Woodland Commercial Ltd, an experienced building company, specialising in providing a professional and reliable building service to the London area and the Home Counties, had a requirement to improve their standard Pegasus invoicing process to meet the growing needs of the business.
For a period of eighteen months the Administration Team at Woodland Commercial Ltd worked with a pre-built Crystal Reports invoice that had been delivered as part of their Pegasus accounting package.
This information was then passed to the Finance Team in paper format who in turn rekeyed the same data into an Excel spreadsheet, which had been formatted in-house to include the company logo and other information necessary to meet the company’s invoicing requirements. This was then dispatched to the customer.
Woodland Commercial realised that it was becoming more and more necessary to improve this time consuming process. At this point, Steve Archer, Director, simply typed in “Crystal Reports Services” to Google and was presented with DSCallards’ website, www.crystalreports.co.uk, and gave them a call.
Within a week of calling, a DSCallards Consultant had been on site and had built a report to resolve the business problem.
Five days after DSCallards visit, Woodland Commercial went live with the Crystal Reports invoice in the new format that had been devised in accordance with their requirements.
As a result of the work carried out, there is no need to pass the data to the Finance Team to re-key into an Excel spreadsheet as the invoice is now in the format required by the customer. This has also led to increased confidence in the data being produced as it is taken directly from the source database.