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Introduction to Collections Management in Dynamics GP

In our latest on demand webinar, our resident Dynamics GP Consultant, Sharon Sturgess takes us through the key features of the Collections Management Module written for Dynamics GP.

The on demand webinar covers the following:

  • Demonstrates the functionality within the Main Collections Screen
    • The recording of notes and assignment of future collection actions against customers and selected invoices
    • Emailing letters and statements
    • The use of the Collectors Task List & and an understanding of the statistics within the screen
  • Setup and processing of Collection Plans
    • How to automate the process of emailing customers
    • Creating tasks for the credit controllers on mass based on the age of the customer's debt
  • Reviewing the Collections enquiries & reporting
    • Providing a brief overview of the Collections specific data which can be stored against each Customer record for functional and analytics purposes.

You can view the on demand webinar on this page.