Multi-Channel Reporting

Company Wide Financial Management

Accounting System Integration

Streamline your financial reporting processes by integrating your EZY Systems, XERO or QBO accounting system via CSV or in some instances API.

Transaction History

Transactions are recorded against the customer record in the CRM for fast access by customers, and available in their MyPortal.

Invoice Reprinting

Self-service enables invoices to be reprinted by customers such as resellers and distributors.

Central Invoice List

Access a single source of truth for all transactions from all business units and across all client groups.

Transaction Exports

Staff can quickly export a full transaction history with date range, payment status, and payment type filters.

Transaction Reports

Reports segmented by business units such as eCommerce, POS or Distributor with filters by product, payment type and payment method.

Customer MyPortal

Customers can access invoices waiting for payment in their MyPortal and pay immediately by credit card online.

Debtor Reports

Outstanding debtor report shows overdue transactions in 30, 60, 90 days

Customer Discounts

Add roles to selected customer accounts to grant VIP club member, distributor, reseller, staff and/or local discounts.

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Contact us to arrange a live demo of the vinCreative product