"How far past
due is that company, anyway?" or "I thought their balance
was lower" are quotes we've all probably heard over the
course of our careers with respect to past due accounts.
Were there any new promise dates set this week? What was the
detail of the discussion that was held? How much was
received this week by specific accounts? CollectSoft© helps
answer this and more with a number of pre-formatted reports.
Reports are a
crucial part of dispersing information. Some staff members
require different views than others, some need "big picture"
views, and others information regarding only specific
accounts. Without the ability to produce accurate reports
with the format and fields necessary, decisions become
delayed, and even worse, flawed. What is needed is an
application that not only can track and communicate the
appropriate information, but can also provide it in the
necessary report formats for the appropriate dissemination
CollectSoft© provides a number of common reports necessary
to the past due account collection process. CollectSoft©
eliminates the need to spend excessive amounts of time
developing reports for common views, aRnd include Accounts
Receivable Aging; Customer Ledger (Activity); Previous Notes
and Discussion; and invoices for both the Dashboard and
Customer Invoice panels. All reports are designed to
represent a firm's profile, and additional reports and
format requests may be submitted for custom development.
Customer Invoice View:
Allows users to print reports for the customer that
are currently in view.
All Reports: With this
option, users have ability to print reports for multiple