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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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