Sales & Purchase Ledgers

Exchequer’s sales and purchase ledgers are designed to give you immediate access to any account information. The ‘trader list’ is a fast and convenient way of finding the customer or supplier you are looking for.  The unique list-scanning feature allows you to open up other windows, such as the account details, the Object Credit Controller or the gross profit history screen and see them update simultaneously as you move up and down the trader list.

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 of view transactions for a specific period.

Key benefits:

• Simple trader-list with the ability to open multiple windows and scan through records.
• Includes ability to raise quotations, invoices, credit notes, payments and refunds for customers and suppliers
• No limits to historical periods or years kept
• View balances, sales and margins by period/year
• Drill-down to original transaction entry with ability to view margins per item/product
• Convenient re-print, fax and email options with the paperless module.
• Easy transaction entry
• Batch payments for one-step allocation and payment runs
• Flexible ledger with unallocated and copy/reverse options, making it easy to correct mistakes
• Notepad alert system throughout, linked to a central diary with drill-down to source
• Dynamic links between balances, sales, margins and Microsoft Excel for instant management reports.