• Improve customer service - offer customers and suppliers flexible and effective methods of reviewing customised documents easily, accurately
• Reduce costs - overcome administration, paperwork and postage costs by using e-mail delivery with electronic file attachments

Active Documents allows you to email Customer Statements and Vendor Remittance Advices with drill down capabilities, directly from Microsoft Dynamics GP. Your customers and vendors will be able to receive these time-saving documents almost immediately, and in a flexible format that allows detailed on-screen analysis and investigation. The result: less time spent on the administration of these essential functions and possibly even a reduced amount of debtor days.

See WORKING EXAMPLES OF ACTIVE DOCUMENTS - click here

Setting Up and Using Active Documents

Setup of the Statements and Remittance Advices really is as easy as it sounds! Create as many different Statement Profiles or designs as you like, incorporating a variety of messages and styles relating to all, or even individual customer accounts. Additional settings include the ability to attach a link to a corporate image or logo and a website location. A "Free Text" banner can also be completed to communicate further information that may be useful and interesting to your customers. Finally, mark the checkboxes at the bottom of the screen to include additional transaction detail and company information pages, such as Finance Terms, Period Balances and Contact information.

Another key feature of using Active Documents is that it is possible to build a standard email message within the Statement setup window. This message will then be used to accompany any outstanding balance details being emailed directly to your customers. Choose between a variety of different Salutation fields and names, or alternatively create your own with the "Your Text Choice" options available. A full preview of how the document will appear can also be run from the setup window.

Active Document Statements can then be sent directly to your customers, by either building or recalling, a Statement ID through the standard routine in Microsoft Dynamics GP. The option to now send these documents via email will be available from the "Extras" menu shown on the task bar. Once selected, this Email Statements window will display all Customer IDs included in the Statement run and also email addresses, where these have been recorded within Microsoft Dynamics GP. It is also possible to add or amend email addresses quickly and easily if required.

Finally, it is then down to you to decide which customers will receive these documents via email, by simply marking the checkboxes next to the relevant email address and clicking the "Send" button. A report listing who the documents were sent to is also available immediately after emailing the documents, or at a later date through the Active Documents reporting option.

Key Features

• Active Documents are quick and easy to use for everyday business transactions. These will also look great from either a customer or vendor perspective
• Customise as many "Profiles" as required for the different types of statements and remittances advices
• Include additional company and transaction information such as website location, addresses / contact details and finance terms
• Active drill down options are available for more detailed information on all documents listed
• Fully customisable statements and remittance advices available, including logos, web links and a 256 character free-text field
• Use the Active Document reports function to review details and the status of sent emails, available by Date, Customer / Vendor ID and Class
• Active Documents utilises JavaScript 1.2 to ensure maximum compatibility with existing browser systems
• Eliminate associated costs of producing hard copy documents while dramatically reducing the amount of administration time spent on these fundamental tasks

Vendor Remittance

Vendor Remittance documents are very similar in setup and design to the Customer Statements options previously detailed. Once again it is possible to fully customise the documents that are to be sent to your vendors and also include a standard email text message to accompany the payment details. Transaction drill downs feature very heavily again here with further detailed information available by simply clicking on any entry shown within the document. Here it is possible to then view Document Numbers, Discounts and even the quantity, unit description and cost of each individual item ordered. Another key feature of payables is that all historic payment information maintained within Microsoft Dynamics GP, can also be accessed using Active Documents. Therefore, at any point in time full payment run details can be recalled, reviewed and subsequently emailed to all, or just a single intended recipient from the listing. Active Documents is therefore, ideal for immediately notifying vendors of impending automated payments that are being made directly into their bank accounts, ultimately helping to improve the overall cash allocation process.

Start the process now…

Remove the delays in getting Statements and Remittance Advices to your customers and vendors! Through Active Documents your customers and vendors will now be able to receive a highly flexible and effective method of reviewing customised documents, potentially in seconds. Combined with the added benefit of transaction drill down capabilities, this makes Active Documents a highly desirable addition to your Sales and Purchases management function.