Using Collections Management in Microsoft Dynamics GP
Tina Haerr presents some helpful tips for using Collections Management: to helps you maintain tight control over your data. Click to learn more.
Tina Haerr presents some helpful tips for using Collections Management: to helps you maintain tight control over your data. Click to learn more.
Table of Content
Collections Management in Microsoft Dynamics GP helps you maintain tight control over Accounts Receivables by providing you with customizable information views, access to information quickly and easily, automated bad-debit management tools, the ability to target overdue customers effectively all while minimizing administrative workload to save your company time and money.
Socius’ Tina Haerr presented on this topic at Aspire and provided some helpful tips for using Collections Management:
Use the Collections Management Main Window to view collection information and to open most of the key windows in Collections Management.
Navigation: Transactions/Sales/Collection Main
You can use the Collections Management Main Window to complete most of your collections tasks. You can create notes, view financial information, and print letters, statements and invoices or send them by e-mail.
You also can open these windows from the Collections Management Main Window.
Use the Collections Management Build Query window to create a list of customers that meet specific user-defined criteria. Query results are saved by collector ID, each collector can run his or her own queries. Lists of customers that match the query criteria are saved so that each collector can work with a separate list of customers.
Navigation: Transactions/Sales/Build Query
Process Steps:
Use the Collections Management Task List to view tasks and the user assigned to the tasks. You can mark tasks completed or paid and print a task list. You also can use the tasks list to locate customer contact information
Navigation: Transactions /Sales/Collection Tasks
Process Steps:
To see more tips on how to save money through Improving Your Receivables and Collections in Microsoft Dynamics GP, download the handout from the Aspire presentation.