Accounts Receivable Software for Small Business in Access Database

This microsoft access database specifically helps you to manage accounts receivable account in small business scale company. Accounts receivable is basically a kind of cash under the ‘to be received label. The soon-to-be-received cash is made when you make a product or perform a service and make a sale out of it, but the clients have not yet made the payment for you. In short, the account receivable is the asset on the balance sheet of the company which is convertible upon collection. Even though sales have been recorded, but until the receivable is converted into cash, the loss and profit can cause a big impact on the company. Account receivable is something that cannot be avoided considering there are clients who make payment within a certain period of time. That is why it is monitoring account receivables is always important. So, users will be able to identify clients who do not pay the bill as well as prevent possible aging debt in the future.

Managing the account receivable should give users enough headaches, but when using certain Microsoft access database, the task will remain easy. The access-templates.com provides account receivable access database for free download. The pre-formatted ms access template for managing accounts receivable is divided into three main menus which are sales reps, debtors, and reports. The most important feature of this access template is it does not include complex form yet it helps to keep the list of account receivable in order.

Sales Reps and invoice

The first menu in the Microsoft access database templates is the sales reps. this menu is divided into two boxes of information which are sales reps and invoice for the sale rep. The differentiation of the two categories is aimed to make the account receivable management works accordingly. In the first box, users can submit information related to the sales rep detail such as sales rep ID, first and last name, email, and phone number. All of the information can be submitted in the available columns. After that, users can proceed to the next box which conveys the information of invoices to the particular sales rep. There are also several columns which are the invoice ID, date, due date, amount, status, and debtor ID. All the information in each of the menu is also connected to each other.

Debtors

In the previous menu of the access templates, there is a debtor ID column in the invoice detail box. Well, users can submit information related to the debtors in this menu. There are several columns in the debtors' menu such as debtor ID, first and last name, email, and phone number. To make it easier, users can submit the name of the debtor first before they proceed to the sales rep and invoice menu. Thus, when working on the first menu, users can directly choose the debtors name without going back and forth to the second menu.

MS Access Reports

The reports menu in the Microsoft access templates is the last menu but it also a little bit complex menu as well. In general, the report menu sums up the pending payment and invoices but it has some options before showing the summary. Users can choose the reports they want to see based on the availability of the reports and also the payment status. The availability of the reports has two options which are sales reps and invoices and invoices by the debtor. Meanwhile, the payment status filter has three options which are paid invoices only, unpaid invoices only, and no filter. Users can choose one option from the report availability status and one option from the payment status. Then, users can hit the preview button to see the reports.

The accounts receivable access database templates are a functional template. It helps managing the account receivable list as well as making a simple and complete report of the receivable. Users can also directly shows the reports to make it easy for the customers to make payment. Read Small Business Accounts Receivable Software Database for Microsoft Access Tutorial.

Accounts Receivable Software for Small Business in Access Database Example

Microsoft Access Templates and Databases
Download Accounts Receivable Software for Small Business in Access Database. This ms access database templates works on microsoft office Access 2016 and access database filled under Access 2016 category templates. This access database file size is 1624 kb.