ACI Sky’s new accounting feature brings office management to the cloud. Users now have the ability to manage clients and appraisers, generate invoices, post payments, track accounts receivable, and manage fee tables.
Accessing Accounts Receivable
Click the Accounting tab in the ACI Sky navigation panel. The Accounting dashboard displays the current balance for orders with an amount due, delivered orders awaiting payment, and paid orders. Unpaid balances are listed per client name and code. Click the Actions drop-down to print invoices and post payments.
Clients and Staff
The accounting section allows users to add, and edit both clients and appraisers via the Clients and Staff tabs. You can add individual members by selecting the green “New Client” or “New Staff Member” button accordingly. A bulk upload option is also available, by importing a CSV to the data table. Clients and Staff Members added to this section will be available when entering a new order for quick selection.
Clients can be disabled to remove them from the main list view during order creation and editing by clicking the Delete button. Deleted clients can be restored by searching “All” or “Deleted” clients and selecting the Restore button in the Client Information modal. Clients can be permanently deleted as well, to formally remove them from the database. The same rules apply to managing appraisers in the Staff section.
Fee tables can be created and edited via the Fee Tables tab. Each fee table can have a name and code, as well as a list of job types with a value assigned to each. Fee tables can then be assigned to clients via the Client Information modal.