Simplify your financial processes – CRM & FIBU all in one
With CRM-integrated financial accounting (FIBU for short), you can map customer communication and accounting in one system. This means you have all bookings and relevant information saved directly to the customer.
FIBU directly to the Telko customer
As a telco provider, financial data plays an important role. Previously, invoice items, accounts and amounts had to be exported separately into external financial accounting systems, such as SAP and wilken, and balances and bookings had to be imported back into varioCRM. But municipal utilities and municipal companies in particular prefer to carry out all of their telecom customers' administrative steps in one system. This is now possible with the FIBU module “Financial Accounting”.
Integrated into the varioCRM user interface, financial accounting for the Internet, telephony and hardware is carried out. Available as a separate license, carriers can keep an eye on all of their customers' consumption, invoices, balances and bookings at all times. In particular, the customer center can respond in detail and immediately to questions about invoice items, reminders and outstanding amounts.
Of course, the balance exchange works as before. However, if you want to use the convenience of a single software solution, use the FIBU module.
Financial Accounting license at a glance
Previous functionalities, such as maintaining booking accounts and displaying cumulative sales, have moved to the FIBU area. Incoming payments as well as open receivables and the creation of reminders are also recorded as before. In addition, it is possible to maintain booking rules for business booking groups and product booking groups. In addition, the closing and opening entries of past accounting periods can be displayed and the closing of the previous period (connected with the opening of the new one) can be carried out.
Features included include:
- a booking journal, for bookings that have been prepared but not yet “finally” carried out
- Individual bookings for each invoice item (import and processing of bank statements)
- Balance report & Total balance lists
- Various reasons for the return debits
- Extended dunning by defining rules for individual customer groups
The accounting for bookkeeping, payment transactions, reminders and controlling is processed in varioCRM. Financial reports can also be generated here and created individually to suit your requirements. Approval and release processes are also integrated.
For a detailed presentation please contact us directly.