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Accounts Receivable System

The Accounts Receivable System from Legler Systems is based on the client-server model and supports many special features for handling the accounts receivable and cash collection functions in small and midsize companies. This customizable online software can be run as a stand-alone accounting application or integrated with other financial modules, such as the Order Entry System and General Ledger System.

New 2009 software features include mouse support and large screen (50x80) support, as described in the Version 9.0 Summary document. Prior software enhancements are described in Version 8.0 Summary.

Custom versions of the online ARS software have been in day-to-day operation in small businesses in Northern California for over 25 years.

Accounts Receivable Menu:

The online accounts receivable (AR) procedures are identified on the Accounts Receivable menu shown below. Before any computer procedure can be run, the user must first sign-on by entering a valid User-ID and password. To start a specific AR procedure, enter the 2-digit number associated with that procedure.

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|     ACCOUNTS RECEIVABLE SYSTEM MENU  (2009)            02-15-2009 13:24    |
|============================================================================|
|                                                                            |
| No     Procedure Name                  No     Procedure Name               |
| --   --------------------------------  --   ------------------------------ |
| 01 - Enter Customer Master Records     11 - Print Statement Of Account     |
| 02 - Enter Customer Invoice Records    12 - Print Past Due Notice          |
| 03 - Enter Cash Receipts               13 - Purge Old AR Records           |
| 04 - Print Cash Receipts Report        14 - Process AR Batch Input         |
| 05 - Print Customer Invoice Report     15 - Inquire Customer History By Mo |
| 06 - Print Customer Master List        16 - Print Outstanding Invoices     |
| 07 - Print Aged Receivables Report     17 - Print Customer History Report  |
| 08 - Print AR Distribution Report      18 - Enter Customer Payment         |
| 09 - Post Receivables To GL System     92 - Redefine System Printer        |
| 10 - inquire Customer Status           94 - Search AR System               |
|                                        99 - End AR Menu                    |
|                                                                            |
|    Enter AR Procedure Number.......[    ]                                  |
|                                                                            | 
|============================================================================|
| F1=Help  F2=Enter  F9=Print  F10=Exit                                      |
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Data entry procedures AR01, AR02 and AR03 display fields that comprise each record and perform online file update functions (add, modify and delete). A Customer Master Record (name and address information) must be entered into the AR System before customer invoices and customer cash receipt data can be processed. If customer invoices were printed by another system, they can be imported into the AR System using procedure AR14. Procedure AR18 allows a single payment to be applied to multiple customer invoices at one time.

Inquiry procedures AR10 and AR15 display paid or unpaid invoice information for a specific customer and time period. Inquire Customer History (AR15) shows a one-screen summary by month for 5 years of customer payment history or invoice totals.

Reporting procedures AR04, AR05, AR06, AR07, AR08, AR16 and AR17 print reports on line printers (computer-size paper) or laser printers (letter-size paper). Preprinted forms or blank letter-size paper with the company logo are used by the print Statement of Account procedure (AR11) and the print Past Due Notice procedure (AR12). Each reporting procedure displays a screen for the user to enter selection criteria, report formatting and sorting options. Procedures AR09, AR13 and AR14 print a one-page control report showing the number of records processed for audit trail purposes.

Each computer procedure identified on the Accounts Receivable menu is documented in the AR Menu Procedures document.

Accounts Receivable System Features:

In addition to the operational, security and technical features mentioned in the Accounting Software Summary, some key functional features of this accounts receivable software are highlighted below:

1. Handle up to four partial payments for a single customer invoice when processing customer cash receipts.

2. Calculate a finance charge on past due accounts (optional) by the print Past Due Notice procedure AR12.

3. Automatic assignment of GL revenue account codes from the Customer Master Record to minimize data entry time by AR accounting procedure 02.

4. Automatic roll-over of yearly sales totals in the Customer Master Record to avoid special year-end clerical steps.

5. Handle a customer prepayment prior to invoice entry.

6. Flexible reporting capability allows the user to request and print 44 different accounts receivable reports, including customer statements by procedure AR11 and Past Due Notices by procedure AR12.

Accounts Receivable System Interface Capabilities:

The online ARS software references three records in the Database Control System (required) to control basic system functions (Company Control Record), to verify User-IDs (User Control Record) and to validate credit codes and other user definable codes (Code Definition Records).

The AR System formats and outputs General Journal Records (AR09) to either an export Transfer File for input to another computerized GL system or directly into the General Ledger System (optional).

The AR System accepts Customer Invoice Records from an import Transfer File (AR14) or directly from the Order Entry System (optional).

ARS Software and Hardware Requirements:

The Accounts Receivable System (ARS) operates on personal computers (pc) running Microsoft Windows XP, Windows Vista, Windows 98 and Windows 3.1 in a local area network (LAN) using Microsoft BackOffice Server, NetWare or LANtastic with complete flexibility in specifying the disk location of all files on the client or server. Additionally, the ARS software can run on a single stand-alone pc or on a UNIX based computer, such as the IBM RS/6000 with IBM 3151 terminals using the AIX operating system.

The Run Time Environment for Micro Focus COBOL support is included at no extra cost with the ARS executable programs. The Windows accounts receivable programs are the same as the DOS accounts receivable programs for compatibility and can be run also from a removable disk, such as a CD-ROM or USB flash drive.

The Database Control System from Legler Systems Company is required to support the AR System. The AR source programs are written in COBOL, the most widely used business programming language. All AR COBOL programs allow the user to define different date formats (MODAYR or YRMODA) for data entry and reporting purposes, as well as other system-wide options.

More Information on the Accounts Receivable System:

The AR System software cost is identified in the Software Price Sheet.

To request sample reports and screen formats, General Information Manual or live pc demo on CD-ROM of the AR System, please e-mail Bill Legler in the San Francisco Bay Area, California.

Legler Systems Company, developer of the online Accounts Receivable software, is located in the East Bay of the SF Bay Area in Northern California and provides local on-site ARS software support in Alameda County (major cities are Oakland, Fremont, Hayward and Berkeley), Contra Costa County (major cities are Concord, Antioch and Walnut Creek) and other counties in California (CA). Telephone and e-mail support is available throughout the United States (USA).

Revision 7.9 - Copyright 2009 by Legler Systems Company. All rights reserved.