See Your Entire Financial Picture at a Glance
Maxx Account 360 View gives you a complete snapshot of invoices, payments, and outstanding balances in one place—helping you make faster, smarter financial decisions.
Account 360 View Software
MaxxERP Account 360 View Software provides a comprehensive snapshot of each customer or vendor account. It displays invoices, payments, credit notes, returns, and outstanding balances in a single dashboard. This helps businesses make informed credit and collection decisions with real-time financial insights.
Feature Highlight
01
Complete Ledger Overview
View all your transactions in one place with clarity.
02
Outstanding Balance Tracking
Monitor due amounts instantly and stay updated.
03
Invoice & Payment History
Access complete financial records anytime with ease.
04
Credit Note & Return Visibility
Track adjustments and returns accurately without confusion.
05
Performance Analytics
Analyze turnover and customer payment behavior effectively.
06
Quick Access Dashboard
Get summarized financial snapshots for quick decision-making.
FAQs
It provides a complete overview of all financial transactions related to a specific customer or vendor. This includes invoices, payments, outstanding balances, and adjustments, all in one unified screen for better visibility and control.
Yes, all invoices, receipts, and adjustments are displayed in one consolidated screen. This allows you to quickly review past transactions, verify payments, and track any discrepancies without switching between multiple reports.
Absolutely, it enables better decision-making by showing outstanding and overdue details. With clear insights into customer balances, businesses can set credit limits, avoid over-exposure, and manage risk more effectively.
Yes, it simplifies follow-ups by providing real-time account status. Collection teams can easily identify overdue accounts, prioritize actions, and communicate with customers using accurate and up-to-date information.
