Credit Management System

Credit Evaluation Module

Credit Profile

• Maintains Parent/Child Relationships for Subsidiaries, Affiliates, Divisions
• Consolidates Credit Limit and Aging for Affiliates
• Documentation can be Linked to each Customer File and Retrieved Online
• Unlimited Contact Directory
• Establish Credit Review Date Cycles
• 37 Additional Customizable Fields

Financial Statements, Bank & Trade References

• Record Financial Statements and Credit Reference Data Online for Quick Analysis
• Calculates Key Financial Statement Ratios
• 3rd Party Credit Reports can be Attached to each Customer File and Retrieved Online, such as D&B, Experian, Equifax, Credit Group Reports, etc.
• Tickler Files for Quick Follow Up

Alternative Financing

• Record Pertinent Alternative Financing Data Online for Follow Up, such as Credit Insurance, Letters of Credit, Mechanics Liens, Security and Guarantor Agreements
• Manage Important Legal Filings and Expiration Dates
• Tickler Files for Quick Follow Up

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Collection & Deductions

• Record and Archive Every Collection Call
• Create Record for Every Dispute and Deduction
• Review Aging and Open Item Status
• Customizable Aging Periods
• Create Dunning Letters to Email, Fax or Print
• Create Statements (With or Without Credit Balances) to Email, Fax or Print
• Create Customized Letters to Email, Fax or Print
• Establish and Monitor Payment Promise Schedules
• Track and Monitor Dispute Reason Codes
• Assign and Track Dispute Resolution Ownership
• Assign Customers to Collection Agencies and Monitor Activity
• Establish Bad Debt Reserves
• Documentation can be Linked to each Customer File and Retrieved Online
• 37 Additional Customizable Fields
• Tickler File Reminders for Follow Up Calls and Broken Payment Promises
  
  One Click Away From:
• Aged Open Items
• Initiating a Dispute Log
• Creating Line Item Notes
• Recording a Collection Reason Code for Non-Payment
• Reviewing and Analyzing a Variety of Collection Reports

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Workload Organizer Module

• Consolidates Tickler File Follow Up Notes on One Screen
• User Toggles to Tickler File Follow Up Area with One Click
• Use Database Queries to Prioritize Workloads
• Use Database Queries to Create Excel Spreadsheets
• Quickly Locate Customers Who Have Broken Payment Promises

Report Module

• Program comes with Standard Reports
• Easy to use Report Wizard for Creating Ad Hoc Reports
• Cash Forecasting Tools
• Print, Fax or Email Reports with Just 2 Clicks
• Measure Employee Performance as well as A/R Results

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