Category Archives: Modules

Find overdue invoices & act on them easily

Set collection priorities by finding the clients who owe you the most for the longest amount of time or by using features in this interactive report to target past due clients. Then use the tools in the report to contact clients with all the facts at your fingertips …

Prepare monthly journals for your accountant

Print or email monthly journal reports to your accountant …

Assess finance charges

Use this function to do 3 things: Generate finance charges, clear finance charges, and view your history of finance charges …

Keep track of A/R balances

Use this audit function to see accounts receivable balances for any date; for example, if you need to reestablish a starting balance as of a certain date …

Run 3 daily register reports at once

Monitor your posted transactions daily with these reports — or check on unposted transactions and other time periods …

Handle non-cash transactions

Keep your MR9 ledger accurate by including all types of transactions beyond payments — such as bounced checks, refunds, and miscellaneous receipts …

Apply payments to outstanding invoices

Whether a client is paying for one invoice or multiple invoices with one check, apply the payment correctly — including making adjustments for overpayments and fees …

Know your market

Find who your best clients and which clients are new or inactive …

Celebrate your clients’ important events

Print envelopes and labels for cards and gifts to send to clients celebrating upcoming birthdays and other anniversaries. …