Intacct: Collections Platform Application

January 15, 2016
Kathy Jastrzebski

Imagine you work in the collections department. Your daily collections activities involve calling and emailing customers about invoices that have become past due. Previously, you recorded all your notes on the Customer record in a custom tab with a notes section that may look something like this:

If everyone in the department has access to this tab (and can modify it), not only does that mean notes can accidentally get deleted, but also after a year of using the system this section can easily get out of hand and disorganized.

Your new and improved workflow follows these efficient, clean, and easy steps:

Step 1:

View the AR ledger for a specific customer. Find any invoices that have become past due and save them for emailing to the customer.

Collections-Platform-Application-AR-Ledger

Step 2:

Call the customer to request payment status of past due invoice(s).

Step 3:

Use the Quick Create button under the Collection Activities to create a new note detailing the message you left for the customer and save it.

Collections-Platform-Application-Quick-Create

Collections-Platform-Application-New-Activity

Step 4:

Click on one of the links either: “Past Due Invoice” or “Expired Credit Card” to launch a template from which you can automatically email the customer the past due invoice. (Note: the amount of templates, button links, and email templates themselves are able to be customized).

Workflow links to open email templates:

Collections-Platform-Application-Email-Template-Launch

Email template:

Collections-Platform-Application-Email-Template-Sample

Sample email:

Collections-Platform-Application-Email

Step 5:

View the Collection Activity you just created and emailed. Notice that the status has changed from Created to Emailed Past Due Invoice.

Collections-Platform-Application-Workflow-Status

Not quite convinced yet? Here’s a short two minute video showing the collections application in action:

This application can be customized to fit your company. Interested in the Collections platform application? Contact the CLA Intacct team!

, Automation and Customizations | No Comments »

Kathy Jastrzebski
Business Software Manager
CliftonLarsonAllen
San Diego, CA

571-227-9512

Kathy Jastrzebski is a manager with CLA’s Intacct team. CLA is an Intacct Premier Partner with a partnership that spans over 20 years and more than 1,000 successful implementations. Kathy brings five years of accounting experience along with seven years of Sage Intacct implementation experience. Along with her accounting experience, she has a passion for leveraging technology to lead finance teams worldwide through system implementations with a mission of increasing department efficiency through business process improvements.

Sage Blog