Open Item Management - Treeosft ERP

If you write a lot of outgoing invoices or are forced to work with security deposits, then Treesoft ERP Open Item Management is recommended.

OPOS lists are essential for accounting

The open item list, also known as the OPOS or OP list, contains all entries that have not yet been cleared (= open items). The accounting department uses this list to reconcile incoming payments, cancellations, or credit notes with the open items, and it forms the basis for the dunning process. The list should therefore always be maintained and free of errors. We therefore recommend Treesoft ERP Open Item Management instead of manually creating and maintaining the open item list.

Advantages of Treesoft ERP Open Item Management

In Open Item Management, you can view incoming payments, post them, and send reminders for overdue open items. The automatically generated reminders and payment reminders are sent via the mailing function, which you may already be familiar with from Treesoft CRM, either by letter, fax, or email.

Texts for payment reminders and warnings can be created directly in the integrated text editor.
The filters required for shipping are automatically generated as system filters.
Payment reminders and warnings can be personalized by using contact person qualifications.

Another great feature is the option to resend a reminder sent by mail via email at the touch of a button if the customer “once again” cannot find the reminder.