Collections Management

Enhancement for Microsoft Dynamics GP

 

Your profit margin is directly correlated to the efficiency of your collection system. Collections Management for Microsoft Dynamics GP has the processing power to improve cash flow and reduce collection time and bad debt.

 

Why Collections Management?

With Collections Management, you can automate customer-specific workflows, centralize customer A/R and contact details and isolate customers based on balance, aging and more. You can flag invoices as promised for payment and track customer interactions and required follow-ups.

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How can Collections Management help your business?

With close to 2,200 customers using Collections Management today, we often hear the same pain points when it comes to collecting. Whether it be your customers not paying on time or you constantly chasing down customer debts without an efficient means to do so, Collections Management is designed to offer relief in both areas. 

Here we break down the top pain points we hear from customers and how Collections Management can help solve those issues.   


Features & Benefits

Collections Managements is focused on automating your collections process so you spend less time clicking and more time collecting cash.

Automate

Collection Plans allow users to automate and tailor the collection process differently customer by customer.

When logging into GP, users are greeted with a window that tells them exactly which action is due to be performed for each customer. Collection Plans suggest which emails to send and which calls to make based on predefined plans.

Users have the ability to email letters, statements and invoices from a single screen.

Pre-defined email templates allow easy selection of the invoices to attach as PDF or Word documents.

Target

Powerful Collection Queries allow users to target specific customers.

Target all customers who are overdue but haven’t promised to pay. Then, switch your focus to customers with broken payment promises.

Use Advanced Collection Queries which utilize SQL scripts to find customers with complex requirements. If you can build the query, Collections can return you the set of customers that match that query.

Return On Investment In No Time

Wouldn’t you love a solution that could help you reduce your accounts receivable by 30% in just 30 days? Track the efficiency of your collections with Days Sales Outstanding (DSO). Realize ROI and have Collections Management catapult your DSO to all-time lows.

Return on investment on no time

Partners & Customers

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Knowledge Base
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Support
Expert Collections Management Support

Collections Management Resources
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Upcoming Events

Webinar 23 Jul 2024 10:00 AM

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Webinar 31 Jul 2024 1:00 PM

FREE WEBINAR. Improve cash flow, streamline your processes, and reduce bad debt with Collections Management.

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Webinar 07 Aug 2024 1:00 PM

Company Data Archive (CDA) provides an easy way to move historical information from your live company to an archive company.

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