Question

Accounts Receivable / Credit Control - Best in class

  • 23 November 2022
  • 2 replies
  • 51 views

Hi all,

We’re a relatively small equipment hire company based in the UK who has recently implemented Acumatica.

We’re really keen to learn from experience, and wondered whether anyone has some really good credit control functions, dashboards, GIs, Business events etc. within Acumatica that they could demo/share knowledge on?

We’d love to explore automation etc., but not sure where to start and our consultants and regional representative suggested asking the experts on this forum!

Thank you!


2 replies

Userlevel 7
Badge +12

Hi @DWebster 

Did you verified sales demo dashboard which is offered by Acumatica.

 

Could you please check the below Customization package and see controller Dashboard will help you or not.

Thanks

Userlevel 7
Badge +16

HI @DWebster 

What are your current processes? 

Have you looked at approval maps? https://help-2022r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=d97cb216-f487-4ec9-a561-d5034fd3b8b3

You could set up approval maps for checks and payments. 

 

You can also set up Customer Credit Holds: https://help-2022r2.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=37b9df0d-1dc9-433d-8f75-59617b8489a5

 

These can be put on a dashboard as @manikantad18 stated which is currently on the Controller Dashboard:

 

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