As the real estate and construction industry grow in complexity, so must the solutions they rely on to conduct business. Endpoint, single-task solutions are no longer enough to meet organizational objectives, which is why many companies are turning to a comprehensive approach to managing business needs.
Knowing your financial position at all times is critical to your business’s success, especially as it pertains to taking in money. Accounts Receivable allows you to manage every client relationship and stay on top of incoming payments to strengthen your cash position.
From complete client records to built-in communication methods, you have all the tools you need to effectively request, accept, and follow up on payments in a single platform.
Unlike other accounting software, Sage 300 CRE was built specifically for the construction and real estate industry with your unique practices, workflows, and challenges in mind. When combined with other Sage 300 CRE solutions, your business software becomes a powerful workhorse that can help you simplify every financial component of your operations.
Accounts Receivable offers a variety of features that work together to provide an exceptional experience for clients and employees alike:
From recording payments and invoices to logging emails and phone calls, Accounts Receivable forms the bridge between client and company. All client financial information can be accessed from the platform, including credit limits, balances, aging periods, correspondence, and payment histories. In addition, you can link other important client data, such as change orders, invoices, job costing, contracts, and receipts.
Most of Accounts Receivable functions can be done with a couple clicks, such as crediting an invoice to changing its status. Intuitive interfaces and easy navigation allow users to spend less time on manual tasks, which means more time to focus on client relationships or other areas of operation.
Sage 300 CRE comes with many pre-defined reports that feature some of the most common data sets, but you also have the ability to create your own custom reports. You can apply a variety of conditions to source the precise information you need and save your queries to save time in the future. In addition, you can modify any of the more than 500 exiting reports to suit your needs.
Sage 300 CRE Accounts Receivable contains pre-set workflows to streamline its use, but you can customize the software to create repeatable, scalable processes that make sense for your business. From templates to workflows to layouts to reports and more, you can take our easy-to-use interface and make it even simpler.
One of the biggest quality factors of Sage 300 CRE Accounts Receivable is its ability to function as part of a comprehensive solution for businesses. You can connect your Accounts Receivable software with other Sage 300 CRE products, including job costing, CRM, project management, accounts payable, and more.
With a fully integrated software solution, businesses can streamline their data entry, workflows, and general communication by having all crucial data in a single platform. One system can eliminate redundant tasks and allow you to focus on more important areas of your business.
Want to see what Accounts Receivable looks like in action? Schedule a free demo with one of our tour guides and explore the features and benefits of Sage 300 CRE solutions.
United Solutions provides unmatched software solutions and support for more than 3,000 clients in the construction, real estate industries. We enable our clients to operate at peak efficiency and maximize their profits.Read More
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