Payments Manager contains a fully functional accounting system, which handles the collection from and payment to customers, typically by BACS, while fully automating the reporting and updating of account information throughout your organisation.
Highly configurable and scalable, Payments Manager delivers all the functionality you require for the modern trading environment – multi-currency transactions, the ability to batch and summarise transactions according to the demands of your business model, and easy management of the tasks flowing from the transaction.
Seamless integration with the core eXii technology, interfaces and components means that Payments Manager can trigger events throughout your organisation. Delays, missed notifications and incorrect payments all become features of the past. Link Payments Manager with Customer Manager and Document Manager to achieve unprecedented efficiency in managing accounts, distributing relevant documentation and communicating helpfully with customers from a position of strong, reliable knowledge.
eXii believes that a minimum of 80% of process can and should be automated. Only what remains should be escalated to an advisor.
For example, if certain customers wish to consolidate their payments across a portfolio of funds, shouldn't they be permitted to do so? The business should then be able to split one payment and channel funds to different ledgers.
eXii brings the technology, while Payments Manager brings the facility to make this happen. Easy to use and developed with the commercial needs of the business and its customers uppermost in mind, eXii puts you back in control of your business.