Summary of an individual A/R account

The Individual Account Report provides a complete listing of the activity for any given account, for any specified period of time.

The system will ask for an account number, and then prompt for the  desired date range.  The operator should enter a beginning, and  ending, date for the period to be detailed on the report.

The printout initially displays the client information, and totals  obtained during the last processing (balances and aging).  Then an  itemized listing of all transactions that occurred during the date  range specified will be printed.

This report is particularly useful when a question arises about a  bill.  Because the report details all transactions for a specific  account, it provides the information necessary to locate any errors  or omissions.

Should a person call, six months after a bill has  been paid, and suspect that an item was double charged, this report  can be run, and a copy mailed to the client for verification.

Sometimes an account balance is disputed, and in most systems it is  not possible to get a history against which the client can reconcile  their records.  With the Individual Account Report, the information  can be run in moments, and placed in the mail immediately.  This  will alleviate any conflicts, because error tracking can be  accomplished rapidly, and without speculation.  Client's will also  be impressed with your ability to supply information that other vendor's often cannot.