Safe Deposit Box Accounting
Designed as the complete management system for the Safe Deposit Box department. The system will support global, regional, or branch pricing with the ability to add a discount percentage to any box (i.e. senior citizens, employees, etc.). Discounts can either be a percentage (i.e. 50%) or a fixed dollar amount (i.e. $5.00). A Past Due List may be requested. Income projection for any month is available. State sales taxes can be assessed globally with exceptions for tax-exempt individuals or organizations. Branches may have their individual tax rates. You may mark a box frozen in the event of death or a court order. A record may be kept of openings for the courts. Included you will find easy daily and monthly routines. The product incorporates a built-in tickler system, and the ability to account for special charges such as drilling or replacement keys. Income projection for any month is available. You may maintain waiting lists for the first available box, and specific box sizes. Standard notices include: Regular Billing, Advisory, Past Due for 30, 60, and 90 days, and Final Notices. Wording on the notices may be user defined, no special printed forms are required, and notices may be produced on an individual basis or all at one time. Many reports are available including: Available Box List, Customer Waiting List, Current Customer List, and Mailing Labels.
Available Options:
- Branch Accounting for multiple locations with separate billing and tracking.