The web-based platform IBIZA Smart View offers the possibility to retrieve live data from accounting - completely without SAP access. Thus, you can easily get an overview of the current financial processes of your travel agency at any time. The integrated workflow guarantees close cooperation between sales, accounting and management.
Here you can display the range of your open items (debtors). The real-time display ensures that open items appear as soon as the invoice is issued. At the same time, invoices that have been paid are removed from the list.
In addition, it is possible to display the respective mid-office document for the individual items. The possibility to hide credit card customers facilitates a clearer work. The comment function makes it possible to write notes on open items, which are visible to all processors of the list and can also be displayed in the history.
The e-mail function makes it possible to send a link to the corresponding list to a desired recipient (group of recipients) so that it can be viewed or edited by other persons. The list can be conveniently updated via a button and is thus always up to date with the real-time accounting data.
The line item display function per accounting account allows a detailed view of the G/L accounts, vendors and debtors area. An alpha-numeric account search can be used to select the account whose items are to be viewed in more detail. Another selection option is offered by the item selection. You can choose between viewing all items of the corresponding account or limiting the view to the open items. Here, too, the comment function facilitates internal communication.
From an accounting point of view, it is important to know whether the travel price paid by the customer corresponds to the costs charged by the tour operator to the travel agency for the booked trip. In the best case, these two items should balance each other out exactly. The function of the commission calculation offers on the one hand the possibility to check whether the compensation is correct and on the other hand can be indicated, which percentage portion of the travel price the paid, and/or to be expected commission of the organizer has. The comment function also provides the necessary exchange between the employees.