New Business

The New Business menu is a convenient way to perform operations that pertain to new entries in your database.

New Business

The Clients option lets you view your list of clients and add new client entries. The Debtors option lets you view your list of debtors and add new debtor accounts. Press F3 to add a new client or debtor when you are viewing the lists.

Sort New Debtors enables you to sort new accounts added to the database.

When you select Sort New Debtors, you may select either Name or Account Number so that Client Debtor Lists are in order by Client Account Number or Name to suit your Client's needs. This affects the order that records appear when statements and reports are printed.

New Business Report gives you a summary of debtors listed over a chosen date range. Print the New Business Report to view your new listings. You can select a date range and/or clients to include in your report.

You can choose 'Print to Screen' to quickly review today's new business or listings over your chosen date range.

Client Acknowledgments prints an acknowledgment letter to each client who has new debtors listed for a chosen date range.

Debtor Work Cards prints a work card for each new debtor listed for a chosen date range.

Clients

Select this button to take you to the list of clients in your database. You may select from the list or press F3 to enter a new client. You are also able to enter any new debtors belonging to a single Client or adjust your Client Settings.

Remember to select Sort New Debtors when you are finished adding new debtors.

To add a new Client, press F3 when the Client list is displayed.

Debtors

Select this option to take you to the list of debtors in your database. You may select from the list or press F3 to enter a new debtor.

Remember to select Sort New Debtors when you are finished adding new debtors.

To add a new Debtor, press F3 when the Debtor list is displayed.

Sort New Debtors

Select this button to take you to an option to sort Debtors in each Client's list. You can sort ALL or only NEW Debtors recently added to the system.

After creating new Debtors, you should run the Sort New Debtors function to ensure that the Debtors within each Client are sorted properly. Sorting is done as a batch operation after data entry for speed.

New Business Report

Select this button to run the New Business Report.

This is a summary report of today's new listings or new listings over any date range that you enter and/or any clients that you select.

Client Acknowledgments

Select this button to run a Client Acknowledgments Report.

This report prints letters of acknowledgment to clients with new listings today or over a selected date range.

Debtor Work Cards

Select this button to run a report that will print Work Cards for a chosen date range. Each Debtor Card conveniently displays all summary information for the account for quick referral.

Exit

Selecting this button will return you to the previous form.

Help

Select this button for help on the New Business screen and links to related topics.