
-
Use advanced reporting capabilities, including customizable receivables aging and non-financial measurements.
- Simplify tax management.
Simplify and streamline cumbersome, costly sales tax compliance with end-to-end sales tax automation.
-
Get up-to-date, accurate sales tax calculations using integrated cloud-based tax compliance capabilities provided by Avalara—or by configuring the Intacct Advanced Tax Engine to fit your business.
-
Comply with tax accrual requirements in each area where you do business, and support multiple rates for different regulatory bodies by calculating transactional taxes using the Intacct Advanced Tax Engine.
-
Calculate the sales tax payable balance by tax jurisdiction and drill down to individual invoices for audit trail purposes.
