The smart addition to IBIZA Accounting

IBIZA Smart View

IBIZA Smart View

IBIZA Smart View

The web-based IBIZA Smart View platform enables you to view live data from accounting - even without SAP access. Thus, you can get an overview of the current financial processes of your travel agency easily and conveniently . The integrated workflow ensures close coopersation between various department, such as sales, accounting and management.

 

 

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.

 

 

There are many good reasons for using IBIZA Smart View
 There are many good reasons for using IBIZA Smart View
  • Web-based work
  • Live data from accounting
  • user-friendly operation
  • Open item lists
  • Display of single items
  • Organizer for commission determination
  • Export to PDF and Excel
  • Email dispatch
  • Comment function
Open item lists
Open item lists

Here you can view the area of your open items (customers and vendors). The real-time display lets open items appear as soon as the invoice is issued while paid invoices are removed from the list.

 

In addition, you can access the respective Mid-Office document of individual items. The possibility of hiding credit card customers facilitates clearer working. Via the comment function you can create notes for open items that are accessible to all processors of the list and can be indicated in the history.

The e-mail function enables you to send a link to the respective list to the desired recipient (or group of recipients) so that further people can view or edit it. The list can be updated conveniently via a button and thus always is at the same state as the real-time accounting data.

Line item display per accounting account
Line item display per accounting account

The line open item display per accounting account function gives you a more accurate insight into the area of general ledger accounts, customers, and vendors. Through an alpha-numeric account search you can select the account whose position you want to look at in more detail. The item selection is another selecting possibility. You can choose between displaying all items of an account or limiting the display to the open items. Here, too the comment function facilitates internal communication.

Commission determination organizer
Commission determination organizer

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.

In 3 steps to a successful cooperation

  • Arrange a non-binding consultation appointment.
  • Have an initial consultation with our experts.
  • Here we go – Let’s shape a successful future together.

Your contact person

Guido Peter
Guido Peter

Head of Sales & Customer Consulting, Authorized Signatory

Tobias Schimmenti
Tobias Schimmenti

Head of Support & Service Product Manager IBIZA Cockpit