Excelsus IQ

Main Menu

Section

Overview

Start from the dashboard or jump straight into the most common create flows.

Section

Customers

Keep accounts, contacts, and customer records easy to reach without stretching the menu.

Section

Sales / Quotes

Quote intake, estimating, product templates, and CRM work stay together.

Section

Orders / Production

Orders, scheduling, time capture, quality, and shop-floor control stay together in one operational section.

Section

Purchasing / Inventory

Material demand, purchase orders, receiving, and inventory controls.

Section

Finance / Reports

Analytics and accounting views are split into short groups so the list does not turn into one long column.

Section

Settings

Administrative setup is grouped by company, shop controls, and system tools so it stays discoverable.

Workspace

Operations Dashboard

Quick Start

New Customer New Quote New Order New Purchase Order

Accounts

Customer List New Customer

Quoting

Quotes Quote Intake Request Intake Review Queue New Quote Product Catalog

CRM

CRM Dashboard Accounts Contacts Activities Follow-Ups Pipeline Quote Requests Rep Scorecard

Orders

Orders New Order

Scheduling

Production Board Workstation Calendar Resource Queues Production Meeting My Tasks Order Pull

Time Tracking

Tracking Dashboard My Time Time Reports Estimated vs Actual

Quality

NCRs

Purchasing

Purchase Orders Receiving New Purchase Order Material Requirements

Inventory

Inventory Dashboard Material Stock Stock Alerts Alerts

Analytics

Reports Center Standard Reports Report Builder Dashboards Invoice Reports Accounting Reports

Accounting

Accounting Dashboard Financials A/R Aging Revenue Job Profitability Commissions Cash Score

Workspace

Settings Home Manual Home Modules

Company

Company Info Team Members

Shop Controls

Catalog Settings Shop Hours Schedule Settings Tax Rates

Sandbox Administrator

Owner

Excelsus Solutions

Appearance

Settings / Accounting / A/R Automation

A/R Automation

Control automated overdue reminders, finance charges, and customer account holds from the same tenant-scoped receivables workflow.

Status

Automation

Reminder Cadence

Daily dunning reuses the current invoice balance and status flow. Each threshold logs once per invoice so reminders, late fees, and holds stay idempotent.

Enable automated dunning Disable this to stop automated daily receivables follow-up for the organization.

Send 7-day overdue reminders

Send 14-day overdue reminders

Send 30-day overdue reminders

Finance Charges

Automatically apply late fees Use invoice balance due at the time the charge is applied.

Late Fee (%)

Minimum Late Fee

Late Fee Grace Period (days)

Account Hold

Auto Hold At Days Overdue

Leave blank to keep overdue customers active and alert-only.

Notifications