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Credit & Collections Automation

Automate, streamline and speed credit & collections work

Let technology do the work!

Our Credit & Collections Automation solution links directly with your accounts receivable invoice data in real time. Improve collector efficiency and reduce DSO’s.

Features of Credit & Collections Solution

Fully Integrated with your ERP System

Collecting cash at the speed of light

Order hold and release fully integrated with your ERP system. Leverages existing IT infrastructure.  Automate the releasing of orders as cash flows into your organisation. Highlight to order takers, sales people, deduction specialists and collectors who is on hold and what is outstanding.

Functionality & Automation

Specific, precise functionality and automation to enable an unprecedented level of efficiency

Fully integrated prioritised to-do-list system, included assignment and dates. Colour coding of actions and to-do lists. Automatic faxing/e-mailing/printing of collection/reminder letters and invoice reprints. Ability to export/save into excel all data for specific analysis and reports. Up-to-date aging histories based upon individual invoices. ‘Promise to pay’ tracking.

Greater Control

More visibility for tighter control, more efficient collections and reduced bad debts

User-definable aging buckets and rules. History of customer payments and aging buckets to help spot trends in customer activity. Proactively manage at-risk customers to mitigate bad debt exposure. Greater collaboration and access to AR information facilitates better customer support leading to more sales. Enables accurate Cash Forecasting of cash flows by giving an accurate picture of customer payment trends. Minimal IT support to install and maintain.

CONTACT

Whatever your ERP we’ll fire up its Cash Management engine.
Enjoy an incredible level of automation, functionality and control.

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NEWS

Cforia Annual User Conference in Anaheim, California
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Cashbook recently attended the Cforia Annual User Conference in Anaheim, California. Running from the 21st to the 23rd of October, Cashbook were represented at...

Cashbook’s achievements recognised by BDO
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In June 2014, Cashbook’s achievements were acknowledged by BDO (our Audit partners for the last 20 years). Below are some of the comments: Ken Kilmarten, A...

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