Re*Solution - Renewal Program
Management FAQ's
How does Re*Solution Manage Fees &
Pro-ration?
Re*Solution - Renewal Program Management Software will allow you to track and manage your fees
automatically. You can increase or pro-rate fees automatically to
modify for customer payment methods or your financial adjustment of
fees.
What Management Reports are available?
Management reports by region, sales rep.
or by product provide comprehensive information at your finger tips.
Attrition
Report
The attrition report is your way to
understand if there is a loss of customers and revenue and if there is
an explanation for the loss.
Non-renewed
Product Report
A detailed report on products canceled
or removed from customers invoicing.
Product Sold
A detailed report on products sold by
selected time period.
Customer Report
This is a customer Profile report
showing detailed information on customers, including addresses and
phone numbers.
All Products
This is a detailed product list of all
products or services being offered.
Renewal List
Complete report of all fees pending for
renewal by selected time period.
What Financial Reports are available?
System Status
The system Status Report provides an overview of the current sales and
renewals revenues as a comparison to last year’s record.
System Activity Report
This one page report is your record of
customers, products revenues, receivables and payment received.
Aged Balance Report
Detailed report on current, over 30,
over 60 or over 90 day balances, including debits and credits.
Late Account Report
Listing of all account that to be
assessed a late charge.
Open Invoices
Open balances for collections or review
of accounts
Tax Summary
Detailed account of taxes billed and
collected
Customer Purchase
Detailed account of customer purchases
over select period of time.
Unearned Revenue Report
Offset your taxable income against your
unearned revenue. No other software provides this detailed report on
revenue that is unearned in the current year or selected time period.
Can Re*Solution use E-mail
Billing / Notices?
Yes, Re*Solution -
Renewal Program Management Software support email or Customer notices
through a smtp server.
Can I Import/Export
data?
Yes, Start up your Re*Solution by
importing your data from a excel spreadsheet, a ASCII file or even
Quickbooks.
Is there any kind of Web Base Report Sharing?
Yes, If you have an office in Minneapolis and your headquarters are in
New York share your reports with the home office via the internet with
a secure server.
How does the Forecasting
Report work?
This is the greatest tool that you can
use to forecast the effect of an increase/decrease of sales along with
an increase/decrease of fees over a given period of time. It answers
question, if sales are +/- 12% per year and increase fees by 7% per
year over the next 5 years, what will be the financial outcome? Then
receive an answer in 10 sec.
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