Versions: Microsoft Dynamics NAV 4.0, 5.0, 2009, 2013, 2015, 2016, 2017, 2018, Business CentralLanguages: English, German | Countries: Any
Increase Cash Flow
by quickly addressing overdue accounts and decreasing collection costs all while minimizing write-offs.
Improve Collector Productivity
by using limits and triggers, a central interface for dispersed information, and streamlined processes.
Make Decisions with Confidence
using the Cash Flow Projection Report and access to up to date AR information.
Cultivate Long Term Customer Relationships
with consistent, well-informed contact and secure client confidentiality.
AR and Collections Manager takes the power of Dynamics 365 Business Central and combines it with a specialized Contact Manager designed for Accounts Receivable. By bringing together all the different functions within one screen, it gives you both the data and tools needed to keep your company's Cash Flow moving and minimize losses.
The system will suggest who to contact and when and will track every interaction so that your collections staff are armed with everything they need to get their job done. They will even move from being reactive—chasing down overdue invoices—to being proactive, by addressing large invoices and potential problem payers before they become an issue.
By recognizing and creating systems for difficult situations, like Write-Offs or Disputed Invoices, AR & Collections Manager empowers collections staff to make decisions and act quickly and confidently.
Customers frequently see a spike in freed-up cash flow within 60 days of implementing AR & Collections Manager.
THE EXCEPTIONS LIST
The Exceptions List can be viewed as a "TO DO" list with constantly updated activity due dates. With one-click generation, it is always up to date.
THE EXCEPTIONS MANAGER
The Exceptions Manager provides the same general functionality as a Contact Manager but is geared to collection requirements. It brings together all the information you need for the collections process.
One Click Access to:
(*Some features above require Easy PDF to send formatted doc’s automatically)
Confidential client payment information or notes on client contacts can only be accessed by those who have approval.
AUTOMATION & TRIGGER POINTS
Automation and preset Trigger points can be set for a range of AR and collection activities. These allow for customizable and strategic priority setting in the AR and collections process. These can be global or customer-specific.
Trigger points determine when an invoice will be added to the Exceptions List for collection activity. For example:
CUSTOMISABLE CREDIT MANAGEMENT
Automated management of credit limits and holds may be global or client-specific.
STREAMLINED AR PROCESSES
These invoices do not need to be overdue to trigger a display in the Exceptions List.