We are relatively new to Acumatica and were wondering what others were doing as far as AR collection workflows. Are you tracking it on a project level (we are in construction) an invoice level? Do you use activities to track correspondence, etc? We want to keep everything we can in the system and out of excel. Are there reports you use to track other than the aging? Any tips and tricks are appreciated.
Question
AR Collections Workflow
+2Hi,
1- Automation
We created a business event (automation without coding) that creates tasks linked to each project and customer. The type/class of tasks is Collection and in the list of past due invoices are listed in the details.
From the Tasks screen, user will have list of tasks of Collection type to perform each week. He is able to annotate the task, create a follow-up task, etc.
Tasks can eather be assigned to a workgroup (Department) or an owner. A reminder can pop when a tasks is due.
Statistics can be retreived ans be showned at the project-level (Activities tab) or at the customer-level.
2- Manually
Tasks can also be created manually. From a list of customers with their balances, you can have a side-pannel with Customer Details screen to look at the list of open invoices as well as another side pannel to look at the past activities and create a new task. You can also see the customer info such as phone number from the list of customers. User have all info from one place.
Translate
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.