Sage KnowledgeSync

Finance

• Are you unable to deliver order confirmations or invoices immediately after an order is placed?
• Do you end up writing off bad debt because you are unable to keep on top of clients with overdue receivables?
• do you lose out on early payment discounts because you miss their deadline?
• Do you have one or more staff members who spend an enormous amount of time generating and delivering statements and other paperwork to clients?
• Have you been caught by surprise when you learned that a client had their credit status or credit limit changed and you weren't told?

Time Saver; Money Maker

There is no disputing that KnowledgeSync offers two areas of benefit to an organization using a Financial application. First, KnowledgeSync automates key processes – such as generating and delivering order confirmations, invoices, picking lists, purchase orders, and so on.

Second is KnowledgeSync's ability to monitor financial data – and make sure that you are getting paid – and are paying for – the transactions that are the life-blood of your organization.

Consider how KnowledgeSync can:

• Automatically generate and then email, fax, or otherwise deliver an invoice in PDF or HTML format whenever a new order is placed
• Identify items nearing their re-order level, generate a purchase order, and deliver that to the appropriate vendor (or perhaps to a manager for approval)
• Detect when a client has overdue receivables, send them a statement, notify their sales rep, and schedule a phone call with that customer
• Spot problems in financial data, such as duplicate orders, unapproved discounts, pricing errors, or stock that will have to be written off
• Combine data from financial and sales systems, detect potential credit risks and move critical information from one application to the other.