Collections Gets You More… Company Data Archive Express now bundled with Collections Management.
Company Data Archive (CDA) Express is a free add-on solution from Professional Advantage available exclusively to customers with a current Collections Management Annual Enhancement Plan. This powerful tool provides a simple way to move historical information from your Microsoft Dynamics® GP ‘live’ company to an ‘archive’ company. With an easy-to-use interface, CDA Express allows you to select a cut-off date as well as the modules you would like to archive including your General Ledger and...
Please use the substitute button before sending e-mail to remove all f...
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 logical step is to click the substitute button. But where is it? The Substitute button looks...
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 days for the idea to sink in to us all, and it left a memorable impression on...
Why retailers should invest in Business Intelligence (BI) solutions
Business Intelligence (BI) solutions can cover a multitude of areas within the organization. At Professional Advantage we are particularly interested in helping retailers better manage their Inventory, Purchasing, Sales and Financials through BI. Below are 21 business reasons that...
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 they need to perform the best job possible. You can make the best use...
What information should you know about your retail business?
Information holds the key to competitive advantage. Most retailers have some level of reporting, but there is a big difference from dusty, dry reports to dynamic, informative analytics. The advantage comes from developing ‘better...
Add an extra Memo to your Note created during Collection Plan Processi...
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 Note appears for that Customer...
Microsoft to Discontinue Collections Management under SPLA – February ...
On June 1st, 2013, after a successful 12 year licensing relationship, Collections Management for Microsoft Dynamics® GP was transitioned from Microsoft back to the original ISV, Professional Advantage (PA), and all associated SKUs were removed from all versions of the Microsoft...
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 example, all customers with a balance over $50k who haven’t made a payment in 30...
Stay Connected
Twitter
LinkedIn
You Tube
Plugin created by StressFree Sites