Collection Management Solution
InnoVergent Solutions for Intacct Financial Accounting
Managing invoices and communications with customers can be difficult and time-consuming. Customers may have multiple open invoices, due dates, and terms further complicating the collections process. InnoVergent has designed and built Collection Management Solution with the end-user in mind – simplifying, automating and streamlining the process of effective collection management.
Collection Management Solution Features:
- Integration with Intacct Standard Objects (AR, OE, and Contacts)
- Automates processes and escalation procedures with customized workflow
- Customer invoice portal
- Includes standard reports as well as user-defined ad-hoc reporting
- Automatic email and alert notifications
- Simple to use file attachment capabilities
- User-specific follow-up lists, tasks, and alerts
- Automatic or manual generation of collection cases
- Configurable and unlimited statuses, workflow steps, and Intacct users
- Unlimited management of collection activities and comments
- Manage customer and contact holds and alerts
- Full audit trail
- Integration with Intacct Financial Accounting means no duplication of data
Utilizing the power of Intacct Platform Services, InnoVergent’s Collection Management Solution automates common tasks associated with reminding customers about outstanding invoices. Whether auto-generating or closing a collections management record, from configuring recurring emails to customers or internal users (sales reps), or flagging customer contacts – InnoVergent has built the automation your current process is lacking.
