Financial Management

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• Management software will produce professional and accurate forecasts.
• Complete Accounts Receivable built into the application.
• Do aging of invoices 30/60/90/+.
• Create invoices for customers on individual or batch basis.
• Create statements for customers.
• Apply late fees to outstanding balances.
• Export to the popular accounting programs including Peachtree & QuickBooks.
• Apply service charges to events.
• Apply gratuity charges to events.
• Apply automatic delivery charges to events based on deliver location.
• Set sales taxes by state or province, jurisdiction, or city; assign GST or PST for our neighbors from the North.
• Multiple tax rates may apply and all rate are allocated based on the type of revenue.
• Sales Taxes due by jurisdiction by date range.
• A multitude of reports are contained in the program including payments, requested deposits, invoices, invoice work sheets, missing items, etc.
• Detailed sales reporting; such as closing percentages, per caps, per event.
• Detailed booking reporting; such as closing percentages, per caps, per event, see your future trends evolve so you can make planned proactive decisions.
• Complete Credits, refunds, payments, and activity reports.
• Links to ETS for credit cards services with full internet based reporting suite.

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