Spring 2008 ECi La Crosse Customer Conference
Session: Accounts Receivable/ Collections
User Group: Nextgen
Program Date: Thursday, April 17, 2008
Program Hours: 8:30—10:30 a.m.
Location: The Pearl Conference Center
This session will cover concepts of accounts receivable and collection activity. This includes cash posting features and procedures, creating cash books, automatically importing cash, setting up credit alerts, daily recognition, and distribution of Night Auditor reports. Topics also include manufacturer and leasing company interfaces that either interact with AR cash entry or allow you to export meter readings.
In this seminar, you will learn...
Key functions of AR and Collections, such as Collection Index, Non AR Cash Entry, creating cash books, and setting up credit alerts
Cash Posting features and procedures with AR Cash Entry
Automatic cash import
Daily reconciliation and distribution of Night Auditor reports
Running upload programs for use with AR Cash Entry, and meter reading exports for Konica Minolta and leasing companies
How to create and use dunning/collection letters for maximum return and effectiveness
And much more!
Key functions of AR and Collections
Learn about running the collection index in order to automate contacting customers that are past due
Learn more about using Non AR Cash to create transaction activities in Cash Entry that do not effect Accounts Receivable
Understand the importance of cash books in the system and how they are set up to separate cash book activity
See how credit alerts are used in the system in conjunction with settlement terms on invoices
How to effectively use Credit Manager and AR Inquiry
Cash Posting and Daily Reconciliation
Learn about the latest cash posting and daily AR reconciliation procedures and features in AR Cash Entry
How to run, print, and export current end of day reports in Night Auditor
Dunning Letters/Manufacturer programs
Learn how to create and configure dunning letter files in Crystal Reports
How to print a batch of letters for a range of overdue customers in collection activity and telesales activity
Learn more about using manufacturer programs for meter reading exports, such as the Konica Minolta Dealer Compensation Program
Learn about Nextgen interfaces for U.S Bancorp Dealer Finance Services, US Express Leasing, GreatAmerica Leasing, Lanier, and Wells Fargo
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