Online
Reports:
View your financial information on-demand in an easy-to-read output. Examine and understand the
real-time status of accounts receivables. Print any generated screen in PDF format. Upload invoices and new debtor information into Summit’s database, thus reducing your data entry time.
- Invoice Aging Report
- Collections Report
- Purchases/Advance Report
- Reserve Account Report
- Invoice & Debtor Entry
- Debtor Credit Request
- Reserve Activity Report
Summit
Financial’s Online Reports lets you:
- View
your financial information on-demand in an easy-to-read output.
- Examine
and understand the real-time
status of accounts receivables.
- Print
any generated screen in PDF format.
- Upload
invoices and new debtor information into Summit’s database, thus
reducing your data entry time.
Summit Financial’s website
is secure using - the latest technology and highest standard
in Encryption 128-bit. This
means that you can trust that your financial information will be secured as you
view it over the Internet.
What
reports can you get from Summit
Financial’s Online
Reports?
Click
on the below link to view a sample of each report.
1)
Client
Summary:
·
Funds
Employed
·
Collateral
·
Reserves
2)
Invoice
Search
·
Search
by Invoice #
·
Search
by PO #
·
Search
by Description
3)
Aging/Debtor List
·
Aging
(summary aging of all debtors)
·
Aging
detail (detail of all unpaid by debtor)
·
Debtor
List (complete list or just unpaid list sorted by debtor)
·
Invoice
List (detailed list of all
outstanding invoices)
4)
Collections/Purchase History
·
Collections
(order by date, check number, payer)
·
Processed
Invoice Batches (search by date)
5)
Data Entry
·
Invoice
Entry
·
Debtor
Entry
6)
Reserve Activity
Report (Coming Soon)
· Detailed
Reserve Activity Report (search by date)
If
you are a client of Summit Financial and want to be set-up with online
access to your reports, please contact your Account Executive. To
login to your ONLINE
REPORTS click here
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