HansaWorld

Automatic reminders allow you to save time on sending reminders about unpaid invoices manually. And because the reminders are delivered automatically they will not be forgotten and always will be in the same format you and your customers expect them to be.

You can define:

• Define up to 3 different levels of reminders based on the overdue days of the oldest invoice of a customer.
• Multiple sets of these reminders with different texts and overdue days settings and apply them to different customer categories (softer reminders for your large customers) or even specific customers (even softer reminders for your VIP customers or super harsh for your bad debtors).
• E-mail texts and PDF attachments that include the details of all the open invoices particular customer has. This allows customers to pay not only the oldest invoice but all the overdue ones and find our if any invoices are missed.

Addon allows to define schedule different regular maintenances and other operations to be run without the assistance of an end user.

You will be able to:

• automate boring routines such as hourly or daily routines and maintenances
• plan schedule maintenances ran out of business hours instead of making an end-user to wait for the right time
• run regular data export or import operations

Mailigen is newsletter creation and automation platform. Platform offers management of contact lists, creation of letter templates using WYSIWYG e-mail template editor, analysing campaign results and more. We can send Standard ERP customer letters such as announcements or adverts using them as delivery mechanism.

There are multiple benefits using Mailigen instead of delivery of e-mails through your SMTP server:

• specialised delivery mechanism for mass mail – they make sure that everything is OK with spam filters and other issues that might arise when trying to send large newsletters out using normal SMTP server. In most cases it is not even allowed by the SMTP provider to send campaign letters
• possibility to create beautiful e-mail templates for your letters with ease
• tracking of your e-mail campaign such as who opened e-mails, who clicked on links etc. to be able to follow up and analyse efficiency of the campaign

Read more on Mailigen features

Banking Assistant is a separate module with user customisable functionality which allows to move electronic bank statement data directly into Standard ERP by HansaWorld (or the other way round). In the transfer process, which is possible even without the accountant’s participation, Banking Assistant recognizes information which identifies the customer and the invoice and automatically creates the needed documents – payments and transactions.

You will:

• improve the efficiency of bank reconciliation and free accountant’s time for more useful work
• update payment data more frequently and efficiently control your debtors and their credit limits
• automatically recognise and create not only payments, but also expense, bank commission and pre-payment records