Intacct: Collections Platform Application
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:
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.