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Application Support Point
Manage money flow by recording future payments with dates.
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Receivables Management
You can easily record, edit and delete incoming and outgoing receivables.
You can create term receivables by specifying a payment date or add term receivables without a payment date.
You can update existing receivables records and change customer, category, subject, amount and income item information.
Payment and Collection Procedures
You can mark receivables as paid or unpaid and easily track the collection process.
You can enter partial payments into the receivables record and view the collected and remaining balance information through the system.
You can transfer receivable records to the relevant current account and create automatic credit notes.
You can automatically calculate the late payment compensation for receivables that have passed their payment due date and add it to the receivable amount.
Filtering and Personal Settings
You can filter receivables based on criteria such as Date Range, Category, Status, Urgency, Current Transfer Status and Execution Status.
You can specify the listing method as Tab or Popup, and customize the calendar and date filters.
You can create a listing layout that suits your needs by choosing what information to display in the receivables list.
General Configuration and Settings
Users can customize the color of the app.
You can separate receivables records according to branches and manage the collection processes of each branch separately.
You can match receivables to specific revenue items and make your financial reporting more detailed.
You can specify automatic numbering settings for receivables records and define Prefix, Suffix, and Starting Number.
You can track and view authorized users who can access the application.
Kişisel Ayarlar, kullanıcının bir yazılım veya platform üzerindeki deneyimini özelleştirmesine olanak tanıyan bir modüldür. Bu tür bir uygulama, kullanıcının kendi tercihlerine göre çeşitli ayarları yapılandırabilmesini sağlar. 
Filtreleme, uygulamada belirli kriterlere göre verileri listelemek için kullanılır. Kullanıcıya yalnızca ilgili veya uygun verileri sunmaya yardımcı olur.
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How do I add a credit entry?
Click on the "Add New" button in the application. A new receivable can be added from the "Add Receivable Record" screen that opens.
Automatically assigns the Transaction Code, Document Code, Category, Subject, Urgency, Accrual Date
After entering your membership and other basic information, your membership registration will be created. -
How do I edit an existing receivable entry?
To edit a receivable record, select the relevant receivable information and click the "Edit" button. You can edit the necessary fields on the "Receivable Record Editing" screen that opens.
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What is the difference between a term and a demand receivable?
Receivables with maturity dates are receivables with a specific payment date and are listed on the Receivables with Maturity Date screen. Receivables without maturity dates are receivables recorded without a specific payment date and are displayed on the Receivables with Maturity Date screen.
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How do I delete a credit entry?
You can use the "Delete Record" option by opening the receivable record you want to delete from the Receivable Information Summary Screen. Deleted records are stored in the Deleted Term Receivables or Deleted Non-Term Receivables screen.
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How can I mark a receivable as paid?
You can record your receivable as collected by using the "Mark as Paid" option on the Receivable Information Summary Screen.
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How to record a partial payment?
You can enter the collected portion by using the "Partial Payment" option on the Transactions screen and continue to track the remaining amount.
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How to transfer to current account?
You can transfer the receivable record to the relevant current account by using the "Transfer to Current Account" option on the Transactions screen. In this way, the receivable note is created automatically.
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How is delay compensation calculated?
You can determine the monthly delay compensation rate by activating the "Use Delay Compensation" option on the Settings >> General Settings screen. When the payment date passes, the system automatically calculates the delay compensation and adds it to the receivable amount.
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How can I filter my to-do list?
You can limit receivable records according to certain criteria using filters such as Date Range, Category, Status, Urgency, Current Transfer Status, Execution Status from the "Filtering" settings.
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Can I change the default listing settings?
From the Listing Settings tab, you can customize options such as Detail Display Method (Tab or Popup), Default Calendar Filter, Default Date Filter, and Number of Records in Paging.
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Which columns can I make visible in the receivables list?
From the Columns Settings screen, you can select and save columns such as Order, Transaction Code, Document Code, Customer Information, Subject/Category, Accrual Date, Delay Compensation, Total, according to your preference.
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How can I change the color of the app?
You can choose your preferred color by going to the "Set App Color" section in Settings >> General Settings or enter the color code manually.
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How can I separate receivables by branch?
You can create separate receivables records for each branch by activating the "Separate Receivables by Branch" option from the Settings >> General Settings screen.
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Is it mandatory to define an income item?
If you activate the "Revenue Item Selection is Mandatory" option from the Settings >> General Settings screen, each receivable record must be matched with a revenue item.
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How do I use automatic numbering?
From the Settings >> Automatic Numbering screen, you can specify the Prefix, Suffix and enter the starting number to automatically increment each new record.
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How can I manage receivables that have not yet been accrued?
You can prevent receivables for which payment obligations have not yet started from being processed by activating the "Do not Accrue Receivables with Unexpired Accrual Dates" option from the Settings >> General Settings screen.
Questions
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