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Please use the substitute button before sending e-mail to remove all functions
Have you ever been writing a letter in the Collections Management E-mail window and received this message? Please use the substitute button before sending e-mail to remove all functions The next...
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Collaborate with your Salespeople to make your Collecting easier
One of the most iconic moments of television history is from the “I Love Lucy” show, where Lucy and Ethel take a job at the candy factory wrapping chocolates. As the conveyor moves along, they can’t...
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Use CDA express to archive to a network data server
The newest version of Collections Management now includes CDA Express as a thank you for using Collections Management. CDA Express lets you archive your GL and PM company data into an archive company...
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How to Mass Assign Credit Managers
In a previous post, we discussed the difference between Collectors and Credit Managers. In case you missed it, essentially a Credit Manager is the primary Collector responsible for a single customer...
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Automatically Receive Registration Keys from Professional Advantage
Pay your Annual Enhancement Plan (AEP) before the due date and your registration keys are automatically reloaded For customers using Collections Management and/or Company Data Archive (CDA), obtaining...
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The aging period requested must be between 1 and 7
One common question users have when creating Collection Letters which utilize the Aging Periods, is how to handle the following warning when generating their letters: The aging period requested must...
View ArticleCollections Management R2.3 Released!
We are proud to announce that Collection Management R2.3 is now live and available for download at the following link: http://www.profad.com/forms/collections-management-download/ This is the most...
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How to set up Collections Management to email third party invoices in just...
Collections management allows users to efficiently email invoices generated through report writer, the default Microsoft Dynamics® GP engine. However, with the use of third party products to generate...
View ArticleWhat’s Your Collection Plan?
Professional Advantage has focused on automating your collections process through Collection Plans. Spend less time clicking and get on with the task of collecting your money to improve your company’s...
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Using Collections Management to Email PDF Documents
In an eco-conscious society, “going green” is the motto nowadays. Did you know that your Microsoft Dynamics GP – Collections Management system can help you go green? If you have one of the following...
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Which RegKeys – Collections Management for Dynamics® GP?
Valid Registration Keys (RegKeys) are needed to operate Collections Management for Microsoft Dynamics® GP. However, with the transition of the Collections Management business from Microsoft to...
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Quick Install of the new Collections Management
Installing the new Collections Management is a fairly simple process. Starting in the second half of 2013 an msi installer is available, but the other option is the long standing method of dropping...
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Making sure your system is setup for Collections Management Email
Collections Management has had the ability to email customers for a long time, and this feature is more crucial now than ever before. As more businesses choose to “Go Green”, paperless invoices are...
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Collection Plans: Not just for Debt Mitigation
Often times in Collections Management, users are tracking accounts receivable and late payments from customers. But one exciting new feature of Collection Plans for Collections Management is the...
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How to setup automatic processing of a Collection Plan in Collections Management
The Collection Plan feature added to Collections Management has been a big hit with users and business alike, as it takes the guess work out of the next step in the collections process. Once the system...
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Get started off on the right foot with Sample Letters and Plans
One of the easiest ways to start using Collections Management is to use the included Sample Collection Data. These included tools need to be installed in a shared location where all users will be able...
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Fixing ‘Could not e-mail status report to Sender. Invalid Recipients’ error...
GP 2013 has taken a very big step towards consolidating and simplifying email setup windows. What information used to be found on several different windows across several modules are increasingly...
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Exporting and Importing Action ID’s
You can import Action ID’s from one company to another, or with other Dynamics GP systems. You import data the same way as loading the sample collection data. The first option is by using a file...
View ArticleExporting and Importing Text Letter ID’s
You can import Text Letter ID’s from one company to another, or with other Dynamics GP systems. You import data the same way as loading the sample collection data. The best option is by using a file...
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Exporting and Importing Word Letter ID’s
You can import Word Letter ID’s from one company to another, or with other Dynamics GP systems. You import data the same way as loading the sample collection data. The first option is by using a file...
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Multicurrency is a snap in Collections Management
Oftentimes when people hear “multicurrency,” they think it’s going to be complicated. However Collections Management is designed with multicurrency in mind and works seamlessly with the Dynamics GP...
View ArticleRefined New Features in Collections Management September 2013 Release
Driving off Professional Advantage’s commitment to a customer driven improvement of Collections Management, the September 2013 release has several new features that make the module better than ever! 1....
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Troubleshooting Emails before they get to Customers
As more and more customers opt for paper free invoicing, it becomes ever more critical to utilize the email features of Collections Management to help drive down Average Days to Pay. In previous posts,...
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Make the Switch Over to Using Collection Plans
As word gets out about how much time is saved and the real word data is coming in on how Collection Plans dramatically reduces days to pay, more and more users have asked how to make the switch to...
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Unleash your Business Intelligence with Table Specs
Serious Business Intelligence almost always comes back to SQL Server Reporting Services (SSRS), and that means knowing the Collections Management Tables, Fields, and their relation. SSRS reports can be...
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SSRS revving up at the Starting Line
You asked for it, and they are here! The first set of Collections Management SQL Server Reporting Services (SSRS) reports are out in the September 2013 release of Collections Management, and there is a...
View ArticleUpgrading to GP2013
It’s not uncommon to have a question or two regarding Collections Management and the upgrade process to GP2013. The answer depends a bit on whether this is a new install or an upgrade. If it is a new...
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Service Pack R2.1 for Collections Management now live!
Collections Management Service Pack R2.1 is now live and ready for download: http://www.profad.com/forms/collections-management-download/ First, read through the release notes PDF to view directions...
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Tackle your Overdue Receivables with the Collections Management SmartList
Like any football coach will tell you, one of the keys to victory is looking for the openings and focusing your efforts toward them. The same is true with improving your Days Sales Outstanding: found...
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Tailor Collections Management to fit your Business needs with User Defined...
Being linked to the GP Sales module gives Collections Management a wide range of data to pull from and save on. From Salesperson, to Region, Credit Limit, to Class ID, you can organize and streamline...
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Putting your business’ own Spin on Collections Management
In a previous, post we discussed how to setup and fill out user defined fields. In this post, we’ll go over how to use those user defined fields to take your collecting processes to the next level....
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Explore the next level of Functions
One of the best features of Collections Management is the ability to pull in Functions. Functions work a lot like the mail merge fields of Microsoft Word: you create a generic letter, including the...
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Clean up your Collections History to streamline your system
After using Collections Management for years, Collectors come and go through normal employee turnover cycles. Over time, those Collectors build up in the system with both open and closed tasks, actions...
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Finding the details behind Days Sales Outstanding
You can use the Collections Management Days Sales Outstanding window to calculate the average sales per day and average days outstanding in a rolling period. This information indicates how much you are...
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Year End 2013 for Collections Management
As 2013 begins to head into its last month, you’re likely making a plan of updating your servers and machines with the latest service packs, builds, and year end updates from Microsoft. It has been...
View ArticleNew Features and Fixes coming in late February 2014 for Collections Management
With the latest release of Collections Management only a month away, there is plenty to look forward to. In addition to fixes of issues, there are a few new features to look forward to: Faster Load...
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Take Queries to the Next Level
Collection Queries are a great tool to help filter down a group of customers that meet a specified set of criteria. For example, you can run a query by Salesperson, region, balance, and much more....
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How to Exclude Customers from a Collections Query
In the previous post, we discussed how to view the results of a Collection Query. Collection Queries are a great tool to help filter down a group of customers that meet a specified set of criteria. For...
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Add an extra Memo to your Note created during Collection Plan Processing
Collection Plans are very useful for automating many different parts of the Collection process, such as reminder emails. When those emails are sent out by the plan during processing, a new Collection...
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Creating the Best Team of Collectors Possible
Oftentimes much focus with Collections is placed directly on Customer/Collector interactions, and ultimately the best way to improve that relationship is empower your Collection team with the tools...
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Credit Managers and Collectors! What’s it all about?
“A square is a rectangle, but a rectangle is not necessarily a square.” My fourth grade math teacher calmly repeated this phrase as we all murmured that the statement didn’t make sense. It took a few...
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Manage Team Communication with Collections Management
Effective communication is key to your team’s success and Collections Management definitely understands this aspect of your business by centralizing all your collections communications in one window:...
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How To Put A Collections Plan On Hold
Your Collections team uses the Collection Plan feature from Collections Management to efficiently collect on your receivables. This is done so by assigning collection plans to your customers and...
View ArticleGet Paid Faster and automate your Cash Receipt with Collections Management
As we navigate through these uncertain times collecting on your outstanding receivables is now more important than ever. Having a robust and efficient process in place for Collections will not only...
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New Features Added to Collections Management in GP 2018
Professional Advantage was excited to announce the newest features of Collections Management to be released in Microsoft Dynamics® GP 2018. As a consumer driven product, Professional Advantage strives...
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Centralize and Retrieve More Collections Management Data
When it comes to collecting in Dynamics GP, users often find that there is a lot of decentralized information in the sales and accounts receivables area. Therefore, having a central location for all...
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Collections Management has advanced it’s Letter Functionality!
One of the most requested functionalities we receive for Collections Management is having the ability to retrieve different customer information using Letter Functions. Originally, we introduced the...
View ArticleGet Paid, Don’t Delay: Best Practices for Collecting Past Due Money from...
As a business owner, collecting past due money from other businesses is a critical task to maintain your cash flow and ensure the financial health of your company. Outstanding invoices or balances can...
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