MoversSuite AR Credit & Collections module provides a visual snapshot of customer standing in regards to company receivables that is directly linked with current Microsoft Dynamics GP data. Alert messages notify collectors when certain criteria warrant action and a task and activity system will ensure that their duties are kept on track and Account Receivables is managed properly.
Access AR Credit & Collections through the Contents screen or through Go To > Accounting & Financials > AR Credit & Collections.
Figure 1: AR Credit & Collections
Key features of AR Credit & Collections:
• Alert messages based on accurate data notify collectors of needed action
• Instant access to accurate customer data directly from Microsoft Dynamics GP
• Module-specific tasks and activity systems provide a consistent and effective workflow for collectors
• Labor type assignment of “Collector” allows users to be assigned tasks and be associated to logged activities
• Users can create a single note, task, or log an activity related to multiple orders, invoices, and alerts
• Security controls based on AR Credit & Collection module assignment and manager flag setting
• Collection managers can assign collectors to customer accounts and update contact information
• Graphic display of account receivable aging data
• Detail information provided on all orders linked to a selected customer including specific invoice and document data
• Output options include the ability to export grid data to Microsoft Excel and web browser in HTML and the ability to view and email order invoices
• Data warehousing feature avoids resource drain while ensuring that data is in sync with Microsoft Dynamics GP
• Screen splitters and expandable screen allows user to utilize entire desktop
• Immediate access to order personnel listing
• Customizable alert criteria and activity types
• Users can filter by customer, collector, and/or branch
Using AR Credit & Collections