AutoCount Remote Credit Control Module

Key Features

• Control sales transactions that exceed customer credit limits
• Control transactions involving overdue customer balances
• Send credit control approval requests to authorised users
• Allow authorised users to approve restricted sales documents
• Allow authorised users to reject credit control requests
• Configure user access rights for credit control approval
• Restrict ordinary users from approving their own credit limit exceptions
• Apply credit control based on debtor credit terms and configured limits
• Support management approval without requiring the approver to use the salesperson's computer
• Keep rejected or pending documents in K.I.V. for later processing where required
• Improve internal control over customer credit exposure

System Compatibility

• Designed for use with AutoCount Accounting
• Works with AutoCount debtor Credit Control settings
• Supports Credit Limit and Overdue Limit approval control
• User approval permissions can be configured through AutoCount Access Rights
• Suitable for Malaysian SMEs with multiple sales users, branches or credit approval requirements
• Available functions may depend on your AutoCount edition, licensed modules and system configuration

Who Should Use AutoCount Remote Credit Control Module?

AutoCount Remote Credit Control Module is suitable for Malaysian SMEs with multiple sales users, branches or management approval procedures that need stronger control over customers exceeding their credit limits or overdue payment limits.

Frequently Asked Questions

What is AutoCount Remote Credit Control Module?
AutoCount Remote Credit Control Module allows authorised users to approve or reject sales transactions that exceed a customer's configured credit limit or overdue limit.

What happens when a customer exceeds the credit limit?
When the configured credit control conditions are triggered, an ordinary user without approval rights cannot complete the transaction until an authorised user approves the request.

Can a manager approve the transaction from another computer?
Yes. When Remote Credit Control is enabled, the approval request can appear on the computer of an authorised AutoCount user, allowing the manager or approver to approve or reject the request remotely within the AutoCount environment.

Can AutoCount control overdue customer balances?
Yes. Remote Credit Control supports approval control for both Credit Limit and Overdue Limit conditions.

Can ordinary sales users approve their own credit limit exceptions?
Access rights can be configured so ordinary users do not have permission to approve Credit Limit or Overdue Limit exceptions, while authorised users such as managers retain approval rights.

What happens if the credit request is rejected?
The restricted document cannot be saved normally. Where applicable, the user may save it into the K.I.V. folder for later review or processing.

Who should use AutoCount Remote Credit Control Module?
It is suitable for businesses that provide customer credit terms and require management approval before allowing sales beyond approved credit or overdue limits.